Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Westbourne Investment Advisors, Inc. has $281.49 million in total holdings as of March 31, 2025.
Westbourne Investment Advisors, Inc. owns shares of 83 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 1.08% of the portfolio was purchased this quarter.
About 0.55% of the portfolio was sold this quarter.
This quarter, Westbourne Investment Advisors, Inc. has purchased 85 new stocks and bought additional shares in 31 stocks.
Westbourne Investment Advisors, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $19,690,176
Microsoft: $17,552,486
Meta Platforms: $15,588,809
Alphabet: $14,821,162
Uber Technologies: $14,068,319

Largest Purchases this Quarter

Schwab U.S. Large-Cap Value ETF: 11,197 shares (about $297.62K)
Schwab U.S. Large-Cap Growth ETF: 10,401 shares (about $260.44K)
Chubb: 780 shares (about $235.55K)
Booz Allen Hamilton: 1,903 shares (about $199.02K)
Centene: 2,687 shares (about $163.13K)

Largest Sales this Quarter

Meta Platforms: 489 shares (about $281.84K)
Netflix: 206 shares (about $192.10K)
Apple: 815 shares (about $181.04K)
Toast: 4,208 shares (about $139.58K)
Mondelez International: 2,018 shares (about $136.92K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$19,690,176	$181,035 ▼	-0.9%	88,643	7.0%	Computer and Technology
MSFT Microsoft	$17,552,486	$110,365 ▲	0.6%	46,758	6.2%	Computer and Technology
META Meta Platforms	$15,588,809	$281,840 ▼	-1.8%	27,047	5.5%	Computer and Technology
GOOGL Alphabet	$14,821,162	$87,217 ▼	-0.6%	95,843	5.3%	Computer and Technology
UBER Uber Technologies	$14,068,319	$146,376 ▲	1.1%	193,087	5.0%	Computer and Technology
BAC Bank of America	$10,802,979	$89,511 ▲	0.8%	258,878	3.8%	Finance
GS The Goldman Sachs Group	$10,325,427	$49,166 ▼	-0.5%	18,901	3.7%	Finance
SCHW Charles Schwab	$9,824,140	$138,477 ▲	1.4%	125,500	3.5%	Finance
MS Morgan Stanley	$8,891,654	$6,767 ▼	-0.1%	76,212	3.2%	Finance
NFLX Netflix	$7,496,609	$192,101 ▼	-2.5%	8,039	2.7%	Consumer Discretionary
VLO Valero Energy	$7,412,957	$143,164 ▲	2.0%	56,129	2.6%	Energy
PAYX Paychex	$7,396,183	$96,271 ▲	1.3%	47,940	2.6%	Business Services
TOST Toast	$7,325,561	$139,579 ▼	-1.9%	220,849	2.6%	Computer and Technology
EXPE Expedia Group	$7,124,750	$37,150 ▲	0.5%	42,384	2.5%	Retail/Wholesale
CVCO Cavco Industries	$6,726,091	$109,642 ▲	1.7%	12,944	2.4%	Construction
HD Home Depot	$6,576,663	$86,125 ▲	1.3%	17,945	2.3%	Retail/Wholesale
ELV Elevance Health	$6,391,302	$122,224 ▲	1.9%	14,694	2.3%	Medical
ACN Accenture	$5,922,519	$111,398 ▲	1.9%	18,980	2.1%	Computer and Technology
CB Chubb	$5,883,671	$235,552 ▲	4.2%	19,483	2.1%	Finance
C Citigroup	$5,646,616	$61,051 ▲	1.1%	79,541	2.0%	Finance
AMZN Amazon.com	$5,504,222	$74,582 ▲	1.4%	28,930	2.0%	Retail/Wholesale
BAH Booz Allen Hamilton	$5,331,698	$199,016 ▲	3.9%	50,982	1.9%	Business Services
CNC Centene	$5,229,924	$163,128 ▲	3.2%	86,146	1.9%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$4,881,929	$260,441 ▲	5.6%	194,965	1.7%	ETF
MEOH Methanex	$4,202,343	$62,390 ▲	1.5%	119,759	1.5%	Basic Materials
LYB LyondellBasell Industries	$3,949,299	$84,339 ▲	2.2%	56,098	1.4%	Basic Materials
SCHV Schwab U.S. Large-Cap Value ETF	$3,866,508	$297,616 ▲	8.3%	145,467	1.4%	ETF
DOCU DocuSign	$3,744,074	$13,105 ▲	0.4%	45,996	1.3%	Computer and Technology
SNAP Snap	$3,192,328	$82,971 ▲	2.7%	366,513	1.1%	Computer and Technology
PM Philip Morris International	$2,572,061		0.0%	16,204	0.9%	Consumer Staples
BMBL Bumble	$2,244,700	$133,524 ▲	6.3%	517,212	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$2,082,597		0.0%	8,490	0.7%	Finance
