Westshore Wealth, LLC Sells in Q3 2025

Westshore Wealth, LLC

  • $285 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-152
- 0.17%
$82.58 - $105.54 $12.6K - $16K
91.1K $7.61M
GOOG
Alphabet Inc.

Communication Services
-8.9K
- 60.44%
$175.16 - $255.24 $1.56M - $2.27M
5.83K $1.42M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.52K
- 53.71%
$85.01 - $90.35 $725K - $770K
7.35K $656K
NOW
Service Now, Inc.

Technology
-100
- 2.43%
$850.86 - $1044.69 $85.1K - $104K
4.01K $3.69M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.92K
- 10.5%
N/A
33.4K $2.87M
MUB
Ishares National Muni Bond ETF

ETFs
-3.22K
- 38.9%
$103.24 - $106.68 $332K - $344K
5.06K $538K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.78K
- 37.99%
$82.71 - $88.14 $147K - $157K
2.9K $255K
ICF
Ishares Tr

ETFs
-1.81K
- 22.24%
$59.57 - $62.89 $108K - $114K
6.32K $389K
META
Meta Platforms, Inc.

Communication Services
-107
- 2.82%
$695.21 - $791.73 $74.4K - $84.7K
3.69K $2.71M
IBM
International Business Machines Corp

Technology
-200
- 11.76%
$234.77 - $292.47 $47K - $58.5K
1.5K $423K
PINS
Pinterest, Inc.

Communication Services
-484
- 6.83%
$32.17 - $39.17 $15.6K - $19K
6.6K $212K
SBUX
Starbucks Corp

Consumer Cyclical
-55
- 1.34%
$81.9 - $96.86 $4.5K - $5.33K
4.06K $343K
COIN
Coinbase Global, Inc.

Technology
-10
- 0.59%
$297.99 - $419.78 $2.98K - $4.2K
1.69K $571K
PANW
Palo Alto Networks Inc

Technology
-98
- 3.48%
$167.06 - $208.19 $16.4K - $20.4K
2.72K $554K
DGX
Quest Diagnostics Inc

Healthcare
-45
- 3.34%
N/A
1.3K $178K
CCL
Carnival Corp

Consumer Cyclical
-400
- 5.35%
$28.37 - $32.49 $11.3K - $13K
7.07K $204K
SCHW
Schwab Charles Corp

Financial Services
-224
- 5.97%
$91.03 - $98.69 $20.4K - $22.1K
3.53K $336K
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.25%
$211.65 - $238.24 $4.66K - $5.24K
8.66K $1.9M
MCK
Mckesson Corp

Healthcare
-31
- 5.6%
$659.01 - $772.54 $20.4K - $23.9K
523 $404K
Blackrock Inc
-6
- 2.69%
N/A
217 $0
XOM
Exxon Mobil Corp

Energy
-58
- 2.85%
$105.83 - $117.22 $6.14K - $6.8K
1.98K $223K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-871
- 5.89%
$24.46 - $26.5 $21.3K - $23.1K
13.9K $366K
UNH
Unitedhealth Group Inc

Healthcare
-55
- 7.42%
$237.77 - $353.61 $13.1K - $19.4K
686 $236K
MRK
Merck & Co., Inc.

Healthcare
-154
- 3.6%
$77.6 - $87.37 $12K - $13.5K
4.12K $345K
VO
Vanguard Mid Cap ETF

ETFs
-74
- 2.84%
$279.83 - $293.74 $20.7K - $21.7K
2.54K $744K
LYV
Live Nation Entertainment, Inc.

Communication Services
-45
- 2.05%
$143.56 - $174.06 $6.46K - $7.83K
2.15K $350K
IVV
Ishares Core S&P 500 ETF

ETFs
-26
- 3.3%
$620.67 - $670.08 $16.1K - $17.4K
763 $510K
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 1.63%
$357.4 - $423.42 $6.43K - $7.62K
1.09K $440K
JPM
Jpmorgan Chase & CO

Financial Services
-58
- 2.47%
$282.78 - $316.06 $16.4K - $18.3K
2.29K $722K
BX
Blackstone Inc.

Financial Services
-84
- 3.07%
$152.77 - $188.68 $12.8K - $15.8K
2.65K $452K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.3%
$546.99 - $602.2 $1.64K - $1.81K
1.01K $608K
HCA
Hca Healthcare, Inc.

Healthcare
-26
- 1.72%
$334.32 - $426.2 $8.69K - $11.1K
1.49K $633K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-220
- 3.97%
$339.37 - $366.46 $74.7K - $80.6K
5.33K $1.95M
JNJ
Johnson & Johnson

Healthcare
-23
- 0.88%
$155.17 - $185.42 $3.57K - $4.26K
2.58K $477K
CAT
Caterpillar Inc

Industrials
-28
- 2.13%
$390.92 - $477.15 $10.9K - $13.4K
1.29K $614K
AVGO
Broadcom Inc.

Technology
-175
- 5.82%
$264.74 - $369.57 $46.3K - $64.7K
2.83K $934K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.12K
- 3.05%
$92.26 - $97.51 $195K - $206K
67.3K $6.49M
MSFT
Microsoft Corp

Technology
-1
- 0.01%
$491.09 - $535.64 $491 - $536
6.77K $3.5M
EEM
Ishares Msci Emerging Markets

ETFs
-18
- 0.07%
$48.07 - $53.4 $865 - $961
27.1K $1.45M
GLD
Spdr Gold Trust

ETFs
-35
- 0.98%
$300.96 - $355.47 $10.5K - $12.4K
3.55K $1.26M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-76
- 0.03%
$107.66 - $112.36 $8.18K - $8.54K
244K $27.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.31K
- 2.31%
$192.76 - $203.86 $445K - $470K
97.5K $19.8M
IWM
Ishares Russell 2000 ETF

ETFs
-1.58K
- 2.63%
$214.92 - $244.84 $339K - $386K
58.5K $14.1M
NVDA
Nvidia Corp

Technology
-66
- 0.14%
$153.3 - $186.58 $10.1K - $12.3K
48.1K $8.97M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-824
- 1.84%
$420.11 - $472.68 $346K - $389K
44.1K $20.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.72K
- 3.54%
$617.65 - $666.84 $2.3M - $2.48M
101K $67.5M
Activity Summary
Buys All Purchases 34 New Holdings 11 Increased Positions 23 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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