Westbourne Investments, Inc. Portfolio Holdings

Westbourne Investments, Inc.

  • $166 Billion
  • Q1 2025

Westbourne Investments, Inc. has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $7.87B, General Electric CO with a value of $6.88B, Nvidia Corp with a value of $6.87B, Amazon Com Inc with a value of $6.69B, and Meta Platforms, Inc. with a value of $6.68B.

Examining the 13F form we can see an decrease of $3.89B in the current position value, from $170B to 166B.

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 $166 Billion
ETFs: $39.9 Billion
Technology: $32.5 Billion
Financial Services: $19.1 Billion
Healthcare: $16.5 Billion
Communication Services: $15.3 Billion
Industrials: $12.8 Billion
Consumer Cyclical: $7.96 Billion
Consumer Defensive: $5.03 Billion
Other: $12.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$7.87 Billion 4.75% of portfolio
20,964
Q1 2025 Reduced 5.23%
$254B
$6.88 Billion 4.15% of portfolio
34,373
Q1 2025 Reduced 4.1%
$327B
$6.87 Billion 4.14% of portfolio
63,370
Q1 2025 Reduced 12.37%
$2.05T
$6.69 Billion 4.04% of portfolio
35,156
Q1 2025 Reduced 2.91%
$1.41T
$6.68 Billion 4.03% of portfolio
11,591
Q1 2025 Reduced 7.86%
$3.14T
$6.51 Billion 3.93% of portfolio
29,321
Q1 2025 Reduced 4.55%
$655B
$5.45 Billion 3.29% of portfolio
10,235
Q1 2025 Added 23.02%
$1.01T
$4.55 Billion 2.74% of portfolio
29,403
Q1 2025 Reduced 3.43%
$578B
$3.74 Billion 2.26% of portfolio
10,673
Q1 2025 Reduced 0.47%
$446B
$3.13 Billion 1.89% of portfolio
3,308
Q1 2025 Reduced 3.33%
$84.1B
$2.44 Billion 1.47% of portfolio
4,018
Q1 2025 Reduced 0.5%
$131B
$2.41 Billion 1.45% of portfolio
95,165
Q1 2025 New
$191B
$2.39 Billion 1.44% of portfolio
4,835
Q4 2024 New
$678B
$2.35 Billion 1.41% of portfolio
2,840
Q1 2025 Reduced 18.04%
$35B
$2.29 Billion 1.38% of portfolio
4,790
Q4 2024 New
$528B
$2.25 Billion 1.35% of portfolio
2,408
Q1 2025 Added 107.94%
$99.6B
$2.16 Billion 1.31% of portfolio
35,495
Q1 2025 Added 176.66%
$232B
$2.01 Billion 1.22% of portfolio
8,103
Q1 2025 Added 8.0%
$29.1B
$1.99 Billion 1.2% of portfolio
21,808
Q1 2025 Added 167.55%
$107B
$1.92 Billion 1.16% of portfolio
21,315
Q1 2025 New
$97.2B
$1.82 Billion 1.1% of portfolio
7,857
Q1 2025 Added 0.37%
$93.3B
$1.68 Billion 1.01% of portfolio
37,867
Q1 2025 Reduced 21.3%
$1.03T
$1.65 Billion 0.99% of portfolio
10,550
Q1 2025 Reduced 32.85%
$82.3B
$1.62 Billion 0.98% of portfolio
71,425
Q1 2025 Added 319.41%
$112B
$1.6 Billion 0.97% of portfolio
3,306
Q4 2024 New
$65.8B
$1.58 Billion 0.95% of portfolio
13,431
Q1 2025 Added 154.13%
$324B
$1.55 Billion 0.93% of portfolio
7,385
Q1 2025 Added 1.37%
$102B
$1.53 Billion 0.92% of portfolio
17,590
Q1 2025 Added 555.85%
$19.5B
$1.41 Billion 0.85% of portfolio
27,030
Q1 2025 Reduced 34.48%
$98.6B
$1.16 Billion 0.7% of portfolio
5,336
Q1 2025 Added 3.89%
$36.8B
$1.15 Billion 0.69% of portfolio
26,095
Q1 2025 New
$10.1B
$990 Million 0.6% of portfolio
27,135
Q1 2025 Reduced 23.42%
$267B
$955 Million 0.58% of portfolio
5,706
Q1 2025 Added 72.07%
$6.44B
$929 Million 0.56% of portfolio
13,715
Q1 2025 New
$16.9B
$899 Million 0.54% of portfolio
7,194
Q1 2025 Reduced 37.95%
$893M
$885 Million 0.53% of portfolio
68,814
Q1 2025 Added 22.44%
$166M
$779 Million 0.47% of portfolio
73,689
Q4 2024 New
$1.1B
$725 Million 0.44% of portfolio
49,480
Q1 2025 Added 24.63%
$102B
$703 Million 0.42% of portfolio
2,650
Q1 2025 New
$1.4B
$660 Million 0.4% of portfolio
13,150
Q1 2025 Reduced 4.36%
$145B
$600 Million 0.36% of portfolio
1,925
Q1 2025 Added 5.48%
$204B
$546 Million 0.33% of portfolio
1,000
Q4 2024 New
$162B
$524 Million 0.32% of portfolio
1,850
Q1 2025 Reduced 5.13%
$79.9B
$508 Million 0.31% of portfolio
7,500
Q1 2025 New
$429B
$498 Million 0.3% of portfolio
4,189
Q1 2025 Reduced 1.41%
$49.1B
$504 Million 0.3% of portfolio
7,450
Q1 2025 New
-
$471 Million 0.28% of portfolio
-
Q1 2025 Reduced 30.6%
$133B
$453 Million 0.27% of portfolio
67,600
Q1 2025 New
$121B
$448 Million 0.27% of portfolio
4,692
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $166 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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