Westshore Wealth, LLC Top Holdings and 13F Report (2026) About Westshore Wealth, LLCInvestment ActivityWestshore Wealth, LLC has $285.02 million in total holdings as of March 31, 2026.Westshore Wealth, LLC owns shares of 102 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.28% of the portfolio was purchased this quarter.About 6.90% of the portfolio was sold this quarter.This quarter, Westshore Wealth, LLC has purchased 103 new stocks and bought additional shares in 30 stocks.Westshore Wealth, LLC sold shares of 43 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $60,060,678iShares iBoxx $ Investment Grade Corporate Bond ETF $29,220,685iShares Russell 1000 Value ETF $19,741,151Amneal Pharmaceuticals $17,078,621iShares Russell 1000 Growth ETF $17,000,670 Largest New Holdings this Quarter 00888H778 - AllianzIM U.S. Large Cap Buffer20 Mar ETF $2,409,311 Holding00888H802 - AllianzIM U.S. Large Cap Buffer20 Jan ETF $936,806 Holding00888H208 - AllianzIM U.S. Large Cap Buffer20 Apr ETF $884,383 Holding00888H786 - AllianzIM U.S. Large Cap Buffer20 Feb ETF $520,514 Holding110122108 - Bristol Myers Squibb $476,709 Holding Largest Purchases this Quarter AllianzIM U.S. Large Cap Buffer20 Mar ETF 70,675 shares (about $2.41M)iShares iBoxx $ Investment Grade Corporate Bond ETF 17,346 shares (about $1.89M)AllianzIM U.S. Large Cap Buffer20 Jan ETF 25,680 shares (about $936.81K)AllianzIM U.S. Large Cap Buffer20 Apr ETF 25,000 shares (about $884.38K)AllianzIM U.S. Large Cap Buffer20 Feb ETF 15,547 shares (about $520.51K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 7,025 shares (about $4.57M)Apple 8,699 shares (about $2.21M)iShares Russell 1000 ETF 3,627 shares (about $1.29M)iShares Russell 1000 Growth ETF 2,397 shares (about $1.02M)SPDR Gold Shares 2,210 shares (about $950.94K) 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$60,060,678$4,568,625 â–¼-7.1%92,35321.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$29,220,685$1,890,542 â–²6.9%268,10410.3%FinanceIWDiShares Russell 1000 Value ETF$19,741,151$944,420 â–¼-4.6%92,3916.9%ETFAMRXAmneal Pharmaceuticals$17,078,621$98,520 â–¼-0.6%1,373,9846.0%MedicalIWFiShares Russell 1000 Growth ETF$17,000,670$1,022,087 â–¼-5.7%39,8706.0%ETFIWMiShares Russell 2000 ETF$14,338,107$179,800 â–¼-1.2%57,8155.0%FinanceVGLTVanguard Long-Term Treasury ETF$9,991,850$485,685 â–²5.1%180,5053.5%ETFGOVTiShares U.S. Treasury Bond ETF$9,802,786$470,205 â–²5.0%427,8823.4%ETFUPSUnited Parcel Service$8,961,727$98 â–²0.0%91,0933.1%TransportationVOOVanguard S&P 500 ETF$8,571,144$472,058 â–²5.8%14,3443.0%ETFNVDANVIDIA$7,311,726$708,239 â–¼-8.8%41,9252.6%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$6,351,924$305,399 â–¼-4.6%65,3292.2%ETFAIM ETF PRODUCTS TRUST$5,017,596$1,200 â–¼0.0%158,8421.8%ALLIANZIM US EQTAAPLApple$4,786,218$2,207,716 