The Analysis of WESTBOURNE INVESTMENTS, INC.'s Holdings
Currently, WESTBOURNE INVESTMENTS, INC. holds 130 types of securities in its portfolio with a total value $209.2M. In the most recent quarter, they have increased their positions in BIL (+59.0K shares, valued at $5.5M), UNH (+11.7K shares, valued at $4.0M), FVCB (+142.3K shares, valued at $1.7M); decreased their positions in NFLX (-1.5K shares, valued at $1.7M), NVDA (-7.9K shares, valued at $1.6M), FDX (-4.2K shares, valued at $1.1M); initiated new positions in BIL (+59.0K shares, valued at $5.5M), UNH (+11.7K shares, valued at $4.0M), PSIX (+18.7K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION51.8K shares-13.28%2025-09-302025-11-06
GE GE AEROSPACE31.4K shares-8.92%2025-09-302025-11-06 AMZN AMAZON COM INC29.8K shares-3.74%2025-09-302025-11-06 MSFT MICROSOFT CORP15.1K shares-0.11%2025-09-302025-11-06 GOOGL ALPHABET INC24.0K shares-2.27%2025-09-302025-11-06 AAPL APPLE INC24.0K shares8.49%2025-09-302025-11-06 META META PLATFORMS INC8.8K shares-4.63%2025-09-302025-11-06 BIL SPDR SERIES TRUST59.0K sharesnew addition2025-09-302025-11-06 VRT VERTIV HOLDINGS CO27.9K shares-2.48%2025-09-302025-11-06 DELL DELL TECHNOLOGIES INC32.7K shares-6.37%2025-09-302025-11-06 MU MICRON TECHNOLOGY INC22.1K shares-9.09%2025-09-302025-11-06 VST VISTRA CORP21.2K shares-4.20%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC11.7K sharesnew addition2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL7.8K shares-17.54%2025-09-302025-11-06 GLD SPDR GOLD TR9.9K shares-4.76%2025-09-302025-11-06 V VISA INC10.0K shares-1.96%2025-09-302025-11-06 NBIS NEBIUS GROUP N.V.26.0K shares-16.27%2025-09-302025-11-06 JEPQ J P MORGAN EXCHANGE TRADED F55.8K shares24.23%2025-09-302025-11-06 VUG VANGUARD INDEX FDS6.5K shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO3.7K shares70.49%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP4.0K shares-0.03%2025-09-302025-11-06 C CITIGROUP INC29.8K shares-5.87%2025-09-302025-11-06 MLM MARTIN MARIETTA MATLS INC4.8K shares0.00%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW3.0K shares-9.36%2025-09-302025-11-06 JEPI J P MORGAN EXCHANGE TRADED F47.6K shares38.28%2025-09-302025-11-06 NFLX NETFLIX INC2.3K shares-39.17%2025-09-302025-11-06 FVCB FVCBANKCORP INC211.5K shares205.46%2025-09-302025-11-06 CVX CHEVRON CORP NEW16.3K shares-22.75%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR76.5K shares-12.22%2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC12.5K shares2.71%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC4.7K shares-2.28%2025-09-302025-11-06 GOOG ALPHABET INC8.6K shares22.29%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS7.5K shares-0.53%2025-09-302025-11-06 SHOP SHOPIFY INC12.6K shares-3.81%2025-09-302025-11-06 IYW ISHARES TR9.9K shares-14.43%2025-09-302025-11-06 PFE PFIZER INC82.5K shares1.08%2025-09-302025-11-06 WM WASTE MGMT INC DEL9.8K shares30.32%2025-09-302025-11-06 DIA SPDR DOW JONES INDL AVERAGE4.0K shares3.72%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR2.6K shares-0.30%2025-09-302025-11-06 MGK VANGUARD WORLD FD4.3K shares-2.62%2025-09-302025-11-06 MDT MEDTRONIC PLC19.8K shares-6.99%2025-09-302025-11-06 CME CME GROUP INC6.4K shares-13.48%2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR61.5K shares-11.52%2025-09-302025-11-06 ENB ENBRIDGE INC35.2K shares-7.13%2025-09-302025-11-06 PSIX POWER SOLUTIONS INTL INC18.7K sharesnew addition2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR55.8K shares-15.69%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS10.2K shares9.35%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP3.7K shares24.67%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR52.1K shares9.71%2025-09-302025-11-06 BLDR BUILDERS FIRSTSOURCE INC11.5K shares59.86%2025-09-302025-11-06 HII HUNTINGTON INGALLS INDS INC4.1K shares5.13%2025-09-302025-11-06 VTI VANGUARD INDEX FDS3.6K shares4.25%2025-09-302025-11-06 FDX FEDEX CORP4.6K shares-48.03%2025-09-302025-11-06 ABBV ABBVIE INC5.2K shares-2.00%2025-09-302025-11-06 VT VANGUARD INTL EQUITY INDEX F7.7K shares3.77%2025-09-302025-11-06 VRTX VERTEX PHARMACEUTICALS INC2.5K shares-24.20%2025-09-302025-11-06 CORZ CORE SCIENTIFIC INC NEW49.4K sharesnew addition2025-09-302025-11-06 MET METLIFE INC11.8K shares-11.81%2025-09-302025-11-06 CRBG COREBRIDGE FINL INC28.6K shares-24.96%2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR30.5K shares-0.88%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS3.8K shares19.01%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC1.0K shares-0.96%2025-09-302025-11-06 FNDX SCHWAB STRATEGIC TR30.4K shares-21.95%2025-09-302025-11-06 TSLA TESLA INC1.7K sharesnew addition2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC7.8K shares12.19%2025-09-302025-11-06 KO COCA COLA CO11.1K shares172.41%2025-09-302025-11-06 SPLV INVESCO EXCH TRADED FD TR II10.5K shares-3.45%2025-09-302025-11-06 FLOT ISHARES TR14.3K shares-6.20%2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR23.9K shares-3.04%2025-09-302025-11-06 F FORD MTR CO53.9K shares6.31%2025-09-302025-11-06 BOAT TIDAL TRUST I18.6K sharesnew addition2025-09-302025-11-06 APP APPLOVIN CORP900 shares-25.00%2025-09-302025-11-06 XLC SELECT SECTOR SPDR TR4.9K shares-0.71%2025-09-302025-11-06 AMGN AMGEN INC1.8K shares-1.37%2025-09-302025-11-06 VO VANGUARD INDEX FDS1.8K shares9.25%2025-09-302025-11-06 MGV VANGUARD WORLD FD3.7K shares0.00%2025-09-302025-11-06 VYMI VANGUARD WHITEHALL FDS5.9K shares7.59%2025-09-302025-11-06 IREN IREN LIMITED8.1K sharesnew addition2025-09-302025-11-06 FDLO FIDELITY COVINGTON TRUST7.3K sharesnew addition2025-09-302025-11-06 SPYI NEOS ETF TRUST8.7K shares-5.91%2025-09-302025-11-06 BINC BLACKROCK ETF TRUST II8.8K shares4.14%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR19.4K shares4.08%2025-09-302025-11-06 AUB ATLANTIC UN BANKSHARES CORP13.5K shares0.00%2025-09-302025-11-06 GSY INVESCO ACTIVELY MANAGED EXC8.7K shares-5.98%2025-09-302025-11-06 VB VANGUARD INDEX FDS1.7K shares6.29%2025-09-302025-11-06 WMT WALMART INC4.1K sharesnew addition2025-09-302025-11-06 SDCI USCF ETF TR17.3K sharesnew addition2025-09-302025-11-06 XOM EXXON MOBIL CORP3.3K shares-16.65%2025-09-302025-11-06 XLY SELECT SECTOR SPDR TR999 shares0.00%2025-09-302025-11-06 LVS LAS VEGAS SANDS CORP6.2K shares-38.00%2025-09-302025-11-06 MMM 3M CO2.2K shares4.76%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS5.8K shares0.00%2025-09-302025-11-06 O REALTY INCOME CORP5.9K shares17.67%2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-11-06 FDMO FIDELITY COVINGTON TRUST3.9K sharesnew addition2025-09-302025-11-06 REGN REGENERON PHARMACEUTICALS500 shares0.00%2025-09-302025-11-06 MRK MERCK & CO INC3.7K sharesnew addition2025-09-302025-11-06 AMLP ALPS ETF TR6.7K shares-23.86%2025-09-302025-11-06 KR KROGER CO4.9K shares-24.38%2025-09-302025-11-06 SMH VANECK ETF TRUST825 shares-21.80%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.954 shares-22.75%2025-09-302025-11-06 SGOV ISHARES TR2.9K sharesnew addition2025-09-302025-11-06 FGD FIRST TR EXCHANGE TRADED FD9.9K sharesnew addition2025-09-302025-11-06 VGLT VANGUARD SCOTTSDALE FDS5.0K sharesnew addition2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2025-09-302025-11-06 HYLB DBX ETF TR7.5K shares0.00%2025-09-302025-11-06 IAUM ISHARES GOLD TR6.9K sharesnew addition2025-09-302025-11-06 BXMT BLACKSTONE MTG TR INC14.1K sharesnew addition2025-09-302025-11-06 ALLY ALLY FINL INC8.2K sharesnew addition2025-09-302025-11-06 THW ABRDN WORLD HEALTHCARE FUND20.0K shares2.67%2025-09-302025-11-06 PGR PROGRESSIVE CORP1.3K shares8.70%2025-09-302025-11-06 CNS COHEN & STEERS INC5.9K sharesnew addition2025-09-302025-11-06 OKLO OKLO INC1.9K shares-69.35%2025-09-302025-11-06 BLV VANGUARD BD INDEX FDS3.5K sharesnew addition2025-09-302025-11-06 PUI INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-09-302025-11-06 AIPO TIDAL TRUST II9.2K sharesnew addition2025-09-302025-11-06 SPYV SPDR SERIES TRUST4.1K shares0.00%2025-09-302025-11-06 CL COLGATE PALMOLIVE CO3.2K sharesnew addition2025-09-302025-11-06 AIO VIRTUS ARTIFICIAL INTELLIGEN8.8K sharesnew addition2025-09-302025-11-06 XSMO INVESCO EXCHANGE TRADED FD T3.0K sharesnew addition2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.2K shares-1.27%2025-09-302025-11-06 PFLT PENNANTPARK FLOATING RATE CA22.7K shares18.43%2025-09-302025-11-06 BBJP J P MORGAN EXCHANGE TRADED F2.9K shares-18.00%2025-09-302025-11-06 IFF INTERNATIONAL FLAVORS&FRAGRA3.2K sharesnew addition2025-09-302025-11-06 ARR ARMOUR RESIDENTIAL REIT INC11.3K shares-60.29%2025-09-302025-11-06 PMT PENNYMAC MTG INVT TR12.8K shares0.00%2025-09-302025-11-06 KREF KKR REAL ESTATE FIN TR INC18.0K shares20.00%2025-09-302025-11-06 CCAP CRESCENT CAP BDC INC10.0K sharesnew addition2025-09-302025-11-06 JFR NUVEEN FLOATING RATE INCOME11.7K shares-16.49%2025-09-302025-11-06 ICMB INVESTCORP CR MGMT BDC INC31.0K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available