Westbourne Investment Advisors, Inc. Incresed Positions in Q4 2025

Westbourne Investment Advisors, Inc.

  • $353 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SNAP
Snap Inc

Communication Services
87.7K
+ 19.81%
$7.3 - $9.09 $640K - $797K
530K $4.55M
TOST
Toast, Inc.

Technology
27.4K
+ 13.28%
$34.39 - $39.02 $941K - $1.07M
233K $8.38M
AMZN
Amazon Com Inc

Consumer Cyclical
1.18K
+ 3.67%
$213.04 - $254.0 $252K - $301K
33.4K $7.85M
SOFI
So Fi Technologies, Inc.

Financial Services
3.53K
+ 1.39%
$25.24 - $32.21 $89.2K - $114K
258K $7.17M
DOCU
Docusign, Inc.

Technology
7.88K
+ 15.55%
$67.01 - $73.14 $528K - $576K
58.5K $3.97M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.92K
+ 5.13%
$28.46 - $29.45 $254K - $263K
183K $5.29M
ACN
Accenture PLC

Technology
1.23K
+ 5.59%
$234.02 - $253.35 $289K - $313K
23.3K $5.62M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.13K
+ 0.95%
$31.41 - $33.69 $66.7K - $71.6K
226K $7.28M
JNJ
Johnson & Johnson

Healthcare
50
+ 0.72%
$185.98 - $199.58 $9.3K - $9.98K
7.03K $1.4M
MRK
Merck & Co., Inc.

Healthcare
10
+ 0.1%
$82.49 - $92.93 $825 - $929
10.4K $964K
ETN
Eaton Corp PLC

Industrials
275
+ 12.89%
$352.39 - $387.75 $96.9K - $107K
2.41K $848K
DNP
Dnp Select Income Fund Inc

Financial Services
4K
+ 5.62%
$9.93 - $10.23 $39.7K - $40.9K
75.2K $760K
MMM
3 M CO

Industrials
158
+ 7.82%
$148.75 - $171.6 $23.5K - $27.1K
2.18K $360K
JEPI
J P Morgan Exchange Traded Fd

ETFs
900
+ 5.17%
$56.0 - $57.6 $50.4K - $51.8K
18.3K $1.04M
DIS
Walt Disney CO

Communication Services
495
+ 24.15%
$105.69 - $116.65 $52.3K - $57.7K
2.55K $268K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 5.7%
$44.68 - $47.47 $22.3K - $23.7K
9.27K $434K
ARCC
Ares Capital Corp

Financial Services
1.5K
+ 3.39%
$18.9 - $20.61 $28.3K - $30.9K
45.7K $923K
NRZ
New Residential Investment Corp.

Real Estate
1K
+ 1.83%
N/A
55.5K $402K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.39%
$185.12 - $192.11 $1.3K - $1.34K
1.8K $337K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1K
+ 1.98%
$12.52 - $13.44 $12.5K - $13.4K
51.5K $649K
UTG
Reaves Utility Income Fund

Financial Services
500
+ 2.16%
$36.92 - $41.42 $18.5K - $20.7K
23.7K $875K
PAYX
Paychex Inc

Industrials
2.58K
+ 5.26%
$111.08 - $128.59 $287K - $332K
51.7K $5.8M
BAH
Booz Allen Hamilton Holding Corp

Industrials
6.71K
+ 11.53%
$82.82 - $104.04 $556K - $698K
64.9K $5.38M
BRO
Brown & Brown, Inc.

Financial Services
3.89K
+ 6.48%
$76.42 - $95.96 $297K - $373K
63.8K $5.15M
NFLX
Netflix Inc

Communication Services
69.7K
+ 918.18%
$110.29 - $1241.35 $7.69M - $86.6M
77.3K $8.53M
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.08%
$358.03 - $397.02 $5.73K - $6.35K
19.6K $7M
UBER
Uber Technologies, Inc

Technology
204
+ 0.11%
$91.62 - $100.1 $18.7K - $20.4K
191K $17.5M
META
Meta Platforms, Inc.

Communication Services
1.02K
+ 3.84%
$609.01 - $751.67 $619K - $764K
27.5K $16.8M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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