Westbourne Investment Advisors, Inc. Reduced Holdings in Q3 2025

Westbourne Investment Advisors, Inc.

  • $358 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
-12.9K
- 5.89%
$36.51 - $49.3 $471K - $636K
206K $7.52M
NFLX
Netflix Inc

Communication Services
-358
- 4.5%
$1147.87 - $1297.18 $411K - $464K
7.6K $9.11M
META
Meta Platforms, Inc.

Communication Services
-306
- 1.14%
$695.21 - $791.73 $213K - $242K
26.5K $19.4M
V
Visa Inc.

Financial Services
-600
- 14.46%
$332.09 - $358.86 $199K - $215K
3.55K $1.21M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
-9.1K
- 20.04%
$15.26 - $18.63 $139K - $170K
36.3K $627K
HON
Honeywell International Inc

Industrials
-545
- 23.64%
$207.7 - $240.4 $113K - $131K
1.76K $370K
MCO
Moodys Corp

Financial Services
-100
- 4.19%
$472.69 - $521.32 $47.3K - $52.1K
2.29K $1.09M
XOM
Exxon Mobil Corp

Energy
-1.6K
- 10.39%
$105.83 - $117.22 $169K - $188K
13.8K $1.56M
UNH
Unitedhealth Group Inc

Healthcare
-535
- 15.72%
$237.77 - $353.61 $127K - $189K
2.87K $990K
SPY
Spdr S&P 500 ETF Trust

ETFs
-330
- 10.37%
$617.65 - $666.84 $204K - $220K
2.85K $1.9M
COF
Capital One Financial Corp

Financial Services
-19
- 0.29%
$207.29 - $229.74 $3.94K - $4.37K
6.6K $1.4M
PFE
Pfizer Inc

Healthcare
-1.21K
- 5.06%
$23.29 - $25.88 $28.1K - $31.2K
22.6K $575K
WMT
Walmart Inc.

Consumer Defensive
-55
- 1.43%
$94.4 - $104.27 $5.19K - $5.73K
3.79K $391K
XYL
Xylem Inc.

Industrials
-90
- 5.79%
$129.67 - $147.5 $11.7K - $13.3K
1.47K $216K
AXP
American Express CO

Financial Services
-20
- 0.82%
$294.27 - $342.31 $5.89K - $6.85K
2.41K $801K
MRK
Merck & Co., Inc.

Healthcare
-35
- 0.34%
$77.6 - $87.37 $2.72K - $3.06K
10.4K $870K
CG
Carlyle Group Inc.

Financial Services
-300
- 4.92%
$52.82 - $69.35 $15.8K - $20.8K
5.8K $363K
JNJ
Johnson & Johnson

Healthcare
-900
- 11.42%
$155.17 - $185.42 $140K - $167K
6.98K $1.29M
PSX
Phillips 66

Energy
-15
- 0.26%
$118.37 - $139.46 $1.78K - $2.09K
5.73K $778K
INTC
Intel Corp

Technology
-800
- 6.46%
$19.31 - $35.5 $15.4K - $28.4K
11.6K $388K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 3.52%
$546.99 - $602.2 $82K - $90.3K
4.12K $2.47M
NSC
Norfolk Southern Corp

Industrials
-50
- 1.53%
$259.49 - $300.41 $13K - $15K
3.22K $967K
JPM
Jpmorgan Chase & CO

Financial Services
-235
- 2.64%
$282.78 - $316.06 $66.5K - $74.3K
8.66K $2.73M
LOW
Lowes Companies Inc

Consumer Cyclical
-25
- 0.33%
$215.01 - $273.02 $5.38K - $6.83K
7.51K $1.89M
SCHW
Schwab Charles Corp

Financial Services
-2.29K
- 1.84%
$91.03 - $98.69 $209K - $226K
122K $11.7M
ABBV
Abb Vie Inc.

Healthcare
-50
- 0.72%
$184.85 - $231.54 $9.24K - $11.6K
6.93K $1.6M
GS
Goldman Sachs Group Inc

Financial Services
-1.32K
- 6.62%
$696.56 - $806.32 $916K - $1.06M
18.5K $14.8M
C
Citigroup Inc

Financial Services
-5.3K
- 6.59%
$85.57 - $103.49 $453K - $548K
75K $7.62M
UBER
Uber Technologies, Inc

Technology
-896
- 0.47%
$86.91 - $99.57 $77.9K - $89.2K
191K $18.7M
MS
Morgan Stanley

Financial Services
-1.36K
- 1.77%
$139.09 - $161.16 $189K - $219K
75.4K $12M
GOOGL
Alphabet Inc.

Communication Services
-1.16K
- 1.21%
$174.36 - $254.72 $203K - $296K
94.5K $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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