Westbourne Investment Advisors, Inc. - Portfolio overview
Westbourne Investment Advisors, Inc. has 126 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are stocks and funds.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- GOOGL - ALPHABET INC, 6.68%
- AAPL - APPLE INC, 6.48%
- MSFT - MICROSOFT CORP, 5.19%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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