Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2024) → Do you know the 3 golden rules for dividend investing? (From DTI) (Ad) About Westbourne Investment Advisors, Inc.Investment ActivityWestbourne Investment Advisors, Inc. has $271.73 thousand in total holdings as of March 31, 2024.Westbourne Investment Advisors, Inc. owns shares of 88 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Westbourne Investment Advisors, Inc. has purchased 89 new stocks and bought additional shares in 29 stocks.Westbourne Investment Advisors, Inc. sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $19,551Apple $16,059Alphabet $14,697Uber Technologies $14,535Meta Platforms $13,610 Largest New Holdings this Quarter Bumble $3,877 HoldingWalmart $235 HoldingSchlumberger $204 Holding Largest Purchases this Quarter Bumble 341,574 shares (about $3.88K)Snap 31,998 shares (about $367.30)DocuSign 5,259 shares (about $313.15)LyondellBasell Industries 2,634 shares (about $269.41)Paychex 1,967 shares (about $241.54) Largest Sales this Quarter Meta Platforms 2,873 shares (about $1.40K)Uber Technologies 16,934 shares (about $1.30K)Salesforce 1,317 shares (about $396.65)Booz Allen Hamilton 1,476 shares (about $219.11)Moody's 490 shares (about $192.65) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestbourne Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$19,551$171 ▼-0.9%46,4717.2%Computer and TechnologyAAPLApple$16,059$126 ▲0.8%93,6515.9%Computer and TechnologyGOOGLAlphabet$14,697$187 ▲1.3%97,3735.4%Computer and TechnologyUBERUber Technologies$14,535$1,304 ▼-8.2%188,7895.3%Computer and TechnologyMETAMeta Platforms$13,610$1,395 ▼-9.3%28,0295.0%Computer and TechnologyBACBank of America$9,819$18 ▼-0.2%258,9343.6%FinanceSCHWCharles Schwab$8,714$56 ▲0.7%120,4653.2%FinanceGSThe Goldman Sachs Group$8,124$14 ▼-0.2%19,4493.0%FinanceVLOValero Energy$8,000$230 ▲3.0%46,8672.9%Oils/EnergyMSMorgan Stanley$7,198$62 ▲0.9%76,4422.6%FinanceBAHBooz Allen Hamilton$7,020$219 ▼-3.0%47,2892.6%Business ServicesHDHome Depot$6,482$128 ▲2.0%16,8982.4%Retail/WholesaleELVElevance Health$6,248$63 ▲1.0%12,0492.3%MedicalCRMSalesforce$6,156$397 ▼-6.1%20,4402.3%Computer and TechnologyACNAccenture$6,154$74 ▲1.2%17,7552.3%Business ServicesEXPEExpedia Group$6,039$197 ▲3.4%43,8392.2%Retail/WholesaleTOSTToast$5,785$217 ▲3.9%232,1232.1%Computer and TechnologyFERGFerguson$5,598$117 ▲2.1%25,6272.1%Industrial ProductsPAYXPaychex$5,551$242 ▲4.5%45,2052.0%Business ServicesCNCCentene$5,397$63 ▲1.2%68,7632.0%MedicalNFLXNetflix$5,390$171 ▼-3.1%8,8752.0%Consumer DiscretionaryLYBLyondellBasell Industries$5,133$269 ▲5.5%50,1851.9%Basic MaterialsAMZNAmazon.com$4,978$145 ▲3.0%27,5951.8%Retail/WholesaleCCitigroup$4,968$21 ▲0.4%78,5521.8%FinanceMEOHMethanex$4,890$239 ▲5.1%109,5661.8%Basic MaterialsCBChubb$4,492$94 ▲2.1%17,3351.7%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$3,997$54 ▲1.4%43,1061.5%ETFBMBLBumble$3,877$3,877 ▲New Holding341,5741.4%Computer and TechnologySNAPSnap$3,828$367 ▲10.6%333,4791.4%Computer and TechnologyDOCUDocuSign$2,850$313 ▲12.3%47,8621.0%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$2,583$90 ▲3.6%33,9891.0%ETFLOWLowe's Companies$2,007$10 ▼-0.5%7,8770.7%Retail/WholesalePEPPepsiCo$1,819$7 ▲0.4%10,3910.7%Consumer StaplesJPMJPMorgan Chase & Co.