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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 $362,672,061
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alphabet Inc.
 GOOGL 71,362 $25,502,638 7.03%
2.
Apple Inc.
 AAPL 86,506 $25,031,254 6.9%
3.
Microsoft Corp
 MSFT 49,027 $18,288,052 5.04%
4.
Goldman Sachs Group Inc
 GS 16,888 $17,080,017 4.71%
5.
Meta Platforms Inc.
 META 27,786 $15,651,576 4.32%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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