Westbourne Investment Advisors, Inc. Portfolio Holdings
Westbourne Investment Advisors, Inc.
- $292 Million
- Q4 2024
Westbourne Investment Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.4M, Microsoft Corp with a value of $19.6M, Alphabet Inc. with a value of $18.3M, Meta Platforms, Inc. with a value of $16.1M, and Uber Technologies, Inc with a value of $11.5M.
Examining the 13F form we can see an increase of $6.04M in the current position value, from $286M to 292M.
Below you can find more details about Westbourne Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$292 Million
Technology: $78.1 Million
Financial Services: $59.2 Million
Communication Services: $48 Million
Consumer Cyclical: $29.6 Million
Healthcare: $18 Million
Industrials: $17.2 Million
ETFs: $13.3 Million
Basic Materials: $10.5 Million
Other: $18 Million