Westbourne Investments, Inc. Reduced Holdings in Q3 2025

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-1.47K
- 39.17%
$1147.87 - $1297.18 $1.68M - $1.9M
2.28K $2.63B
META
Meta Platforms, Inc.

Communication Services
-429
- 4.63%
$695.21 - $791.73 $298K - $340K
8.84K $5.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.66K
- 17.54%
$459.11 - $506.91 $760K - $839K
7.78K $3.72B
FDX
Fedex Corp

Industrials
-4.25K
- 48.03%
$217.1 - $243.2 $922K - $1.03M
4.6K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
-310
- 9.36%
$915.95 - $994.57 $284K - $308K
3K $2.74B
CVX
Chevron Corp

Energy
-4.8K
- 22.75%
$145.57 - $161.83 $698K - $776K
16.3K $2.57B
CRBG
Corebridge Financial, Inc.

Financial Services
-9.51K
- 24.96%
$31.36 - $35.94 $298K - $342K
28.6K $930M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-800
- 24.2%
$366.54 - $479.53 $293K - $384K
2.51K $1.07B
CME
Cme Group Inc.

Financial Services
-995
- 13.48%
$258.83 - $287.1 $258K - $286K
6.39K $1.7B
VST
Vistra Corp.

Utilities
-930
- 4.2%
$182.0 - $217.92 $169K - $203K
21.2K $3.99B
V
Visa Inc.

Financial Services
-200
- 1.96%
$332.09 - $358.86 $66.4K - $71.8K
10K $3.41B
KR
Kroger CO

Consumer Defensive
-1.58K
- 24.38%
$64.52 - $74.35 $102K - $117K
4.9K $312M
FNDX
Schwab Fundamental U S Large C

ETFs
-8.54K
- 21.95%
$24.38 - $26.34 $208K - $225K
30.4K $807M
MET
Metlife Inc

Financial Services
-1.58K
- 11.81%
$73.82 - $82.37 $117K - $130K
11.8K $941M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.1K
- 23.86%
$46.51 - $50.07 $97.7K - $105K
6.7K $312M
ISRG
Intuitive Surgical Inc

Healthcare
-110
- 2.28%
$433.66 - $544.47 $47.7K - $59.9K
4.73K $2.52B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10.4K
- 15.69%
$23.82 - $25.84 $247K - $268K
55.8K $1.48B
ALCC
Alt C Acquisition Corp.

Financial Services
-4.3K
- 69.35%
N/A
1.9K $252M
ENB
Enbridge Inc

Energy
-2.7K
- 7.13%
$43.79 - $50.46 $118K - $136K
35.2K $1.64B
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.8K
- 38.0%
$47.38 - $57.71 $180K - $219K
6.2K $368M
JPM
Jpmorgan Chase & CO

Financial Services
-281
- 22.75%
$282.78 - $316.06 $79.5K - $88.8K
954 $297M
MDT
Medtronic PLC

Healthcare
-1.49K
- 6.99%
$87.67 - $95.74 $131K - $143K
19.8K $1.8B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-374
- 3.45%
$72.01 - $74.44 $26.9K - $27.8K
10.5K $739M
XOM
Exxon Mobil Corp

Energy
-664
- 16.65%
$105.83 - $117.22 $70.3K - $77.8K
3.33K $380M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-945
- 6.2%
$50.82 - $51.09 $48K - $48.3K
14.3K $731M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-550
- 5.98%
$50.08 - $50.37 $27.5K - $27.7K
8.65K $434M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.02K
- 11.52%
$24.46 - $26.5 $196K - $212K
61.5K $1.67B
JFR
Nuveen Floating Rate Income Fund

Financial Services
-2.3K
- 16.49%
$8.07 - $8.58 $18.6K - $19.7K
11.7K $92M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-645
- 18.0%
$59.11 - $67.35 $38.1K - $43.4K
2.94K $202M
SPYI
Shp ETF Tr Neos S&P 500 High I
-545
- 5.91%
N/A
8.68K $469M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-230
- 21.8%
$275.84 - $326.36 $63.4K - $75.1K
825 $299M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.6K
- 12.22%
$28.92 - $32.19 $308K - $343K
76.5K $2.55B
VTV
Vanguard Value ETF

ETFs
-15
- 1.27%
$175.51 - $186.57 $2.63K - $2.8K
1.17K $216M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-750
- 3.04%
$28.15 - $30.13 $21.1K - $22.6K
23.9K $712M
XLC
Select Sector Spdr Tr Communic

ETFs
-35
- 0.71%
$105.99 - $119.41 $3.71K - $4.18K
4.88K $560M
AMGN
Amgen Inc

Healthcare
-25
- 1.37%
$271.18 - $309.22 $6.78K - $7.73K
1.8K $537M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-270
- 0.88%
$27.61 - $29.15 $7.45K - $7.87K
30.5K $886M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.68K
- 14.43%
$171.38 - $197.01 $287K - $330K
9.94K $2.07B
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.96%
$696.56 - $806.32 $6.97K - $8.06K
1.03K $813M
IBM
International Business Machines Corp

Technology
-40
- 0.53%
$234.77 - $292.47 $9.39K - $11.7K
7.46K $2.29B
ABBV
Abb Vie Inc.

Healthcare
-105
- 2.0%
$184.85 - $231.54 $19.4K - $24.3K
5.16K $1.12B
APP
App Lovin Corp

Technology
-300
- 25.0%
$335.1 - $718.54 $101K - $216K
900 $574M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 0.3%
$617.65 - $666.84 $4.94K - $5.33K
2.63K $1.81B
MSFT
Microsoft Corp

Technology
-16
- 0.11%
$491.09 - $535.64 $7.86K - $8.57K
15.1K $7.69B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-115
- 2.62%
$362.31 - $405.74 $41.7K - $46.7K
4.27K $1.8B
PH
Parker Hannifin Corp

Industrials
-1
- 0.03%
$697.13 - $769.67 $697 - $770
4K $3.09B
C
Citigroup Inc

Financial Services
-1.86K
- 5.87%
$85.57 - $103.49 $159K - $193K
29.8K $3.02B
GLD
Spdr Gold Trust

ETFs
-493
- 4.76%
$300.96 - $355.47 $148K - $175K
9.87K $3.63B
SHOP
Shopify Inc.

Technology
-500
- 3.81%
$112.11 - $157.12 $56.1K - $78.6K
12.6K $2.2B
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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