Portfolio (Quarterly)
Guide ↗
Westshore Wealth, LLC
· CIK 0001806366| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | VANGUARD SCOTTSDALE FDS | — | 180,505 | $10.0M | 3.51% | SOLD |
| 2 | — | WELLS FARGO & CO | — | 306 | $353K | 0.12% | SOLD |
| 3 | — | BANK AMERICA CORP | — | 277 | $330K | 0.12% | SOLD |
| 4 | XOM | EXXON MOBIL CORP | Energy | 1,825 | $310K | 0.11% | SOLD |
| 5 | LMT | LOCKHEED MARTIN CORP | Industrials | 365 | $220K | 0.08% | SOLD |
| 6 | PEP | PEPSICO INC | Consumer Defensive | 1,387 | $215K | 0.08% | SOLD |
| 7 | MUC | BLACKROCK MUNIHLDNGS CALI | Financial Services | 10,748 | $112K | 0.04% | SOLD |
Sector Allocation
Financial Services
49.2%
Healthcare
18.4%
Technology
16.0%
Industrials
8.6%
Communication Services
3.0%
Consumer Cyclical
2.7%
Consumer Defensive
1.5%
Energy
0.4%
Real Estate
0.1%