Westbourne Investment Advisors, Inc. Portfolio Holdings
Westbourne Investment Advisors, Inc.
- $276 Million
- Q2 2024
Westbourne Investment Advisors, Inc. has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 86 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $20.6M, Apple Inc. with a value of $19.3M, Alphabet Inc. with a value of $17.4M, Meta Platforms, Inc. with a value of $14M, and Uber Technologies, Inc with a value of $13.6M.
Examining the 13F form we can see an increase of $4.28M in the current position value, from $272M to 276M.
Below you can find more details about Westbourne Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$276 Million
Technology: $78.2 Million
Financial Services: $50.7 Million
Communication Services: $45.1 Million
Industrials: $21.5 Million
Healthcare: $19.8 Million
Consumer Cyclical: $19.3 Million
ETFs: $12 Million
Energy: $11.4 Million
Other: $17.6 Million