Westbourne Investments, Inc. has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.87B, General Electric CO with a value of $6.88B, Nvidia Corp with a value of $6.87B, Amazon Com Inc with a value of $6.69B, and Meta Platforms, Inc. with a value of $6.68B.
Examining the 13F form we can see an decrease of $3.89B in the current position value, from $170B to 166B.
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
$166 Billion
ETFs: $39.9 Billion
Technology: $32.5 Billion
Financial Services: $19.1 Billion
Healthcare: $16.5 Billion
Communication Services: $15.3 Billion
Industrials: $12.8 Billion
Consumer Cyclical: $7.96 Billion
Consumer Defensive: $5.03 Billion
Other: $12.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions