Westbourne Investment Advisors, Inc.
Top Portfolio Positions
103 positions ·
$320,988,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
80,981 | $23,286,896 | 7.25% | |
| AAPL |
Apple Inc.
Technology
|
89,041 | $22,597,715 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
48,842 | $18,079,843 | 5.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
27,639 | $15,813,101 | 4.93% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
17,381 | $14,704,152 | 4.58% | |
| UBER |
Uber Technologies, Inc
Technology
|
192,551 | $13,850,193 | 4.31% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
55,301 | $13,663,771 | 4.26% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
250,304 | $12,202,320 | 3.80% | |
| MS |
Morgan Stanley
Financial Services
|
71,372 | $11,745,690 | 3.66% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
121,951 | $11,460,954 | 3.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,005,568 | 25,600 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $866,946 | 23,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $919,184 | 23,200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $828,522 | 22,900 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||