0001085146-20-000997.txt : 20200330 0001085146-20-000997.hdr.sgml : 20200330 20200330120639 ACCESSION NUMBER: 0001085146-20-000997 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200330 DATE AS OF CHANGE: 20200330 EFFECTIVENESS DATE: 20200330 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westshore Wealth, LLC CENTRAL INDEX KEY: 0001806366 IRS NUMBER: 812320869 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20213 FILM NUMBER: 20755299 BUSINESS ADDRESS: STREET 1: 4041 MACARTHUR BLVD STREET 2: STE 160 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 BUSINESS PHONE: 949-825-7523 MAIL ADDRESS: STREET 1: 4041 MACARTHUR BLVD STREET 2: STE 160 CITY: NEWPORT BEACH STATE: CA ZIP: 92660 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001806366 XXXXXXXX 12-31-2019 12-31-2019 false Westshore Wealth, LLC

4041 MACARTHUR BLVD STE 160 NEWPORT BEACH CA 92660

13F HOLDINGS REPORT 028-20213 N Ryan Ornellas 949-825-7505 /s/ Ryan Ornellas Newport Beach CA 03-23-2020 0 72 90845 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 626 3547 SH SOLE 0 0 3547 ABBVIE INC COM 00287Y109 540 6100 SH SOLE 0 0 6100 ALPHABET INC CAP STK CL C 02079K107 258 193 SH SOLE 0 0 193 ALPS ETF TR ALERIAN MLP 00162Q866 93 10884 SH SOLE 0 0 10884 ALTRIA GROUP INC COM 02209S103 881 17645 SH SOLE 0 0 17645 AMAZON COM INC COM 023135106 577 312 SH SOLE 0 0 312 APPLE INC COM 037833100 3309 11270 SH SOLE 0 0 11270 AT&T INC COM 00206R102 352 9018 SH SOLE 0 0 9018 BANK AMER CORP 7.25%CNV PFD L 060505682 274 189 SH SOLE 0 0 189 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2590 11434 SH SOLE 0 0 11434 BEYOND MEAT INC COM 08862E109 407 5381 SH SOLE 0 0 5381 CHEVRON CORP NEW COM 166764100 228 1893 SH SOLE 0 0 1893 CISCO SYS INC COM 17275R102 900 18760 SH SOLE 0 0 18760 COCA COLA CO COM 191216100 431 7783 SH SOLE 0 0 7783 COLGATE PALMOLIVE CO COM 194162103 476 6909 SH SOLE 0 0 6909 DOLLAR GEN CORP NEW COM 256677105 413 2649 SH SOLE 0 0 2649 DOMINION ENERGY INC COM 25746U109 439 5300 SH SOLE 0 0 5300 EATON CORP PLC SHS G29183103 505 5336 SH SOLE 0 0 5336 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 261 6275 SH SOLE 0 0 6275 EXXON MOBIL CORP COM 30231G102 479 6858 SH SOLE 0 0 6858 FACEBOOK INC CL A 30303M102 344 1674 SH SOLE 0 0 1674 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 333 11104 SH SOLE 0 0 11104 FISERV INC COM 337738108 463 4000 SH SOLE 0 0 4000 GILEAD SCIENCES INC COM 375558103 320 4932 SH SOLE 0 0 4932 INTEL CORP COM 458140100 560 9351 SH SOLE 0 0 9351 INTERNATIONAL BUSINESS MACHS COM 459200101 623 4650 SH SOLE 0 0 4650 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 283 17451 SH SOLE 0 0 17451 ISHARES TR 1 3 YR TREAS BD 464287457 523 6175 SH SOLE 0 0 6175 ISHARES TR COHEN STEER REIT 464287564 1736 14842 