- New Purchases: PAYX, OKE, PSX, IBM, HUM,
- Added Positions: SCHW, SAFM, BAC, ANTM, SCHG, SCHV, BHC, DIS, AXP,
- Reduced Positions: IP, WHR, AAPL, BWA, CVS, MSFT, BMY, HD, HON, PFE, DLTR, AMZN, JNJ, BA, IGIB, ABT, LOW, CFG, PG, GD, FISV, BTZ, MCO, NSC, WMT, GIS,
- Sold Out: GOOGL, FB, CNC, PYPL, GS, EVV, LYB, V, UNH, MEOH, COF, GOOG, ABBV, JPM, VLO, ARCC, COP, VCIT, RTX, RF, ORCL, SPY, MMU, TPX, GBX, XLF, CSCO, VZ, TAP, CVX, AON, XOM, WFC, PHD, JBGS, JPS, WEA, EPD,
For the details of Westbourne Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/westbourne+investment+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Westbourne Investment Advisors, Inc.- Apple Inc (AAPL) - 38,287 shares, 17.21% of the total portfolio. Shares reduced by 5.04%
- Microsoft Corp (MSFT) - 48,504 shares, 12.16% of the total portfolio. Shares reduced by 3.66%
- Bank of America Corp (BAC) - 267,150 shares, 7.82% of the total portfolio. Shares added by 6.47%
- The Home Depot Inc (HD) - 17,228 shares, 5.32% of the total portfolio. Shares reduced by 5.01%
- Morgan Stanley (MS) - 85,555 shares, 5.09% of the total portfolio. Shares reduced by 0.03%
Westbourne Investment Advisors, Inc. initiated holding in Paychex Inc. The purchase prices were between $59.55 and $80.32, with an estimated average price of $69.14. The stock is now traded at around $71.40. The impact to a portfolio due to this purchase was 3.32%. The holding were 35,520 shares as of .
New Purchase: ONEOK Inc (OKE)Westbourne Investment Advisors, Inc. initiated holding in ONEOK Inc. The purchase prices were between $19.2 and $48.04, with an estimated average price of $32.41. The stock is now traded at around $27.10. The impact to a portfolio due to this purchase was 0.33%. The holding were 8,000 shares as of .
New Purchase: Phillips 66 (PSX)Westbourne Investment Advisors, Inc. initiated holding in Phillips 66. The purchase prices were between $49.51 and $89.73, with an estimated average price of $70.48. The stock is now traded at around $61.77. The impact to a portfolio due to this purchase was 0.29%. The holding were 3,229 shares as of .
New Purchase: International Business Machines Corp (IBM)Westbourne Investment Advisors, Inc. initiated holding in International Business Machines Corp. The purchase prices were between $105.14 and $135.75, with an estimated average price of $121.28. The stock is now traded at around $119.73. The impact to a portfolio due to this purchase was 0.27%. The holding were 1,800 shares as of .
New Purchase: Humana Inc (HUM)Westbourne Investment Advisors, Inc. initiated holding in Humana Inc. The purchase prices were between $291.63 and $410.65, with an estimated average price of $373.06. The stock is now traded at around $394.84. The impact to a portfolio due to this purchase was 0.25%. The holding were 525 shares as of .
Added: Charles Schwab Corp (SCHW)Westbourne Investment Advisors, Inc. added to a holding in Charles Schwab Corp by 47.89%. The purchase prices were between $31.75 and $42.82, with an estimated average price of $35.75. The stock is now traded at around $34.30. The impact to a portfolio due to this purchase was 1.09%. The holding were 80,773 shares as of .
Added: Sanderson Farms Inc (SAFM)Westbourne Investment Advisors, Inc. added to a holding in Sanderson Farms Inc by 45.99%. The purchase prices were between $106.66 and $147.07, with an estimated average price of $128.42. The stock is now traded at around $116.12. The impact to a portfolio due to this purchase was 0.66%. The holding were 14,707 shares as of .
Added: Schwab U.S. Large-Cap Growth (SCHG)Westbourne Investment Advisors, Inc. added to a holding in Schwab U.S. Large-Cap Growth by 24.84%. The purchase prices were between $75.99 and $102.63, with an estimated average price of $92.98. The stock is now traded at around $105.31. The impact to a portfolio due to this purchase was 0.28%. The holding were 11,405 shares as of .
Added: Schwab U.S. Large-Cap Value (SCHV)Westbourne Investment Advisors, Inc. added to a holding in Schwab U.S. Large-Cap Value by 22.08%. The purchase prices were between $42.21 and $55.29, with an estimated average price of $48.9. The stock is now traded at around $50.86. The impact to a portfolio due to this purchase was 0.17%. The holding were 14,922 shares as of .
Added: Bausch Health Companies Inc (BHC)Westbourne Investment Advisors, Inc. added to a holding in Bausch Health Companies Inc by 28.74%. The purchase prices were between $13.31 and $20.51, with an estimated average price of $17.6. The stock is now traded at around $17.15. The impact to a portfolio due to this purchase was 0.08%. The holding were 16,845 shares as of .
Sold Out: Alphabet Inc (GOOGL)Westbourne Investment Advisors, Inc. sold out a holding in Alphabet Inc. The sale prices were between $1092.7 and $1464.7, with an estimated average price of $1344.49.
Sold Out: Facebook Inc (FB)Westbourne Investment Advisors, Inc. sold out a holding in Facebook Inc. The sale prices were between $154.18 and $242.24, with an estimated average price of $208.03.
Sold Out: Centene Corp (CNC)Westbourne Investment Advisors, Inc. sold out a holding in Centene Corp. The sale prices were between $54.6 and $72.85, with an estimated average price of $65.04.
Sold Out: PayPal Holdings Inc (PYPL)Westbourne Investment Advisors, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $91.38 and $174.23, with an estimated average price of $137.26.
Sold Out: Goldman Sachs Group Inc (GS)Westbourne Investment Advisors, Inc. sold out a holding in Goldman Sachs Group Inc. The sale prices were between $145.29 and $220.81, with an estimated average price of $187.05.
Sold Out: Eaton Vance Ltd Duration Income Fund (EVV)Westbourne Investment Advisors, Inc. sold out a holding in Eaton Vance Ltd Duration Income Fund. The sale prices were between $9.98 and $11.64, with an estimated average price of $10.89.
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