Westbourne Investments, Inc. Incresed Positions in Q1 2025

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
DELL
Dell Technologies Inc.

Technology
13.7K
+ 167.55%
$90.34 - $124.66 $1.23M - $1.7M
21.8K $1.99B
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.8K
+ 102.22%
$24.91 - $29.02 $1.07M - $1.24M
84.6K $2.12B
VST
Vistra Corp.

Utilities
8.15K
+ 154.13%
$108.49 - $191.89 $884K - $1.56M
13.4K $1.58B
CVX
Chevron Corp

Energy
2.39K
+ 72.07%
$146.71 - $167.97 $351K - $401K
5.71K $955M
IBM
International Business Machines Corp

Technology
600
+ 8.0%
$217.4 - $264.74 $130K - $159K
8.1K $2.01B
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
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
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
RWT
Redwood Trust Inc

Real Estate
11.4K
+ 66.79%
$6.01 - $6.72 $68.2K - $76.3K
28.4K $172M
HYDB
Ishares Tr Edge High Yield Def

ETFs
245
+ 1.45%
$46.82 - $47.8 $11.5K - $11.7K
17.1K $806M
VIG
Vanguard Dividend Appreciation

ETFs
268
+ 8.6%
N/A
3.38K $656M
KO
Coca Cola CO

Consumer Defensive
30
+ 0.71%
$60.81 - $72.32 $1.82K - $2.17K
4.26K $305M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
600
+ 3.27%
$18.36 - $20.51 $11K - $12.3K
18.9K $375M
O
Realty Income Corp

Real Estate
200
+ 3.92%
$51.67 - $58.49 $10.3K - $11.7K
5.3K $307M
THW
Tekla World Healthcare Fund

Financial Services
494
+ 2.67%
$11.09 - $12.2 $5.48K - $6.03K
19K $219M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
333
+ 1.67%
$10.91 - $11.42 $3.63K - $3.8K
20.3K $227M
JFR
Nuveen Floating Rate Income Fund

Financial Services
1K
+ 8.37%
$8.41 - $9.05 $8.41K - $9.05K
13K $110M
Armour Residential Reit Inc
2.07K
+ 10.17%
N/A
22.4K $382M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.13%
$408.78 - $448.82 $2.04K - $2.24K
3.99K $1.68B
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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