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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 $358,713,521
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 48,593 $25,168,744 7.02%
2.
Apple Inc.
 AAPL 91,386 $23,269,510 6.49%
3.
Alphabet Inc.
 GOOGL 94,543 $22,983,403 6.41%
4.
Meta Platforms Inc.
 META 26,472 $19,440,507 5.42%
5.
Uber Technologies Inc
 UBER 190,781 $18,690,815 5.21%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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