Westbourne Investments, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.71B, Microsoft Corp with a value of $9.32B, Amazon Com Inc with a value of $7.94B, Apple Inc. with a value of $7.69B, and Meta Platforms, Inc. with a value of $7.37B.

Examining the 13F form we can see an increase of $170B in the current position value.

Westbourne Investments, Inc. is based out at Arlington, VA

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

Portfolio value $170 Billion
Technology: $40.4 Billion
ETFs: $39.3 Billion
Communication Services: $17.4 Billion
Financial Services: $16.4 Billion
Industrials: $11.8 Billion
Consumer Defensive: $10.7 Billion
Consumer Cyclical: $10.1 Billion
Healthcare: $10.1 Billion
Other: $9.91 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $170 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 125 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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