Westshore Wealth, LLC Top Holdings and 13F Report (2025) About Westshore Wealth, LLCInvestment ActivityWestshore Wealth, LLC has $236.40 million in total holdings as of March 31, 2025.Westshore Wealth, LLC owns shares of 94 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.80% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Westshore Wealth, LLC has purchased 96 new stocks and bought additional shares in 30 stocks.Westshore Wealth, LLC sold shares of 39 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $59,707,881iShares iBoxx $ Investment Grade Corporate Bond ETF $25,491,589iShares Russell 1000 Value ETF $19,039,454iShares Russell 1000 Growth ETF $16,473,545iShares Russell 2000 ETF $12,001,444 Largest New Holdings this Quarter 381430438 - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $758,879 Holding92206C714 - Vanguard Russell 1000 Value $578,028 Holding92206C664 - Vanguard Russell 2000 ETF $538,016 Holding92206C680 - Vanguard Russell 1000 Growth ETF $466,734 Holding806857108 - Schlumberger $272,461 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 20,225 shares (about $2.20M)Vanguard S&P 500 ETF 3,735 shares (about $1.92M)Vanguard Long-Term Treasury Index ETF 22,091 shares (about $1.27M)iShares U.S. Treasury Bond ETF 39,167 shares (about $900.25K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 9,980 shares (about $758.88K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,793 shares (about $2.12M)ServiceNow 1,811 shares (about $1.44M)iShares Russell 1000 Growth ETF 1,215 shares (about $438.72K)VanEck Morningstar Wide Moat ETF 3,951 shares (about $347.68K)Coinbase Global 1,682 shares (about $289.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestshore Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$59,707,881$2,121,776 ▼-3.4%106,73725.3%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$25,491,589$2,198,254 ▲9.4%234,53510.8%FinanceIWDiShares Russell 1000 Value ETF$19,039,454$235,199 ▼-1.2%101,1888.1%ETFIWFiShares Russell 1000 Growth ETF$16,473,545$438,722 ▼-2.6%45,6227.0%ETFIWMiShares Russell 2000 ETF$12,001,444$126,077 ▼-1.0%60,1615.1%FinanceUPSUnited Parcel Service$10,038,759$110 ▲0.0%91,2704.2%TransportationVGLTVanguard Long-Term Treasury Index ETF$9,003,404$1,272,662 ▲16.5%156,2823.8%ETFGOVTiShares U.S. Treasury Bond ETF$8,356,329$900,253 ▲12.1%363,5563.5%ETFAAPLApple$6,158,784$666 ▲0.0%27,7262.6%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$5,850,210$266,696 ▼-4.4%68,7692.5%ETFNVDANVIDIA$5,249,611$50,288 ▲1.0%48,4372.2%Computer and TechnologyBRK.BBerkshire Hathaway$4,001,2740.0%7,5131.7%FinanceNOWServiceNow$3,469,578$1,441,809 ▼-29.4%4,3581.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$3,333,838$347,684 ▼-9.4%37,8851.4%ETFMSFTMicrosoft$2,538,753$4,129 ▼-0.2%6,7631.1%Computer and TechnologyAIM ETF PRODUCTS TRUST$2,417,7320.0%84,6961.0%ALLIANZIM US LRGGOOGAlphabet$2,307,711$2,639 ▼-0.1%14,8641.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,273,565$36,043 ▲1.6%27,8181.0%FinanceVOOVanguard S&P 500 ETF$2,215,021$1,919,514 ▲649.6%4,3100.9%ETFMETAMeta Platforms$2,188,977$473,760 ▲27.6%3,7980.9%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,706,342$146,921 ▼-7.9%18,7450.7%ETFIWBiShares Russell 1000 ETF$1,700,873$3,374 ▼-0.2%5,5450.7%ETFAMZNAmazon.com$1,668,961$67,162 ▼-3.9%8,7720.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,448,703$4,947 ▲0.3%5,2710.6%ETFEEMiShares MSCI Emerging Markets ETF$1,141,613$50,036 ▲4.6%26,1240.5%FinanceGLDSPDR Gold Shares$1,060,3550.0%3,6800.4%FinanceCSCOCisco Systems$769,440$555 ▲0.1%12,4690.3%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$758,879$758,879 ▲New Holding9,9800.3%ETFVOVanguard Mid-Cap ETF$700,636$776 ▲0.1%2,7090.3%ETFPMPhilip Morris International$625,165$52,057 ▼-7.7%3,9390.3%Consumer StaplesVONVVanguard Russell 1000 Value$578,028$578,028 ▲New Holding7,0030.2%ETFJPMJPMorgan Chase & Co.$575,378$29,922 ▼-4.9%2,3460.2%FinanceIHIiShares U.S. Medical Devices ETF$547,2470.0%9,0920.2%ETFVTWOVanguard Russell 2000 ETF$538,016$538,016 ▲New Holding6,6710.2%ETFHCAHCA Healthcare$524,890$7,257 ▼-1.4%1,5190.2%MedicalMUBiShares National Muni Bond ETF$518,976$122,205 ▼-19.1%4,9220.2%ETFAVGOBroadcom$502,729$12,723 ▲2.6%3,0030.