Westbourne Investment Advisors, Inc. Incresed Positions in Q2 2025

Westbourne Investment Advisors, Inc.

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.19K
+ 2.53%
$354.56 - $497.45 $420K - $589K
47.9K $23.8M
GS
Goldman Sachs Group Inc

Financial Services
960
+ 5.08%
$462.22 - $707.75 $444K - $679K
19.9K $14.1M
MS
Morgan Stanley

Financial Services
538
+ 0.71%
$99.83 - $140.86 $53.7K - $75.8K
76.8K $10.8M
BMBL
Bumble Inc.

Technology
22.4K
+ 4.32%
$3.65 - $6.59 $81.6K - $147K
540K $3.56M
C
Citigroup Inc

Financial Services
789
+ 0.99%
$58.13 - $85.12 $45.9K - $67.2K
80.3K $6.84M
AMZN
Amazon Com Inc

Consumer Cyclical
1.27K
+ 4.4%
$167.32 - $223.3 $213K - $284K
30.2K $6.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.47K
+ 1.78%
$22.27 - $29.21 $77.3K - $101K
198K $5.8M
JPM
Jpmorgan Chase & CO

Financial Services
400
+ 4.71%
$210.28 - $289.91 $84.1K - $116K
8.89K $2.58M
VLO
Valero Energy Corp

Energy
1.38K
+ 2.46%
$104.69 - $141.77 $144K - $196K
57.5K $7.73M
COF
Capital One Financial Corp

Financial Services
320
+ 5.08%
$150.57 - $212.76 $48.2K - $68.1K
6.62K $1.41M
GOOG
Alphabet Inc.

Communication Services
22
+ 0.21%
$146.58 - $180.01 $3.22K - $3.96K
10.7K $1.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 1.18%
$496.48 - $617.85 $18.4K - $22.9K
3.18K $1.97M
SNAP
Snap Inc

Communication Services
14.2K
+ 3.87%
$7.23 - $9.21 $102K - $131K
381K $3.31M
XLF
Financial Sector Spdr

ETFs
657
+ 2.61%
$43.92 - $52.37 $28.9K - $34.4K
25.8K $1.35M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$498.8 - $620.9 $998 - $1.24K
1.49K $927K
EXPE
Expedia Group, Inc.

Consumer Cyclical
324
+ 0.76%
$136.63 - $176.62 $44.3K - $57.2K
42.7K $7.2M
PFE
Pfizer Inc

Healthcare
4K
+ 20.19%
$21.59 - $24.84 $86.4K - $99.4K
23.8K $577K
JNJ
Johnson & Johnson

Healthcare
1.07K
+ 15.62%
$146.36 - $159.82 $156K - $170K
7.88K $1.2M
PG
Procter & Gamble CO

Consumer Defensive
1K
+ 12.27%
$157.66 - $172.39 $158K - $172K
9.15K $1.46M
CG
Carlyle Group Inc.

Financial Services
400
+ 7.02%
$34.78 - $51.4 $13.9K - $20.6K
6.1K $313K
BAH
Booz Allen Hamilton Holding Corp

Industrials
823
+ 1.61%
$99.97 - $129.69 $82.3K - $107K
51.8K $5.39M
MRK
Merck & Co., Inc.

Healthcare
1.85K
+ 21.61%
$73.47 - $87.12 $136K - $161K
10.4K $824K
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 0.47%
$335.24 - $380.78 $28.5K - $32.4K
18K $6.61M
PEP
Pepsico Inc

Consumer Defensive
1.6K
+ 15.46%
$128.02 - $151.37 $205K - $242K
12K $1.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.39%
$152.93 - $181.74 $1.07K - $1.27K
1.79K $325K
CB
Chubb LTD

Financial Services
323
+ 1.66%
$274.32 - $302.46 $88.6K - $97.7K
19.8K $5.74M
DOCU
Docusign, Inc.

Technology
203
+ 0.44%
$70.35 - $93.84 $14.3K - $19K
46.2K $3.6M
ACN
Accenture PLC

Technology
213
+ 1.12%
$279.23 - $323.21 $59.5K - $68.8K
19.2K $5.74M
MEOH
Methanex Corp

Basic Materials
1.51K
+ 1.26%
$25.87 - $37.31 $39.1K - $56.5K
121K $4.01M
PAYX
Paychex Inc

Industrials
12
+ 0.03%
$137.01 - $159.78 $1.64K - $1.92K
48K $6.98M
UNH
Unitedhealth Group Inc

Healthcare
318
+ 10.31%
$274.35 - $599.47 $87.2K - $191K
3.4K $1.06M
LYB
Lyondell Basell Industries N.V.

Basic Materials
752
+ 1.34%
$53.23 - $70.65 $40K - $53.1K
56.9K $3.29M
AAPL
Apple Inc.

Technology
2.51K
+ 2.84%
$172.42 - $223.89 $433K - $563K
91.2K $18.7M
CVCO
Cavco Industries Inc.

Consumer Cyclical
243
+ 1.88%
$396.53 - $537.62 $96.4K - $131K
13.2K $5.73M
Activity Summary
Buys All Purchases 60 New Holdings 25 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Westbourne Investment Advisors, Inc. Portfolio

Follow Westbourne Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westbourne Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email