Westshore Wealth, LLC [Rocket]

Holdings

Westshore Wealth, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
iSHARES TRUST	LQD	OPTIONS	161,822	161,822	17,737,309,000	17,737,309,000	9.32		Hist	03/31/2023
iSHARES TRUST	PFF	OPTIONS	145,745	145,745	4,550,159,000	4,550,159,000	2.39		Hist	03/31/2023
GLOBAL MOAT FUND, LP	MOAT	ETF	31,044	31,044	2,291,979,000	2,291,979,000	1.20		Hist	03/31/2023
iSHARES TRUST	IWB	Common	9,045	9,045	2,037,205,000	2,037,205,000	1.07		Hist	03/31/2023
iSHARES TRUST	TLT	OPTION	15,447	15,447	1,643,097,000	1,643,097,000	0.86		Hist	03/31/2023
iSHARES TRUST	ICVT	Common	14,234	14,234	1,033,673,000	1,033,673,000	0.54		Hist	03/31/2023
MCDONALDS CORP	MCD	Common	2,551	2,551	713,177,000	713,177,000	0.37	0.00	Hist	03/31/2023
HERSHEY CO	HSY	Common	2,507	2,507	637,806,000	637,806,000	0.33		Hist	03/31/2023
VANGUARD INDEX FDS MID CAP	VO	STOCK	2,781	2,781	586,541,000	586,541,000	0.31		Hist	03/31/2023
Arista Networks, Inc.	ANET	Common	3,416	3,416	573,410,000	573,410,000	0.30		Hist	03/31/2023
Arthur J. Gallagher & Co.	AJG	Common	2,903	2,903	555,373,000	555,373,000	0.29	0.00	Hist	03/31/2023
Vanguard Growth ETF	VUG	ETF	2,221	2,221	554,006,000	554,006,000	0.29		Hist	03/31/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	5,197	5,197	502,550,000	502,550,000	0.26		Hist	03/31/2023
EXXON MOBIL CORP	XOM	Common	4,460	4,460	489,127,000	489,127,000	0.26	0.00	Hist	03/31/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	3,609	3,609	473,104,000	473,104,000	0.25		Hist	03/31/2023
COCA COLA CO	KO	Common	6,981	6,981	433,007,000	433,007,000	0.23		Hist	03/31/2023
EXELON CORP	EXC	Common	10,108	10,108	423,424,000	423,424,000	0.22	0.00	Hist	03/31/2023
AMGEN INC	AMGN	Common	1,728	1,728	417,744,000	417,744,000	0.22	0.00	Hist	03/31/2023
Eaton Corp plc	ETN	SHS	2,344	2,344	401,621,000	401,621,000	0.21	0.00	Hist	03/31/2023
APPLIED MATERIALS INC /DE	AMAT	Common	3,236	3,236	397,454,000	397,454,000	0.21	0.00	Hist	03/31/2023
T-Mobile US, Inc.	TMUS	COM	2,421	2,421	350,658,000	350,658,000	0.18	0.00	Hist	03/31/2023
iSHARES TRUST	IJH	Common	1,363	1,363	340,968,000	340,968,000	0.18		Hist	03/31/2023
COMCAST CORP	CMCSA	Common	8,827	8,827	334,632,000	334,632,000	0.18		Hist	03/31/2023
WELLS FARGO & COMPANY/MN	WFC/PL	Common	272	272	319,940,000	319,940,000	0.17	0.00	Hist	03/31/2023
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	976	976	313,294,000	313,294,000	0.16		Hist	03/31/2023
PROGRESSIVE CORP/OH/	PGR	Common	2,115	2,115	302,572,000	302,572,000	0.16	0.00	Hist	03/31/2023
iSHARES TRUST	CMF	Common	5,247	5,247	301,283,000	301,283,000	0.16		Hist	03/31/2023
LAS VEGAS SANDS CORP	LVS	Common	4,904	4,904	281,735,000	281,735,000	0.15		Hist	03/31/2023
VANGUARD MUN BD FD INC	VTEB	Common	5,359	5,359	271,487,000	271,487,000	0.14		Hist	03/31/2023
Baidu, Inc.	BIDU	SPON ADR REP A	1,634	1,634	246,603,000	246,603,000	0.13		Hist	03/31/2023
Mondelez International, Inc.	MDLZ	COM	3,431	3,431	239,209,000	239,209,000	0.13		Hist	03/31/2023
FEDEX CORP	FDX	Common	1,028	1,028	234,888,000	234,888,000	0.12	0.00	Hist	03/31/2023
MCKESSON CORP	MCK	Common	634	634	225,863,000	225,863,000	0.12		Hist	03/31/2023
LOCKHEED MARTIN CORP	LMT	Common	463	463	218,756,000	218,756,000	0.11	0.00	Hist	03/31/2023
Tesla, Inc.	TSLA	COM	1,023	1,023	212,232,000	212,232,000	0.11		Hist	03/31/2023
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