Westbourne Investment Advisors, Inc. Purchases in Q3 2024

Westbourne Investment Advisors, Inc.

  • $286 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
302
+ 1.79%
$333.64 - $405.2 $101K - $122K
17.2K $6.98M
EXPE
Expedia Group, Inc.

Consumer Cyclical
268
+ 0.61%
$112.12 - $149.09 $30K - $40K
43.9K $6.5M
ACN
Accenture PLC

Technology
199
+ 1.11%
$295.44 - $355.81 $58.8K - $70.8K
18.1K $6.38M
GS
Goldman Sachs Group Inc

Financial Services
39
+ 0.2%
$459.02 - $510.25 $17.9K - $19.9K
19.3K $9.55M
PAYX
Paychex Inc

Industrials
664
+ 1.47%
$116.17 - $135.19 $77.1K - $89.8K
45.8K $6.15M
CNC
Centene Corp

Healthcare
1.74K
+ 2.51%
$64.89 - $80.23 $113K - $140K
70.9K $5.34M
TOST
Toast, Inc.

Technology
3.11K
+ 1.34%
$22.71 - $28.31 $70.5K - $87.9K
234K $6.63M
CB
Chubb LTD

Financial Services
297
+ 1.72%
$252.51 - $292.2 $75K - $86.8K
17.6K $5.07M
MS
Morgan Stanley

Financial Services
677
+ 0.89%
$92.07 - $106.96 $62.3K - $72.4K
77K $8.03M
CRM
Salesforce, Inc.

Technology
714
+ 3.45%
$238.42 - $276.53 $170K - $197K
21.4K $5.85M
BAH
Booz Allen Hamilton Holding Corp

Industrials
133
+ 0.29%
$138.82 - $162.76 $18.5K - $21.6K
46.6K $7.58M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.25K
+ 3.33%
$73.43 - $80.37 $91.9K - $101K
38.9K $3.13M
NFLX
Netflix Inc

Communication Services
24
+ 0.27%
$598.55 - $722.26 $14.4K - $17.3K
8.8K $6.24M
CVCO
Cavco Industries Inc.

Consumer Cyclical
725
New
$335.64 - $444.2 $243K - $322K
725 $310K
SCHG
Schwab Strategic Tr Us Large C

ETFs
784
+ 1.67%
$92.63 - $105.69 $72.6K - $82.9K
47.8K $4.98M
FERG
Ferguson PLC

Industrials
523
+ 2.03%
$185.87 - $222.65 $97.2K - $116K
26.2K $5.21M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.7K
New
$57.22 - $80.08 $154K - $216K
2.7K $211K
BFB
Brown Forman Corp Cl B
4.22K
New
N/A
4.22K $207K
VOT
Vanguard Mid Cap Growth Index

ETFs
841
New
$218.05 - $243.47 $183K - $205K
841 $205K
RF
Regions Financial Corp

Financial Services
8.65K
New
$19.51 - $23.42 $169K - $203K
8.65K $202K
XLF
Financial Sector Spdr

ETFs
429
+ 1.79%
$40.84 - $45.74 $17.5K - $19.6K
24.3K $1.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.09K
+ 2.21%
$92.56 - $99.46 $101K - $108K
50.3K $4.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.64%
$517.38 - $573.86 $9.31K - $10.3K
2.83K $1.63M
XLV
Select Sector Spdr Fund Health

ETFs
133
+ 2.98%
$143.3 - $157.24 $19.1K - $20.9K
4.59K $707K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$520.18 - $576.82 $1.04K - $1.15K
1.49K $858K
ETN
Eaton Corp PLC

Industrials
15
+ 0.88%
$272.52 - $333.02 $4.09K - $5K
1.72K $571K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.31%
$162.83 - $179.16 $977 - $1.07K
1.94K $348K
CG
Carlyle Group Inc.

Financial Services
200
+ 3.64%
$37.24 - $49.74 $7.45K - $9.95K
5.7K $245K
CSX
Csx Corp

Industrials
95
+ 0.84%
$32.48 - $35.45 $3.09K - $3.37K
11.5K $396K
COP
Conocophillips

Energy
800
+ 7.84%
$102.3 - $116.61 $81.8K - $93.3K
11K $1.16M
HON
Honeywell International Inc

Industrials
35
+ 1.38%
$196.73 - $220.21 $6.89K - $7.71K
2.58K $532K
C
Citigroup Inc

Financial Services
745
+ 0.96%
$56.11 - $67.61 $41.8K - $50.4K
78.7K $4.93M
AMZN
Amazon Com Inc

Consumer Cyclical
640
+ 2.34%
$161.02 - $200.0 $103K - $128K
28K $5.22M
MRK
Merck & Co., Inc.

Healthcare
96
+ 1.14%
$111.15 - $128.97 $10.7K - $12.4K
8.52K $968K
ELV
Elevance Health, Inc.

Healthcare
159
+ 1.33%
$500.12 - $562.29 $79.5K - $89.4K
12.1K $6.31M
MSFT
Microsoft Corp

Technology
208
+ 0.45%
$395.15 - $467.56 $82.2K - $97.3K
46.3K $19.9M
MEOH
Methanex Corp

Basic Materials
1.79K
+ 1.64%
$36.58 - $52.92 $65.4K - $94.7K
111K $4.57M
VLO
Valero Energy Corp

Energy
816
+ 1.73%
$132.81 - $163.48 $108K - $133K
48K $6.49M
SCHW
Schwab Charles Corp

Financial Services
1.95K
+ 1.63%
$61.74 - $76.08 $121K - $149K
122K $7.89M
BMBL
Bumble Inc.

Technology
60K
+ 17.09%
$5.71 - $10.04 $342K - $602K
411K $2.62M
GOOGL
Alphabet Inc.

Communication Services
139
+ 0.15%
$148.65 - $191.18 $20.7K - $26.6K
95.9K $15.9M
SNAP
Snap Inc

Communication Services
12K
+ 3.68%
$8.29 - $16.84 $99.1K - $201K
337K $3.6M
Activity Summary
Buys All Purchases 43 New Holdings 5 Increased Positions 38 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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