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
$61.7B
$1.08 Billion 0.57% of portfolio
13,375
Q2 2025 Added 176.34%
$0
$1.04 Billion 0.55% of portfolio
3,412
Q2 2025 Reduced 2.01%
$338B
$976 Million 0.52% of portfolio
5,260
Q2 2025 Reduced 28.77%
$102B
$968 Million 0.52% of portfolio
3,000
Q2 2025 Added 66.67%
$0
$954 Million 0.51% of portfolio
7,420
Q2 2025 Reduced 1.33%
$0
$954 Million 0.51% of portfolio
38,886
Q2 2025 Reduced 3.63%
$10.2B
$942 Million 0.5% of portfolio
3,900
Q2 2025 New
$0
$853 Million 0.45% of portfolio
30,818
Q2 2025 Reduced 3.45%
$19.8B
$839 Million 0.45% of portfolio
7,194
Q1 2025 Reduced 37.95%
$187M
$817 Million 0.44% of portfolio
69,243
Q2 2025 Reduced 6.03%
$0
$813 Million 0.43% of portfolio
17,123
Q1 2025 Added 1.45%
$0
$789 Million 0.42% of portfolio
10,836
Q2 2025 Added 2.12%
$0
$778 Million 0.41% of portfolio
15,250
Q2 2025 Reduced 50.93%
$241B
$736 Million 0.39% of portfolio
1,040
Q2 2025 Added 4.0%
$1.48B
$710 Million 0.38% of portfolio
12,650
Q2 2025 Reduced 3.8%
$72.6B
$700 Million 0.37% of portfolio
6,939
Q2 2025 New
$0
$654 Million 0.35% of portfolio
3,193
Q2 2025 Reduced 5.62%
$19.2B
$615 Million 0.33% of portfolio
1,205
Q2 2025 New
$671B
$579 Million 0.31% of portfolio
2,650
Q2 2025 New
$0
$560 Million 0.3% of portfolio
11,023
Q4 2024 New
$44B
$551 Million 0.29% of portfolio
50,740
Q2 2025 New
$0
$533 Million 0.28% of portfolio
4,915
Q4 2024 New
$223B
$521 Million 0.28% of portfolio
4,200
Q2 2025 New
$160B
$510 Million 0.27% of portfolio
1,825
Q2 2025 Reduced 5.19%
$0
$488 Million 0.26% of portfolio
3,716
Q2 2025 Reduced 2.49%
$0
$461 Million 0.25% of portfolio
9,200
Q2 2025 Reduced 2.13%
-
$464 Million 0.25% of portfolio
-
Q2 2025 Reduced 6.35%
$278B
$466 Million 0.25% of portfolio
2,560
Q2 2025 Added 45.45%
Armour Residential Reit Inc
-
$477 Million 0.25% of portfolio
-
Q2 2025 Added 26.83%
$51.7B
$465 Million 0.25% of portfolio
6,480
Q2 2025 Reduced 13.02%
$0
$454 Million 0.24% of portfolio
1,621
Q4 2024 New
Blackrock ETF Trust Ii
-
$446 Million 0.24% of portfolio
-
Q2 2025 New
$11B
$439 Million 0.23% of portfolio
5,000
Q2 2025 New
$465B
$430 Million 0.23% of portfolio
3,989
Q2 2025 Reduced 4.77%
$2.5B
$422 Million 0.23% of portfolio
13,500
Q2 2025 New
$0
$438 Million 0.23% of portfolio
5,470
Q2 2025 Added 18.02%
$37.4B
$435 Million 0.23% of portfolio
10,000
Q2 2025 New
$0
$430 Million 0.23% of portfolio
8,800
Q2 2025 Reduced 4.14%
$0
$412 Million 0.22% of portfolio
18,634
Q2 2025 Reduced 1.58%
$106B
$420 Million 0.22% of portfolio
1,200
Q1 2025 Reduced 65.71%
$0
$377 Million 0.2% of portfolio
1,590
Q2 2025 Reduced 1.55%
$0
$374 Million 0.2% of portfolio
16,682
Q1 2025 Reduced 2.53%
$850B
$358 Million 0.19% of portfolio
1,235
Q2 2025 Added 29.32%
$0
$353 Million 0.19% of portfolio
21,112
Q2 2025 Added 106.47%
$0
$347 Million 0.19% of portfolio
6,200
Q2 2025 New
$0
$329 Million 0.18% of portfolio
5,776
Q1 2025 Reduced 2.83%
$0
$331 Million 0.18% of portfolio
15,805
Q2 2025 New
$14.4B
$331 Million 0.18% of portfolio
7,500
Q2 2025 New
Ge Vernova Inc
-
$329 Million 0.18% of portfolio
-
Q2 2025 Reduced 26.39%

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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