Filling information for Westshore Wealth, LLC as Treemap, investor disclosed 95 total holdings based on 2023-12-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 92826C839 | 92826C839 | VISA INC | COM CL A | 363759 | 1397 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 425121 | 7896 | |
| 595017104 | 595017104 | MICROCHIP TECHNOLOGY INC. | COM | 215079 | 2385 | |
| 921946794 | 921946794 | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 316226 | 4756 | |
| 517834107 | 517834107 | LAS VEGAS SANDS CORP | COM | 225480 | 4582 | |
| 654106103 | 654106103 | NIKE INC | CL B | 228996 | 2109 | |
| 40412C101 | 40412C101 | HCA HEALTHCARE INC | COM | 447705 | 1654 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 495687 | 3162 | |
| 693718108 | 693718108 | PACCAR INC | COM | 264924 | 2713 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2088154 | 14897 | |
| 00724F101 | 00724F101 | ADOBE INC | COM | 280999 | 471 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2505740 | 6663 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 239003 | 1602 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 401501 | 980 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2410004 | 4867 | |
| 72352L106 | 72352L106 | PINTEREST INC | CL A | 357880 | 9662 | |
| 46435G102 | 46435G102 | ISHARES TR | CONV BD ETF | 579601 | 7375 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 249490 | 1036 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2679587 | 7513 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 245325 | 1500 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 13517929 | 44589 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 262643 | 1057 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 10699546 | 53308 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 693390 | 6396 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 20143563 | 182031 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 209559 | 2100 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 559175 | 15129 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 312831 | 1799 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 607084 | 2610 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 695708 | 17302 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 300290 | 687 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 1053385 | 2976 | |
| 45378A106 | 45378A106 | INDEPENDENCE RLTY TR INC | COM | 153000 | 10000 | |
| 538034109 | 538034109 | LIVE NATION ENTERTAINMENT IN | COM | 231192 | 2470 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 399212 | 2347 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 269765 | 3921 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 6337048 | 81526 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 389228 | 739 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 401396 | 4267 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 253982 | 1004 | |
| 037833100 | 037833100 | APPLE INC | COM | 5232983 | 27180 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 263260 | 1797 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 282514 | 428 | |
| 571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 351345 | 1558 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 239774 | 2215 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 3121740 | 31571 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 251608 | 1080 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 272763 | 4836 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 312340 | 3147 | |
| 363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 202392 | 900 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 2364233 | 75801 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 250199 | 713 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 212816 | 2129 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 295387 | 8773 | |
| 464287564 | 464287564 | ISHARES TR | COHEN STEER REIT | 249661 | 4251 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 449475 | 1297 | |
| 92206C847 | 92206C847 | VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 6697585 | 108851 | |
| 58155Q103 | 58155Q103 | MCKESSON CORP | COM | 277954 | 600 | |
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 208315 | 2732 | |
| 464288182 | 464288182 | ISHARES TR | MSCI AC ASIA ETF | 201385 | 3025 | |
| 256746108 | 256746108 | DOLLAR TREE INC | COM | 310947 | 2189 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 456718 | 4757 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 867885 | 17179 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1095121 | 4616 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 402925 | 1363 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 15270164 | 92406 | |
| 067806109 | 067806109 | BARNES GROUP INC | COM | 221786 | 6797 | |
| 499049104 | 499049104 | KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 344574 | 5977 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 1607392 | 6129 | |
| 82968B103 | 82968B103 | SIRIUS XM HOLDINGS INC | COM | 120614 | 22050 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 204868 | 2269 | |
| 19260Q107 | 19260Q107 | COINBASE GLOBAL INC | COM CL A | 609764 | 3506 | |
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 288305 | 1150 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 284144 | 914 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 703506 | 3680 | |
| 74758T303 | 74758T303 | QUALYS INC | COM | 248490 | 1266 | |
| 464287630 | 464287630 | ISHARES TR | RUS 2000 VAL ETF | 212025 | 1365 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 341603 | 306 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1352570 | 8902 | |
| 46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 6271378 | 272195 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 295528 | 1907 | |
| 949746804 | 949746804 | WELLS FARGO CO NEW | PERP PFD CNV A | 347925 | 291 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 711980 | 6531 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 200324 | 442 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 453820 | 1539 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 415798 | 3176 | |
| 093671105 | 093671105 | BLOCK H & R INC | COM | 217713 | 4501 | |
| 92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 3775527 | 44486 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 240248 | 503 | |
| 464288810 | 464288810 | ISHARES TR | U.S. MED DVC ETF | 490695 | 9092 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 480211 | 1620 | |
| 060505682 | 060505682 | BANK AMERICA CORP | 7.25%CNV PFD L | 300115 | 249 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 25946687 | 165024 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 1976355 | 26229 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 55368147 | 116488 |