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Home > Institutional Investor > Westbourne Investment Advisors, Inc. > Profile

Instuitional Investor - Westbourne Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Westbourne Investment Advisors, Inc.
Portfolio Value $249,723
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 92,914 $17,889 7.16%
2.
Microsoft Corp
 MSFT 46,878 $17,628 7.05%
3.
Alphabet Inc.
 GOOG 96,135 $13,429 5.37%
4.
Uber Technologies Inc
 UBER 205,723 $12,666 5.07%
5.
Meta Platforms Inc.
 META 30,902 $10,938 4.38%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)