Westbourne Investment Advisors, Inc. Incresed Positions in Q1 2025

Westbourne Investment Advisors, Inc.

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
2.01K
+ 1.05%
$63.17 - $81.49 $127K - $164K
193K $14.1M
ELV
Elevance Health, Inc.

Healthcare
281
+ 1.95%
$365.9 - $436.25 $103K - $123K
14.7K $6.39M
CVCO
Cavco Industries Inc.

Consumer Cyclical
211
+ 1.66%
$431.31 - $539.1 $91K - $114K
12.9K $6.73M
PAYX
Paychex Inc

Industrials
624
+ 1.32%
$136.06 - $154.52 $84.9K - $96.4K
47.9K $7.4M
CB
Chubb LTD

Financial Services
780
+ 4.17%
$257.71 - $301.99 $201K - $236K
19.5K $5.88M
SCHW
Schwab Charles Corp

Financial Services
1.77K
+ 1.43%
$71.24 - $83.64 $126K - $148K
126K $9.82M
VLO
Valero Energy Corp

Energy
1.08K
+ 1.97%
$121.76 - $142.99 $132K - $155K
56.1K $7.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 8.34%
$25.77 - $27.6 $289K - $309K
145K $3.87M
CNC
Centene Corp

Healthcare
2.69K
+ 3.22%
$55.93 - $65.89 $150K - $177K
86.1K $5.23M
XLF
Financial Sector Spdr

ETFs
1.56K
+ 6.61%
$47.32 - $52.19 $73.8K - $81.4K
25.2K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$554.06 - $615.85 $1.11K - $1.23K
1.49K $838K
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 1.62%
$551.42 - $612.93 $27.6K - $30.6K
3.14K $1.76M
AXP
American Express CO

Financial Services
35
+ 1.46%
$255.39 - $325.87 $8.94K - $11.4K
2.43K $654K
ETN
Eaton Corp PLC

Industrials
145
+ 7.54%
$271.83 - $371.23 $39.4K - $53.8K
2.07K $562K
MRK
Merck & Co., Inc.

Healthcare
40
+ 0.47%
$83.01 - $101.02 $3.32K - $4.04K
8.56K $768K
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.53%
$222.66 - $268.42 $8.91K - $10.7K
7.65K $1.78M
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.2K
+ 2.18%
$69.82 - $78.67 $83.6K - $94.2K
56.1K $3.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.4K
+ 5.64%
$24.91 - $29.02 $259K - $302K
195K $4.88M
HD
Home Depot, Inc.

Consumer Cyclical
235
+ 1.33%
$347.25 - $424.87 $81.6K - $99.8K
17.9K $6.58M
GOOG
Alphabet Inc.

Communication Services
34
+ 0.32%
$156.06 - $207.71 $5.31K - $7.06K
10.6K $1.66M
DOCU
Docusign, Inc.

Technology
161
+ 0.35%
$74.7 - $97.7 $12K - $15.7K
46K $3.74M
BAC
Bank Of America Corp

Financial Services
2.15K
+ 0.84%
$39.61 - $47.74 $85K - $102K
259K $10.8M
ACN
Accenture PLC

Technology
357
+ 1.92%
$300.91 - $398.25 $107K - $142K
19K $5.92M
SNAP
Snap Inc

Communication Services
9.53K
+ 2.67%
$8.37 - $12.57 $79.7K - $120K
367K $3.19M
EXPE
Expedia Group, Inc.

Consumer Cyclical
221
+ 0.52%
$157.11 - $206.52 $34.7K - $45.6K
42.4K $7.12M
AMZN
Amazon Com Inc

Consumer Cyclical
392
+ 1.37%
$190.26 - $242.06 $74.6K - $94.9K
28.9K $5.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.9K
+ 3.88%
$102.72 - $143.06 $195K - $272K
51K $5.33M
MEOH
Methanex Corp

Basic Materials
1.78K
+ 1.51%
$35.09 - $53.61 $62.4K - $95.3K
120K $4.2M
BMBL
Bumble Inc.

Technology
30.8K
+ 6.32%
$4.3 - $8.64 $132K - $266K
517K $2.24M
MSFT
Microsoft Corp

Technology
294
+ 0.63%
$375.39 - $447.2 $110K - $131K
46.8K $17.6M
Activity Summary
Buys All Purchases 31 New Holdings 0 Increased Positions 31 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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