Westbourne Investments, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Westbourne Investments, Inc.

CIK Number: 0000932929

187.51M
Market Value
130
# of Holdings
2 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
506.91
-0.64% 20.96K -5.23% 7.87M 421.5 4.75% Share
2 GE GE Aerospace
297.14
-1.05% 34.37K -4.1% 6.88M 166.79 4.15% Share
3 NVDA NVIDIA Corporat...
177.69
+0.40% 63.37K -12.37% 6.87M 134.29 4.14% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 35.16K -2.91% 6.69M 219.39 4.04% Share
5 META Meta Platforms,...
748.91
-1.54% 11.59K -7.86% 6.68M 585.51 4.03% Share
6 AAPL Apple Inc.
256.87
+1.81% 29.32K -4.55% 6.51M 250.42 3.93% Share
7 BRK-B Berkshire Hatha...
495.15
-0.39% 10.23K +23.02% 5.45M 468.12 3.29% Share
8 GOOGL Alphabet Inc.
245.76
-0.56% 29.4K -3.43% 4.55M 189.3 2.74% Share
9 V Visa Inc.
334.93
-1.11% 10.67K -0.47% 3.74M 316.04 2.26% Share
10 COST Costco Wholesal...
943.31
-0.21% 3.31K -3.33% 3.13M 916.27 1.89% Share
11 GLD SPDR Gold Share...
344.76
+0.42% 10.2K -0.54% 2.94M 242.13 1.77% Share
12 GEHC GE HealthCare T...
71.50
-3.35% 31.98K +100.00% 2.58M 80.71 1.56% Share
13 PH Parker-Hannifin...
745.21
-0.47% 4.02K -0.5% 2.44M 636.03 1.47% Share
14 VUG Vanguard Growth...
474.28
-0.55% 6.53K -4.29% 2.42M 410.44 1.46% Share
15 PFE Pfizer Inc.
23.61
-2.01% 95.17K +100.00% 2.41M 25.34 1.45% Share
16 ISRG Intuitive Surgi...
438.12
-1.32% 4.83K 0.00% 2.39M 521.96 1.44% Share
17 LLY Eli Lilly and C...
714.37
-3.7% 2.84K -18.04% 2.35M 772 1.42% Share
18 MLM Martin Marietta...
608.06
+0.21% 4.79K 0.00% 2.29M 516.5 1.38% Share
19 NFLX Netflix, Inc.
1207.56
+0.30% 2.41K +107.94% 2.25M 912.71 1.35% Share
20 PLTR Palantir Techno...
179.12
-0.24% 26.16K -51.78% 2.21M 75.63 1.33% Share
Page 1 of 7