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| Name: |
Westshore Wealth LLC |
| City: |
NEWPORT BEACH |
| State: |
CA |
| Zip: |
92660 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GOVT |
Ishares Barclays Us Treasur... |
9 |
New |
$0.00 |
$6,271,000 |
272,195 |
2.89% |
6,271,000 |
272,195 |
0.003 |
N/A |
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ICF |
iShares Tr Cohen & Steers |
72 |
New |
$0.00 |
$250,000 |
4,251 |
0.12% |
250,000 |
4,251 |
0.002 |
Closed - End Fund - E... |
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QLYS |
Qualys, Inc. |
75 |
New |
$136.66 |
$248,000 |
1,266 |
0.11% |
248,000 |
1,266 |
0.003 |
Application Software |
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HRB |
H&R Block Inc |
84 |
New |
$50.12 |
$218,000 |
4,501 |
0.1% |
218,000 |
4,501 |
0.002 |
Personal Services |
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IWN |
iShares Russell 2000 Value |
87 |
New |
$151.81 |
$212,000 |
1,365 |
0.1% |
212,000 |
1,365 |
0.002 |
Closed - End Fund - E... |
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MINT |
Pimco ETF Trust |
88 |
New |
$100.36 |
$210,000 |
2,100 |
0.1% |
210,000 |
2,100 |
0.001 |
Closed - End Fund - Debt |
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DIS |
Walt Disney Co |
90 |
New |
$102.74 |
$205,000 |
2,269 |
0.09% |
205,000 |
2,269 |
0 |
Entertainment - Diver... |
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