Westbourne Investment Advisors, Inc. New Holdings in Q2 2025

Westbourne Investment Advisors, Inc.

  • $329 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.27K
New
$416.06 - $551.64 $1.78M - $2.35M
4.27K $2.35M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
71.5K
New
$17.11 - $21.71 $1.22M - $1.55M
71.5K $1.55M
USA
Liberty All Star Equity Fund

Financial Services
162K
New
$5.9 - $6.81 $956K - $1.1M
162K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.7K
New
$114.78 - $133.31 $769K - $893K
6.7K $893K
ARCC
Ares Capital Corp

Financial Services
39.4K
New
$18.91 - $22.43 $745K - $884K
39.4K $865K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.5K
New
$272.36 - $339.57 $681K - $849K
2.5K $848K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
45.4K
New
$17.7 - $20.39 $804K - $926K
45.4K $834K
UTG
Reaves Utility Income Fund

Financial Services
22.9K
New
$29.08 - $36.18 $666K - $829K
22.9K $828K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
29.8K
New
$22.63 - $26.95 $674K - $803K
29.8K $803K
MAIN
Main Street Capital Corp

Financial Services
12.5K
New
$49.15 - $59.32 $614K - $742K
12.5K $738K
EPD
Enterprise Products Partners L.P.

Energy
21.2K
New
$28.95 - $34.22 $614K - $725K
21.2K $657K
BXSL
Blackstone Secured Lending Fund

Financial Services
18.9K
New
$26.88 - $32.74 $508K - $619K
18.9K $581K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
44K
New
$11.76 - $13.64 $517K - $600K
44K $558K
NRZ
New Residential Investment Corp.

Real Estate
52.5K
New
N/A
52.5K $380K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.77K
New
$45.07 - $52.57 $350K - $408K
7.77K $379K
STWD
Starwood Property Trust, Inc.

Real Estate
17.2K
New
$17.28 - $20.41 $297K - $351K
17.2K $345K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
27.2K
New
$10.7 - $12.22 $291K - $332K
27.2K $328K
ET
Energy Transfer LP

Energy
17.7K
New
$15.65 - $18.93 $277K - $335K
17.7K $320K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
11K
New
$16.5 - $21.35 $182K - $235K
11K $234K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.9K
New
$57.41 - $74.81 $166K - $217K
2.9K $215K
CSCO
Cisco Systems, Inc.

Technology
2.95K
New
$53.19 - $69.38 $157K - $205K
2.95K $204K
XYL
Xylem Inc.

Industrials
1.56K
New
$102.86 - $129.5 $160K - $201K
1.56K $201K
Ge Vernova Inc
492
New
N/A
492 $0
Viking Holdings LTD
3.77K
New
N/A
3.77K $0
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
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