Westbourne-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
83
Total Value
281493562
Accession Number
0002063364-25-000073
Form Type
13F-HR
Manager Name
Westbourne-Investment-Advisors
Data Enrichment
96% identified
80 identified3 unidentified

Holdings

83 positions • $281.5M total value
Manager:
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Walt Disney Co
Shares:2.1K
Value:$209.7K
% of Portfolio:0.1% ($209.7K/$281.5M)
922908538
Shares:841
Value:$205.7K
% of Portfolio:0.1% ($205.7K/$281.5M)
89834G778
Shares:29.8K
Value:$39
% of Portfolio:0.0% ($39/$281.5M)