Portfolio (Quarterly)
Guide ↗
Westbourne Investment Advisors, Inc.
· CIK 0001650092| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | THOMSON REUTERS CORP | — | 1,939 | $256K | 0.07% | SOLD |
| 2 | ORCL | ORACLE CORP | Technology | 1,170 | $228K | 0.06% | SOLD |
| 3 | MA | MASTERCARD INCORPORATED | Financial Services | 390 | $223K | 0.06% | SOLD |
| 4 | VOO | VANGUARD INDEX FDS | — | 341 | $214K | 0.06% | SOLD |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 368 | $213K | 0.06% | SOLD |
| 6 | — | VIKING HOLDINGS LTD | — | 2,925 | $209K | 0.06% | SOLD |
| 7 | VOT | VANGUARD INDEX FDS | — | 741 | $207K | 0.06% | SOLD |
Sector Allocation
Financial Services
29.3%
Technology
22.4%
Communication Services
16.2%
Consumer Cyclical
9.6%
Industrials
8.3%
Energy
6.0%
Basic Materials
2.6%
Consumer Defensive
2.6%
Healthcare
2.5%
Real Estate
0.3%