Westbourne Investment Advisors, Inc. Portfolio Holdings

Westbourne Investment Advisors, Inc.

  • $358 Million
  • Q3 2025

Westbourne Investment Advisors, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $358 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.2M, Apple Inc. with a value of $23.3M, Alphabet Inc. with a value of $23M, Meta Platforms, Inc. with a value of $19.4M, and Uber Technologies, Inc with a value of $18.7M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $329M to 358M.

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

Portfolio value $358 Million
Financial Services: $95.8 Million
Technology: $87 Million
Communication Services: $58 Million
Consumer Cyclical: $35.3 Million
ETFs: $24.4 Million
Industrials: $17.7 Million
Energy: $14.6 Million
Basic Materials: $8.95 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$25.2 Million 7.02% of portfolio
48,593
Q3 2025 Added 1.36%
$4.3T
$23.3 Million 6.49% of portfolio
91,386
Q3 2025 Added 0.25%
$1.65T
$23 Million 6.41% of portfolio
94,543
Q3 2025 Reduced 1.21%
$1.37T
$19.4 Million 5.42% of portfolio
26,472
Q3 2025 Reduced 1.14%
$181B
$18.7 Million 5.21% of portfolio
190,781
Q3 2025 Reduced 0.47%
$265B
$14.8 Million 4.12% of portfolio
18,546
Q3 2025 Reduced 6.62%
$413B
$13.3 Million 3.72% of portfolio
258,227
Q3 2025 Added 0.1%
$270B
$12 Million 3.34% of portfolio
75,393
Q3 2025 Reduced 1.77%
$167B
$11.7 Million 3.25% of portfolio
122,053
Q3 2025 Reduced 1.84%
$70.1B
$9.97 Million 2.78% of portfolio
58,570
Q3 2025 Added 1.85%
$40.2B
$9.16 Million 2.55% of portfolio
42,849
Q3 2025 Added 0.33%
$49.1B
$9.11 Million 2.54% of portfolio
7,595
Q3 2025 Reduced 4.5%
$4.96B
$8.19 Million 2.28% of portfolio
14,100
Q3 2025 Added 6.92%
$367B
$7.92 Million 2.21% of portfolio
19,545
Q3 2025 Added 8.4%
$190B
$7.62 Million 2.12% of portfolio
75,034
Q3 2025 Reduced 6.59%
$11.6B
$7.52 Million 2.1% of portfolio
206,077
Q3 2025 Reduced 5.89%
$2.39T
$7.08 Million 1.98% of portfolio
32,251
Q3 2025 Added 6.78%
$22.2B
$6.72 Million 1.87% of portfolio
254,164
Q3 2025 New
$123B
$6.28 Million 1.75% of portfolio
22,233
Q3 2025 Added 12.25%
$40.4B
$6.23 Million 1.74% of portfolio
49,113
Q3 2025 Added 2.42%
$11B
$5.81 Million 1.62% of portfolio
58,157
Q3 2025 Added 12.26%
$22.8B
$5.62 Million 1.57% of portfolio
59,964
Q3 2025 New
$152B
$5.44 Million 1.52% of portfolio
22,063
Q3 2025 Added 14.95%
$2.57B
$5.28 Million 1.47% of portfolio
132,826
Q3 2025 Added 9.53%
$0
$5.06 Million 1.41% of portfolio
173,699
Q3 2025 Added 17.06%
$13.6B
$3.65 Million 1.02% of portfolio
50,645
Q3 2025 Added 9.62%
$11.6B
$3.41 Million 0.95% of portfolio
442,747
Q3 2025 Added 16.3%
$14.8B
$3.18 Million 0.89% of portfolio
64,775
Q3 2025 Added 13.94%
$1.74T
$2.81 Million 0.78% of portfolio
11,543
Q3 2025 Added 8.28%
$881B
$2.73 Million 0.76% of portfolio
8,655
Q3 2025 Reduced 2.64%
$237B
$2.63 Million 0.73% of portfolio
16,204
Q4 2022 Reduced 0.61%
$0
$2.47 Million 0.69% of portfolio
4,117
Q3 2025 Reduced 3.52%
$140B
$1.89 Million 0.53% of portfolio
7,507
Q3 2025 Reduced 0.33%
$0
$1.9 Million 0.53% of portfolio
2,851
Q3 2025 Reduced 10.37%
$2.73B
$1.68 Million 0.47% of portfolio
75,400
Q3 2025 Added 5.45%
$204B
$1.68 Million 0.47% of portfolio
11,950
Q2 2025 Added 15.46%
$414B
$1.6 Million 0.45% of portfolio
6,925
Q3 2025 Reduced 0.72%
$0
$1.57 Million 0.44% of portfolio
29,116
Q3 2025 Added 12.76%
$490B
$1.56 Million 0.43% of portfolio
13,805
Q3 2025 Reduced 10.39%
$77.2B
$1.4 Million 0.39% of portfolio
6,601
Q3 2025 Reduced 0.29%
$346B
$1.41 Million 0.39% of portfolio
9,150
Q2 2025 Added 12.27%
$522B
$1.29 Million 0.36% of portfolio
6,983
Q3 2025 Reduced 11.42%
$533B
$1.21 Million 0.34% of portfolio
3,549
Q3 2025 Reduced 14.46%
$971B
$1.19 Million 0.33% of portfolio
1,557
Q4 2024 Reduced 3.77%
$87.8B
$1.09 Million 0.3% of portfolio
2,286
Q3 2025 Reduced 4.19%
$104B
$1.06 Million 0.3% of portfolio
16,099
Q4 2021 New
$0
$1.05 Million 0.29% of portfolio
166,200
Q3 2025 Added 2.59%
$113B
$1.05 Million 0.29% of portfolio
11,085
Q4 2024 Added 0.77%
$0
$993,000 0.28% of portfolio
17,400
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $358 Million
  • Prior Value $329 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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