Westbourne Investments, Inc. New Holdings in Q4 2024

Westbourne Investments, Inc.

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
72.3K
New
$117.0 - $148.88 $8.46M - $10.8M
72.3K $9.71B
MSFT
Microsoft Corp

Technology
22.1K
New
$406.35 - $454.46 $8.99M - $10.1M
22.1K $9.32B
AMZN
Amazon Com Inc

Consumer Cyclical
36.2K
New
$180.88 - $232.93 $6.55M - $8.43M
36.2K $7.94B
AAPL
Apple Inc.

Technology
30.7K
New
$221.69 - $259.02 $6.81M - $7.96M
30.7K $7.69B
META
Meta Platforms, Inc.

Communication Services
12.6K
New
$554.08 - $632.68 $6.97M - $7.96M
12.6K $7.37B
WMT
Walmart Inc.

Consumer Defensive
67K
New
$79.1 - $95.7 $5.3M - $6.41M
67K $6.05B
GE
General Electric CO

Industrials
35.8K
New
$159.95 - $194.23 $5.73M - $6.96M
35.8K $5.98B
GOOGL
Alphabet Inc.

Communication Services
30.4K
New
$161.86 - $196.66 $4.93M - $5.99M
30.4K $5.76B
PLTR
Palantir Technologies Inc.

Technology
54.3K
New
$36.46 - $82.38 $1.98M - $4.47M
54.3K $4.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.32K
New
$442.29 - $483.08 $3.68M - $4.02M
8.32K $3.77B
COST
Costco Wholesale Corp

Consumer Defensive
3.42K
New
$873.59 - $994.69 $2.99M - $3.4M
3.42K $3.14B
GOOG
Alphabet Inc.

Communication Services
15.7K
New
$163.08 - $198.16 $2.56M - $3.11M
15.7K $2.99B
VUG
Vanguard Growth ETF

ETFs
6.83K
New
$378.79 - $428.11 $2.59M - $2.92M
6.83K $2.8B
LLY
Eli Lilly & CO

Healthcare
3.47K
New
$727.2 - $932.06 $2.52M - $3.23M
3.47K $2.67B
PH
Parker Hannifin Corp

Industrials
4.04K
New
$621.74 - $709.46 $2.51M - $2.86M
4.04K $2.57B
ISRG
Intuitive Surgical Inc

Healthcare
4.84K
New
$471.27 - $550.62 $2.28M - $2.66M
4.84K $2.52B
GLD
Spdr Gold Trust

ETFs
10.3K
New
$236.59 - $257.5 $2.43M - $2.64M
10.3K $2.48B
MLM
Martin Marietta Materials Inc

Basic Materials
4.79K
New
$516.5 - $619.58 $2.47M - $2.97M
4.79K $2.47B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
43.2K
New
$53.94 - $58.15 $2.33M - $2.51M
43.2K $2.43B
JEPI
J P Morgan Exchange Traded Fd

ETFs
41K
New
$57.53 - $60.83 $2.36M - $2.49M
41K $2.36B
ENB
Enbridge Inc

Energy
48.1K
New
$40.4 - $43.92 $1.94M - $2.11M
48.1K $2.04B
Ge Vernova Inc
6.06K
New
N/A
6.06K $1.99B
IYW
Ishares Dj Us Tech ETF

ETFs
12.3K
New
$148.14 - $166.23 $1.82M - $2.04M
12.3K $1.96B
EQH
Equitable Holdings, Inc.

Financial Services
41.3K
New
$41.59 - $50.4 $1.72M - $2.08M
41.3K $1.95B
NOW
Service Now, Inc.

Technology
1.75K
New
$867.18 - $1148.42 $1.52M - $2.01M
1.75K $1.86B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.99K
New
$417.69 - $450.94 $1.66M - $1.8M
3.99K $1.7B
AMD
Advanced Micro Devices Inc

Technology
13.9K
New
$118.88 - $172.8 $1.65M - $2.4M
13.9K $1.67B
BLDR
Builders First Source, Inc.

Industrials
11.6K
New
$142.93 - $198.25 $1.66M - $2.3M
11.6K $1.66B
IBM
International Business Machines Corp

Technology
7.5K
New
$204.9 - $238.04 $1.54M - $1.79M
7.5K $1.65B
SCHX
Schwab Strategic Tr Us Large C

ETFs
69.6K
New
$22.4 - $68.28 $1.56M - $4.75M
69.6K $1.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.72K
New
$567.81 - $607.81 $1.55M - $1.66M
2.72K $1.6B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.62K
New
$316.94 - $357.88 $1.46M - $1.65M
4.62K $1.59B
WM
Waste Management Inc

Industrials
7.83K
New
$201.79 - $228.46 $1.58M - $1.79M
7.83K $1.58B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
67.4K
New
$22.01 - $66.82 $1.48M - $4.5M
67.4K $1.53B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
28.3K
New
$50.73 - $51.08 $1.43M - $1.44M
28.3K $1.44B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.3K
New
$26.93 - $84.95 $1.38M - $4.36M
51.3K $1.4B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.31K
New
$396.64 - $516.74 $1.31M - $1.71M
3.31K $1.33B
ABBV
Abb Vie Inc.

Healthcare
7.29K
New
$164.99 - $203.87 $1.2M - $1.49M
7.29K $1.29B
ALLY
Ally Financial Inc.

Financial Services
35.4K
New
$34.12 - $39.98 $1.21M - $1.42M
35.4K $1.28B
SCHG
Schwab Strategic Tr Us Large C

ETFs
41.8K
New
$25.93 - $105.3 $1.08M - $4.4M
41.8K $1.17B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.08K
New
$126.68 - $134.74 $1.15M - $1.22M
9.08K $1.16B
APP
App Lovin Corp

Technology
3.5K
New
$130.67 - $401.5 $457K - $1.41M
3.5K $1.13B
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
63.2K
New
$17.41 - $19.29 $1.1M - $1.22M
63.2K $1.1B
VTI
Vanguard Total Stock Market Et

ETFs
3.58K
New
$280.04 - $302.45 $1M - $1.08M
3.58K $1.04B
NFLX
Netflix Inc

Communication Services
1.16K
New
$687.65 - $936.56 $796K - $1.08M
1.16K $1.03B
FNDX
Schwab Fundamental U S Large C

ETFs
40.9K
New
$23.49 - $71.77 $960K - $2.93M
40.9K $967M
AMT
American Tower Corp

Real Estate
5.14K
New
$179.4 - $232.01 $921K - $1.19M
5.14K $942M
DELL
Dell Technologies Inc.

Technology
8.15K
New
$111.96 - $144.21 $913K - $1.18M
8.15K $939M
FVCB
Fvc Bankcorp, Inc.

Financial Services
73.7K
New
$12.1 - $14.38 $892K - $1.06M
73.7K $926M
Activity Summary
Buys All Purchases 125 New Holdings 125 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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