Investor Details
| Filer Name: | WESTBOURNE INVESTMENT ADVISORS, INC. |
|---|---|
| CIK: | 1650092 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-28 |
| Number of Holdings: | 85 |
| Portfolio Value: | $0.29B |
Westbourne Investment Advisors, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 89,458 | $22M | 7.67% | -1.7% | - |
| MSFT | US | MICROSOFT CORP | 46,464 | $20M | 6.70% | 0.4% | - |
| GOOGL | US | ALPHABET INC-CL A | 96,407 | $18M | 6.24% | 0.5% | - |
| META | US | META PLATFORMS INC-CLASS A | 27,536 | $16M | 5.52% | -0.1% | - |
| UBER | US | UBER TECHNOLOGIES INC | 191,078 | $12M | 3.94% | 2.1% | - |
| BAC | US | BANK OF AMERICA CORP | 256,733 | $11M | 3.86% | 0.1% | - |
| GS | US | GOLDMAN SACHS GROUP INC | 18,991 | $11M | 3.72% | -1.5% | - |
| MS | US | MORGAN STANLEY | 76,270 | $10M | 3.28% | -0.9% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 123,731 | $9M | 3.13% | 1.7% | - |
| TOST | US | TOAST INC-CLASS A | 225,057 | $8M | 2.81% | -3.9% | - |
| EXPE | US | EXPEDIA GROUP INC | 42,163 | $8M | 2.69% | -4.0% | - |
| NFLX | US | NETFLIX INC | 8,245 | $7M | 2.51% | -6.3% | - |
| HD | US | HOME DEPOT INC | 17,710 | $7M | 2.36% | 2.8% | - |
| VLO | US | VALERO ENERGY CORP | 55,045 | $7M | 2.31% | 14.6% | - |
| PAYX | US | PAYCHEX INC | 47,316 | $7M | 2.27% | 3.3% | - |
| ACN | US | ACCENTURE PLC-CL A | 18,623 | $7M | 2.24% | 3.2% | - |
| BAH | US | BOOZ ALLEN HAMILTON HOLDINGS | 49,079 | $6M | 2.16% | 5.4% | - |
| AMZN | US | AMAZON.COM INC | 28,538 | $6M | 2.14% | 1.8% | - |
| MEOH | US | METHANEX CORP | 117,981 | $6M | 2.02% | 6.7% | - |
| CVCO | US | CAVCO INDUSTRIES INC | 12,733 | $6M | 1.94% | 1656.3% | - |