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