Fund HoldingsWESTBOURNE INVESTMENTS, INC.

Total Portfolio Value
$214.94M
Total Bought
$35.12M
Total Sold
$32.77M
Net Transaction
+$2.35M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
QUALCOMM INC(QCOM)048,000+48,00008,2103.82%+8,210
SPDR SERIES TRUST
ST STR BLO 1 ETF
063,130+63,13005,8042.70%+5,804
ONEOK INC NEW(OKE)023,675+23,67501,7400.81%+1,740
SALESFORCE INC(CRM)04,700+4,70001,2450.58%+1,245
MOLINA HEALTHCARE INC(MOH)06,629+6,62901,1500.54%+1,150
PFIZER INC(PFE)82,475126,799+44,3242,0333,1571.47%+1,124
EXXON MOBIL CORP011,657+11,65701,4030.65%+1,403
ALTRIA GROUP INC(MO)017,261+17,26109950.46%+995
COREWEAVE INC(CRWV)013,800+13,80009880.46%+988
ELI LILLY & CO(LLY)3,6743,602-723,1703,8711.80%+701
MICRON TECHNOLOGY INC(MU)22,08019,392-2,6884,9415,5352.57%+594
RIO TINTO PLC(RIO)07,150+7,15005720.27%+572
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
019,847+19,84709970.46%+997
SELECT SECTOR SPDR TR
ST STR SVC ETF
04,480+4,48005270.25%+527
CITIGROUP INC(C)29,84530,360+5153,0213,5431.65%+522
DOLLAR GEN CORP NEW(DG)03,750+3,75004980.23%+498
BARRICK MNG CORP(B)011,250+11,25004900.23%+490
KIMBERLY-CLARK CORP(KMB)04,300+4,30004340.20%+434
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
08,075+8,07504260.20%+426
ALPHABET INC(GOOG)24,00922,886-1,1236,7517,1633.33%+412
PARKER-HANNIFIN CORP(PH)3,9953,980-153,0873,4981.63%+411
MONSTER BEVERAGE CORP NEW(MNST)05,100+5,10003910.18%+391
MAXIMUS INC(MMS)04,500+4,50003880.18%+388
CAL MAINE FOODS INC(CALM)04,400+4,40003500.16%+350
FVCBANKCORP INC211,510210,368-1,1422,5852,9261.36%+342
SCHWAB STRATEGIC TR010,550+10,55003310.15%+331
LAS VEGAS SANDS CORP(LVS)010,420+10,42006780.32%+678
ISHARES TR05,338+5,33803040.14%+304
FEDEX CORP(FDX)05,085+5,08501,4690.68%+1,469
SPDR GOLD TR(GLD)9,8669,871+53,6323,9121.82%+280
MERCK & CO INC(MRK)3,7435,643+1,9003225940.28%+272
ALPHABET INC(GOOG)8,6408,415-2252,3792,6411.23%+262
AT&T INC(T)010,144+10,14402520.12%+252
ISHARES TR010,712+10,71202470.12%+247
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,028+2,02802420.11%+242
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,647+5,64702410.11%+241
DOMINION ENERGY INC(D)04,102+4,10202400.11%+240
JAZZ PHARMACEUTICALS PLC(JAZZ)01,400+1,40002380.11%+238
BRISTOL-MYERS SQUIBB CO(BMY)04,375+4,37502360.11%+236
SPDR SERIES TRUST
ST STR P500VAL
04,075+4,07502320.11%+232
MASTERCARD INCORPORATED(MA)0405+40502310.11%+231
SPDR SERIES TRUST
ST STR SP500DIV
04,992+4,99202160.10%+216
KKR REAL ESTATE FIN TR INC18,00043,900+25,9001473610.17%+214
BANK NOVA SCOTIA HALIFAX02,900+2,90002140.10%+214
JOHNSON & JOHNSON(JNJ)01,020+1,02002110.10%+211
CARVANA CO(CVNA)0500+50002110.10%+211
WALMART INC(WMT)4,0855,317+1,2324135920.28%+179
NEOS ETF TRUST
NEOS S&P 500 HI
8,67512,207+3,5324696440.30%+175
INTUITIVE SURGICAL INC04,725+4,72502,6761.24%+2,676
