Westbourne Investments, Inc. Reduced Holdings in Q1 2025

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-8.95K
- 12.37%
$106.98 - $149.43 $957K - $1.34M
63.4K $6.87B
PLTR
Palantir Technologies Inc.

Technology
-28.1K
- 51.78%
$64.98 - $124.62 $1.83M - $3.5M
26.2K $2.21B
Ge Vernova Inc
-5.22K
- 86.06%
N/A
845 $258M
MSFT
Microsoft Corp

Technology
-1.16K
- 5.23%
$375.39 - $447.2 $435K - $518K
21K $7.87B
GOOG
Alphabet Inc.

Communication Services
-5.16K
- 32.85%
$156.06 - $207.71 $805K - $1.07M
10.6K $1.65B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.05K
- 2.91%
$190.26 - $242.06 $201K - $255K
35.2K $6.69B
GOOGL
Alphabet Inc.

Communication Services
-1.04K
- 3.43%
$154.33 - $206.19 $161K - $215K
29.4K $4.55B
AAPL
Apple Inc.

Technology
-1.4K
- 4.55%
$209.68 - $247.1 $293K - $345K
29.3K $6.51B
APP
App Lovin Corp

Technology
-2.3K
- 65.71%
$238.08 - $510.13 $548K - $1.17M
1.2K $318M
BLDR
Builders First Source, Inc.

Industrials
-4.4K
- 37.95%
$122.8 - $173.51 $540K - $763K
7.19K $899M
EQH
Equitable Holdings, Inc.

Financial Services
-14.2K
- 34.48%
$47.64 - $55.68 $678K - $792K
27K $1.41B
VUG
Vanguard Growth ETF

ETFs
-293
- 4.29%
$369.1 - $427.61 $108K - $125K
6.53K $2.42B
ENB
Enbridge Inc

Energy
-10.3K
- 21.3%
$41.54 - $45.45 $426K - $466K
37.9K $1.68B
GDDY
Go Daddy Inc.

Technology
-1.66K
- 45.86%
$172.13 - $214.35 $286K - $356K
1.96K $353M
LLY
Eli Lilly & CO

Healthcare
-625
- 18.04%
$725.72 - $929.72 $454K - $581K
2.84K $2.35B
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 11.33%
$222.15 - $428.22 $44.4K - $85.6K
1.57K $406M
ALLY
Ally Financial Inc.

Financial Services
-8.3K
- 23.42%
$32.99 - $40.09 $274K - $333K
27.1K $990M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.42K
- 3.29%
$51.45 - $58.51 $73.1K - $83.1K
41.8K $2.16B
IYW
Ishares Dj Us Tech ETF

ETFs
-250
- 2.04%
$140.44 - $166.79 $35.1K - $41.7K
12K $1.69B
SPYI
Shp ETF Tr Neos S&P 500 High I
-4.34K
- 30.6%
N/A
9.85K $471M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-150
- 3.25%
$307.43 - $357.48 $46.1K - $53.6K
4.47K $1.38B
AVEM
American Centy ETF Tr Avantis

ETFs
-3.56K
- 42.73%
$57.11 - $62.4 $203K - $222K
4.77K $287M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.95K
- 7.2%
$56.17 - $59.71 $166K - $176K
38K $2.17B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-600
- 4.36%
$47.79 - $59.89 $28.7K - $35.9K
13.2K $660M
PH
Parker Hannifin Corp

Industrials
-20
- 0.5%
$591.65 - $707.05 $11.8K - $14.1K
4.02K $2.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
-67
- 2.46%
$551.42 - $612.93 $36.9K - $41.1K
2.66K $1.49B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.07K
- 1.59%
$21.23 - $23.75 $22.7K - $25.4K
66.3K $1.43B
VB
Vanguard Small Cap ETF

ETFs
-290
- 15.22%
$217.89 - $252.64 $63.2K - $73.3K
1.62K $358M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-215
- 13.96%
$211.47 - $267.17 $45.5K - $57.4K
1.33K $280M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-465
- 0.67%
$21.75 - $24.28 $10.1K - $11.3K
69.1K $1.53B
K
Kellogg CO

Consumer Defensive
-1.1K
- 20.37%
$81.06 - $82.9 $89.2K - $91.2K
4.3K $355M
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 2.79%
$271.18 - $303.12 $27.1K - $30.3K
3.48K $957M
CB
Chubb LTD

Financial Services
-350
- 33.08%
$257.71 - $301.99 $90.2K - $106K
708 $214M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-290
- 1.06%
$25.58 - $29.24 $7.42K - $8.48K
26.9K $706M
GRMN
Garmin LTD

Technology
-300
- 19.35%
$204.55 - $241.93 $61.4K - $72.6K
1.25K $271M
RACE
Ferrari N.V.

Consumer Cyclical
-105
- 18.26%
$413.73 - $508.15 $43.4K - $53.4K
470 $201M
COF
Capital One Financial Corp

Financial Services
-200
- 8.7%
$163.87 - $209.82 $32.8K - $42K
2.1K $377M
JPM
Jpmorgan Chase & CO

Financial Services
-150
- 13.57%
$225.19 - $279.95 $33.8K - $42K
955 $234M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-200
- 1.92%
$16.57 - $18.85 $3.31K - $3.77K
10.2K $170M
FNDX
Schwab Fundamental U S Large C

ETFs
-506
- 1.24%
$23.03 - $25.01 $11.7K - $12.7K
40.4K $953M
VT
Vanguard Total World Stk Index

ETFs
-25
- 0.33%
$115.08 - $123.97 $2.88K - $3.1K
7.52K $872M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-312
- 3.99%
$35.96 - $36.72 $11.2K - $11.5K
7.52K $272M
UNH
Unitedhealth Group Inc

Healthcare
-50
- 5.78%
$461.52 - $548.18 $23.1K - $27.4K
815 $427M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-433
- 2.53%
$22.83 - $23.75 $9.89K - $10.3K
16.7K $384M
COST
Costco Wholesale Corp

Consumer Defensive
-114
- 3.33%
$890.62 - $1076.86 $102K - $123K
3.31K $3.13B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-860
- 2.62%
$25.77 - $27.6 $22.2K - $23.7K
31.9K $848M
NRZ
New Residential Investment Corp.

Real Estate
-400
- 3.36%
N/A
11.5K $132M
VEA
Vanguard Ftse Developed Market

ETFs
-168
- 2.83%
$47.4 - $52.99 $7.96K - $8.9K
5.78K $294M
XOM
Exxon Mobil Corp

Energy
-60
- 1.41%
$105.44 - $118.93 $6.33K - $7.14K
4.19K $498M
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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