Long-term investor
Westshore Wealth, LLC @westshorewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001806366).
Record
- Tracked since 2025-06-30 (434 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +12.9% · 6 months +12.8% · 1 year +19.5% · all +19.5%
- Max drawdown -3.3% · Sharpe 1.01 · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 21.3% · long · since 2025-06-30
- LQD · 9.5% · long · since 2025-06-30
- AMRX · 7.3% · long · since 2025-09-30
- IWD · 6.8% · long · since 2025-06-30
- GOVT · 6.4% · long · since 2025-06-30
- IWF · 6.1% · long · since 2025-06-30
- IWM · 5.4% · long · since 2025-06-30
- UPS · 3.0% · long · since 2025-06-30
- VOO · 2.9% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- IWR · 2.2% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30