â–¼-31.6%18,8591.7%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$3,853,259$363,335 â–²10.4%41,1061.4%ETFVTWOVanguard Russell 2000 ETF$3,807,553$453,569 â–²13.5%38,0111.3%ETFVONGVanguard Russell 1000 Growth ETF$3,402,168$371,632 â–²12.3%31,0161.2%ETFEFAiShares MSCI EAFE ETF$3,132,734$82,852 â–²2.7%32,2531.1%FinanceBRK.BBerkshire Hathaway$2,984,458$563,060 â–¼-15.9%6,2281.0%FinanceMOATVanEck Morningstar Wide Moat ETF$2,521,846$240,107 â–¼-8.7%26,0790.9%ETFMARWAllianzIM U.S. Large Cap Buffer20 Mar ETF$2,409,311$2,409,311 â–²New Holding70,6750.8%ETFMSFTMicrosoft$2,040,065$245,060 â–¼-10.7%5,5110.7%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$1,890,766$131,071 â–²7.4%33,2940.7%FinanceAMZNAmazon.com$1,777,584$99,970 â–²6.0%8,5350.6%Retail/WholesaleNOWServiceNow$1,697,160$13,382 â–²0.8%16,2330.6%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,649,685$70,522 â–¼-4.1%19,4860.6%ETFGOOGLAlphabet$1,637,367$610,202 â–¼-27.1%5,6940.6%Computer and TechnologyMETAMeta Platforms$1,564,203$280,344 â–¼-15.2%2,7340.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,102,624$5,133 â–²0.5%3,4370.4%ETFAIM ETF PRODUCTS TRUST$1,086,484$472,126 â–¼-30.3%33,7940.4%ALLIANZIM US EQUVCITVanguard Intermediate-Term Corporate Bond ETF$974,700$225,408 â–²30.1%11,7790.3%ETFJANWAllianzIM U.S. Large Cap Buffer20 Jan ETF$936,806$936,806 â–²New Holding25,6800.3%ETFCSCOCisco Systems$926,2180.0%11,9370.3%Computer and TechnologyAPRWAllianzIM U.S. Large Cap Buffer20 Apr ETF$884,383$884,383 â–²New Holding25,0000.3%ETFDECWAllianzIM U.S. Large Cap Buffer20 Dec ETF$842,700$17,507 â–²2.1%25,2230.3%ETFGOOGAlphabet$833,902$583,760 â–¼-41.2%2,9070.3%Computer and TechnologyCATCaterpillar$831,732$25,505 â–¼-3.0%1,1740.3%IndustrialsAVGOBroadcom$794,203$25,380 â–¼-3.1%2,5660.3%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$790,8060.0%15,8510.3%ETFPMPhilip Morris International$687,573$36,371 â–²5.6%4,1590.2%Consumer StaplesIVViShares Core S&P 500 ETF$685,871$180,286 â–²35.7%1,0500.2%ETFJNJJohnson & Johnson$614,073$19,556 â–¼-3.1%2,5120.2%MedicalHCAHCA Healthcare$613,319$79,504 â–¼-11.5%1,2960.2%MedicalIWBiShares Russell 1000 ETF$605,795$1,293,242 â–¼-68.1%1,6990.2%ETFJPMJPMorgan Chase & Co.$583,517$18,235 â–²3.2%1,9840.2%FinanceGLDSPDR Gold Shares$567,983$950,941 â–¼-62.6%1,3200.2%FinanceOCTWAllianzIM U.S. Large Cap Buffer20 Oct ETF$558,1230.0%14,5080.2%ETFFEBWAllianzIM U.S. Large Cap Buffer20 Feb ETF$520,514$520,514 â–²New Holding15,5470.2%ETFTLTiShares 20+ Year Treasury Bond ETF$496,986$1,300 â–¼-0.3%5,7330.2%ETFQQQInvesco QQQ$476,852$12,701 â–²2.7%8260.2%FinanceBMYBristol Myers Squibb$476,709$476,709 â–²New Holding7,8600.2%MedicalMUBiShares National Muni Bond ETF$464,194$17,409 â–¼-3.6%4,3730.2%ETFMCKMcKesson$452,8980.0%5230.2%MedicalVYMIVanguard International High Dividend Yield ETF$448,2050.0%4,7560.2%ETFCOSTCostco Wholesale$430,458$18,932 â–¼-4.2%4320.2%Retail/WholesaleMRKMerck & Co., Inc.