Westshore Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Newport Beach, CA
CIK
0001806366
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 95 216,683 SPY, UPS, LQD, IWD 13F-HR 2/15/2024 000108514624001521
Q3 2023 92 180,008 SPY, UPS, LQD, IWD 13F-HR 2/15/2024 000108514624001520
Q2 2023 110 196,049 SPY, UPS, LQD, IWD 13F-HR 9/5/2023 000108514623003506
Q1 2023 111 190,407 SPY, UPS, LQD, IWD 13F-HR 5/12/2023 000108514623002302
Q4 2022 104 175,526 SPY, UPS, LQD, IWD 13F-HR 2/14/2023 000108514623001201
Q3 2022 92 145,283 SPY, UPS, LQD, IWD 13F-HR 11/2/2022 000108514622003749
Q2 2022 94 153,415 SPY, UPS, LQD, IWD 13F-HR 7/15/2022 000108514622002405
Q1 2022 95 148,872 UPS, SPY, IGSB, IWD 13F-HR 5/10/2022 000108514622001937
Q4 2021 90 145,923 UPS, SPY, IGSB, IWD 13F-HR 2/17/2022 000108514622001190
Q3 2021 78 123,846 UPS, SPY, IGSB, IWD 13F-HR 11/15/2021 000108514621003399
Q2 2021 139 194,454 UPS, SPY, IGSB, IWD 13F-HR 8/19/2021 000108514621002617
Q1 2021 142 175,216 UPS, SPY, IGSB, MRK 13F-HR 5/13/2021 000108514621001632
Q4 2019 72 90,845 UPS, SPY, SLY, IWF 13F-HR 3/30/2020 000108514620000997