StockDriftsStockDriftsTop 50 Westshore Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 21.07% | 92.4K | $60.1M | -7.07%(-7.03K) | $400.21(+86.10%) | 2026-03-31 | |
| LQD | ISHARES TR | 10.25% | 268.1K | $29.2M | +6.92%(+17.35K) | $111.99(-2.99%) | 2026-03-31 | |
| IWD | ISHARES TR | 6.93% | 92.4K | $19.7M | -4.57%(-4.42K) | $149.53(+65.06%) | 2026-03-31 | |
| AMRX | AMNEAL PHARMACEUTICALS INC | 5.99% | 1.37M | $17.1M | -0.57%(-7.93K) | $9.05(+89.50%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.96% | 39.9K | $17.0M | -5.67%(-2.40K) | $239.87(-49.49%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.03% | 57.8K | $14.3M | -1.24%(-725) | $196.19(+51.68%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 3.51% | 180.5K | $10.0M | +5.11%(+8.77K) | $58.37(-6.30%) | 2026-03-31 | |
| GOVT | ISHARES TR | 3.44% | 427.9K | $9.8M | +5.04%(+20.52K) | $22.70(-0.03%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 3.14% | 91.1K | $9.0M | +0.00%(+1) | $122.62(-9.76%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.01% | 14.3K | $8.6M | +5.83%(+790) | $557.15(+22.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.14% | +29.99% |
| Top 20 Holdings Unweighted | +13.61% | +46.65% |
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