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Westshore Wealth, LLC

All holdings · as of Dec 31, 2025

103 positions

CompanyClassValueShares% of portfolio
BlackRock MuniHoldings California Quality Fund, Inc.MUCClosed-End Fund$107.7K10,1630.0%
INDEPENDENCE REALTY TRUST, INC.—$174.8K10,0000.1%
UNITEDHEALTH GROUP INC—$200.4K6070.1%
FedEx Corp—$200.5K6940.1%
Arthur J. Gallagher & Co.—$207.0K8000.1%
Carnival Corp Ltd.—$207.9K6,8070.1%
RTX Corp—$211.3K1,1520.1%
BlackRock, Inc.—$213.0K1990.1%
PEPSICO INC—$213.4K1,4870.1%
COCA COLA CO—$213.8K3,0580.1%
KLA CORP—$217.5K1790.1%
ELI LILLY & Co—$221.4K2060.1%
Quest Diagnostics Inc—$225.9K1,3020.1%
LAS VEGAS SANDS CORP—$227.0K3,4880.1%
TAKE TWO INTERACTIVE SOFTWARE INC—$230.4K9000.1%
EXXON MOBIL CORP—$231.6K1,9240.1%
DANAHER CORP /DE—$233.5K1,0200.1%
PROCTER & GAMBLE Co—$234.7K1,6370.1%
APPLIED MATERIALS INC /DE—$235.1K9150.1%
ISHARES TR—$235.8K3,5730.1%
CHEVRON CORP—$236.2K1,5500.1%
SPOTIFY TECHNOLOGY S A—$237.5K4090.1%
Walmart Inc.—$238.6K2,1420.1%
Quanta Services Inc—$245.6K5820.1%
Cencora Inc—$245.7K7270.1%
AUTOMATIC DATA PROCESSING INC—$252.1K9800.1%
STARBUCKS CORP—$258.7K3,0720.1%
ISHARES TR—$282.6K3,1550.1%
ISHARES TR—$300.0K5,6740.1%
LIVE NATION ENTERTAINMENT INC—$306.1K2,1480.1%
SCHWAB CHARLES CORP—$335.5K3,3580.1%
ISHARES TR—$338.5K3,3890.1%
Rocket Lab CorpRKLBCommon Stock$348.8K5,0000.1%
HOME DEPOT, INC.—$358.9K1,0430.1%
BANK AMERICA CORP—$359.3K2870.1%
Tesla Inc—$363.8K8090.1%
Merck & Co., Inc.—$367.4K3,4910.1%
MCDONALD'S CORP—$374.4K1,2250.1%
SCHWAB STRATEGIC TR—$375.5K13,9530.1%
Marriott International Inc/MD—$375.7K1,2110.1%
ISHARES TR—$380.5K6,3760.1%
VANECK ETF TRUST—$381.7K1,0600.1%
Coinbase Global, Inc.—$383.1K1,6940.1%
Blackstone Inc—$383.3K2,4870.1%
WELLS FARGO CO NEW—$384.2K3170.1%
INTERNATIONAL BUSINESS MACHINES CORP—$385.1K1,3000.1%
COSTCO WHOLESALE CORP /NEW—$388.9K4510.1%
Visa Inc—$409.7K1,1680.1%
VANGUARD WHITEHALL FDS—$428.0K4,7560.1%
MCKESSON CORP—$429.3K5230.1%
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