Westshore-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  null,
  "ACN",
  null,
  "VONG",
  null,
  "BLK",
  "CAT",
  "AVGO",
  null,
  "HRB",
  "HD",
  "MCD",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  null,
  "ICF",
  null,
  null,
  "MSFT",
  "BX",
  "IWD",
  "IRT",
  "EEM",
  "IWF",
  "PANW",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "DGX",
  "SCHX",
  "NOW",
  "SLB",
  "GLD",
  "IBM",
  "SBUX",
  "UPS",
  "VO",
  "SCHW",
  null,
  null,
  "AJG",
  "IWR",
  "AMZN",
  null,
  "IVE",
  "HCA",
  "VUG",
  "VYMI",
  "VGLT",
  "VTWO",
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "SCHF",
  "KNX",
  "SPOT",
  "LYV",
  null,
  null,
  "MCK",
  "FDX",
  "ADP",
  "BAC",
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "COIN",
  "COST",
  null,
  "EFA",
  "IWB",
  "MAR",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 94
Total Value: 236398327
Accession Number: 0001085146-25-003283
Form Type: 13F-HR
CIK: westshore-wealth
Manager Name: Westshore-Wealth

Data Enrichment

82% identified

77 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $236.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287432

Shares:18.7K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$236.4M)

464287622

IWB|464287622

Shares:5.5K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$236.4M)

AMAZON COM INC

AMZN|023135106

Shares:8.8K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$236.4M)

922908769

VTI|922908769

Shares:5.3K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$236.4M)

464287234

EEM|464287234

Shares:26.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$236.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.7K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$236.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.5K

Value:$769.4K

% of Portfolio:0.3% ($769.4K/$236.4M)

381430438

Shares:10.0K

Value:$758.9K

% of Portfolio:0.3% ($758.9K/$236.4M)

922908629

VO|922908629

Shares:2.7K

Value:$700.6K

% of Portfolio:0.3% ($700.6K/$236.4M)

Philip Morris International Inc.

PM|718172109

Shares:3.9K

Value:$625.2K

% of Portfolio:0.3% ($625.2K/$236.4M)

92206C714

Shares:7.0K

Value:$578.0K

% of Portfolio:0.2% ($578.0K/$236.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.3K

Value:$575.4K

% of Portfolio:0.2% ($575.4K/$236.4M)

464288810

Shares:9.1K

Value:$547.2K

% of Portfolio:0.2% ($547.2K/$236.4M)

92206C664

VTWO|92206C664

Shares:6.7K

Value:$538.0K

% of Portfolio:0.2% ($538.0K/$236.4M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.5K

Value:$524.9K

% of Portfolio:0.2% ($524.9K/$236.4M)

464288414

MUB|464288414

Shares:4.9K

Value:$519.0K

% of Portfolio:0.2% ($519.0K/$236.4M)

Broadcom Inc.

AVGO|11135F101

Shares:3.0K

Value:$502.7K

% of Portfolio:0.2% ($502.7K/$236.4M)

33734X846

Shares:7.9K

Value:$497.5K

% of Portfolio:0.2% ($497.5K/$236.4M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$490.8K

% of Portfolio:0.2% ($490.8K/$236.4M)

