Westbourne Investment Advisors, Inc. Portfolio Holdings

Westbourne Investment Advisors, Inc.

  • $281 Million
  • Q1 2025

Westbourne Investment Advisors, Inc. has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.7M, Microsoft Corp with a value of $17.6M, Meta Platforms, Inc. with a value of $15.6M, Alphabet Inc. with a value of $14.8M, and Uber Technologies, Inc with a value of $14.1M.

Examining the 13F form we can see an decrease of $11M in the current position value, from $292M to 281M.

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

Portfolio value $281 Million
Technology: $71.9 Million
Financial Services: $58.6 Million
Communication Services: $43 Million
Consumer Cyclical: $28.9 Million
Healthcare: $19.7 Million
Industrials: $16.9 Million
ETFs: $14 Million
Energy: $11.4 Million
Other: $16.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$19.7 Million 7.0% of portfolio
88,643
Q1 2025 Reduced 0.91%
$3.51T
$17.6 Million 6.24% of portfolio
46,758
Q1 2025 Added 0.63%
$1.5T
$15.6 Million 5.54% of portfolio
27,047
Q1 2025 Reduced 1.78%
$993B
$14.8 Million 5.27% of portfolio
95,843
Q1 2025 Reduced 0.59%
$362B
$10.8 Million 3.84% of portfolio
258,878
Q1 2025 Added 0.84%
$210B
$10.3 Million 3.67% of portfolio
18,901
Q1 2025 Reduced 0.47%
$223B
$8.89 Million 3.16% of portfolio
76,212
Q1 2025 Reduced 0.08%
$536B
$7.5 Million 2.66% of portfolio
8,039
Q1 2025 Reduced 2.5%
$377B
$6.58 Million 2.34% of portfolio
17,945
Q1 2025 Added 1.33%
$202B
$5.92 Million 2.11% of portfolio
18,980
Q1 2025 Added 1.92%
$2.22T
$5.5 Million 1.96% of portfolio
28,930
Q1 2025 Added 1.37%
$278B
$2.57 Million 0.91% of portfolio
16,204
Q4 2022 Reduced 0.61%
$788B
$2.08 Million 0.74% of portfolio
8,490
Q4 2024 Added 1.25%
$447B
$1.83 Million 0.65% of portfolio
15,405
Q1 2025 Reduced 0.87%
$1.1T
$1.66 Million 0.59% of portfolio
10,638
Q1 2025 Added 0.32%
$284B
$1.62 Million 0.57% of portfolio
3,085
Q1 2025 Reduced 1.28%
$606B
$1.47 Million 0.52% of portfolio
4,199
Q1 2025 Reduced 1.41%
$386B
$1.39 Million 0.49% of portfolio
8,150
Q1 2024 Reduced 7.91%
$767B
$1.29 Million 0.46% of portfolio
1,557
Q4 2024 Reduced 3.77%
$409B
$1.13 Million 0.4% of portfolio
6,818
Q1 2025 Reduced 8.72%
$235B
$1.02 Million 0.36% of portfolio
7,716
Q1 2025 Reduced 1.25%
$221B
$899,000 0.32% of portfolio
2,881
Q1 2025 Reduced 1.03%
$206B
$768,000 0.27% of portfolio
8,561
Q1 2025 Added 0.47%
$224B
$654,000 0.23% of portfolio
2,433
Q1 2025 Added 1.46%
$313B
$617,000 0.22% of portfolio
8,615
Q4 2022 Reduced 0.13%
$264B
$394,000 0.14% of portfolio
1,970
Q2 2023 New
$264B
$337,000 0.12% of portfolio
3,849
Q2 2024 Reduced 1.41%
$216B
$209,000 0.07% of portfolio
2,125
Q1 2025 Reduced 35.39%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $281 Million
  • Prior Value $292 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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