Westbourne Investments, Inc. Portfolio Holdings

Westbourne Investments, Inc.

  • $209 Billion
  • Q3 2025

Westbourne Investments, Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.5B, General Electric CO with a value of $9.7B, Amazon Com Inc with a value of $7.73B, Microsoft Corp with a value of $7.69B, and Alphabet Inc. with a value of $6.75B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $188B to 209B.

Westbourne Investments, Inc. is based out at Arlington, VA

Below you can find more details about Westbourne Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
ETFs: $50.7 Billion
Technology: $42.9 Billion
Industrials: $26.7 Billion
Financial Services: $20.2 Billion
Communication Services: $17.5 Billion
Healthcare: $16.9 Billion
Consumer Cyclical: $9.58 Billion
Utilities: $5.4 Billion
Other: $13.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$10.5 Billion 5.02% of portfolio
51,840
Q3 2025 Reduced 13.28%
$328B
$9.7 Billion 4.64% of portfolio
31,398
Q3 2025 Reduced 8.92%
$2.39T
$7.73 Billion 3.69% of portfolio
29,831
Q3 2025 Reduced 3.74%
$3.78T
$7.69 Billion 3.68% of portfolio
15,059
Q3 2025 Reduced 0.11%
$1.65T
$6.75 Billion 3.23% of portfolio
24,009
Q3 2025 Reduced 2.27%
$4.3T
$6.49 Billion 3.1% of portfolio
24,004
Q3 2025 Added 8.49%
$1.37T
$5.73 Billion 2.74% of portfolio
8,837
Q3 2025 Reduced 4.63%
$0
$5.46 Billion 2.61% of portfolio
58,960
Q3 2025 New
$32.7B
$5.39 Billion 2.57% of portfolio
27,925
Q3 2025 Reduced 2.48%
$34.7B
$5.31 Billion 2.54% of portfolio
32,746
Q3 2025 Reduced 6.37%
$268B
$4.94 Billion 2.36% of portfolio
22,080
Q3 2025 Reduced 9.09%
$72.7B
$3.99 Billion 1.91% of portfolio
21,197
Q3 2025 Reduced 4.2%
$300B
$3.98 Billion 1.9% of portfolio
11,660
Q3 2025 New
$662B
$3.72 Billion 1.78% of portfolio
7,780
Q3 2025 Reduced 17.54%
$130B
$3.63 Billion 1.74% of portfolio
9,866
Q3 2025 Reduced 4.76%
$533B
$3.41 Billion 1.63% of portfolio
9,995
Q3 2025 Reduced 1.96%
$0
$3.3 Billion 1.58% of portfolio
55,816
Q3 2025 Added 24.23%
$0
$3.25 Billion 1.56% of portfolio
6,524
Q2 2025 Reduced 0.12%
$971B
$3.17 Billion 1.52% of portfolio
3,674
Q3 2025 Added 70.49%
$107B
$3.09 Billion 1.48% of portfolio
3,995
Q3 2025 Reduced 0.03%
$190B
$3.02 Billion 1.44% of portfolio
29,845
Q3 2025 Reduced 5.87%
$37.2B
$2.93 Billion 1.4% of portfolio
4,775
Q2 2025 Reduced 0.31%
$404B
$2.74 Billion 1.31% of portfolio
3,003
Q3 2025 Reduced 9.36%
$0
$2.71 Billion 1.3% of portfolio
47,630
Q3 2025 Added 38.28%
$49.1B
$2.63 Billion 1.26% of portfolio
2,275
Q3 2025 Reduced 39.17%
$176M
$2.58 Billion 1.24% of portfolio
211,510
Q3 2025 Added 205.46%
$303B
$2.57 Billion 1.23% of portfolio
16,285
Q3 2025 Reduced 22.75%
$342B
$2.55 Billion 1.22% of portfolio
12,499
Q3 2025 Added 2.71%
$0
$2.55 Billion 1.22% of portfolio
76,451
Q3 2025 Reduced 12.22%
$193B
$2.52 Billion 1.21% of portfolio
4,725
Q3 2025 Reduced 2.28%
$1.74T
$2.38 Billion 1.14% of portfolio
8,640
Q3 2025 Added 22.29%
$266B
$2.29 Billion 1.1% of portfolio
7,463
Q3 2025 Reduced 0.53%
$174B
$2.2 Billion 1.05% of portfolio
12,630
Q3 2025 Reduced 3.81%
$0
$2.07 Billion 0.99% of portfolio
9,943
Q3 2025 Reduced 14.43%
$141B
$2.03 Billion 0.97% of portfolio
82,475
Q3 2025 Added 1.08%
$85.9B
$1.96 Billion 0.94% of portfolio
9,799
Q3 2025 Added 30.32%
$0
$1.93 Billion 0.92% of portfolio
4,047
Q3 2025 Added 3.72%
$0
$1.81 Billion 0.87% of portfolio
2,625
Q3 2025 Reduced 0.3%
$0
$1.8 Billion 0.86% of portfolio
4,269
Q3 2025 Reduced 2.62%
$128B
$1.8 Billion 0.86% of portfolio
19,825
Q3 2025 Reduced 6.99%
$100B
$1.7 Billion 0.81% of portfolio
6,389
Q3 2025 Reduced 13.48%
$0
$1.67 Billion 0.8% of portfolio
61,547
Q3 2025 Reduced 11.52%
$96.7B
$1.64 Billion 0.78% of portfolio
35,167
Q3 2025 Reduced 7.13%
$1.33B
$1.6 Billion 0.76% of portfolio
18,660
Q3 2025 New
$0
$1.48 Billion 0.71% of portfolio
55,786
Q3 2025 Reduced 15.69%
$0
$1.43 Billion 0.69% of portfolio
10,206
Q3 2025 Added 9.35%
$0
$1.39 Billion 0.67% of portfolio
52,055
Q3 2025 Added 9.71%
$111B
$1.41 Billion 0.67% of portfolio
3,740
Q3 2025 Added 24.67%
$16.1B
$1.34 Billion 0.64% of portfolio
11,500
Q3 2025 Added 59.86%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $209 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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