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Portfolio (Quarterly) Guide ↗

Westshore Wealth, LLC

· CIK 0001806366
13F Portfolio $322M AUM 107 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 46 Added 30 Reduced 7 Exited
Page 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 2,206.0 $752K 0.23% +36.0 +1.7% $341.02 +6.2%
42 APRW AIM ETF PRODUCTS TRUST 20,046.0 $745K 0.23% -5K -19.8% $37.14 +1.4%
43 AMAT APPLIED MATLS INC Technology 992.0 $717K 0.22% -23.0 -2.3% $723.00 -38.9%
44 MUB ISHARES TR 6,568.0 $707K 0.22% +2K +50.2% $107.62 -3.1%
45 IWB ISHARES TR 1,699.0 $696K 0.22% $409.50 +1.7%
46 SMH VANECK ETF TRUST 1,060.0 $695K 0.22% $655.89 -16.9%
47 JNJ JOHNSON & JOHNSON Healthcare 2,609.0 $663K 0.21% +97.0 +3.9% $253.99 +6.8%
48 JPM JPMORGAN CHASE & CO Financial Services 2,011.0 $658K 0.20% +27.0 +1.4% $327.36 +8.4%
49 VTEB VANGUARD MUN BD FDS 12,876.0 $651K 0.20% -3K -18.8% $50.58 -3.2%
50 JUNW AIM ETF PRODUCTS TRUST 17,656.0 $607K 0.19% NEW $34.39 +1.1%
51 OCTW AIM ETF PRODUCTS TRUST 14,508.0 $594K 0.18% $40.91 +1.8%
52 CIBR FIRST TR EXCHANGE-TRADED FD 6,560.0 $589K 0.18% -126.0 -1.9% $89.85 +7.1%
53 QQQ INVESCO QQQ TR Financial Services 779.0 $574K 0.18% -47.0 -5.7% $736.57 -3.9%
54 KLAC KLA CORP Technology 1,765.0 $533K 0.17% +2K +886.0% $301.71 -43.4%
55 HCA HCA HEALTHCARE INC Healthcare 1,315.0 $513K 0.16% +19.0 +1.5% $389.89 +6.1%
56 VUG VANGUARD INDEX FDS 5,475.0 $472K 0.15% +5K +500.3% $86.14 +1.4%
57 GLD SPDR GOLD TR Financial Services 1,280.0 $472K 0.15% -40.0 -3.0% $368.38 +7.7%
58 BAC BANK OF AMER CORP Financial Services 8,104.0 $462K 0.14% +235.0 +3.0% $56.98 +8.8%
59 MRK MERCK & CO INC Healthcare 3,592.0 $462K 0.14% +101.0 +2.9% $128.48 +16.7%
60 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,885.0 $454K 0.14% $57.62 +16.1%
Page 3 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%