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$497,5110.0%7,8970.2%ManufacturingVVisa$490,829$701 ▲0.1%1,4010.2%Business ServicesPFFiShares Preferred and Income Securities ETF$489,590$81,373 ▼-14.3%15,9320.2%ETFPANWPalo Alto Networks$481,205$215,006 ▲80.8%2,8200.2%Computer and TechnologyPGProcter & Gamble$479,293$171,468 ▲55.7%2,8120.2%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$466,734$466,734 ▲New Holding5,0300.2%ETFQQQInvesco QQQ$463,409$1,407 ▲0.3%9880.2%FinanceICFiShares Select U.S. REIT ETF$459,752$47,440 ▲11.5%7,4720.2%ETFCOSTCostco Wholesale$449,246$16,078 ▲3.7%4750.2%Retail/WholesaleIBMInternational Business Machines$447,5880.0%1,8000.2%Computer and TechnologyMCDMcDonald's$444,952$31,247 ▼-6.6%1,4240.2%Retail/WholesaleIVViShares Core S&P 500 ETF$443,3390.0%7890.2%ETFHDHome Depot$441,699$22,726 ▼-4.9%1,2050.2%Retail/WholesaleCATCaterpillar$433,767$2,639 ▼-0.6%1,3150.2%IndustrialsJNJJohnson & Johnson$413,491$2,156 ▲0.5%2,4930.2%MedicalSCHFSchwab International Equity ETF$407,214$207,949 ▲104.4%20,5870.2%ETFSBUXStarbucks$403,323$8,337 ▼-2.0%4,1120.2%Retail/WholesaleBXBlackstone$398,002$32,293 ▼-7.5%2,8470.2%FinanceUNHUnitedHealth Group$387,948$524 ▲0.1%7410.2%MedicalMRKMerck & Co., Inc.$385,841$163,617 ▼-29.8%4,2990.2%MedicalMCKMcKesson$373,080$6,734 ▼-1.8%5540.2%MedicalBANK AMERICA CORP$370,3710.0%3000.2%7.25%CNV PFD LWFC.PLWells Fargo & Co. Pfd. Series L$361,4410.0%3010.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$358,250$85,374 ▲31.3%4,6830.2%ETFBACBank of America$352,994$2,086 ▼-0.6%8,4590.1%FinanceIVEiShares S&P 500 Value ETF$351,350$3,430 ▲1.0%1,8440.1%ETFVYMIVanguard International High Dividend Yield ETF$350,4700.0%4,7560.1%ETFVUGVanguard Growth ETF$347,921$2,226 ▼-0.6%9380.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$338,207$2,473 ▲0.7%3,4190.1%FinanceSCHXSchwab US Large-Cap ETF$325,428$217,636 ▲201.9%14,7390.1%ETFMARMarriott International$319,426$11,195 ▼-3.4%1,3410.1%Consumer DiscretionaryADPAutomatic Data Processing$299,4190.0%9800.1%Business ServicesSCHWCharles Schwab$293,707$2,348 ▼-0.8%3,7520.1%FinanceCOINCoinbase Global$293,480$289,691 ▼-49.7%1,7040.1%FinanceLYVLive Nation Entertainment$286,362$15,931 ▼-5.3%2,1930.1%Consumer DiscretionaryAJGArthur J. Gallagher & Co.$276,1920.0%8000.1%FinanceSLBSchlumberger$272,461$272,461 ▲New Holding6,5180.1%EnergyCVXChevron$268,3440.0%1,6040.1%EnergyPINSPinterest$266,476$21,607 ▼-7.5%8,5960.1%Computer and TechnologyACNAccenture$254,3130.0%8150.1%Computer and TechnologyXOMExxon Mobil$242,278$119 ▲0.0%2,0370.1%EnergyDGXQuest Diagnostics$227,912$2,707 ▼-1.2%1,3470.1%MedicalWMTWalmart$227,642$527 ▲0.2%2,5930.1%Retail/WholesaleAMPLIFY ETF TR$225,811$71,800 ▼-24.1%3,1450.1%AMPLIFY CYBERSECHRBH&R Block$224,362$4,832 ▼-2.1%4,0860.1%Consumer DiscretionarySMHVanEck Semiconductor ETF$224,1580.0%1,0600.1%ManufacturingTSLATesla$223,914$8,293 ▼-3.6%8640.1%Auto/Tires/TrucksSPOTSpotify Technology$220,012$220,012 ▲New Holding4000.1%Business ServicesKOCoca-Cola$218,824$72 ▲0.0%3,0550.1%Consumer StaplesIRTIndependence Realty Trust$212,3000.0%10,0000.1%FinanceBLACKROCK INC$205,412$205,412 ▲New Holding2170.1%COMLLYEli Lilly and Company$204,350$204,350 ▲New Holding2470.1%MedicalKNXKnight-Swift Transportation$203,925$25,790 ▼-11.2%4,6890.1%TransportationIJHiShares Core S&P Mid-Cap ETF$203,466$4,551 ▼-2.2%3,4870.1%ETFFDXFedEx$202,825$28,766 ▼-12.4%8320.1%TransportationVZVerizon Communications$201,831$1,406 ▼-0.7%4,4500.1%Computer and TechnologyCORCencora$201,190$201,190 ▲New Holding7230.1%MedicalABBVAbbVie$0$356,846 ▼-100.0%00.0%MedicalVHTVanguard Health Care ETF$0$279,378 ▼-100.0%00.0%ETFBBarrick Gold$0$274,667 ▼-100.0%00.0%Basic MaterialsLMTLockheed Martin$0$248,139 ▼-100.0%00.0%AerospaceADBEAdobe$0$243,874 ▼-100.0%00.0%Computer and TechnologyPCARPACCAR$0$235,549 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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