HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
116,488 | +6,960 | $55,368 |
| SPY | 116,488 | +6,960 | $55,368 |
| UNITED PARCEL SERVICE INC |
165,024 | +1 | $25,947 |
| UPS | 165,024 | +1 | $25,947 |
| ISHARES TR (LQD) |
182,031 | +9,902 | $20,144 |
| LQD | 182,031 | +9,902 | $20,144 |
| ISHARES TR (IWD) |
92,406 | +11,160 | $15,270 |
| IWD | 92,406 | +11,160 | $15,270 |
| ISHARES TR (IWF) |
44,589 | +2,399 | $13,518 |
| IWF | 44,589 | +2,399 | $13,518 |
| ISHARES TR (IWM) |
53,308 | +3,933 | $10,700 |
| IWM | 53,308 | +3,933 | $10,700 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
108,851 | +108,851 | $6,698 |
| VGLT | 108,851 | +108,851 | $6,698 |
| ISHARES TR (IWR) |
81,526 | -8,173 | $6,337 |
| IWR | 81,526 | -8,173 | $6,337 |
| ISHARES TR (GOVT) |
272,195 | +272,195 | $6,271 |
| GOVT | 272,195 | +272,195 | $6,271 |
| APPLE INC |
27,180 | -346 | $5,233 |
| AAPL | 27,180 | -346 | $5,233 |
| VANECK ETF TRUST (MOAT) |
44,486 | +5,121 | $3,776 |
| MOAT | 44,486 | +5,121 | $3,776 |
| ISHARES TR (TLT) |
31,571 | +7,763 | $3,122 |
| TLT | 31,571 | +7,763 | $3,122 |
 BERKSHIRE HATHAWAY INC DEL |
$2,680 | ||
| BRK.B | 7,513 | UNCH | $2,680 |
| MICROSOFT CORP |
6,663 | -99 | $2,506 |
| MSFT | 6,663 | -99 | $2,506 |
| NVIDIA CORPORATION |
4,867 | -7 | $2,410 |
| NVDA | 4,867 | -7 | $2,410 |
| ISHARES TR (PFF) |
75,801 | -1,219 | $2,364 |
| PFF | 75,801 | -1,219 | $2,364 |
| ALPHABET INC |
14,897 | -551 | $2,088 |
| GOOG | 14,897 | -551 | $2,088 |
| ISHARES TR (EFA) |
26,229 | +247 | $1,976 |
| EFA | 26,229 | +247 | $1,976 |
| ISHARES TR (IWB) |
6,129 | -450 | $1,607 |
| IWB | 6,129 | -450 | $1,607 |
| AMAZON COM INC |
8,902 | -128 | $1,353 |
| AMZN | 8,902 | -128 | $1,353 |
| VANGUARD INDEX FDS (VTI) |
4,616 | -193 | $1,095 |
| VTI | 4,616 | -193 | $1,095 |
| META PLATFORMS INC |
2,976 | -36 | $1,053 |
| META | 2,976 | -36 | $1,053 |
| CISCO SYS INC |
17,179 | -1,127 | $868 |
| CSCO | 17,179 | -1,127 | $868 |
| MERCK & CO INC |
6,531 | -265 | $712 |
| MRK | 6,531 | -265 | $712 |
| SPDR GOLD TR (GLD) |
3,680 | UNCH | $704 |
| GLD | 3,680 | UNCH | $704 |
| ISHARES TR (EEM) |
17,302 | +1,276 | $696 |
| EEM | 17,302 | +1,276 | $696 |
| ISHARES TR (MUB) |
6,396 | -2,233 | $693 |
| MUB | 6,396 | -2,233 | $693 |
| COINBASE GLOBAL INC |
3,506 | UNCH | $610 |
| COIN | 3,506 | UNCH | $610 |
| VANGUARD INDEX FDS (VO) |
2,610 | UNCH | $607 |
| VO | 2,610 | UNCH | $607 |
| BANK AMERICA CORP |
$595 | ||
| BAC.PRL | 249 | -5 | $300 |
| BAC | 8,773 | -143 | $295 |
| ISHARES TR (ICVT) |
7,375 | UNCH | $580 |
| ICVT | 7,375 | UNCH | $580 |
| SCHWAB STRATEGIC TR |
15,129 | +191 | $559 |
| SCHF | 15,129 | +191 | $559 |
| JOHNSON & JOHNSON |
3,162 | -252 | $496 |
| JNJ | 3,162 | -252 | $496 |
| ISHARES TR (IHI) |
9,092 | -2,181 | $491 |
| IHI | 9,092 | -2,181 | $491 |
| MCDONALDS CORP |
1,620 | -37 | $480 |
| MCD | 1,620 | -37 | $480 |
| STARBUCKS CORP |
4,757 | -57 | $457 |
| SBUX | 4,757 | -57 | $457 |
| PALO ALTO NETWORKS INC |
1,539 | +9 | $454 |
| PANW | 1,539 | +9 | $454 |
| HOME DEPOT INC |
1,297 | -4 | $449 |
| HD | 1,297 | -4 | $449 |
| HCA HEALTHCARE INC |
1,654 | -9 | $448 |
| HCA | 1,654 | -9 | $448 |
| FIRST TR EXCHANGE TRADED FD (CIBR) |
7,896 | UNCH | $425 |
| CIBR | 7,896 | UNCH | $425 |
| BLACKSTONE INC |
3,176 | UNCH | $416 |
| BX | 3,176 | UNCH | $416 |
| CATERPILLAR INC |
1,363 | -8 | $403 |
| CAT | 1,363 | -8 | $403 |
| INVESCO QQQ TR |
980 | +1 | $402 |
| QQQ | 980 | +1 | $402 |
| PHILIP MORRIS INTL INC |
4,267 | -39 | $401 |
| PM | 4,267 | -39 | $401 |
| JPMORGAN CHASE & CO |
2,347 | -68 | $399 |
| JPM | 2,347 | -68 | $399 |
| UNITEDHEALTH GROUP INC |
739 | -29 | $389 |
| UNH | 739 | -29 | $389 |
| VISA INC |
1,397 | -48 | $364 |
| V | 1,397 | -48 | $364 |
| PINTEREST INC |
9,662 | +50 | $358 |
| PINS | 9,662 | +50 | $358 |
| MARRIOTT INTL INC NEW |
1,558 | UNCH | $351 |
| MAR | 1,558 | UNCH | $351 |
| WELLS FARGO CO NEW |
$348 | ||
| WFC.PRL | 291 | -4 | $348 |
See Full List: All Stocks Held By Westshore Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Westshore Wealth LLC
|
Size ($ in 1000's)
At 12/31/2023: $216,686 At 09/30/2023: $180,009 Westshore Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westshore Wealth LLC 13F filings. Link to 13F filings: SEC filings |
