Westbourne Investment Advisors, Inc. Portfolio Holdings
Westbourne Investment Advisors, Inc.
- $286 Million
- Q3 2024
Westbourne Investment Advisors, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $286 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.2M, Microsoft Corp with a value of $19.9M, Alphabet Inc. with a value of $15.9M, Meta Platforms, Inc. with a value of $15.8M, and Uber Technologies, Inc with a value of $14.1M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $276M to 286M.
Below you can find more details about Westbourne Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$286 Million
Technology: $81.5 Million
Financial Services: $52.6 Million
Communication Services: $43.7 Million
Industrials: $23.3 Million
Consumer Cyclical: $22.2 Million
Healthcare: $20.8 Million
ETFs: $13.2 Million
Energy: $10.5 Million
Other: $17.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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