Westbourne Investment Advisors, Inc. Incresed Positions in Q4 2024

Westbourne Investment Advisors, Inc.

  • $292 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVCO
Cavco Industries Inc.

Consumer Cyclical
12K
+ 1656.28%
$409.8 - $533.17 $4.92M - $6.4M
12.7K $5.68M
GOOGL
Alphabet Inc.

Communication Services
477
+ 0.5%
$161.86 - $196.66 $77.2K - $93.8K
96.4K $18.3M
BMBL
Bumble Inc.

Technology
75.6K
+ 18.41%
$6.31 - $9.08 $477K - $687K
486K $3.96M
MEOH
Methanex Corp

Basic Materials
7.38K
+ 6.67%
$38.97 - $49.94 $287K - $368K
118K $5.89M
SCHW
Schwab Charles Corp

Financial Services
2.04K
+ 1.68%
$63.31 - $82.85 $129K - $169K
124K $9.16M
BAC
Bank Of America Corp

Financial Services
187
+ 0.07%
$39.22 - $47.77 $7.33K - $8.93K
257K $11.3M
AMZN
Amazon Com Inc

Consumer Cyclical
507
+ 1.81%
$180.88 - $232.93 $91.7K - $118K
28.5K $6.26M
C
Citigroup Inc

Financial Services
8
+ 0.01%
$61.31 - $72.5 $490 - $580
78.7K $5.54M
PAYX
Paychex Inc

Industrials
1.52K
+ 3.31%
$135.86 - $148.73 $206K - $225K
47.3K $6.64M
SCHV
Schwab Strategic Tr Us Large C

ETFs
95.4K
+ 245.18%
$25.79 - $80.4 $2.46M - $7.67M
134K $3.5M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 1.25%
$205.18 - $250.29 $21.5K - $26.3K
8.49K $2.04M
VLO
Valero Energy Corp

Energy
7.01K
+ 14.6%
$118.59 - $144.02 $832K - $1.01M
55K $6.75M
SNAP
Snap Inc

Communication Services
20.2K
+ 5.98%
$9.98 - $12.86 $201K - $259K
357K $3.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
262
+ 9.25%
$567.81 - $607.81 $149K - $159K
3.09K $1.81M
V
Visa Inc.

Financial Services
20
+ 0.47%
$273.87 - $320.91 $5.48K - $6.42K
4.26K $1.35M
ACN
Accenture PLC

Technology
572
+ 3.17%
$343.9 - $376.86 $197K - $216K
18.6K $6.55M
SCHG
Schwab Strategic Tr Us Large C

ETFs
137K
+ 286.1%
$25.93 - $105.3 $3.55M - $14.4M
185K $5.14M
CB
Chubb LTD

Financial Services
1.12K
+ 6.34%
$271.57 - $301.89 $303K - $337K
18.7K $5.17M
HON
Honeywell International Inc

Industrials
120
+ 4.66%
$202.84 - $236.0 $24.3K - $28.3K
2.7K $609K
ETN
Eaton Corp PLC

Industrials
200
+ 11.61%
$326.96 - $377.52 $65.4K - $75.5K
1.92K $638K
BA
Boeing CO

Industrials
20
+ 1.2%
$138.14 - $180.72 $2.76K - $3.61K
1.69K $299K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.2%
$570.51 - $610.59 $1.71K - $1.83K
1.49K $877K
ABT
Abbott Laboratories

Healthcare
98
+ 1.27%
$111.93 - $119.39 $11K - $11.7K
7.81K $884K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.36%
$174.22 - $187.62 $1.22K - $1.31K
1.95K $341K
MCD
Mcdonalds Corp

Consumer Cyclical
30
+ 1.04%
$288.47 - $316.54 $8.65K - $9.5K
2.91K $844K
COP
Conocophillips

Energy
85
+ 0.77%
$95.12 - $114.72 $8.09K - $9.75K
11.1K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
490
+ 2.85%
$385.02 - $431.37 $189K - $211K
17.7K $6.89M
XOM
Exxon Mobil Corp

Energy
135
+ 0.88%
$105.51 - $125.37 $14.2K - $16.9K
15.5K $1.67M
PEP
Pepsico Inc

Consumer Defensive
27
+ 0.26%
$151.29 - $176.1 $4.08K - $4.75K
10.4K $1.58M
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.16%
$485.52 - $625.25 $2.43K - $3.13K
3.13K $1.58M
CNC
Centene Corp

Healthcare
12.5K
+ 17.68%
$56.71 - $73.94 $711K - $927K
83.5K $5.06M
MSFT
Microsoft Corp

Technology
205
+ 0.44%
$406.35 - $454.46 $83.3K - $93.2K
46.5K $19.6M
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.64K
+ 9.24%
$72.97 - $96.75 $339K - $449K
54.9K $4.08M
ELV
Elevance Health, Inc.

Healthcare
2.28K
+ 18.82%
$365.96 - $514.62 $835K - $1.17M
14.4K $5.32M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.51K
+ 5.38%
$128.36 - $186.0 $322K - $466K
49.1K $6.32M
UBER
Uber Technologies, Inc

Technology
3.9K
+ 2.08%
$59.93 - $86.34 $233K - $336K
191K $11.5M
Activity Summary
Buys All Purchases 38 New Holdings 1 Increased Positions 37 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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