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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$261 Million 0.12% of portfolio
19,972
Q3 2025 Added 2.67%
$0
$252 Million 0.12% of portfolio
1,900
Q3 2025 Reduced 69.35%
$0
$207 Million 0.1% of portfolio
22,708
Q3 2025 Added 18.43%
$0
$217 Million 0.1% of portfolio
8,800
Q3 2025 New
$0
$86.6 Million 0.04% of portfolio
31,000
Q1 2025 New
$0
$92 Million 0.04% of portfolio
11,650
Q3 2025 Reduced 16.49%

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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