Westbourne Investments, Inc. Incresed Positions in Q3 2025

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.88K
+ 8.49%
$202.38 - $256.87 $380K - $482K
24K $6.49B
FVCB
Fvc Bankcorp, Inc.

Financial Services
142K
+ 205.46%
$11.93 - $13.87 $1.7M - $1.97M
212K $2.58B
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 70.49%
$625.65 - $812.69 $950K - $1.23M
3.67K $3.17B
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 22.29%
$175.16 - $255.24 $276K - $402K
8.64K $2.38B
PLTR
Palantir Technologies Inc.

Technology
330
+ 2.71%
$130.68 - $186.97 $43.1K - $61.7K
12.5K $2.55B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.9K
+ 24.23%
$53.81 - $57.52 $586K - $626K
55.8K $3.3B
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.2K
+ 38.28%
$55.61 - $57.37 $733K - $756K
47.6K $2.71B
BLDR
Builders First Source, Inc.

Industrials
4.31K
+ 59.86%
$116.91 - $149.21 $503K - $642K
11.5K $1.34B
KO
Coca Cola CO

Consumer Defensive
7K
+ 172.41%
$65.67 - $71.67 $460K - $502K
11.1K $762M
CEG
Constellation Energy Corp

Utilities
740
+ 24.67%
$298.82 - $354.89 $221K - $263K
3.74K $1.41B
WM
Waste Management Inc

Industrials
2.28K
+ 30.32%
$213.88 - $237.1 $488K - $541K
9.8K $1.96B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
145
+ 3.72%
$435.72 - $463.74 $63.2K - $67.2K
4.05K $1.93B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
873
+ 9.35%
$132.9 - $142.03 $116K - $124K
10.2K $1.43B
VIG
Vanguard Dividend Appreciation

ETFs
607
+ 19.01%
N/A
3.8K $825M
F
Ford Motor CO

Consumer Cyclical
3.2K
+ 6.31%
$10.82 - $12.09 $34.6K - $38.7K
53.9K $708M
VTI
Vanguard Total Stock Market Et

ETFs
145
+ 4.25%
$303.93 - $329.86 $44.1K - $47.8K
3.56K $1.19B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.61K
+ 9.71%
$26.38 - $27.95 $122K - $129K
52.1K $1.39B
VT
Vanguard Total World Stk Index

ETFs
280
+ 3.77%
$128.41 - $138.03 $36K - $38.6K
7.7K $1.08B
UPS
United Parcel Service Inc

Industrials
846
+ 12.19%
$82.58 - $105.54 $69.9K - $89.3K
7.79K $770M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
415
+ 7.59%
$79.76 - $85.78 $33.1K - $35.6K
5.89K $502M
VO
Vanguard Mid Cap ETF

ETFs
150
+ 9.25%
$279.83 - $293.74 $42K - $44.1K
1.77K $515M
THW
Tekla World Healthcare Fund

Financial Services
519
+ 2.67%
$10.16 - $12.6 $5.27K - $6.54K
20K $261M
PFE
Pfizer Inc

Healthcare
880
+ 1.08%
$23.29 - $25.88 $20.5K - $22.8K
82.5K $2.03B
VB
Vanguard Small Cap ETF

ETFs
100
+ 6.29%
$237.58 - $259.17 $23.8K - $25.9K
1.69K $431M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
760
+ 4.08%
$21.69 - $23.34 $16.5K - $17.7K
19.4K $466M
O
Realty Income Corp

Real Estate
880
+ 17.67%
$56.13 - $60.79 $49.4K - $53.5K
5.86K $340M
MMM
3 M CO

Industrials
100
+ 4.76%
$144.41 - $160.2 $14.4K - $16K
2.2K $366M
Blackrock ETF Trust Ii
350
+ 4.14%
N/A
8.8K $469M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
3K
+ 20.0%
$8.77 - $9.87 $26.3K - $29.6K
18K $147M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
3.53K
+ 18.43%
$8.89 - $10.82 $31.4K - $38.2K
22.7K $207M
PGR
Progressive Corp

Financial Services
100
+ 8.7%
$238.61 - $264.3 $23.9K - $26.4K
1.25K $258M
Activity Summary
Buys All Purchases 60 New Holdings 28 Increased Positions 32 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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