Westbourne Investment Advisors, Inc.

The portfolio consists of 116 holdings, indicating a diversified approach. However, the turnover rate was exceptionally high this quarter. The firm executed 27 new positions and 27 complete exits, alongside 13 reductions and only 8 increases. This churn, combined with the massive influx of capital, points to a substantial restructuring of the portfolio. The strategy appears to be a hybrid of active stock picking and core indexing, as evidenced by the inclusion of several ETFs alongside concentrated individual equity positions.

Key Holdings