$419,9400.0%3,4910.1%MedicalCIBRFirst Trust Nasdaq Cybersecurity ETF$419,078$67,381 â–¼-13.9%6,6860.1%ManufacturingSMHVanEck Semiconductor ETF$406,4040.0%1,0600.1%ManufacturingVUGVanguard Growth ETF$398,543$19,228 â–¼-4.6%9120.1%ETFMARMarriott International$396,0820.0%1,2110.1%Consumer DiscretionaryICFiShares Select U.S. REIT ETF$394,6110.0%6,3760.1%ETFBACBank of America$383,614$63,375 â–¼-14.2%7,8690.1%FinanceSBUXStarbucks$379,503$104,283 â–²37.9%4,2360.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$358,787$1,026 â–²0.3%13,9930.1%ETFCVXChevron$356,903$36,208 â–²11.3%1,7250.1%EnergyWFC.PLWells Fargo & Co. Pfd. Series L$353,430$12,705 â–¼-3.5%3060.1%FinanceMCDMcDonald's$351,240$29,529 â–¼-7.8%1,1300.1%Retail/WholesaleVOVanguard Mid-Cap ETF$350,050$378,479 â–¼-52.0%1,2190.1%ETFPANWPalo Alto Networks$347,894$45,531 â–¼-11.6%2,1700.1%Computer and TechnologyAMATApplied Materials$346,917$34,179 â–²10.9%1,0150.1%Computer and TechnologyVVisa$343,991$9,068 â–¼-2.6%1,1380.1%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$336,4260.0%3,3890.1%FinanceAMDAdvanced Micro Devices$333,422$333,422 â–²New Holding1,6390.1%Computer and TechnologyBANK AMERICA CORP$330,062$11,916 â–¼-3.5%2770.1%7.25%CNV PFD LTSLATesla$328,255$27,509 â–²9.1%8830.1%Auto/Tires/TrucksLYVLive Nation Entertainment$327,5910.0%2,1480.1%Consumer DiscretionaryHDHome Depot$324,614$18,418 â–¼-5.4%9870.1%Retail/WholesaleROCKET LAB CORP$321,1000.0%5,0000.1%COMXOMExxonMobil$309,581$16,794 â–¼-5.1%1,8250.1%EnergySCHWCharles Schwab$308,630$6,955 â–¼-2.2%3,2840.1%FinanceCOINCoinbase Global$295,7890.0%1,6940.1%FinanceBXBlackstone$291,730$5,750 â–²2.0%2,5370.1%FinanceIBMInternational Business Machines$290,868$24,239 â–¼-7.7%1,2000.1%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$286,708$7,522 â–²2.7%3,2400.1%ETFMPCMarathon Petroleum$268,598$268,598 â–²New Holding1,1000.1%EnergyKLACKLA$263,5610.0%1790.1%Computer and TechnologyWALMART INC$261,884$4,350 â–¼-1.6%2,1070.1%COMDGXQuest Diagnostics$255,1660.0%1,3020.1%MedicalPGProcter & Gamble$236,850$433 â–²0.2%1,6400.1%Consumer StaplesFDXFedEx$234,366$12,822 â–¼-5.2%6580.1%TransportationCORCencora$228,872$628 â–²0.3%7290.1%MedicalRTXRTX$222,2210.0%1,1520.1%AerospaceLMTLockheed Martin$220,352$220,352 â–²New Holding3650.1%AerospaceKOCocaCola$217,367$15,211 â–¼-6.5%2,8580.1%Consumer StaplesPEPPepsiCo$215,387$15,529 â–¼-6.7%1,3870.1%Consumer StaplesDMBSDoubleLine Mortgage ETF$214,411$214,411 â–²New Holding4,3420.1%ETFKNXKnight-Swift Transportation$205,388$205,388 â–²New Holding3,5670.1%TransportationUNHUnitedHealth Group$200,507$36,259 â–²22.1%7410.1%MedicalIRTIndependence Realty Trust$148,9000.0%10,0000.1%FinanceFULCFulcrum Therapeutics$130,390$130,390 â–²New Holding17,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
