Westbourne Investment Advisors, Inc. Portfolio Holdings

Westbourne Investment Advisors, Inc.

  • $358 Million
  • Q3 2025

Westbourne Investment Advisors, Inc. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $358 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $25.2M, Apple Inc. with a value of $23.3M, Alphabet Inc. with a value of $23M, Meta Platforms, Inc. with a value of $19.4M, and Uber Technologies, Inc with a value of $18.7M.

Examining the 13F form we can see an increase of $29.5M in the current position value, from $329M to 358M.

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

Portfolio value $358 Million
Financial Services: $95.8 Million
Technology: $87 Million
Communication Services: $58 Million
Consumer Cyclical: $35.3 Million
ETFs: $24.4 Million
Industrials: $17.7 Million
Energy: $14.6 Million
Basic Materials: $8.95 Million
Other: $16.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1 Million 0.28% of portfolio
1,496
Q3 2025 Added 0.13%
$319B
$990,000 0.28% of portfolio
2,868
Q3 2025 Reduced 15.72%
$216B
$966,000 0.27% of portfolio
7,216
Q2 2025 Reduced 6.48%
$65.6B
$967,000 0.27% of portfolio
3,222
Q3 2025 Reduced 1.53%
$0
$919,000 0.26% of portfolio
23,200
Q3 2025 Added 1.31%
$0
$944,000 0.26% of portfolio
6,700
Q2 2025 New
$4.28B
$896,000 0.25% of portfolio
14,100
Q3 2025 Added 12.8%
$0
$913,000 0.25% of portfolio
2,500
Q2 2025 New
$0
$902,000 0.25% of portfolio
44,196
Q3 2025 Added 12.18%
$220B
$875,000 0.24% of portfolio
2,881
Q1 2025 Reduced 1.03%
$218B
$870,000 0.24% of portfolio
10,376
Q3 2025 Reduced 0.34%
$65.5B
$778,000 0.22% of portfolio
5,726
Q3 2025 Reduced 0.26%
$152B
$798,000 0.22% of portfolio
2,134
Q3 2025 Added 3.19%
$270B
$801,000 0.22% of portfolio
2,413
Q3 2025 Reduced 0.82%
$0
$744,000 0.21% of portfolio
30,000
Q3 2025 Added 0.67%
$67B
$709,000 0.2% of portfolio
22,700
Q3 2025 Added 7.08%
$0
$675,000 0.19% of portfolio
50,500
Q3 2025 Added 14.77%
$135B
$673,000 0.19% of portfolio
2,851
Q4 2022 Reduced 1.62%
$0
$646,000 0.18% of portfolio
29,839
Q2 2023 New
$505B
$631,000 0.18% of portfolio
3,383
Q3 2025 New
$201B
$607,000 0.17% of portfolio
2,965
Q2 2024 Reduced 1.66%
$0
$627,000 0.17% of portfolio
36,300
Q3 2025 Reduced 20.04%
$338B
$592,000 0.17% of portfolio
1,970
Q2 2023 New
$298B
$571,000 0.16% of portfolio
8,615
Q4 2022 Reduced 0.13%
$79.5B
$580,000 0.16% of portfolio
4,634
Q2 2025 Reduced 3.76%
$138B
$575,000 0.16% of portfolio
22,605
Q3 2025 Reduced 5.06%
$78.8B
$543,000 0.15% of portfolio
8,707
Q1 2025 Reduced 18.82%
$53.8B
$490,000 0.14% of portfolio
1,800
Q3 2022 New
$4.37B
$505,000 0.14% of portfolio
19,400
Q3 2025 Added 2.65%
$55.3B
$488,000 0.14% of portfolio
1,600
Q4 2021 New
$0
$411,000 0.11% of portfolio
8,765
Q3 2025 Added 12.88%
$5.08B
$395,000 0.11% of portfolio
54,500
Q3 2025 Added 3.81%
$75.7B
$404,000 0.11% of portfolio
11,395
Q2 2025 Reduced 0.65%
$275B
$391,000 0.11% of portfolio
3,794
Q3 2025 Reduced 1.43%
$164B
$388,000 0.11% of portfolio
11,589
Q3 2025 Reduced 6.46%
$108B
$352,000 0.1% of portfolio
1,200
Q3 2025 New
$135B
$370,000 0.1% of portfolio
1,760
Q3 2025 Reduced 23.64%
$5.62B
$356,000 0.1% of portfolio
18,400
Q3 2025 Added 6.98%
$19.3B
$363,000 0.1% of portfolio
5,800
Q3 2025 Reduced 4.92%
$70.5B
$320,000 0.09% of portfolio
900
Q2 2022 Reduced 20.7%
$150B
$322,000 0.09% of portfolio
978
Q3 2025 New
$0
$329,000 0.09% of portfolio
27,200
Q2 2025 New
$0
$340,000 0.09% of portfolio
1,797
Q3 2025 Added 0.45%
$708B
$329,000 0.09% of portfolio
1,170
Q3 2025 New
$92B
$313,000 0.09% of portfolio
2,020
Q4 2023 New
$0
$324,000 0.09% of portfolio
5,423
Q4 2024 New
$52B
$303,000 0.08% of portfolio
17,700
Q2 2025 New
$0
$253,000 0.07% of portfolio
11,000
Q2 2025 New
$0
$234,000 0.07% of portfolio
500
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $358 Million
  • Prior Value $329 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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