Westbourne Investments, Inc. New Holdings in Q4 2024

Westbourne Investments, Inc.

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HPE
Hewlett Packard Enterprise CO

Technology
13K
New
$19.31 - $23.95 $251K - $311K
13K $278M
O
Realty Income Corp

Real Estate
5.1K
New
$51.76 - $64.71 $264K - $330K
5.1K $272M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.94K
New
$67.29 - $73.38 $265K - $289K
3.94K $267M
JPM
Jpmorgan Chase & CO

Financial Services
1.11K
New
$205.18 - $250.29 $227K - $277K
1.11K $265M
FNDA
Schwab Fundamental U S Small C

ETFs
8.87K
New
$29.26 - $59.11 $260K - $524K
8.87K $263M
KO
Coca Cola CO

Consumer Defensive
4.23K
New
$61.74 - $71.71 $261K - $303K
4.23K $263M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.58K
New
$25.33 - $51.16 $243K - $490K
9.58K $248M
RACE
Ferrari N.V.

Consumer Cyclical
575
New
$422.83 - $490.34 $243K - $282K
575 $244M
OKE
Oneok Inc

Energy
2.39K
New
$92.28 - $117.05 $220K - $279K
2.39K $240M
ORCL
Oracle Corp

Technology
1.38K
New
$165.41 - $192.43 $227K - $265K
1.38K $229M
XLY
Select Sector Spdr Consumer Di

ETFs
994
New
$194.8 - $239.43 $194K - $238K
994 $223M
VZ
Verizon Communications Inc

Communication Services
5.47K
New
$39.6 - $45.21 $217K - $247K
5.47K $219M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
20K
New
$10.67 - $11.89 $213K - $238K
20K $218M
AVGO
Broadcom Inc.

Technology
912
New
$159.67 - $250.0 $146K - $228K
912 $211M
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.03K
New
$40.86 - $43.42 $206K - $218K
5.03K $211M
IEMG
Ishares Inc

ETFs
3.97K
New
N/A
3.97K $207M
THW
Tekla World Healthcare Fund

Financial Services
18.5K
New
$10.96 - $13.33 $203K - $247K
18.5K $204M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
New
$161.05 - $179.7 $193K - $216K
1.2K $201M
PUI
Invesco Exchange Traded Fd Tr

ETFs
5.19K
New
$38.34 - $42.71 $199K - $221K
5.19K $201M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.4K
New
$17.93 - $18.8 $187K - $196K
10.4K $190M
DX
Dynex Capital Inc

Real Estate
10.5K
New
$12.07 - $12.72 $127K - $134K
10.5K $133M
NRZ
New Residential Investment Corp.

Real Estate
11.9K
New
N/A
11.9K $129M
RWT
Redwood Trust Inc

Real Estate
17K
New
$6.44 - $7.7 $109K - $131K
17K $111M
JFR
Nuveen Floating Rate Income Fund

Financial Services
12K
New
$8.74 - $9.22 $104K - $110K
12K $107M
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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