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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 $244,670,032
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 110,530 $63,417,636 25.92%
2.
Ishares Trust
 IEF 214,310 $24,212,753 9.9%
3.
Ishares Trust
 IEF 102,438 $19,442,827 7.95%
4.
Ishares Trust
 IEF 46,837 $17,581,861 7.19%
5.
Ishares Trust
 IEF 60,793 $13,428,675 5.49%
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)