WI

Westbourne Investment Advisors, Inc.

13F
Westbourne Investment Advisors, Inc.
Last update 2024-10-29 91 Stocks (5 new)
Value $286.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(7.41%)MSFT(6.95%)GOOGL(5.56%)META(5.51%)UBER(4.91%)
Portfolio Report
Summary Stock Picks Current Portfolio
Westbourne Investment Advisors... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
91,024
21210.000
-0.44%
7.410
-0.03%
0.000
+2.21%
+17.91%
3414664.417
Hardware
MSFT 		Microsoft Corp
46,259
19910.000
+0.45%
6.950
+0.03%
0.000
+3.79%
+14.69%
3174359.522
Software
GOOGL 		Alphabet Inc
95,930
15910.000
+0.15%
5.560
+0.01%
0.000
+9.73%
+29.10%
2206311.628
Interactive Media
META 		Meta Platforms Inc
27,568
15780.000
-0.78%
5.510
-0.04%
0.000
+10.88%
+65.91%
1468255.153
Interactive Media
UBER 		Uber Technologies Inc
187,183
14070.000
-0.09%
4.910
0%
0.010
+0.11%
+15.54%
149684.346
Software
BAC 		Bank of America Corp
256,546
10180.000
-0.32%
3.560
-0.01%
0.000
+20.62%
+39.59%
352185.175
Banks
GS 		The Goldman Sachs Group Inc
19,285
9550.000
+0.20%
3.340
+0.01%
0.010
+22.36%
+58.09%
186829.709
Capital Markets
MS 		Morgan Stanley
76,989
8030.000
+0.89%
2.810
+0.02%
0.000
+39.04%
+48.28%
213848.860
Capital Markets
SCHW 		Charles Schwab Corp
121,689
7890.000
+1.63%
2.760
+0.04%
0.010
+26.18%
+15.91%
142651.829
Capital Markets
BAH 		Booz Allen Hamilton Holding Corp
46,573
7580.000
+0.29%
2.650
+0.01%
0.040
+19.07%
+37.09%
22184.415
Business Services

Westbourne Investment Advisors, Inc.'s Historical Top Holdings Breakdowns

Westbourne Investment Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+1.31%
●
23.16 ($25.16) 26.42
$27.78
10.41%
Add 306.67%
191,208
36,048
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+0.74%
●
24.48 ($25.69) 26.79
$27.40
6.65%
Add 209.98%
116,694
26,349
BMBL 		Bumble Inc2024-09-30Add
+0.13%
●
5.71 ($7.53) 10.04
$8.19
8.70%
Add 17.09%
410,811
59,970
CVCO 		Cavco Industries Inc2024-09-30New Buy
+0.11%
●
335.64 ($394.61) 444.2
$470.40
19.21%
New holding
725
725
BF.B 		Brown-Forman Corp2024-09-30New Buy
+0.07%
●
41.5 ($44.96) 49.2
$40.33
-10.30%
New holding
4,217
4,217
PYPL 		PayPal Holdings Inc2024-09-30New Buy
+0.07%
●
57.22 ($66.89) 80.08
$87.36
30.60%
New holding
2,700
2,700
RF 		Regions Financial Corp2024-09-30New Buy
+0.07%
●
19.51 ($21.86) 23.42
$26.09
19.33%
New holding
8,650
8,650
CRM 		Salesforce Inc2024-09-30Add
+0.07%
●
238.42 ($256.15) 276.64
$341.44
33.30%
Add 3.45%
21,388
714
VOT 		Vanguard Mid-Cap Growth ETF2024-09-30New Buy
+0.07%
●
218.05 ($232.88) 243.47
$262.85
12.87%
New holding
841
841
CNC 		Centene Corp2024-09-30Add
+0.05%
●
64.89 ($73.3) 80.23
$58.16
-20.66%
Add 2.51%
70,922
1,739

Westbourne Investment Advisors, Inc. Total Holding History ($B)

To

Westbourne Investment Advisors, Inc.'s Asset Allocation

To

Westbourne Investment Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Westbourne Investment Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Westbourne Investment Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Westbourne Investment Advisors, Inc.'s Holdings Heat Map

Size field:

Westbourne Investment Advisors, Inc.'s Holdings Bubble Chart

Westbourne Investment Advisors, Inc. News

  • 1

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