$110 Million is the total value of Westbourne Investment Advisors, Inc.'s 105 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2015-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 37 | Q2 2024 | 12.2% |
| HOME DEPOT INC | 37 | Q2 2024 | 5.3% |
| MORGAN STANLEY | 37 | Q2 2024 | 5.1% |
| CVSHealthCorporation | 37 | Q2 2024 | 3.9% |
| JOHNSON & JOHNSON | 37 | Q2 2024 | 3.1% |
| DISNEY WALT CO | 37 | Q2 2024 | 2.6% |
| BRISTOL-MYERS SQUIBB CO | 37 | Q2 2024 | 2.5% |
| MOODYS CORP | 37 | Q2 2024 | 1.9% |
| PROCTER & GAMBLE CO | 37 | Q2 2024 | 1.4% |
| HONEYWELL INTL INC | 37 | Q2 2024 | 1.2% |
View Westbourne Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-06-15 |
View Westbourne Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.