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| Happy Holidays!! thanks for using AUM13F!! |
| Westbourne Investments Inc
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| CRD # | 37499 |
| SEC # | 801-36800 |
| CIK # | 0001633617, 0000932929 |
| AUM | $221.1 M (2025-04-24) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 703-294-6880 |
| Address | 2121 Eisenhower Avenue Alexandria, VA 22314 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.4 | ||
| General Electric Co | 8.9 | ||
| Microsoft Corp | 7.5 | ||
| Facebook Inc | 6.8 | ||
| Amazon Com Inc | 6.8 | ||
| Netflix Inc | 5.0 | ||
| Apple Inc | 4.5 | ||
| Alphabet Inc | 4.3 | ||
| Vistra Energy Corp | 4.3 | ||
| Denali Holding Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 43.3 |
| (b) Individuals (high net worth individuals) | 36 | 154.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 23.4 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 221.1 |
| By Discretionary | ||
| Discretionary | 445 | 221.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 445 | 221.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.1 | |
| Total | 445 | 221.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000932929] | |
| D | [0001633617] |
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|---|---|---|
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NC | 0.2 |
|
Braun-Bostich & Associates Inc
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PA | 0.2 |
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Mader & Shannon Wealth Management Inc
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MO | 0.2 |
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Pursue Wealth Partners LLC
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CA | 0.2 |
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Pacific Capital Associates Inc
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CA | 0.2 |
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RM Financial Services LLC
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ME | 0.2 |
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DWD Portfolio Solutions Inc
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PA | 0.2 |
|
Evergreen Private Wealth LLC
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|
CO | 0.2 |
|
Dillow Wealth Management LLC
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|
IL | 0.2 |
|
Sutterfield Financial Group Inc
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OK | 0.2 |