Westbourne Investments, Inc. Purchases in Q3 2025

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59K
New
$91.44 - $91.77 $5.39M - $5.41M
59K $5.46B
UNH
Unitedhealth Group Inc

Healthcare
11.7K
New
$237.77 - $353.61 $2.77M - $4.12M
11.7K $3.98B
AAPL
Apple Inc.

Technology
1.88K
+ 8.49%
$202.38 - $256.87 $380K - $482K
24K $6.49B
FVCB
Fvc Bankcorp, Inc.

Financial Services
142K
+ 205.46%
$11.93 - $13.87 $1.7M - $1.97M
212K $2.58B
PSIX
Power Solutions International, Inc.

Industrials
18.7K
New
$63.95 - $115.78 $1.19M - $2.16M
18.7K $1.6B
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 70.49%
$625.65 - $812.69 $950K - $1.23M
3.67K $3.17B
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 22.29%
$175.16 - $255.24 $276K - $402K
8.64K $2.38B
Core Scientific Inc New
49.4K
New
N/A
49.4K $1.06B
PLTR
Palantir Technologies Inc.

Technology
330
+ 2.71%
$130.68 - $186.97 $43.1K - $61.7K
12.5K $2.55B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.9K
+ 24.23%
$53.81 - $57.52 $586K - $626K
55.8K $3.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.2K
+ 38.28%
$55.61 - $57.37 $733K - $756K
47.6K $2.71B
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
18.6K
New
$28.51 - $33.65 $529K - $625K
18.6K $596M
BLDR
Builders First Source, Inc.

Industrials
4.31K
+ 59.86%
$116.91 - $149.21 $503K - $642K
11.5K $1.34B
IREN
Iris Energy LTD

Financial Services
8.15K
New
$15.1 - $47.14 $123K - $384K
8.15K $495M
FDLO
Fidelity Covington Tr Low Vola

ETFs
7.29K
New
$62.44 - $65.87 $455K - $480K
7.29K $480M
KO
Coca Cola CO

Consumer Defensive
7K
+ 172.41%
$65.67 - $71.67 $460K - $502K
11.1K $762M
CEG
Constellation Energy Corp

Utilities
740
+ 24.67%
$298.82 - $354.89 $221K - $263K
3.74K $1.41B
WMT
Walmart Inc.

Consumer Defensive
4.09K
New
$94.4 - $104.27 $386K - $426K
4.09K $413M
SDCI
Uscf ETF Tr Summerhaven Dynami
17.3K
New
N/A
17.3K $400M
HII
Huntington Ingalls Industries, Inc.

Industrials
200
+ 5.13%
$246.31 - $287.91 $49.3K - $57.6K
4.1K $1.29B
AMD
Advanced Micro Devices Inc

Technology
1.32K
New
$134.8 - $184.42 $178K - $244K
1.32K $338M
FDMO
Fidelity Covington Tr Momentum

ETFs
3.91K
New
$75.0 - $83.29 $293K - $326K
3.91K $333M
MRK
Merck & Co., Inc.

Healthcare
3.74K
New
$77.6 - $87.37 $290K - $327K
3.74K $322M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.9K
New
$100.37 - $100.74 $291K - $292K
2.9K $292M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.9K
New
$27.49 - $29.67 $272K - $294K
9.9K $287M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.98K
New
$54.21 - $57.41 $270K - $286K
4.98K $286M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.88K
New
$66.38 - $71.68 $257K - $278K
3.88K $282M
IAUM
I Shares Gold Trust Micro

ETFs
6.86K
New
$32.6 - $38.5 $224K - $264K
6.86K $274M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14.1K
New
$18.41 - $20.12 $260K - $285K
14.1K $261M
ALLY
Ally Financial Inc.

Financial Services
8.2K
New
$36.95 - $44.58 $303K - $366K
8.2K $261M
CNS
Cohen & Steers, Inc.

Financial Services
5.9K
New
$65.61 - $78.01 $387K - $460K
5.9K $253M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.47K
New
$67.48 - $71.55 $234K - $248K
3.47K $247M
Tidal Trust Ii
9.2K
New
N/A
9.2K $237M
WM
Waste Management Inc

Industrials
2.28K
+ 30.32%
$213.88 - $237.1 $488K - $541K
9.8K $1.96B
CL
Colgate Palmolive CO

Consumer Defensive
3.16K
New
$79.36 - $93.33 $250K - $294K
3.16K $228M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.8K
New
$23.75 - $25.0 $209K - $220K
8.8K $217M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.03K
New
$67.1 - $74.29 $203K - $225K
3.03K $217M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
145
+ 3.72%
$435.72 - $463.74 $63.2K - $67.2K
4.05K $1.93B
IFF
International Flavors & Fragrances Inc

Basic Materials
3.2K
New
$60.3 - $77.46 $193K - $248K
3.2K $202M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
873
+ 9.35%
$132.9 - $142.03 $116K - $124K
10.2K $1.43B
VIG
Vanguard Dividend Appreciation

ETFs
607
+ 19.01%
N/A
3.8K $825M
F
Ford Motor CO

Consumer Cyclical
3.2K
+ 6.31%
$10.82 - $12.09 $34.6K - $38.7K
53.9K $708M
VTI
Vanguard Total Stock Market Et

ETFs
145
+ 4.25%
$303.93 - $329.86 $44.1K - $47.8K
3.56K $1.19B
CCAP
Crescent Capital Bdc, Inc.

Financial Services
10K
New
$14.1 - $15.94 $141K - $159K
10K $141M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.61K
+ 9.71%
$26.38 - $27.95 $122K - $129K
52.1K $1.39B
VT
Vanguard Total World Stk Index

ETFs
280
+ 3.77%
$128.41 - $138.03 $36K - $38.6K
7.7K $1.08B
UPS
United Parcel Service Inc

Industrials
846
+ 12.19%
$82.58 - $105.54 $69.9K - $89.3K
7.79K $770M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
415
+ 7.59%
$79.76 - $85.78 $33.1K - $35.6K
5.89K $502M
VO
Vanguard Mid Cap ETF

ETFs
150
+ 9.25%
$279.83 - $293.74 $42K - $44.1K
1.77K $515M
Activity Summary
Buys All Purchases 60 New Holdings 28 Increased Positions 32 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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