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Home > Institutional Investor > Westshore Wealth, Llc > Profile

Instuitional Investor - Westshore Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Westshore Wealth, Llc
Portfolio Value $260,670,382
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 105,072 $64,918,981 24.9%
2.
Ishares Trust
 IEF 243,851 $26,728,546 10.25%
3.
Ishares Trust
 IEF 99,783 $19,380,797 7.43%
4.
Ishares Trust
 IEF 44,896 $19,061,974 7.31%
5.
Ishares Trust
 IEF 60,044 $12,956,997 4.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)