Westshore Wealth, LLC
- SEC CIK
- 0001806366
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 142
- No 13F data for Q4 2020
- Portfolio value
- $175.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 166,156 | $28.2M | 16.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,793 | $14.6M | 8.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 254,262 | $13.9M | 7.9% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 95,858 | $7.39M | 4.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 46,237 | $7.01M | 4.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 28,810 | $6.37M | 3.6% | – | – | – |
| AAPLApple Inc. | Stock | 49,584 | $6.06M | 3.5% | – | – | History |
| DISWalt Disney Co | Stock | 25,674 | $4.74M | 2.7% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 57,100 | $4.22M | 2.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,510 | $3.66M | 2.1% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,354 | $3.49M | 2.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 20,067 | $3.30M | 1.9% | – | – | History |
| INTCIntel Corp | Stock | 41,094 | $2.63M | 1.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 665 | $2.06M | 1.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 32,200 | $1.98M | 1.1% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 24,846 | $1.89M | 1.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,850 | $1.75M | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 841 | $1.74M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 29,263 | $1.70M | 1.0% | – | – | History |
| PGProcter & Gamble Co | Stock | 12,438 | $1.68M | 1.0% | – | – | History |
| CVXChevron Corp | Stock | 14,639 | $1.53M | 0.9% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,749 | $1.53M | 0.9% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,720 | $1.43M | 0.8% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 12,110 | $1.38M | 0.8% | – | – | – |
| PFEPfizer Inc | Stock | 37,717 | $1.37M | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 8,856 | $1.35M | 0.8% | – | – | History |
| CATCaterpillar Inc | Stock | 5,726 | $1.33M | 0.8% | – | – | History |
| DGDollar General Corp | COM | 5,394 | $1.09M | 0.6% | – | – | History |
| DRIDarden Restaurants Inc | COM | 7,452 | $1.06M | 0.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,762 | $941.0K | 0.5% | – | – | History |
| MOAltria Group, Inc. | Stock | 18,097 | $926.0K | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 8,426 | $912.0K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,923 | $892.0K | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,791 | $822.0K | 0.5% | – | – | History |
| MMM3M Co | Stock | 4,217 | $813.0K | 0.5% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 9,091 | $807.0K | 0.5% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,061 | $805.0K | 0.5% | – | – | – |
| KMBKimberly Clark Corp | Stock | 5,748 | $799.0K | 0.5% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,995 | $742.0K | 0.4% | – | – | History |
| CLXClorox Co | Stock | 3,269 | $631.0K | 0.4% | – | – | History |
| BABoeing Co | Stock | 2,479 | $631.0K | 0.4% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,116 | $623.0K | 0.4% | – | – | History |
| iShares Inc464286665 | MSCI PAC JP ETF | 12,291 | $617.0K | 0.4% | – | – | – |
| NEMNEWMONT Corp | Stock | 10,194 | $614.0K | 0.4% | – | – | History |
| CCitigroup Inc | Stock | 8,004 | $582.0K | 0.3% | – | – | History |
| PEPPepsiCo Inc | Stock | 4,105 | $581.0K | 0.3% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,358 | $578.0K | 0.3% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 7,320 | $577.0K | 0.3% | – | – | – |
| DDominion Energy, Inc | Stock | 7,548 | $573.0K | 0.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,013 | $566.0K | 0.3% | – | – | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 22,313 | $559.0K | 0.3% | – | – | – |
| iShares Tr464288182 | MSCI AC ASIA ETF | 6,018 | $558.0K | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 2,937 | $549.0K | 0.3% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,218 | $531.0K | 0.3% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 6,741 | $527.0K | 0.3% | – | – | History |
| EBAYeBay Inc | COM | 8,340 | $511.0K | 0.3% | – | – | History |
| KOCoca Cola Co | Stock | 9,602 | $506.0K | 0.3% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,362 | $496.0K | 0.3% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,500 | $496.0K | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,384 | $493.0K | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 8,838 | $493.0K | 0.3% | – | – | History |
| ORCLOracle Corp | Stock | 6,866 | $482.0K | 0.3% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,976 | $476.0K | 0.3% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,960 | $476.0K | 0.3% | – | – | History |
| PINSPinterest, Inc. | CL A | 6,388 | $473.0K | 0.3% | – | – | History |
| BLKBlackRock, Inc. | COM | 618 | $466.0K | 0.3% | – | – | History |
| DOWDow Inc. | Stock | 7,138 | $456.0K | 0.3% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,275 | $455.0K | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,225 | $453.0K | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 4,090 | $447.0K | 0.3% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,188 | $439.0K | 0.3% | – | – | History |
| GEGeneral Electric Co | COM | 33,307 | $437.0K | 0.2% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 3,070 | $432.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,693 | $423.0K | 0.2% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 25,402 | $422.0K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,038 | $413.0K | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 4,893 | $378.0K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 4,936 | $373.0K | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 8,854 | $370.0K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,723 | $365.0K | 0.2% | – | – | History |
| WELLWelltower Inc. | REIT | 4,915 | $352.0K | 0.2% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,980 | $339.0K | 0.2% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 1,796 | $338.0K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 957 | $337.0K | 0.2% | – | – | History |
| MSMorgan Stanley | Stock | 4,028 | $313.0K | 0.2% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 14,070 | $310.0K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 648 | $308.0K | 0.2% | – | – | History |
| ALLAllstate Corp | Stock | 2,677 | $308.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 7,894 | $305.0K | 0.2% | – | – | History |
| Barnes Group Inc067806109 | COM | 6,149 | $305.0K | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,297 | $302.0K | 0.2% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 2,925 | $300.0K | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,383 | $300.0K | 0.2% | – | – | History |
| BCEBce Inc | COM NEW | 6,527 | $295.0K | 0.2% | – | – | History |
| GLWCorning Inc | COM | 6,712 | $292.0K | 0.2% | – | – | History |
| NKENIKE, Inc. | Stock | 2,191 | $291.0K | 0.2% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,651 | $290.0K | 0.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 7,394 | $289.0K | 0.2% | – | – | History |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 5,155 | $283.0K | 0.2% | – | – | – |
| TGTTarget Corp | Stock | 1,417 | $281.0K | 0.2% | – | – | History |