Westbourne Investments, Inc. Purchases in Q1 2025

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ge Healthcare Technologies I
32K
New
N/A
32K $2.58B
PFE
Pfizer Inc

Healthcare
95.2K
New
$25.01 - $27.13 $2.38M - $2.58M
95.2K $2.41B
MDT
Medtronic PLC

Healthcare
21.3K
New
$79.84 - $94.5 $1.7M - $2.01M
21.3K $1.92B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
+ 23.02%
$442.66 - $534.52 $848K - $1.02M
10.2K $5.45B
BMY
Bristol Myers Squibb CO

Healthcare
22.7K
+ 176.66%
$53.9 - $63.11 $1.22M - $1.43M
35.5K $2.16B
MU
Micron Technology Inc

Technology
14.9K
+ 555.85%
$86.89 - $109.38 $1.3M - $1.63M
17.6K $1.53B
INTC
Intel Corp

Technology
54.4K
+ 319.41%
$19.1 - $27.39 $1.04M - $1.49M
71.4K $1.62B
NFLX
Netflix Inc

Communication Services
1.25K
+ 107.94%
$828.4 - $1058.6 $1.04M - $1.32M
2.41K $2.25B
BKR
Baker Hughes CO

Energy
26.1K
New
$41.16 - $48.85 $1.07M - $1.27M
26.1K $1.15B
DELL
Dell Technologies Inc.

Technology
13.7K
+ 167.55%
$90.34 - $124.66 $1.23M - $1.7M
21.8K $1.99B
VOYA
Voya Financial, Inc.

Financial Services
13.7K
New
$65.1 - $75.67 $893K - $1.04M
13.7K $929M
VST
Vistra Corp.

Utilities
8.15K
+ 154.13%
$108.49 - $191.89 $884K - $1.56M
13.4K $1.58B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.12K
New
$91.45 - $91.75 $742K - $745K
8.12K $744M
CME
Cme Group Inc.

Financial Services
2.65K
New
$225.82 - $266.54 $598K - $706K
2.65K $703M
CVS
Cvs Health Corp

Healthcare
7.5K
New
$44.22 - $68.64 $332K - $515K
7.5K $508M
KR
Kroger CO

Consumer Defensive
7.45K
New
$58.36 - $67.72 $435K - $505K
7.45K $504M
CVX
Chevron Corp

Energy
2.39K
+ 72.07%
$146.71 - $167.97 $351K - $401K
5.71K $955M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
9.4K
New
$50.03 - $50.27 $470K - $473K
9.4K $471M
SAN
Banco Santander, S.A.

Financial Services
67.6K
New
$4.46 - $7.14 $301K - $483K
67.6K $453M
SHOP
Shopify Inc.

Technology
4.69K
New
$90.59 - $129.31 $425K - $607K
4.69K $448M
FDX
Fedex Corp

Industrials
1.8K
New
$230.33 - $281.53 $415K - $507K
1.8K $439M
D
Dominion Energy, Inc

Utilities
7.34K
New
$52.85 - $57.43 $388K - $422K
7.34K $412M
CCI
Crown Castle International Corp

Real Estate
3.89K
New
$84.33 - $106.39 $328K - $414K
3.89K $406M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
36.6K
New
$9.92 - $11.41 $363K - $418K
36.6K $395M
MET
Metlife Inc

Financial Services
4.84K
New
$77.7 - $87.0 $376K - $421K
4.84K $389M
C
Citigroup Inc

Financial Services
5.27K
New
$67.23 - $84.63 $354K - $446K
5.27K $374M
IBM
International Business Machines Corp

Technology
600
+ 8.0%
$217.4 - $264.74 $130K - $159K
8.1K $2.01B
CEG
Constellation Energy Corp

Utilities
1.8K
New
$201.63 - $347.44 $363K - $625K
1.8K $363M
VRT
Vertiv Holdings CO

Industrials
4.76K
New
N/A
4.76K $344M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.8K
New
$34.58 - $45.97 $235K - $313K
6.8K $313M
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
New
$117.15 - $158.79 $206K - $279K
1.76K $279M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
190
New
$1227.6 - $1458.46 $233K - $277K
190 $257M
ABBV
Abb Vie Inc.

Healthcare
100
+ 1.37%
$169.2 - $216.66 $16.9K - $21.7K
7.39K $1.55B
MRVL
Marvell Technology, Inc.

Technology
4K
New
$61.57 - $126.06 $246K - $504K
4K $246M
MRK
Merck & Co., Inc.

Healthcare
2.74K
New
$83.01 - $101.02 $227K - $277K
2.74K $246M
WM
Waste Management Inc

Industrials
29
+ 0.37%
$200.54 - $233.78 $5.82K - $6.78K
7.86K $1.82B
PMT
Penny Mac Mortgage Investment Trust

Real Estate
9.78K
+ 24.63%
$12.0 - $14.77 $117K - $144K
49.5K $725M
AMT
American Tower Corp

Real Estate
200
+ 3.89%
$173.46 - $217.6 $34.7K - $43.5K
5.34K $1.16B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.58K
New
$53.35 - $58.68 $191K - $210K
3.58K $201M
VTV
Vanguard Value ETF

ETFs
1.16K
New
$167.73 - $179.21 $195K - $208K
1.16K $200M
Oaktree Specialty Lending CO
10K
New
N/A
10K $154M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.8K
+ 9.88%
$50.87 - $51.09 $142K - $143K
31.1K $1.59B
AINV
Apollo Investment Corp

Financial Services
12.6K
+ 22.44%
N/A
68.8K $885M
AMGN
Amgen Inc

Healthcare
100
+ 5.48%
$258.59 - $327.36 $25.9K - $32.7K
1.93K $600M
Orchid Is Cap Inc
14.3K
New
N/A
14.3K $107M
ICMB
Investcorp Credit Management Bdc, Inc.

Financial Services
31K
New
$3.04 - $3.34 $94.2K - $104K
31K $99.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
700
+ 17.79%
$67.08 - $76.14 $47K - $53.3K
4.64K $342M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.11K
+ 2.16%
$27.01 - $28.54 $29.9K - $31.6K
52.4K $1.47B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
395
+ 4.35%
$126.11 - $135.06 $49.8K - $53.3K
9.48K $1.22B
Activity Summary
Buys All Purchases 61 New Holdings 30 Increased Positions 31 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 2
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