| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 11 | Q2 2023 | 24.2% |
| SPDR S&P 500 ETF TR | 11 | Q2 2023 | 22.2% |
| ISHARES TR | 11 | Q2 2023 | 5.9% |
| ISHARES TR | 11 | Q2 2023 | 5.2% |
| ISHARES TR | 11 | Q2 2023 | 4.3% |
| ISHARES TR | 11 | Q2 2023 | 5.7% |
| APPLE INC | 11 | Q2 2023 | 3.8% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2023 | 2.9% |
| MICROSOFT CORP | 11 | Q2 2023 | 2.2% |
| ALPHABET INC | 11 | Q2 2023 | 1.1% |
View Westshore Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-09-05 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-17 |
| 13F-HR | 2021-11-16 |
View Westshore Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.