Westbourne Investment Advisors, Inc. Portfolio Holdings

Westbourne Investment Advisors, Inc.

  • $329 Million
  • Q2 2025

Westbourne Investment Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $329 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.8M, Meta Platforms, Inc. with a value of $19.8M, Apple Inc. with a value of $18.7M, Uber Technologies, Inc with a value of $17.9M, and Alphabet Inc. with a value of $16.9M.

Examining the 13F form we can see an increase of $47.7M in the current position value, from $281M to 329M.

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

Portfolio value $329 Million
Technology: $84.6 Million
Financial Services: $78.4 Million
Communication Services: $52.7 Million
Consumer Cyclical: $28.9 Million
ETFs: $20.1 Million
Healthcare: $17.7 Million
Industrials: $16.9 Million
Energy: $12.3 Million
Other: $17.2 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$23.8 Million 7.25% of portfolio
47,943
Q2 2025 Added 2.53%
$1.71T
$19.8 Million 6.01% of portfolio
26,778
Q2 2025 Reduced 0.99%
$3.69T
$18.7 Million 5.69% of portfolio
91,157
Q2 2025 Added 2.84%
$1.17T
$16.9 Million 5.13% of portfolio
95,705
Q2 2025 Reduced 0.14%
$246B
$14.1 Million 4.27% of portfolio
19,861
Q2 2025 Added 5.08%
$369B
$12.2 Million 3.71% of portfolio
257,966
Q2 2025 Reduced 0.35%
$243B
$10.8 Million 3.29% of portfolio
76,750
Q2 2025 Added 0.71%
$539B
$10.7 Million 3.24% of portfolio
7,953
Q2 2025 Reduced 1.07%
$2.27T
$6.63 Million 2.01% of portfolio
30,204
Q2 2025 Added 4.4%
$397B
$6.61 Million 2.01% of portfolio
18,030
Q2 2025 Added 0.47%
$264B
$2.95 Million 0.9% of portfolio
16,204
Q4 2022 Reduced 0.61%
$847B
$2.58 Million 0.78% of portfolio
8,890
Q2 2025 Added 4.71%
$1.23T
$1.89 Million 0.57% of portfolio
10,660
Q2 2025 Added 0.21%
$445B
$1.66 Million 0.5% of portfolio
15,405
Q1 2025 Reduced 0.87%
$200B
$1.58 Million 0.48% of portfolio
11,950
Q2 2025 Added 15.46%
$551B
$1.47 Million 0.45% of portfolio
4,149
Q2 2025 Reduced 1.19%
$350B
$1.29 Million 0.39% of portfolio
6,975
Q2 2025 Reduced 4.12%
$594B
$1.21 Million 0.37% of portfolio
1,557
Q4 2024 Reduced 3.77%
$453B
$1.2 Million 0.37% of portfolio
7,883
Q2 2025 Added 15.62%
$235B
$1.06 Million 0.32% of portfolio
3,403
Q2 2025 Added 10.31%
$235B
$981,000 0.3% of portfolio
7,216
Q2 2025 Reduced 6.48%
$225B
$841,000 0.26% of portfolio
2,881
Q1 2025 Reduced 1.03%
$204B
$824,000 0.25% of portfolio
10,411
Q2 2025 Added 21.61%
$222B
$776,000 0.24% of portfolio
2,433
Q1 2025 Added 1.46%
$304B
$609,000 0.19% of portfolio
8,615
Q4 2022 Reduced 0.13%
$300B
$507,000 0.15% of portfolio
1,970
Q2 2023 New
$282B
$376,000 0.11% of portfolio
3,849
Q2 2024 Reduced 1.41%
$205B
$254,000 0.08% of portfolio
2,050
Q2 2025 Reduced 3.53%
$295B
$204,000 0.06% of portfolio
2,951
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $329 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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