VANGUARD BD INDEX FDS3,4705,454+1,9842473790.18%+132
APPLOVIN CORP(APP)9001,000+1005746740.31%+100
VANGUARD INTL EQUITY INDEX F3,8755,170+1,2952823800.18%+99
FIDELITY COVINGTON TRUST3,9125,138+1,2263334310.20%+98
META PLATFORMS INC(META)08,824+8,82405,8252.71%+5,825
VISA INC(V)09,965+9,96503,4951.63%+3,495
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
55,81658,309+2,4933,3053,3921.58%+87
REALTY INCOME CORP(O)5,8607,560+1,7003404260.20%+86
VERTEX PHARMACEUTICALS INC(VRTX)02,506+2,50601,1360.53%+1,136
AMGEN INC(AMGN)1,8001,851+515376060.28%+69
ALPS ETF TR
ALERIAN MLP
08,100+8,10003810.18%+381
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
3,0263,958+9322172850.13%+68
USCF ETF TR
SUMMERHAVEN K1
17,31521,007+3,6924004630.22%+63
REGENERON PHARMACEUTICALS(REGN)50050003263860.18%+60
REDWOOD TRUST INC010,000+10,0000550.03%+55
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
47,63048,330+7002,7152,7691.29%+54
ABBVIE INC(ABBV)5,1555,15501,1241,1780.55%+54
ENBRIDGE INC(ENB)035,167+35,16701,6820.78%+1,682
ATLANTIC UN BANKSHARES CORP(AUB)13,50013,50004394770.22%+38
FORD MTR CO(F)53,94056,243+2,3037087380.34%+30
JPMORGAN CHASE & CO.(JPM)0970+97003130.15%+313
SCHWAB STRATEGIC TR76,45178,532+2,0812,5502,5651.19%+15
SCHWAB STRATEGIC TR52,05551,181-8741,3931,4080.66%+15
UNITED PARCEL SERVICE INC(UPS)7,7857,876+917707810.36%+11
CME GROUP INC(CME)06,244+6,24401,7050.79%+1,705
VANGUARD TAX-MANAGED FDS5,7765,77603523610.17%+9
PENNYMAC MTG INVT TR(PMT)12,78012,78001541600.07%+7
VANGUARD INDEX FDS1,6901,69004314360.20%+5
VANGUARD WHITEHALL FDS5,8855,610-2755025050.23%+3
VANGUARD INDEX FDS3,5573,55701,1931,1930.55%-1
VANGUARD INDEX FDS1,7711,773+25155150.24%-1
SCHWAB STRATEGIC TR19,39419,334-604664650.22%-1
NUVEEN FLOATING RATE INCOME(JFR)011,650+11,6500910.04%+91
VANGUARD INTL EQUITY INDEX F7,7007,650-501,0831,0790.50%-3
SCHWAB STRATEGIC TR23,89823,573-3257127090.33%-3
SCHWAB STRATEGIC TR30,54829,793-7558868820.41%-4
ISHARES GOLD TR(IAU)6,8626,106-7562742620.12%-11
3M CO(MMM)2,2002,20003663520.16%-14
MARTIN MARIETTA MATLS INC(MLM)4,7754,675-1002,9282,9111.35%-17
BLACKROCK ETF TRUST II8,8008,550-2504694510.21%-18
VANGUARD WORLD FD3,7163,455-2615104880.23%-23
DBX ETF TR7,5156,840-6752782520.12%-26
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
4,9784,648-3302862590.12%-26
ISHARES TR
FLTG RATE NT ETF
013,775+13,77507030.33%+703
INVESCO EXCH TRADED FD TR II09,902+9,90207070.33%+707
INVESTCORP CR MGMT BDC INC31,00019,000-12,00087510.02%-35
BLACKSTONE MTG TR INC(BXMT)14,14611,809-2,3372612260.11%-36
VANGUARD SPECIALIZED FUNDS3,8003,590-2108257890.37%-36
VANECK ETF TRUST
SEMICONDUCTR ETF
825725-1002992610.12%-38
SCHWAB STRATEGIC TR060,657+60,65701,6350.76%+1,635
APPLE INC(AAPL)24,00423,712-2926,4906,4463.00%-44
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