Westshore Wealth, LLC
- SEC CIK
- 0001806366
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 142
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.75 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,116 | $62.3 萬 | 0.4% | – | – | 歷史 |
| CLXClorox Co | Stock | 3,269 | $63.1 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 2,479 | $63.1 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,995 | $74.2 萬 | 0.4% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,748 | $79.9 萬 | 0.5% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,061 | $80.5 萬 | 0.5% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 9,091 | $80.7 萬 | 0.5% | – | – | 歷史 |
| MMM3M Co | Stock | 4,217 | $81.3 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,791 | $82.2 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,923 | $89.2 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,426 | $91.2 萬 | 0.5% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 18,097 | $92.6 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,762 | $94.1 萬 | 0.5% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 7,452 | $105.8 萬 | 0.6% | – | – | 歷史 |
| DGDollar General Corp | COM | 5,394 | $109.3 萬 | 0.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 5,726 | $132.8 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,856 | $134.8 萬 | 0.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 37,717 | $136.6 萬 | 0.8% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 12,110 | $138.2 萬 | 0.8% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 27,720 | $143.3 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,749 | $153.3 萬 | 0.9% | – | – | – |
| CVXChevron Corp | Stock | 14,639 | $153.4 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,438 | $168.4 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 29,263 | $170.2 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 841 | $173.8 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,850 | $175.0 萬 | 1.0% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 24,846 | $188.5 萬 | 1.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 32,200 | $197.5 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 665 | $205.8 萬 | 1.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 41,094 | $263.0 萬 | 1.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 20,067 | $329.8 萬 | 1.9% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 14,354 | $348.9 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,510 | $365.7 萬 | 2.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 57,100 | $422.1 萬 | 2.4% | – | – | – |
| DISWalt Disney Co | Stock | 25,674 | $473.7 萬 | 2.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 49,584 | $605.7 萬 | 3.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 28,810 | $636.5 萬 | 3.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 46,237 | $700.7 萬 | 4.0% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 95,858 | $739.0 萬 | 4.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 254,262 | $1,390 萬 | 7.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 36,793 | $1,458 萬 | 8.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 166,156 | $2,825 萬 | 16.1% | – | – | 歷史 |