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 |
|---|---|---|---|---|---|---|---|
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,116 | $623.0K | 0.4% | – | – | History |
| CLXClorox Co | Stock | 3,269 | $631.0K | 0.4% | – | – | History |
| BABoeing Co | Stock | 2,479 | $631.0K | 0.4% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,995 | $742.0K | 0.4% | – | – | History |
| KMBKimberly Clark Corp | Stock | 5,748 | $799.0K | 0.5% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,061 | $805.0K | 0.5% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 9,091 | $807.0K | 0.5% | – | – | History |
| MMM3M Co | Stock | 4,217 | $813.0K | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 2,791 | $822.0K | 0.5% | – | – | History |
| HDHome Depot, Inc. | Stock | 2,923 | $892.0K | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 8,426 | $912.0K | 0.5% | – | – | History |
| MOAltria Group, Inc. | Stock | 18,097 | $926.0K | 0.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,762 | $941.0K | 0.5% | – | – | History |
| DRIDarden Restaurants Inc | COM | 7,452 | $1.06M | 0.6% | – | – | History |
| DGDollar General Corp | COM | 5,394 | $1.09M | 0.6% | – | – | History |
| CATCaterpillar Inc | Stock | 5,726 | $1.33M | 0.8% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 8,856 | $1.35M | 0.8% | – | – | History |
| PFEPfizer Inc | Stock | 37,717 | $1.37M | 0.8% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 12,110 | $1.38M | 0.8% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,720 | $1.43M | 0.8% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,749 | $1.53M | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 14,639 | $1.53M | 0.9% | – | – | History |
| PGProcter & Gamble Co | Stock | 12,438 | $1.68M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 29,263 | $1.70M | 1.0% | – | – | History |
| GOOGAlphabet Inc. | Stock | 841 | $1.74M | 1.0% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,850 | $1.75M | 1.0% | – | – | History |
| iShares MSCI Eafe ETF464287465 | ETF | 24,846 | $1.89M | 1.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 32,200 | $1.98M | 1.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 665 | $2.06M | 1.2% | – | – | History |
| INTCIntel Corp | Stock | 41,094 | $2.63M | 1.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 20,067 | $3.30M | 1.9% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,354 | $3.49M | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,510 | $3.66M | 2.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 57,100 | $4.22M | 2.4% | – | – | – |
| DISWalt Disney Co | Stock | 25,674 | $4.74M | 2.7% | – | – | History |
| AAPLApple Inc. | Stock | 49,584 | $6.06M | 3.5% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 28,810 | $6.37M | 3.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 46,237 | $7.01M | 4.0% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 95,858 | $7.39M | 4.2% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 254,262 | $13.9M | 7.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,793 | $14.6M | 8.3% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 166,156 | $28.2M | 16.1% | – | – | History |