WESTBOURNE INVESTMENTS, INC. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, WESTBOURNE INVESTMENTS, INC. opened 13 positions, added to 15, reduced 24, sold out of 10 and left 12 unchanged. The largest increase in value was BIL (+$7,429,255); the largest decrease was BIL (-$7,310,123).
- BIL: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 79,770; Shares 2026-06-30 0.
- XLC: Country of operation —; Class STATE STREET COM; Shares 2026-03-31 4,480; Shares 2026-06-30 0.
- SPYV: Country of operation —; Class STATE STREET SPD; Shares 2026-03-31 6,475; Shares 2026-06-30 0.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 502; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 932929): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| FSA WEALTH PARTNERS, INC. | United States | $0.210B | 79 |
| Eurizon SLJ Capital Ltd | United Kingdom | $0.210B | 167 |
| Chou Associates Management Inc. | Canada | $0.210B | 31 |
| Cohen Investment Advisors LLC | United States | $0.210B | 118 |
| MTC Wealth Management LLC | United States | $0.211B | 13 |
| United Airlines Holdings, Inc. | United States | $0.211B | 3 |
| CWC Advisors, LLC. | United States | $0.210B | 149 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | United States | $0.211B | 70 |
| Unconventional Investor, LLC | United States | $0.211B | 46 |
| Thayer Partners, LLC / MA | United States | $0.210B | 94 |