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

  1. GOOGL - ALPHABET INC, 6.68%
  2. AAPL - APPLE INC, 6.48%
  3. 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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