SH SOLE 0 0 14842 ISHARES TR MSCI AC ASIA ETF 464288182 382 5192 SH SOLE 0 0 5192 ISHARES TR MSCI EMG MKT ETF 464287234 765 17046 SH SOLE 0 0 17046 ISHARES TR RUS 1000 GRW ETF 464287614 5148 29265 SH SOLE 0 0 29265 ISHARES TR RUS 1000 VAL ETF 464287598 3930 28792 SH SOLE 0 0 28792 ISHARES TR RUS MID CAP ETF 464287499 3900 65417 SH SOLE 0 0 65417 ISHARES TR RUSSELL 2000 ETF 464287655 1032 6227 SH SOLE 0 0 6227 ISHARES TR S&P MC 400VL ETF 464287705 361 2115 SH SOLE 0 0 2115 ISHARES TR SELECT DIVID ETF 464287168 211 2000 SH SOLE 0 0 2000 ISHARES TR SH TR CRPORT ETF 464288646 2743 51148 SH SOLE 0 0 51148 ISHARES TR U.S. MED DVC ETF 464288810 396 1500 SH SOLE 0 0 1500 ISHARES TR U.S. REAL ES ETF 464287739 859 9228 SH SOLE 0 0 9228 ISHARES US ETF TR SHT MAT BD ETF 46431W507 4624 92014 SH SOLE 0 0 92014 JOHNSON & JOHNSON COM 478160104 926 6350 SH SOLE 0 0 6350 JPMORGAN CHASE & CO COM 46625H100 398 2853 SH SOLE 0 0 2853 LAS VEGAS SANDS CORP COM 517834107 228 3300 SH SOLE 0 0 3300 LYFT INC CL A COM 55087P104 389 9038 SH SOLE 0 0 9038 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 654 6927 SH SOLE 0 0 6927 MEDTRONIC PLC SHS G5960L103 564 4970 SH SOLE 0 0 4970 MICROSOFT CORP COM 594918104 820 5202 SH SOLE 0 0 5202 NEW HOME CO INC COM 645370107 188 40255 SH SOLE 0 0 40255 NEWMONT GOLDCORP CORPORATION COM 651639106 575 13242 SH SOLE 0 0 13242 NORTHERN TR CORP COM 665859104 510 4800 SH SOLE 0 0 4800 NVIDIA CORP COM 67066G104 423 1796 SH SOLE 0 0 1796 OMNICOM GROUP INC COM 681919106 462 5699 SH SOLE 0 0 5699 PFIZER INC COM 717081103 860 21948 SH SOLE 0 0 21948 PHILIP MORRIS INTL INC COM 718172109 419 4924 SH SOLE 0 0 4924 PPL CORP COM 69351T106 514 14317 SH SOLE 0 0 14317 PROSHARES TR S&P 500 DV ARIST 74348A467 517 6841 SH SOLE 0 0 6841 SCHLUMBERGER LTD COM 806857108 296 7363 SH SOLE 0 0 7363 SPDR GOLD TRUST GOLD SHS 78463V107 442 3092 SH SOLE 0 0 3092 SPDR S&P 500 ETF TR TR UNIT 78462F103 8239 25598 SH SOLE 0 0 25598 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 6039 83349 SH SOLE 0 0 83349 STARBUCKS CORP COM 855244109 582 6617 SH SOLE 0 0 6617 TESLA INC COM 88160R101 206 492 SH SOLE 0 0 492 TORONTO DOMINION BK ONT COM NEW 891160509 399 7100 SH SOLE 0 0 7100 TWITTER INC COM 90184L102 244 7600 SH SOLE 0 0 7600 UNITED PARCEL SERVICE INC CL B 911312106 19290 164786 SH SOLE 0 0 164786 US BANCORP DEL COM NEW 902973304 540 9100 SH SOLE 0 0 9100 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 393 1329 SH SOLE 0 0 1329 VANGUARD STAR FD VG TL INTL STK F 921909768 633 11362 SH SOLE 0 0 11362 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 623 14129 SH SOLE 0 0 14129 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 221 1150 SH SOLE 0 0 1150 VERIZON COMMUNICATIONS INC COM 92343V104 676 11004 SH SOLE 0 0 11004