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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 $322,115,815
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 91,690 $68,471,712 21.26%
2.
Ishares Trust
 IEF 280,636 $30,609,022 9.5%
3.
Amneal Pharmaceuticals Inc.
 AMRX 1,366,274 $23,650,203 7.34%
4.
Ishares Trust
 IEF 90,319 $21,896,048 6.8%
5.
Ishares Tr - US TREAS BD ETF
 899,561 $20,491,991 6.36%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.