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 Market Cap. of $10 Billions to $200 Billions
