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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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