Notify me when Westshore Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 103 | $302,265,971 | +$13,071,005 | -$9,969,071 | +$3,101,934 | SPY, LQD, IWD, IWF, AMRX | 13F-HR | 24 Feb 2026, 19:35 |
| Q3 2025 | 102 | $292,698,564 | +$26,604,315 | -$9,930,870 | +$16,673,445 | SPY, LQD, IWF, IWD, IWM | 13F-HR | 17 Nov 2025, 17:00 |
| Q2 2025 | 96 | $260,670,382 | +$9,542,252 | -$3,655,507 | +$5,886,745 | SPY, LQD, IWD, IWF, IWM | 13F-HR | 09 Jul 2025, 17:15 |
| Q1 2025 | 94 | $236,398,327 | +$7,226,617 | -$6,665,507 | +$561,110 | SPY, LQD, IWD, IWF, IWM | 13F-HR | 15 May 2025, 13:36 |
| Q4 2024 | 93 | $246,932,485 | +$4,863,985 | -$3,240,677 | +$1,623,308 | SPY, LQD, IWD, IWF, IWM | 13F-HR | 28 May 2025, 08:07 |
| Q3 2024 | 96 | $244,670,032 | +$8,842,961 | -$17,226,872 | -$8,383,911 | SPY, LQD, IWD, IWF, IWM | 13F-HR | 12 Nov 2024, 18:59 |
| Q2 2024 | 92 | $240,839,661 | +$11,234,476 | -$8,791,242 | +$2,443,234 | SPY, UPS, LQD, IWD, IWF | 13F-HR | 31 Oct 2024, 17:35 |
| Q1 2024 | 103 | $240,534,489 | +$12,856,328 | -$1,674,292 | +$11,182,036 | SPY, UPS, LQD, IWD, IWF | 13F-HR | 31 Oct 2024, 17:35 |
| Q4 2023 | 95 | $216,683,768 | +$23,999,858 | -$4,233,487 | +$19,766,371 | SPY, UPS, LQD, IWD, IWF | 13F-HR | 15 Feb 2024, 17:12 |
| Q3 2023 | 92 | $180,008,963 | +$13,189,335 | -$18,519,681 | -$5,330,346 | SPY, UPS, LQD, IWD, IWF | 13F-HR | 15 Feb 2024, 17:12 |
| Q2 2023 | 109 | $195,691,937 | +$8,509,638 | -$10,183,705 | -$1,674,067 | SPY, UPS, LQD, IWD, IWF | 13F-HR | 05 Sep 2023, 11:57 |
| Q1 2023 | 111 | $190,407,348 | +$12,875,168 | -$9,950,465 | +$2,924,703 | SPY, UPS, LQD, IWD, IWM | 13F-HR | 12 May 2023, 16:51 |
| Q4 2022 | 104 | $175,526,500 | +$25,488,569 | -$4,903,942 | +$20,584,627 | SPY, UPS, LQD, IWD, PFF | 13F-HR | 14 Feb 2023, 09:44 |
| Q3 2022 | 92 | $145,283,000 | +$9,241,699 | -$5,625,795 | +$3,615,904 | SPY, UPS, LQD, IWD, IWM | 13F-HR | 02 Nov 2022, 20:29 |
| Q2 2022 | 94 | $153,415,000 | +$47,800,229 | -$22,415,032 | +$25,385,197 | SPY, UPS, LQD, IWD, IWM | 13F-HR | 15 Jul 2022, 09:55 |
| Q1 2022 | 95 | $148,872,000 | +$10,647,172 | -$3,124,227 | +$7,522,945 | UPS, SPY, IGSB, IWD, IWM | 13F-HR | 10 May 2022, 15:09 |
| Q4 2021 | 90 | $145,923,000 | +$13,976,018 | -$4,125,825 | +$9,850,193 | UPS, SPY, IGSB, IWD, IWM | 13F-HR | 17 Feb 2022, 15:04 |
| Q3 2021 | 78 | $123,846,000 | +$2,636,165 | -$65,844,017 | -$63,207,852 | UPS, SPY, IGSB, IWD, IWM | 13F-HR | 15 Nov 2021, 18:42 |
| Q2 2021 | 139 | $194,454,000 | +$11,204,407 | -$5,426,910 | +$5,777,497 | UPS, SPY, IGSB, IWD, IWM | 13F-HR | 19 Aug 2021, 07:50 |
| Q1 2021 | 142 | $175,216,000 | $0 | $0 | $0 | UPS, SPY, IGSB, MRK, IWD | 13F-HR | 13 May 2021, 17:50 |
| Q4 2019 | 72 | $90,845,000 | $0 | $0 | $0 | UPS, SPY, SLY, IWF, NEAR | 13F-HR | 30 Mar 2020, 12:06 |