Westbourne Investment Advisors, Inc. Portfolio Holdings

Westbourne Investment Advisors, Inc.

  • $353 Million
  • Q4 2025

Westbourne Investment Advisors, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $353 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 $24.6M, Apple Inc. with a value of $23.9M, Alphabet Inc. with a value of $22.7M, Uber Technologies, Inc with a value of $17.5M, and Meta Platforms, Inc. with a value of $16.8M.

Examining the 13F form we can see an decrease of $5.36M in the current position value, from $358M to 353M.

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

Portfolio value $353 Million
Financial Services: $92.1 Million
Technology: $87.1 Million
Communication Services: $56 Million
Consumer Cyclical: $34.4 Million
ETFs: $24.2 Million
Industrials: $21.8 Million
Energy: $15 Million
Healthcare: $8.35 Million
Other: $14.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.28 Million 2.06% of portfolio
225,659
Q4 2025 Added 0.95%
$0
$5.29 Million 1.5% of portfolio
182,615
Q4 2025 Added 5.13%
$0
$2.36 Million 0.67% of portfolio
3,907
Q4 2025 Reduced 5.1%
$0
$1.83 Million 0.52% of portfolio
2,756
Q4 2025 Reduced 3.33%
$0
$1.43 Million 0.41% of portfolio
27,331
Q4 2025 Reduced 6.13%
$0
$1.04 Million 0.29% of portfolio
18,300
Q4 2025 Added 5.17%
$0
$969,000 0.27% of portfolio
1,436
Q4 2025 Reduced 4.01%
$0
$944,000 0.27% of portfolio
6,700
Q2 2025 New
$0
$875,000 0.25% of portfolio
2,380
Q4 2025 Reduced 4.8%
$0
$654,000 0.19% of portfolio
29,839
Q2 2023 New
$0
$434,000 0.12% of portfolio
9,265
Q4 2025 Added 5.7%
$0
$337,000 0.1% of portfolio
1,804
Q4 2025 Added 0.39%
$0
$332,000 0.09% of portfolio
5,423
Q4 2024 New
$0
$207,000 0.06% of portfolio
741
Q3 2025 Reduced 11.89%
$0
$210,000 0.06% of portfolio
341
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $353 Million
  • Prior Value $358 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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