Westbourne Investments, Inc. New Holdings in Q4 2024

Westbourne Investments, Inc.

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
7.55K
New
$117.09 - $123.07 $883K - $929K
7.55K $886M
SCHV
Schwab Strategic Tr Us Large C

ETFs
32.8K
New
$25.79 - $80.4 $845K - $2.64M
32.8K $855M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13.8K
New
$55.73 - $66.16 $766K - $910K
13.8K $829M
AINV
Apollo Investment Corp

Financial Services
56.2K
New
N/A
56.2K $758M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.9K
New
$46.68 - $47.95 $788K - $809K
16.9K $756M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.2K
New
$27.54 - $83.04 $750K - $2.26M
27.2K $755M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.7K
New
$69.58 - $74.87 $745K - $802K
10.7K $750M
VST
Vistra Corp.

Utilities
5.29K
New
$115.74 - $166.61 $612K - $881K
5.29K $729M
BMY
Bristol Myers Squibb CO

Healthcare
12.8K
New
$51.92 - $59.94 $666K - $769K
12.8K $726M
SPYI
Shp ETF Tr Neos S&P 500 High I
14.2K
New
N/A
14.2K $721M
TSLA
Tesla, Inc.

Consumer Cyclical
1.77K
New
$213.65 - $479.86 $377K - $847K
1.77K $713M
CALM
Cal Maine Foods Inc

Consumer Defensive
6.2K
New
$75.41 - $112.24 $468K - $696K
6.2K $638M
VIG
Vanguard Dividend Appreciation

ETFs
3.12K
New
N/A
3.12K $610M
GS
Goldman Sachs Group Inc

Financial Services
1K
New
$486.1 - $608.57 $486K - $609K
1K $573M
USTB
Victory Portfolios Ii Victorys

ETFs
11K
New
$50.06 - $50.85 $552K - $561K
11K $553M
PRU
Prudential Financial Inc

Financial Services
4.38K
New
$114.59 - $129.52 $502K - $567K
4.38K $519M
SASR
Sandy Spring Bancorp Inc

Financial Services
15K
New
$30.44 - $38.71 $457K - $581K
15K $506M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
39.7K
New
$12.44 - $14.36 $494K - $570K
39.7K $500M
AVEM
American Centy ETF Tr Avantis

ETFs
8.33K
New
$58.59 - $66.14 $488K - $551K
8.33K $488M
CVX
Chevron Corp

Energy
3.32K
New
$141.15 - $162.53 $468K - $539K
3.32K $480M
MGV
Vanguard Mega Cap Value

ETFs
3.81K
New
$124.06 - $133.48 $473K - $509K
3.81K $476M
XLC
Select Sector Spdr Tr Communic

ETFs
4.92K
New
$89.66 - $102.16 $441K - $502K
4.92K $476M
AMGN
Amgen Inc

Healthcare
1.83K
New
$258.78 - $328.31 $472K - $599K
1.83K $476M
PGR
Progressive Corp

Financial Services
1.95K
New
$239.6 - $268.88 $467K - $524K
1.95K $467M
VB
Vanguard Small Cap ETF

ETFs
1.91K
New
$233.76 - $261.58 $445K - $498K
1.91K $458M
XOM
Exxon Mobil Corp

Energy
4.25K
New
$105.51 - $125.37 $448K - $533K
4.25K $457M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.18K
New
$46.48 - $51.32 $427K - $471K
9.18K $442M
UNH
Unitedhealth Group Inc

Healthcare
865
New
$485.52 - $625.25 $420K - $541K
865 $438M
K
Kellogg CO

Consumer Defensive
5.4K
New
$80.34 - $81.29 $434K - $439K
5.4K $437M
APO
Apollo Global Management, Inc.

Financial Services
2.6K
New
$131.36 - $178.61 $342K - $464K
2.6K $429M
VO
Vanguard Mid Cap ETF

ETFs
1.62K
New
$261.5 - $284.63 $424K - $461K
1.62K $428M
HMC
Honda Motor CO LTD

Consumer Cyclical
14.7K
New
$23.7 - $32.62 $348K - $480K
14.7K $420M
Neos ETF Trust
7.97K
New
N/A
7.97K $417M
COF
Capital One Financial Corp

Financial Services
2.3K
New
$145.19 - $192.01 $334K - $442K
2.3K $410M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
17.1K
New
$23.42 - $24.25 $401K - $415K
17.1K $394M
Armour Residential Reit Inc
20.3K
New
N/A
20.3K $383M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.54K
New
$238.25 - $261.28 $367K - $402K
1.54K $373M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
500
New
$701.85 - $1046.91 $351K - $523K
500 $356M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
4.08K
New
$85.41 - $87.1 $348K - $355K
4.08K $352M
INTC
Intel Corp

Technology
17K
New
$19.07 - $26.23 $325K - $447K
17K $341M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.3K
New
$18.41 - $40.87 $338K - $749K
18.3K $339M
GRMN
Garmin LTD

Technology
1.55K
New
$161.91 - $220.77 $251K - $342K
1.55K $320M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
22K
New
$14.4 - $16.03 $317K - $353K
22K $317M
DHR
Danaher Corp

Healthcare
1.35K
New
$226.16 - $274.52 $305K - $371K
1.35K $310M
SLB
Schlumberger Limited

Energy
8K
New
$36.83 - $45.59 $295K - $365K
8K $307M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.5K
New
$77.25 - $91.3 $270K - $320K
3.5K $299M
CB
Chubb LTD

Financial Services
1.06K
New
$271.57 - $301.89 $287K - $319K
1.06K $292M
VEA
Vanguard Ftse Developed Market

ETFs
5.94K
New
$47.57 - $52.44 $283K - $312K
5.94K $284M
HYLB
Xtrackers Usd High Yield Corp

ETFs
7.83K
New
$35.95 - $36.76 $281K - $288K
7.83K $282M
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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