Westshore Wealth, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Westshore Wealth, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 21.07% | 60.061 M $ | 92353 | 2021/03/31 | -3.138 M $ | -4.63 % |
| 2026/03/31 | LQD | ISHARES TR | 10.25% | 29.221 M $ | 268104 | 2022/06/30 | -300.909 K $ | -1.09 % |
| 2026/03/31 | IWD | ISHARES TR | 6.93% | 19.741 M $ | 92391 | 2021/03/31 | 322.380 K $ | 1.58 % |
| 2026/03/31 | AMRX | AMNEAL PHARMACEUTICALS INC | 5.99% | 17.079 M $ | 1373984 | 2025/09/30 | -234.924 K $ | -1.35 % |
| 2026/03/31 | IWF | ISHARES TR | 5.96% | 17.001 M $ | 39870 | 2021/03/31 | -1.982 M $ | -9.91 % |
| 2026/03/31 | IWM | ISHARES TR | 5.03% | 14.338 M $ | 57815 | 2021/03/31 | 107.713 K $ | 0.75 % |
| 2026/03/31 | VGLT | VANGUARD SCOTTSDALE FDS | 3.51% | 9.992 M $ | 180505 | 2023/06/30 | -75.561 K $ | -0.79 % |
| 2026/03/31 | GOVT | ISHARES TR | 3.44% | 9.803 M $ | 427882 | 2023/12/31 | -48.882 K $ | -0.52 % |
| 2026/03/31 | UPS | UNITED PARCEL SVCS INC | 3.14% | 8.962 M $ | 91093 | 2021/03/31 | -73.784 K $ | -0.82 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 3.01% | 8.571 M $ | 14344 | 2021/03/31 | -400.927 K $ | -4.72 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.57% | 7.312 M $ | 41925 | 2021/03/31 | -556.430 K $ | -6.49 % |
| 2026/03/31 | IWR | ISHARES TR | 2.23% | 6.352 M $ | 65329 | 2021/03/31 | 65.731 K $ | 1.00 % |
| 2026/03/31 | SEPW | AIM ETF PRODUCTS TRUST | 1.76% | 5.018 M $ | 158842 | 2024/09/30 | -52.430 K $ | -1.03 % |
| 2026/03/31 | AAPL | APPLE INC | 1.68% | 4.786 M $ | 18859 | 2021/03/31 | -497.973 K $ | -6.65 % |
| 2026/03/31 | VONV | VANGUARD SCOTTSDALE FDS | 1.35% | 3.853 M $ | 41106 | 2025/03/31 | 53.611 K $ | 1.56 % |
| 2026/03/31 | VTWO | VANGUARD SCOTTSDALE FDS | 1.34% | 3.808 M $ | 38011 | 2025/03/31 | 21.763 K $ | 0.65 % |
| 2026/03/31 | VONG | VANGUARD SCOTTSDALE FDS | 1.19% | 3.402 M $ | 31016 | 2025/03/31 | -333.193 K $ | -9.91 % |
| 2026/03/31 | EFA | ISHARES TR | 1.10% | 3.133 M $ | 32253 | 2021/03/31 | 34.539 K $ | 1.15 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.05% | 2.984 M $ | 6228 | 2021/03/31 | -173.600 K $ | -4.67 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 0.88% | 2.522 M $ | 26079 | 2022/12/31 | -195.935 K $ | -6.62 % |
| 2026/03/31 | MARW | AIM ETF PRODUCTS TRUST | 0.85% | 2.409 M $ | 70675 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.72% | 2.040 M $ | 5511 | 2021/03/31 | -700.326 K $ | -23.46 % |
| 2026/03/31 | EEM | ISHARES TR | 0.66% | 1.891 M $ | 33294 | 2021/03/31 | 64.450 K $ | 3.80 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.62% | 1.778 M $ | 8535 | 2021/03/31 | -181.640 K $ | -9.77 % |
| 2026/03/31 | NOW | SERVICENOW INC | 0.60% | 1.697 M $ | 16233 | 2024/03/31 | -783.347 K $ | -31.75 % |
| 2026/03/31 | GSEW | GOLDMAN SACHS ETF TR | 0.58% | 1.650 M $ | 19486 | 2025/03/31 | -9.346 K $ | -0.54 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.57% | 1.637 M $ | 5694 | 2025/09/30 | -198.839 K $ | -8.13 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.55% | 1.564 M $ | 2734 | 2021/03/31 | -283.583 K $ | -13.33 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.39% | 1.103 M $ | 3437 | 2021/03/31 | -49.467 K $ | -4.31 % |
| 2026/03/31 | AUGW | AIM ETF PRODUCTS TRUST | 0.38% | 1.086 M $ | 33794 | 2025/09/30 | -18.422 K $ | -1.17 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.34% | 974.700 K $ | 11779 | 2025/09/30 | -9.055 K $ | -1.19 % |
| 2026/03/31 | JANW | AIM ETF PRODUCTS TRUST | 0.33% | 936.806 K $ | 25680 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.33% | 926.218 K $ | 11937 | 2021/03/31 | 6.684 K $ | 0.73 % |
| 2026/03/31 | APRW | AIM ETF PRODUCTS TRUST | 0.31% | 884.383 K $ | 25000 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DECW | AIM ETF PRODUCTS TRUST | 0.30% | 842.700 K $ | 25223 | 2025/12/31 | -13.090 K $ | -1.56 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.29% | 833.902 K $ | 2907 | 2021/03/31 | -133.137 K $ | -8.59 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.29% | 831.732 K $ | 1174 | 2022/03/31 | 164.063 K $ | 23.67 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.28% | 794.203 K $ | 2566 | 2023/03/31 | -96.890 K $ | -10.57 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 0.28% | 790.806 K $ | 15851 | 2025/09/30 | -6.340 K $ | -0.80 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.24% | 687.573 K $ | 4159 | 2021/03/31 | 19.458 K $ | 3.08 % |
| 2026/03/31 | IVV | ISHARES TR | 0.24% | 685.871 K $ | 1050 | 2023/03/31 | -24.559 K $ | -4.63 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.22% | 614.073 K $ | 2512 | 2021/03/31 | 97.174 K $ | 18.11 % |
| 2026/03/31 | HCA | HCA HEALTHCARE INC | 0.22% | 613.319 K $ | 1296 | 2021/03/31 | 9.340 K $ | 1.37 % |
| 2026/03/31 | IWB | ISHARES TR | 0.21% | 605.795 K $ | 1699 | 2022/12/31 | -89.902 K $ | -4.52 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.20% | 583.517 K $ | 1984 | 2021/03/31 | -53.931 K $ | -8.71 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.20% | 567.983 K $ | 1320 | 2021/03/31 | 119.949 K $ | 8.57 % |
| 2026/03/31 | AZBO | AIM ETF PRODUCTS TRUST | 0.20% | 558.123 K $ | 14508 | 2025/12/31 | -56.000 $ | -0.01 % |
| 2026/03/31 | FEBW | AIM ETF PRODUCTS TRUST | 0.18% | 520.514 K $ | 15547 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TLT | ISHARES TR | 0.17% | 496.986 K $ | 5733 | 2022/12/31 | -2.701 K $ | -0.54 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.17% | 476.852 K $ | 826 | 2022/12/31 | -29.852 K $ | -6.04 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.17% | 476.709 K $ | 7860 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MUB | ISHARES TR | 0.16% | 464.194 K $ | 4373 | 2022/03/31 | -4.355 K $ | -0.90 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.16% | 452.898 K $ | 523 | 2022/09/30 | 23.571 K $ | 5.49 % |
| 2026/03/31 | VYMI | VANGUARD WHITEHALL FDS | 0.16% | 448.205 K $ | 4756 | 2023/06/30 | 20.165 K $ | 4.71 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.15% | 430.458 K $ | 432 | 2021/03/31 | 60.474 K $ | 15.55 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.15% | 419.940 K $ | 3491 | 2021/03/31 | 52.469 K $ | 14.28 % |
| 2026/03/31 | CIBR | FIRST TR EXCHANGE-TRADED FD | 0.15% | 419.078 K $ | 6686 | 2021/03/31 | -68.063 K $ | -12.27 % |
| 2026/03/31 | SMH | VANECK ETF TRUST | 0.14% | 406.404 K $ | 1060 | 2023/06/30 | 24.666 K $ | 6.46 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.14% | 398.543 K $ | 912 | 2022/06/30 | -48.822 K $ | -10.46 % |
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 0.14% | 396.082 K $ | 1211 | 2021/03/31 | 20.381 K $ | 5.42 % |
| 2026/03/31 | ICF | ISHARES TR | 0.14% | 394.611 K $ | 6376 | 2023/12/31 | 14.154 K $ | 3.72 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.13% | 383.614 K $ | 7869 | 2021/03/31 | -57.306 K $ | -11.36 % |
| 2026/03/31 | SBUX | STARBUCKS CORP | 0.13% | 379.503 K $ | 4236 | 2021/03/31 | 16.527 K $ | 6.39 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.13% | 358.787 K $ | 13993 | 2021/12/31 | -17.720 K $ | -4.72 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.13% | 356.903 K $ | 1725 | 2021/03/31 | 84.459 K $ | 35.75 % |
| 2026/03/31 | WFC-PL | WELLS FARGO & CO | 0.12% | 353.430 K $ | 306 | 2022/12/31 | -18.069 K $ | -4.70 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.12% | 351.240 K $ | 1130 | 2022/06/30 | 6.321 K $ | 1.69 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.12% | 350.050 K $ | 1219 | 2022/06/30 | -7.712 K $ | -1.05 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.12% | 347.894 K $ | 2170 | 2021/03/31 | -58.601 K $ | -12.96 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.12% | 346.917 K $ | 1015 | 2025/09/30 | 77.592 K $ | 33.00 % |
| 2026/03/31 | V | VISA INC | 0.12% | 343.991 K $ | 1138 | 2021/03/31 | -56.612 K $ | -13.82 % |
| 2026/03/31 | AGG | ISHARES TR | 0.12% | 336.426 K $ | 3389 | 2021/03/31 | -2.067 K $ | -0.61 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.12% | 333.422 K $ | 1639 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BAC-PL | BANK AMERICA CORP | 0.12% | 330.062 K $ | 277 | 2021/12/31 | -17.346 K $ | -4.83 % |
| 2026/03/31 | TSLA | TESLA INC | 0.12% | 328.255 K $ | 883 | 2022/09/30 | -63.077 K $ | -17.34 % |
| 2026/03/31 | LYV | LIVE NATION ENTERTAINMENT IN | 0.11% | 327.591 K $ | 2148 | 2023/06/30 | 21.501 K $ | 7.02 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.11% | 324.614 K $ | 987 | 2021/03/31 | -15.864 K $ | -4.42 % |
| 2026/03/31 | RKLB | ROCKET LAB CORP | 0.11% | 321.100 K $ | 5000 | 2025/09/30 | -27.700 K $ | -7.94 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.11% | 309.581 K $ | 1825 | 2022/06/30 | 94.891 K $ | 40.98 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 0.11% | 308.630 K $ | 3284 | 2021/03/31 | -19.912 K $ | -5.94 % |
| 2026/03/31 | COIN | COINBASE GLOBAL INC | 0.10% | 295.789 K $ | 1694 | 2021/06/30 | -87.291 K $ | -22.79 % |
| 2026/03/31 | BX | BLACKSTONE INC | 0.10% | 291.730 K $ | 2537 | 2021/12/31 | -97.366 K $ | -25.40 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.10% | 290.868 K $ | 1200 | 2022/06/30 | -69.965 K $ | -18.17 % |
| 2026/03/31 | AOA | ISHARES TR | 0.10% | 286.708 K $ | 3240 | 2024/06/30 | -3.375 K $ | -1.19 % |
| 2026/03/31 | MPC | MARATHON PETE CORP | 0.09% | 268.598 K $ | 1100 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | KLAC | KLA CORP | 0.09% | 263.561 K $ | 179 | 2025/12/31 | 46.062 K $ | 21.18 % |
| 2026/03/31 | WMT | WALMART INC | 0.09% | 261.884 K $ | 2107 | 2024/09/30 | 27.567 K $ | 11.55 % |
| 2026/03/31 | DGX | QUEST DIAGNOSTICS INC | 0.09% | 255.166 K $ | 1302 | 2024/09/30 | 29.229 K $ | 12.94 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.08% | 236.850 K $ | 1640 | 2021/03/31 | 1.849 K $ | 0.79 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.08% | 234.366 K $ | 658 | 2025/12/31 | 46.720 K $ | 23.31 % |
| 2026/03/31 | COR | CENCORA INC | 0.08% | 228.872 K $ | 729 | 2025/03/31 | -17.164 K $ | -6.99 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.08% | 222.221 K $ | 1152 | 2025/09/30 | 10.944 K $ | 5.18 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.08% | 220.352 K $ | 365 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KO | COCA COLA CO | 0.08% | 217.367 K $ | 2858 | 2024/09/30 | 18.776 K $ | 8.78 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.08% | 215.387 K $ | 1387 | 2025/12/31 | 17.501 K $ | 8.20 % |
| 2026/03/31 | DMBS | DOUBLELINE ETF TRUST | 0.08% | 214.411 K $ | 4342 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 0.07% | 205.388 K $ | 3567 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.07% | 200.507 K $ | 741 | 2021/03/31 | -36.128 K $ | -18.03 % |
| 2026/03/31 | IRT | INDEPENDENCE RLTY TR INC | 0.05% | 148.900 K $ | 10000 | 2021/12/31 | -25.900 K $ | -14.82 % |
| 2026/03/31 | FULC | FULCRUM THERAPEUTICS INC | 0.05% | 130.390 K $ | 17000 | 2026/03/31 | 0.000 $ | 0.00 % |