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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 $281,493,562
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 88,643 $19,690,176 6.99%
2.
Microsoft Corp
 MSFT 46,758 $17,552,486 6.24%
3.
Meta Platforms Inc.
 META 27,047 $15,588,809 5.54%
4.
Alphabet Inc.
 GOOGL 95,843 $14,821,162 5.27%
5.
Uber Technologies Inc
 UBER 193,087 $14,068,319 5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)