Universe · entity
Westshore Wealth, LLC
Institutional manager (13F) · CIK 1806366
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $269M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $60M | 92,353 |
| 2 | ISHARES TR | $29M | 268,104 |
| 3 | ISHARES TR | $20M | 92,391 |
| 4 | AMNEAL PHARMACEUTICALS INC | $17M | 1,373,984 |
| 5 | ISHARES TR | $17M | 39,870 |
| 6 | ISHARES TR | $14M | 57,815 |
| 7 | VANGUARD SCOTTSDALE FDS | $10M | 180,505 |
| 8 | ISHARES TR | $10M | 427,882 |
| 9 | UNITED PARCEL SVCS INC | $9M | 91,093 |
| 10 | VANGUARD INDEX FDS | $9M | 14,344 |
| 11 | NVIDIA CORPORATION | $7M | 41,925 |
| 12 | ISHARES TR | $6M | 65,329 |
| 13 | AIM ETF PRODUCTS TRUST | $5M | 158,842 |
| 14 | APPLE INC | $5M | 18,859 |
| 15 | VANGUARD SCOTTSDALE FDS | $4M | 41,106 |
| 16 | VANGUARD SCOTTSDALE FDS | $4M | 38,011 |
| 17 | VANGUARD SCOTTSDALE FDS | $3M | 31,016 |
| 18 | ISHARES TR | $3M | 32,253 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,228 |
| 20 | VANECK ETF TRUST | $3M | 26,079 |
| 21 | AIM ETF PRODUCTS TRUST | $2M | 70,675 |
| 22 | MICROSOFT CORP | $2M | 5,511 |
| 23 | ISHARES TR | $2M | 33,294 |
| 24 | AMAZON COM INC | $2M | 8,535 |
| 25 | SERVICENOW INC | $2M | 16,233 |
| 26 | GOLDMAN SACHS ETF TR | $2M | 19,486 |
| 27 | ALPHABET INC | $2M | 5,694 |
| 28 | META PLATFORMS INC | $2M | 2,734 |
| 29 | VANGUARD INDEX FDS | $1M | 3,437 |
| 30 | AIM ETF PRODUCTS TRUST | $1M | 33,794 |
| 31 | VANGUARD SCOTTSDALE FDS | $975k | 11,779 |
| 32 | AIM ETF PRODUCTS TRUST | $937k | 25,680 |
| 33 | CISCO SYS INC | $926k | 11,937 |
| 34 | AIM ETF PRODUCTS TRUST | $884k | 25,000 |
| 35 | AIM ETF PRODUCTS TRUST | $843k | 25,223 |
| 36 | ALPHABET INC | $834k | 2,907 |
| 37 | CATERPILLAR INC | $832k | 1,174 |
| 38 | BROADCOM INC | $794k | 2,566 |
| 39 | VANGUARD MUN BD FDS | $791k | 15,851 |
| 40 | PHILIP MORRIS INTL INC | $688k | 4,159 |
| 41 | ISHARES TR | $686k | 1,050 |
| 42 | JOHNSON & JOHNSON | $614k | 2,512 |
| 43 | HCA HEALTHCARE INC | $613k | 1,296 |
| 44 | ISHARES TR | $606k | 1,699 |
| 45 | JPMORGAN CHASE & CO | $584k | 1,984 |
| 46 | SPDR GOLD TR | $568k | 1,320 |
| 47 | AIM ETF PRODUCTS TRUST | $558k | 14,508 |
| 48 | AIM ETF PRODUCTS TRUST | $521k | 15,547 |
| 49 | ISHARES TR | $497k | 5,733 |
| 50 | INVESCO QQQ TR | $477k | 826 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.