XOM Exxon Mobil	$1,832,117	$16,056 ▼	-0.9%	15,405	0.7%	Energy
LOW Lowe's Companies	$1,784,909	$9,329 ▲	0.5%	7,653	0.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,758,573	$27,967 ▲	1.6%	3,144	0.6%	Finance
GOOG Alphabet	$1,661,902	$5,312 ▲	0.3%	10,638	0.6%	Computer and Technology
UNH UnitedHealth Group	$1,615,769	$20,950 ▼	-1.3%	3,085	0.6%	Medical
PEP PepsiCo	$1,551,879	$4,048 ▼	-0.3%	10,350	0.6%	Consumer Staples
ABBV AbbVie	$1,524,258	$2,095 ▼	-0.1%	7,275	0.5%	Medical
V Visa	$1,471,582	$21,028 ▼	-1.4%	4,199	0.5%	Business Services
PG Procter & Gamble	$1,388,923		0.0%	8,150	0.5%	Consumer Staples
LLY Eli Lilly and Company	$1,285,942		0.0%	1,557	0.5%	Medical
XLF Financial Select Sector SPDR Fund	$1,253,396	$77,702 ▲	6.6%	25,164	0.4%	ETF
MCO Moody's	$1,239,201	$65,197 ▼	-5.0%	2,661	0.4%	Finance
COP ConocoPhillips	$1,164,147		0.0%	11,085	0.4%	Energy
JNJ Johnson & Johnson	$1,130,697	$107,962 ▼	-8.7%	6,818	0.4%	Medical
COF Capital One Financial	$1,129,590	$27,792 ▼	-2.4%	6,300	0.4%	Finance
FI Fiserv	$1,063,296		0.0%	4,815	0.4%	Business Services
ABT Abbott Laboratories	$1,023,527	$13,000 ▼	-1.3%	7,716	0.4%	Medical
MO Altria Group	$966,262		0.0%	16,099	0.3%	Consumer Staples
MCD McDonald's	$899,938	$9,371 ▼	-1.0%	2,881	0.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$838,230	$1,124 ▲	0.1%	1,492	0.3%	ETF
NSC Norfolk Southern	$774,973	$17,764 ▼	-2.2%	3,272	0.3%	Transportation
MRK Merck & Co., Inc.	$768,435	$3,590 ▲	0.5%	8,561	0.3%	Medical
PSX Phillips 66	$708,899	$12,348 ▼	-1.7%	5,741	0.3%	Energy
UNP Union Pacific	$673,520		0.0%	2,851	0.2%	Transportation
AXP American Express	$654,599	$9,417 ▲	1.5%	2,433	0.2%	Finance
KO Coca-Cola	$617,006		0.0%	8,615	0.2%	Consumer Staples
MDLZ Mondelez International	$590,770	$136,921 ▼	-18.8%	8,707	0.2%	Consumer Staples
ETN Eaton	$562,144	$39,415 ▲	7.5%	2,068	0.2%	Industrials
HON Honeywell International	$560,079	$10,588 ▼	-1.9%	2,645	0.2%	Multi-Sector Conglomerates
APD Air Products and Chemicals	$530,856		0.0%	1,800	0.2%	Basic Materials
PFE Pfizer	$501,985		0.0%	19,810	0.2%	Medical
AMAT Applied Materials	$430,281		0.0%	2,965	0.2%	Computer and Technology
GE GE Aerospace	$394,296		0.0%	1,970	0.1%	Industrials
AON AON	$359,181		0.0%	900	0.1%	Finance
WMT Walmart	$337,923		0.0%	3,849	0.1%	Retail/Wholesale
CSX CSX	$337,562		0.0%	11,470	0.1%	Transportation
TRI Thomson Reuters	$335,020		0.0%	1,939	0.1%	Business Services
LHX L3Harris Technologies	$334,896		0.0%	1,600	0.1%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$308,691	$28,929 ▼	-8.6%	1,782	0.1%	ETF
OKE ONEOK	$297,660		0.0%	3,000	0.1%	Energy
MMM 3M	$296,657		0.0%	2,020	0.1%	Multi-Sector Conglomerates
BA Boeing	$287,718		0.0%	1,687	0.1%	Aerospace
INTC Intel	$281,354	$9,084 ▼	-3.1%	12,389	0.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$275,651		0.0%	5,423	0.1%	ETF
BMY Bristol-Myers Squibb	$266,953	$6,099 ▼	-2.2%	4,377	0.1%	Medical
YUM Yum! Brands	$249,416		0.0%	1,585	0.1%	Retail/Wholesale
CG The Carlyle Group	$248,463		0.0%	5,700	0.1%	Finance
GIS General Mills	$239,160		0.0%	4,000	0.1%	Consumer Staples
DIS Walt Disney	$209,738	$114,887 ▼	-35.4%	2,125	0.1%	Consumer Discretionary
VOT Vanguard Mid-Cap Growth ETF	$205,742		0.0%	841	0.1%	ETF
SPC CrossingBridge Pre-Merger SPAC ETF	$39		0.0%	29,839	0.0%	ETF
PYPL PayPal	$0	$230 ▼	-100.0%	0	0.0%	Computer and Technology
RF Regions Financial	$0	$203 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestbourne Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools