The Analysis of WESTBOURNE INVESTMENTS, INC.'s Holdings

Currently, WESTBOURNE INVESTMENTS, INC. holds 138 types of securities in its portfolio with a total value $214.9M. In the most recent quarter, they have increased their positions in QCOM (+48.0K shares, valued at $8.2M), OKE (+23.7K shares, valued at $1.7M), NFLX (+17.9K shares, valued at $1.7M); decreased their positions in WM (-3.7K shares, valued at $818.9K), N/A (-2.6K shares, valued at $807.7K), MU (-2.7K shares, valued at $767.2K); initiated new positions in QCOM (+48.0K shares, valued at $8.2M), OKE (+23.7K shares, valued at $1.7M), CRM (+4.7K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION51.4K shares-0.86%2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE28.8K shares-8.35%2025-12-312026-01-22

QCOM QUALCOMM INC48.0K sharesnew addition2025-12-312026-01-22

ALPHABET INC ALPHABET INC22.9K shares-4.68%2025-12-312026-01-22

MSFT MICROSOFT CORP14.4K shares-4.66%2025-12-312026-01-22

AMZN AMAZON COM INC29.6K shares-0.63%2025-12-312026-01-22

AAPL APPLE INC23.7K shares-1.22%2025-12-312026-01-22

META META PLATFORMS INC8.8K shares-0.15%2025-12-312026-01-22

Sponsored

BIL SPDR SERIES TRUST63.1K shares7.07%2025-12-312026-01-22

MU MICRON TECHNOLOGY INC19.4K shares-12.17%2025-12-312026-01-22

DELL DELL TECHNOLOGIES INC32.7K shares-0.17%2025-12-312026-01-22

VRT VERTIV HOLDINGS CO24.3K shares-12.96%2025-12-312026-01-22

GLD SPDR GOLD TR9.9K shares0.05%2025-12-312026-01-22

LLY ELI LILLY & CO3.6K shares-1.96%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC11.4K shares-2.62%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares-9.45%2025-12-312026-01-22

Sponsored

CITIGROUP INC CITIGROUP INC30.4K shares1.73%2025-12-312026-01-22

PH PARKER-HANNIFIN CORP4.0K shares-0.38%2025-12-312026-01-22

V VISA INC10.0K shares-0.30%2025-12-312026-01-22

JEPQ J P MORGAN EXCHANGE TRADED F58.3K shares4.47%2025-12-312026-01-22

VST VISTRA CORP20.7K shares-2.50%2025-12-312026-01-22

PFE PFIZER INC126.8K shares53.74%2025-12-312026-01-22

VUG VANGUARD INDEX FDS6.0K shares-7.77%2025-12-312026-01-22

FVCB FVCBANKCORP INC210.4K shares-0.54%2025-12-312026-01-22

Sponsored

MLM MARTIN MARIETTA MATLS INC4.7K shares-2.09%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F48.3K shares1.47%2025-12-312026-01-22

ISRG INTUITIVE SURGICAL INC4.7K shares0.00%2025-12-312026-01-22

ALPHABET INC ALPHABET INC8.4K shares-2.60%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW3.0K shares1.30%2025-12-312026-01-22

SCHG SCHWAB STRATEGIC TR78.5K shares2.72%2025-12-312026-01-22

CVX CHEVRON CORP NEW16.3K shares0.34%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC12.5K shares0.12%2025-12-312026-01-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.5K shares0.00%2025-12-312026-01-22

NFLX NETFLIX INC20.2K shares788.35%2025-12-312026-01-22

IYW ISHARES TR9.5K shares-4.59%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE3.9K shares-4.10%2025-12-312026-01-22

MGK VANGUARD WORLD FD4.2K shares-1.17%2025-12-312026-01-22

OKE ONEOK INC NEW23.7K sharesnew addition2025-12-312026-01-22

CME CME GROUP INC6.2K shares-2.27%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC17.6K shares-11.22%2025-12-312026-01-22

Sponsored

ENB ENBRIDGE INC35.2K shares0.00%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR2.4K shares-8.57%2025-12-312026-01-22

SCHX SCHWAB STRATEGIC TR60.7K shares-1.45%2025-12-312026-01-22

FDX FEDEX CORP5.1K shares10.66%2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR54.2K shares-2.81%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR51.2K shares-1.68%2025-12-312026-01-22

XOM EXXON MOBIL CORP11.7K shares250.59%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS9.6K shares-5.68%2025-12-312026-01-22

Sponsored

WM WASTE MGMT INC DEL6.1K shares-38.03%2025-12-312026-01-22

SHOP SHOPIFY INC8.2K shares-34.76%2025-12-312026-01-22

CRM SALESFORCE INC4.7K sharesnew addition2025-12-312026-01-22

VTI VANGUARD INDEX FDS3.6K shares0.00%2025-12-312026-01-22

ABBV ABBVIE INC5.2K shares0.00%2025-12-312026-01-22

HII HUNTINGTON INGALLS INDS INC3.4K shares-17.07%2025-12-312026-01-22

MOH MOLINA HEALTHCARE INC6.6K sharesnew addition2025-12-312026-01-22

VRTX VERTEX PHARMACEUTICALS INC2.5K shares0.00%2025-12-312026-01-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F7.7K shares-0.65%2025-12-312026-01-22

CEG CONSTELLATION ENERGY CORP2.9K shares-21.50%2025-12-312026-01-22

GSY INVESCO ACTIVELY MANAGED EXC19.8K shares129.45%2025-12-312026-01-22

MO ALTRIA GROUP INC17.3K sharesnew addition2025-12-312026-01-22

CRWV COREWEAVE INC13.8K sharesnew addition2025-12-312026-01-22

SCHV SCHWAB STRATEGIC TR29.8K shares-2.47%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS3.6K shares-5.53%2025-12-312026-01-22

BLDR BUILDERS FIRSTSOURCE INC7.6K shares-33.91%2025-12-312026-01-22

Sponsored

UPS UNITED PARCEL SERVICE INC7.9K shares1.17%2025-12-312026-01-22

F FORD MTR CO56.2K shares4.27%2025-12-312026-01-22

CORZ CORE SCIENTIFIC INC NEW49.4K shares0.00%2025-12-312026-01-22

SCHM SCHWAB STRATEGIC TR23.6K shares-1.36%2025-12-312026-01-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.9K shares-5.35%2025-12-312026-01-22

FLOT ISHARES TR13.8K shares-3.70%2025-12-312026-01-22

LVS LAS VEGAS SANDS CORP10.4K shares68.06%2025-12-312026-01-22

APP APPLOVIN CORP1.0K shares11.11%2025-12-312026-01-22

Sponsored

KO COCA COLA CO9.4K shares-15.37%2025-12-312026-01-22

SPYI NEOS ETF TRUST12.2K shares40.71%2025-12-312026-01-22

AMGN AMGEN INC1.9K shares2.83%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC5.6K shares50.76%2025-12-312026-01-22

WMT WALMART INC5.3K shares30.16%2025-12-312026-01-22

CRBG COREBRIDGE FINL INC19.5K shares-31.67%2025-12-312026-01-22

RIO RIO TINTO PLC7.2K sharesnew addition2025-12-312026-01-22

BOAT TIDAL TRUST I17.4K shares-6.40%2025-12-312026-01-22

Sponsored

XLC SELECT SECTOR SPDR TR4.5K shares-8.20%2025-12-312026-01-22

VO VANGUARD INDEX FDS1.8K shares0.11%2025-12-312026-01-22

VYMI VANGUARD WHITEHALL FDS5.6K shares-4.67%2025-12-312026-01-22

DG DOLLAR GEN CORP NEW3.8K sharesnew addition2025-12-312026-01-22

BARRICK MNG CORP BARRICK MNG CORP11.3K sharesnew addition2025-12-312026-01-22

MGV VANGUARD WORLD FD3.5K shares-7.02%2025-12-312026-01-22

FNDX SCHWAB STRATEGIC TR17.6K shares-41.99%2025-12-312026-01-22

AUB ATLANTIC UN BANKSHARES CORP13.5K shares0.00%2025-12-312026-01-22

Sponsored

SCHF SCHWAB STRATEGIC TR19.3K shares-0.31%2025-12-312026-01-22

SDCI USCF ETF TR21.0K shares21.32%2025-12-312026-01-22

BINC BLACKROCK ETF TRUST II8.6K shares-2.84%2025-12-312026-01-22

VB VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-01-22

KMB KIMBERLY-CLARK CORP4.3K sharesnew addition2025-12-312026-01-22

FDMO FIDELITY COVINGTON TRUST5.1K shares31.34%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC490 shares-52.43%2025-12-312026-01-22

GPIX GOLDMAN SACHS ETF TR8.1K sharesnew addition2025-12-312026-01-22

Sponsored

O REALTY INCOME CORP7.6K shares29.01%2025-12-312026-01-22

FDLO FIDELITY COVINGTON TRUST6.3K shares-13.03%2025-12-312026-01-22

MNST MONSTER BEVERAGE CORP NEW5.1K sharesnew addition2025-12-312026-01-22

MMS MAXIMUS INC4.5K sharesnew addition2025-12-312026-01-22

REGN REGENERON PHARMACEUTICALS500 shares0.00%2025-12-312026-01-22

ALPS ETF TR ALPS ETF TR8.1K shares20.90%2025-12-312026-01-22

VEU VANGUARD INTL EQUITY INDEX F5.2K shares33.42%2025-12-312026-01-22

BLV VANGUARD BD INDEX FDS5.5K shares57.18%2025-12-312026-01-22

Sponsored

KREF KKR REAL ESTATE FIN TR INC43.9K shares143.89%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS5.8K shares0.00%2025-12-312026-01-22

MMM 3M CO2.2K shares0.00%2025-12-312026-01-22

CALM CAL MAINE FOODS INC4.4K sharesnew addition2025-12-312026-01-22

SCHY SCHWAB STRATEGIC TR10.6K sharesnew addition2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.970 shares1.68%2025-12-312026-01-22

USRT ISHARES TR5.3K sharesnew addition2025-12-312026-01-22

MET METLIFE INC3.8K shares-67.82%2025-12-312026-01-22

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T4.0K shares30.80%2025-12-312026-01-22

IAUM ISHARES GOLD TR6.1K shares-11.02%2025-12-312026-01-22

SMH VANECK ETF TRUST725 shares-12.12%2025-12-312026-01-22

VGLT VANGUARD SCOTTSDALE FDS4.6K shares-6.63%2025-12-312026-01-22

T AT&T INC10.1K sharesnew addition2025-12-312026-01-22

HYLB DBX ETF TR6.8K shares-8.98%2025-12-312026-01-22

IFGL ISHARES TR10.7K sharesnew addition2025-12-312026-01-22

XLY SELECT SECTOR SPDR TR2.0K shares103.00%2025-12-312026-01-22

Sponsored

XLU SELECT SECTOR SPDR TR5.6K sharesnew addition2025-12-312026-01-22

D DOMINION ENERGY INC4.1K sharesnew addition2025-12-312026-01-22

JAZZ JAZZ PHARMACEUTICALS PLC1.4K sharesnew addition2025-12-312026-01-22

BMY BRISTOL-MYERS SQUIBB CO4.4K sharesnew addition2025-12-312026-01-22

SPYV SPDR SERIES TRUST4.1K shares0.00%2025-12-312026-01-22

MA MASTERCARD INCORPORATED405 sharesnew addition2025-12-312026-01-22

FGD FIRST TR EXCHANGE TRADED FD7.5K shares-24.24%2025-12-312026-01-22

BXMT BLACKSTONE MTG TR INC11.8K shares-16.52%2025-12-312026-01-22

Sponsored

SGOV ISHARES TR2.3K shares-22.41%2025-12-312026-01-22

SPYD SPDR SERIES TRUST5.0K sharesnew addition2025-12-312026-01-22

BNS BANK NOVA SCOTIA HALIFAX2.9K sharesnew addition2025-12-312026-01-22

JNJ JOHNSON & JOHNSON1.0K sharesnew addition2025-12-312026-01-22

CVNA CARVANA CO500 sharesnew addition2025-12-312026-01-22

PMT PENNYMAC MTG INVT TR12.8K shares0.00%2025-12-312026-01-22

PFLT PENNANTPARK FLOATING RATE CA10.5K shares-53.76%2025-12-312026-01-22

JFR NUVEEN FLOATING RATE INCOME11.7K shares0.00%2025-12-312026-01-22

Sponsored

RWT REDWOOD TRUST INC10.0K sharesnew addition2025-12-312026-01-22

ICMB INVESTCORP CR MGMT BDC INC19.0K shares-38.71%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available