$1,713$8 ▼-0.5%8,5530.6%FinanceXOMExxon Mobil$1,6570.0%14,2530.6%Oils/EnergyGOOGAlphabet$1,589$100 ▼-5.9%10,4350.6%Computer and TechnologyUNHUnitedHealth Group$1,577$53 ▼-3.3%3,1880.6%MedicalPMPhilip Morris International$1,4850.0%16,2040.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,414$12 ▼-0.8%2,7040.5%FinanceCOPConocoPhillips$1,4060.0%11,0500.5%Oils/EnergyABBVAbbVie$1,3840.0%7,6000.5%MedicalMCOMoody's$1,345$193 ▼-12.5%3,4210.5%FinancePGProcter & Gamble$1,322$114 ▼-7.9%8,1500.5%Consumer StaplesLLYEli Lilly and Company$1,2590.0%1,6180.5%MedicalVVisa$1,2360.0%4,4290.5%Business ServicesJNJJohnson & Johnson$1,199$16 ▼-1.3%7,5790.4%MedicalMRKMerck & Co., Inc.$1,112$7 ▼-0.6%8,4250.4%MedicalCOFCapital One Financial$992$90 ▼-8.3%6,6650.4%FinancePSXPhillips 66$960$16 ▼-1.7%5,8800.4%Oils/EnergyXLFFinancial Select Sector SPDR Fund$910$23 ▲2.6%21,5990.3%ETFABTAbbott Laboratories$8830.0%7,7660.3%MedicalNSCNorfolk Southern$8590.0%3,3720.3%TransportationMCDMcDonald's$812$28 ▼-3.4%2,8810.3%Retail/WholesaleIVViShares Core S&P 500 ETF$779$2 ▲0.2%1,4830.3%ETFFIFiserv$770$53 ▼-6.5%4,8150.3%Business ServicesMDLZMondelez International$7510.0%10,7250.3%Consumer StaplesMOAltria Group$7020.0%16,0990.3%Consumer StaplesUNPUnion Pacific$7010.0%2,8510.3%TransportationAMATApplied Materials$6220.0%3,0150.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$594$17 ▲3.0%4,0220.2%ETFINTCIntel$587$9 ▼-1.5%13,2890.2%Computer and TechnologyDISWalt Disney$562$130 ▼-18.8%4,5910.2%Consumer DiscretionaryPFEPfizer$550$21 ▼-3.6%19,8100.2%MedicalAXPAmerican Express$5460.0%2,3980.2%FinanceETNEaton$534$6 ▼-1.2%1,7080.2%Industrial ProductsKOCoca-Cola$5270.0%8,6150.2%Consumer StaplesHONHoneywell International$521$52 ▼-9.1%2,5400.2%Multi-Sector ConglomeratesCVSCVS Health$447$5 ▼-1.1%5,6090.2%Retail/WholesaleAPDAir Products and Chemicals$4360.0%1,8000.2%Basic MaterialsCSXCSX$427$5 ▲1.1%11,5150.2%TransportationYUMYum! Brands$427$214 ▲100.0%3,1700.2%Retail/WholesaleBABoeing$3800.0%1,9670.1%AerospaceBMYBristol-Myers Squibb$3620.0%6,6770.1%MedicalGEGeneral Electric$3460.0%1,9700.1%TransportationLHXL3Harris Technologies$3410.0%1,6000.1%AerospaceTMOThermo Fisher Scientific$3300.0%5680.1%MedicalRSPInvesco S&P 500 Equal Weight ETF$327$1 ▲0.4%1,9290.1%ETFTRIThomson Reuters$3020.0%1,9390.1%Business ServicesAONAON$3000.0%9000.1%FinanceGISGeneral Mills$2800.0%4,0000.1%Consumer StaplesCGThe Carlyle Group$2580.0%5,5000.1%FinanceJPSTJPMorgan Ultra-Short Income ETF$242$170 ▼-41.2%4,8000.1%ETFOKEONEOK$2410.0%3,0000.1%Oils/EnergyWMTWalmart$235$235 ▲New Holding3,9040.1%Retail/WholesaleBF.BBrown-Forman$2180.0%4,2170.1%Consumer StaplesMMM3M$2140.0%2,0200.1%Multi-Sector ConglomeratesSLBSchlumberger$204$204 ▲New Holding3,7250.1%Oils/EnergySPCCrossingBridge Pre-Merger SPAC ETF$00.0%29,8390.0%ETFSPLKSplunk$0$3,604 ▼-100.0%00.0%Computer and TechnologyPPGPPG Industries$0$244 ▼-100.0%00.0%Basic MaterialsPYPLPayPal$0$210 ▼-100.0%00.0%Computer and TechnologyHUMHumana$0$204 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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