464288687

Shares:15.9K

Value:$489.6K

% of Portfolio:0.2% ($489.6K/$236.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	18.7K	QoQ -7.31% (-1.5K) YoY -37.24% (-11.1K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$236.4M)	QoQ -3.38% (-$59.8K) YoY -39.62% (-$1.1M)
(IWBcusip464287622)	5.5K	QoQ 0.00% (-0) YoY -6.96% (-415)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$236.4M)	QoQ -4.78% (-$85.5K) YoY -0.91% (-$15.8K)
AMAZON COM INC(AMZNcusip023135106)	8.8K	QoQ -3.86% (-353) YoY -3.97% (-363)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$236.4M)	QoQ -16.63% (-$333.0K) YoY +1.28% (-$21.2K)
(VTIcusip922908769)	5.3K	QoQ +0.13% (-7) YoY +0.47% (+25)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$236.4M)	QoQ -5.04% (-$76.9K) YoY +6.25% (+$85.3K)
(EEMcusip464287234)	26.1K	QoQ +1.04% (+270) YoY +36.82% (+7.0K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$236.4M)	QoQ +5.58% (+$60.4K) YoY +45.55% (+$357.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$236.4M)	QoQ +19.00% (+$169.3K) YoY +40.06% (+$303.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.5K	QoQ +0.04% (+5) YoY -26.84% (-4.6K)	All Managers (Combined)	$769.4K	0.3% ($769.4K/$236.4M)	QoQ +4.27% (+$31.6K) YoY -9.54% (-$81.2K)
(cusip381430438)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$758.9K	0.3% ($758.9K/$236.4M)	QoQ NEW(+$758.9K) YoY NEW(+$758.9K)
(VOcusip922908629)	2.7K	QoQ +0.07% (-2) YoY -0.25% (-7)	All Managers (Combined)	$700.6K	0.3% ($700.6K/$236.4M)	QoQ -2.02% (-$14.5K) YoY +3.24% (-$22.0K)
Philip Morris International Inc.(PMcusip718172109)	3.9K	QoQ -7.68% (-328) YoY -7.68% (-328)	All Managers (Combined)	$625.2K	0.3% ($625.2K/$236.4M)	QoQ +21.75% (-$111.7K) YoY +59.92% (-$234.3K)
(cusip92206C714)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$578.0K	0.2% ($578.0K/$236.4M)	QoQ NEW(+$578.0K) YoY NEW(+$578.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.3K	QoQ -3.09% (-75) YoY +0.47% (+11)	All Managers (Combined)	$575.4K	0.2% ($575.4K/$236.4M)	QoQ -0.83% (-$4.9K) YoY +23.00% (+$107.6K)
(cusip464288810)✕	9.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$547.2K	0.2% ($547.2K/$236.4M)	QoQ +3.15% (+$16.7K) YoY +2.73% (+$14.5K)
(VTWOcusip92206C664)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$538.0K	0.2% ($538.0K/$236.4M)	QoQ NEW(+$538.0K) YoY NEW(+$538.0K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.5K	QoQ -1.36% (-21) YoY -7.54% (-124)	All Managers (Combined)	$524.9K	0.2% ($524.9K/$236.4M)	QoQ +13.55% (-$62.7K) YoY -4.21% (-$23.1K)
(MUBcusip464288414)	4.9K	QoQ -27.89% (-1.9K) YoY -18.25% (-1.1K)	All Managers (Combined)	$519.0K	0.2% ($519.0K/$236.4M)	QoQ -28.64% (-$208.3K) YoY -19.89% (-$128.9K)
Broadcom Inc.(AVGOcusip11135F101)	3.0K	QoQ -4.42% (-139) YoY +894.37% (+2.7K)	All Managers (Combined)	$502.7K	0.2% ($502.7K/$236.4M)	QoQ -30.98% (-$225.7K) YoY +25.56% (+$102.3K)
(cusip33734X846)✕	7.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$497.5K	0.2% ($497.5K/$236.4M)	QoQ -0.70% (-$3.6K) YoY +11.72% (+$52.2K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +0.07% (+1) YoY +0.28% (+4)	All Managers (Combined)	$490.8K	0.2% ($490.8K/$236.4M)	QoQ +10.95% (+$48.5K) YoY +25.85% (+$100.8K)
(cusip464288687)✕	15.9K	QoQ -4.61% (-771) YoY -77.54% (-55.0K)	All Managers (Combined)	$489.6K	0.2% ($489.6K/$236.4M)	QoQ -6.76% (-$35.6K) YoY -78.58% (-$1.8M)