Westbourne Investments, Inc. Portfolio Holdings

Westbourne Investments, Inc.

  • $188 Billion
  • Q2 2025

Westbourne Investments, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.44B, General Electric CO with a value of $8.87B, Microsoft Corp with a value of $7.5B, Meta Platforms, Inc. with a value of $6.84B, and Amazon Com Inc with a value of $6.8B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $166B to 188B.

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 $188 Billion
ETFs: $41.5 Billion
Technology: $38.6 Billion
Industrials: $21.9 Billion
Financial Services: $19.7 Billion
Communication Services: $18.4 Billion
Healthcare: $11.9 Billion
Consumer Cyclical: $9.34 Billion
Utilities: $5.81 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$9.44 Billion 5.04% of portfolio
59,782
Q2 2025 Reduced 5.66%
$274B
$8.87 Billion 4.73% of portfolio
34,473
Q2 2025 Added 0.29%
$3.75T
$7.5 Billion 4.0% of portfolio
15,075
Q2 2025 Reduced 28.09%
$1.62T
$6.84 Billion 3.65% of portfolio
9,266
Q2 2025 Reduced 20.06%
$2.27T
$6.8 Billion 3.63% of portfolio
30,991
Q2 2025 Reduced 11.85%
$573B
$5.01 Billion 2.67% of portfolio
3,740
Q2 2025 Added 55.32%
$631B
$4.58 Billion 2.44% of portfolio
9,435
Q2 2025 Reduced 7.82%
$3.39T
$4.54 Billion 2.42% of portfolio
22,126
Q2 2025 Reduced 24.54%
$1.07T
$4.33 Billion 2.31% of portfolio
24,567
Q2 2025 Reduced 16.45%
$32.8B
$4.29 Billion 2.29% of portfolio
34,973
Q2 2025 Added 60.37%
$82B
$4.29 Billion 2.29% of portfolio
22,127
Q2 2025 Added 64.75%
$32.7B
$3.68 Billion 1.96% of portfolio
28,635
Q2 2025 Added 501.58%
$585B
$3.62 Billion 1.93% of portfolio
10,195
Q2 2025 Reduced 4.48%
$435B
$3.28 Billion 1.75% of portfolio
3,313
Q2 2025 Added 0.15%
$105B
$3.16 Billion 1.68% of portfolio
10,359
Q2 2025 Added 1.52%
$300B
$3.02 Billion 1.61% of portfolio
21,081
Q2 2025 Added 269.45%
$0
$2.86 Billion 1.53% of portfolio
6,524
Q2 2025 Reduced 0.12%
$90.9B
$2.79 Billion 1.49% of portfolio
3,996
Q2 2025 Reduced 0.55%
$166B
$2.7 Billion 1.44% of portfolio
31,707
Q2 2025 Added 501.99%
$35.4B
$2.62 Billion 1.4% of portfolio
4,775
Q2 2025 Reduced 0.31%
$187B
$2.63 Billion 1.4% of portfolio
4,835
Q4 2024 New
$0
$2.54 Billion 1.36% of portfolio
87,094
Q2 2025 Added 2.96%
$0
$2.44 Billion 1.3% of portfolio
44,930
Q2 2025 Added 7.59%
$260B
$2.21 Billion 1.18% of portfolio
7,503
Q2 2025 Reduced 7.4%
$99.1B
$2.04 Billion 1.09% of portfolio
7,384
Q2 2025 Added 178.64%
Ge Healthcare Technologies I
-
$2.02 Billion 1.07% of portfolio
-
Q2 2025 Reduced 14.94%
$61.5B
$2.01 Billion 1.07% of portfolio
8,842
Q2 2025 Added 391.22%
$0
$2.01 Billion 1.07% of portfolio
11,620
Q2 2025 Reduced 3.25%
$143B
$1.98 Billion 1.05% of portfolio
81,595
Q2 2025 Reduced 14.26%
$0
$1.96 Billion 1.04% of portfolio
34,445
Q2 2025 Reduced 9.4%
$118B
$1.86 Billion 0.99% of portfolio
21,315
Q1 2025 New
Nebius Group N.V.
-
$1.72 Billion 0.92% of portfolio
-
Q2 2025 New
$92.7B
$1.72 Billion 0.92% of portfolio
7,519
Q2 2025 Reduced 4.3%
$0
$1.72 Billion 0.92% of portfolio
3,902
Q2 2025 Reduced 2.21%
$88.7B
$1.72 Billion 0.92% of portfolio
37,867
Q1 2025 Reduced 21.3%
$0
$1.7 Billion 0.91% of portfolio
69,563
Q2 2025 Added 0.66%
$748B
$1.68 Billion 0.9% of portfolio
2,155
Q2 2025 Reduced 24.12%
$61.6B
$1.68 Billion 0.9% of portfolio
21,695
Q2 2025 Added 442.38%
$281B
$1.66 Billion 0.88% of portfolio
12,169
Q2 2025 Reduced 53.49%
$0
$1.63 Billion 0.87% of portfolio
2,633
Q2 2025 Reduced 0.87%
$0
$1.61 Billion 0.86% of portfolio
4,384
Q2 2025 Reduced 1.9%
$0
$1.58 Billion 0.84% of portfolio
66,164
Q2 2025 Reduced 0.19%
$136B
$1.51 Billion 0.81% of portfolio
13,130
Q2 2025 Added 179.84%
$84.2B
$1.5 Billion 0.8% of portfolio
2,935
Q2 2025 New
$123B
$1.47 Billion 0.78% of portfolio
3,306
Q4 2024 New
$23.1B
$1.35 Billion 0.72% of portfolio
38,080
Q2 2025 New
$1.08T
$1.25 Billion 0.67% of portfolio
7,065
Q2 2025 Reduced 33.03%
$0
$1.26 Billion 0.67% of portfolio
47,447
Q2 2025 Reduced 9.5%
$0
$1.24 Billion 0.66% of portfolio
9,333
Q2 2025 Reduced 1.53%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $188 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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