Westbourne Investment Advisors, Inc. Reduced Holdings in Q1 2025

Westbourne Investment Advisors, Inc.

  • $281 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-564
- 0.59%
$154.33 - $206.19 $87K - $116K
95.8K $14.8M
AAPL
Apple Inc.

Technology
-815
- 0.91%
$209.68 - $247.1 $171K - $201K
88.6K $19.7M
TOST
Toast, Inc.

Technology
-4.21K
- 1.87%
$32.61 - $41.98 $137K - $177K
221K $7.33M
MS
Morgan Stanley

Financial Services
-58
- 0.08%
$111.68 - $141.08 $6.48K - $8.18K
76.2K $8.89M
GS
Goldman Sachs Group Inc

Financial Services
-90
- 0.47%
$524.81 - $672.19 $47.2K - $60.5K
18.9K $10.3M
META
Meta Platforms, Inc.

Communication Services
-489
- 1.78%
$576.36 - $736.67 $282K - $360K
27K $15.6M
DIS
Walt Disney CO

Communication Services
-1.16K
- 35.39%
$96.87 - $114.0 $113K - $133K
2.13K $209K
MCO
Moodys Corp

Financial Services
-140
- 5.0%
$437.8 - $527.48 $61.3K - $73.8K
2.66K $1.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.02K
- 18.82%
$56.12 - $68.15 $113K - $138K
8.71K $590K
HON
Honeywell International Inc

Industrials
-50
- 1.86%
$202.75 - $226.52 $10.1K - $11.3K
2.65K $560K
PEP
Pepsico Inc

Consumer Defensive
-27
- 0.26%
$142.64 - $156.42 $3.85K - $4.22K
10.4K $1.55M
COF
Capital One Financial Corp

Financial Services
-155
- 2.4%
$163.87 - $209.82 $25.4K - $32.5K
6.3K $1.13M
NSC
Norfolk Southern Corp

Industrials
-75
- 2.24%
$227.69 - $259.76 $17.1K - $19.5K
3.27K $774K
BMY
Bristol Myers Squibb CO

Healthcare
-100
- 2.23%
$53.9 - $63.11 $5.39K - $6.31K
4.38K $266K
INTC
Intel Corp

Technology
-400
- 3.13%
$19.1 - $27.39 $7.64K - $11K
12.4K $281K
UNH
Unitedhealth Group Inc

Healthcare
-40
- 1.28%
$461.52 - $548.18 $18.5K - $21.9K
3.09K $1.62M
PSX
Phillips 66

Energy
-100
- 1.71%
$113.93 - $131.55 $11.4K - $13.2K
5.74K $708K
JNJ
Johnson & Johnson

Healthcare
-651
- 8.72%
$142.06 - $167.7 $92.5K - $109K
6.82K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 1.03%
$279.74 - $321.29 $8.39K - $9.64K
2.88K $899K
V
Visa Inc.

Financial Services
-60
- 1.41%
$306.92 - $362.71 $18.4K - $21.8K
4.2K $1.47M
ABT
Abbott Laboratories

Healthcare
-98
- 1.25%
$111.1 - $140.22 $10.9K - $13.7K
7.72K $1.02M
NFLX
Netflix Inc

Communication Services
-206
- 2.5%
$828.4 - $1058.6 $171K - $218K
8.04K $7.5M
XOM
Exxon Mobil Corp

Energy
-135
- 0.87%
$105.44 - $118.93 $14.2K - $16.1K
15.4K $1.83M
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.14%
$169.2 - $216.66 $1.69K - $2.17K
7.28K $1.52M
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
Track This Portfolio

Track Westbourne Investment Advisors, Inc. Portfolio

Follow Westbourne Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westbourne Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email