Westbourne Investments, Inc. New Holdings in Q3 2025

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59K
New
$91.44 - $91.77 $5.39M - $5.41M
59K $5.46B
UNH
Unitedhealth Group Inc

Healthcare
11.7K
New
$237.77 - $353.61 $2.77M - $4.12M
11.7K $3.98B
PSIX
Power Solutions International, Inc.

Industrials
18.7K
New
$63.95 - $115.78 $1.19M - $2.16M
18.7K $1.6B
Core Scientific Inc New
49.4K
New
N/A
49.4K $1.06B
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
New
$293.94 - $444.72 $500K - $756K
1.7K $776M
BOAT
Tidal ETF Tr Sonicshares Globa

ETFs
18.6K
New
$28.51 - $33.65 $529K - $625K
18.6K $596M
IREN
Iris Energy LTD

Financial Services
8.15K
New
$15.1 - $47.14 $123K - $384K
8.15K $495M
FDLO
Fidelity Covington Tr Low Vola

ETFs
7.29K
New
$62.44 - $65.87 $455K - $480K
7.29K $480M
WMT
Walmart Inc.

Consumer Defensive
4.09K
New
$94.4 - $104.27 $386K - $426K
4.09K $413M
SDCI
Uscf ETF Tr Summerhaven Dynami
17.3K
New
N/A
17.3K $400M
FDMO
Fidelity Covington Tr Momentum

ETFs
3.91K
New
$75.0 - $83.29 $293K - $326K
3.91K $333M
MRK
Merck & Co., Inc.

Healthcare
3.74K
New
$77.6 - $87.37 $290K - $327K
3.74K $322M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.9K
New
$100.37 - $100.74 $291K - $292K
2.9K $292M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
9.9K
New
$27.49 - $29.67 $272K - $294K
9.9K $287M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.98K
New
$54.21 - $57.41 $270K - $286K
4.98K $286M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.88K
New
$66.38 - $71.68 $257K - $278K
3.88K $282M
IAUM
I Shares Gold Trust Micro

ETFs
6.86K
New
$32.6 - $38.5 $224K - $264K
6.86K $274M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
14.1K
New
$18.41 - $20.12 $260K - $285K
14.1K $261M
ALLY
Ally Financial Inc.

Financial Services
8.2K
New
$36.95 - $44.58 $303K - $366K
8.2K $261M
CNS
Cohen & Steers, Inc.

Financial Services
5.9K
New
$65.61 - $78.01 $387K - $460K
5.9K $253M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.47K
New
$67.48 - $71.55 $234K - $248K
3.47K $247M
Tidal Trust Ii
9.2K
New
N/A
9.2K $237M
CL
Colgate Palmolive CO

Consumer Defensive
3.16K
New
$79.36 - $93.33 $250K - $294K
3.16K $228M
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.8K
New
$23.75 - $25.0 $209K - $220K
8.8K $217M
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.03K
New
$67.1 - $74.29 $203K - $225K
3.03K $217M
IFF
International Flavors & Fragrances Inc

Basic Materials
3.2K
New
$60.3 - $77.46 $193K - $248K
3.2K $202M
CCAP
Crescent Capital Bdc, Inc.

Financial Services
10K
New
$14.1 - $15.94 $141K - $159K
10K $141M
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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