Westbourne Investment Advisors, Inc. Incresed Positions in Q3 2025

Westbourne Investment Advisors, Inc.

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
229
+ 0.25%
$202.38 - $256.87 $46.3K - $58.8K
91.4K $23.3M
CVCO
Cavco Industries Inc.

Consumer Cyclical
913
+ 6.92%
$403.12 - $585.63 $368K - $535K
14.1K $8.19M
VLO
Valero Energy Corp

Energy
1.06K
+ 1.85%
$131.77 - $175.63 $140K - $187K
58.6K $9.97M
EXPE
Expedia Group, Inc.

Consumer Cyclical
141
+ 0.33%
$171.01 - $228.24 $24.1K - $32.2K
42.8K $9.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.1K
+ 12.65%
$28.92 - $32.19 $726K - $808K
224K $7.13M
MSFT
Microsoft Corp

Technology
650
+ 1.36%
$491.09 - $535.64 $319K - $348K
48.6K $25.2M
HD
Home Depot, Inc.

Consumer Cyclical
1.52K
+ 8.4%
$357.4 - $423.42 $541K - $641K
19.5K $7.92M
MEOH
Methanex Corp

Basic Materials
11.6K
+ 9.53%
$32.46 - $39.93 $375K - $461K
133K $5.28M
BAC
Bank Of America Corp

Financial Services
261
+ 0.1%
$44.92 - $52.42 $11.7K - $13.7K
258K $13.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
25.3K
+ 17.06%
$27.61 - $29.15 $699K - $738K
174K $5.06M
CB
Chubb LTD

Financial Services
2.43K
+ 12.25%
$265.99 - $289.59 $646K - $703K
22.2K $6.28M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 6.78%
$211.65 - $238.24 $433K - $488K
32.3K $7.08M
BAH
Booz Allen Hamilton Holding Corp

Industrials
6.35K
+ 12.26%
$97.53 - $115.95 $620K - $737K
58.2K $5.81M
XLF
Financial Sector Spdr

ETFs
3.3K
+ 12.76%
$51.37 - $54.25 $169K - $179K
29.1K $1.57M
MAIN
Main Street Capital Corp

Financial Services
1.6K
+ 12.8%
$59.28 - $67.54 $94.8K - $108K
14.1K $896K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
3.9K
+ 5.45%
$21.15 - $22.45 $82.5K - $87.6K
75.4K $1.68M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
6.5K
+ 14.77%
$12.52 - $13.45 $81.4K - $87.4K
50.5K $675K
SNAP
Snap Inc

Communication Services
62.1K
+ 16.3%
$6.99 - $10.35 $434K - $642K
443K $3.41M
UTG
Reaves Utility Income Fund

Financial Services
300
+ 1.31%
$35.81 - $39.62 $10.7K - $11.9K
23.2K $919K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$620.67 - $670.08 $1.24K - $1.34K
1.5K $1M
ETN
Eaton Corp PLC

Industrials
66
+ 3.19%
$342.99 - $392.76 $22.6K - $25.9K
2.13K $798K
EPD
Enterprise Products Partners L.P.

Energy
1.5K
+ 7.08%
$30.74 - $32.14 $46.1K - $48.2K
22.7K $709K
DOCU
Docusign, Inc.

Technology
4.45K
+ 9.62%
$67.14 - $85.01 $299K - $378K
50.6K $3.65M
DNP
Dnp Select Income Fund Inc

Financial Services
2.5K
+ 3.64%
$9.65 - $10.02 $24.1K - $25.1K
71.2K $712K
ARCC
Ares Capital Corp

Financial Services
4.8K
+ 12.18%
$20.41 - $23.25 $98K - $112K
44.2K $902K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1K
+ 12.88%
$46.51 - $50.07 $46.5K - $50.1K
8.77K $411K
NRZ
New Residential Investment Corp.

Real Estate
2K
+ 3.81%
N/A
54.5K $395K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.45%
$181.56 - $190.33 $1.45K - $1.52K
1.8K $340K
STWD
Starwood Property Trust, Inc.

Real Estate
1.2K
+ 6.98%
$19.37 - $20.97 $23.2K - $25.2K
18.4K $356K
CSCO
Cisco Systems, Inc.

Technology
52
+ 1.76%
$66.2 - $71.79 $3.44K - $3.73K
3K $205K
PYPL
Pay Pal Holdings, Inc.

Financial Services
135
+ 4.66%
$65.64 - $78.22 $8.86K - $10.6K
3.04K $203K
USA
Liberty All Star Equity Fund

Financial Services
4.2K
+ 2.59%
$6.34 - $6.94 $26.6K - $29.1K
166K $1.05M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
200
+ 0.67%
$24.0 - $27.1 $4.8K - $5.42K
30K $744K
BXSL
Blackstone Secured Lending Fund

Financial Services
500
+ 2.65%
$26.07 - $32.55 $13K - $16.3K
19.4K $505K
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.93K
+ 13.94%
$48.34 - $67.22 $383K - $533K
64.8K $3.18M
ACN
Accenture PLC

Technology
2.87K
+ 14.95%
$232.56 - $304.78 $667K - $875K
22.1K $5.44M
PAYX
Paychex Inc

Industrials
1.16K
+ 2.42%
$126.69 - $147.99 $147K - $172K
49.1K $6.23M
Activity Summary
Buys All Purchases 52 New Holdings 14 Increased Positions 38 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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