Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Westbourne Investment Advisors, Inc.Investment ActivityWestbourne Investment Advisors, Inc. has $378.25 million in total holdings as of September 30, 2026.Westbourne Investment Advisors, Inc. owns shares of 124 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, Westbourne Investment Advisors, Inc. has purchased 119 new stocks and bought additional shares in 34 stocks.Westbourne Investment Advisors, Inc. sold shares of 31 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $27,990,523Microsoft $25,002,849Alphabet $23,552,620Meta Platforms $20,886,634Valero Energy $18,717,687 Largest New Holdings this Quarter 127190304 - CACI International $5,193,881 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $374,406 Holding084670702 - Berkshire Hathaway $347,071 Holding79466L302 - Salesforce $229,570 Holding43300A203 - Hilton Worldwide $221,412 Holding Largest Purchases this Quarter CACI International 8,527 shares (about $5.19M)Accenture 5,207 shares (about $954.81K)Netflix 12,851 shares (about $894.17K)Meta Platforms 1,016 shares (about $736.78K)Booz Allen Hamilton 6,524 shares (about $452.90K) Largest Sales this Quarter Citigroup 47,147 shares (about $6.10M)Alphabet 2,911 shares (about $1.00M)Valero Energy 2,240 shares (about $868.25K)Apple 2,455 shares (about $817.56K)Toast 19,072 shares (about $552.90K) 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 PortfolioSectorAAPLApple$27,990,523$817,560 ▼-2.8%84,0517.4%TechnologyMSFTMicrosoft$25,002,849$143,099 ▼-0.6%48,7486.6%TechnologyGOOGLAlphabet$23,552,620$1,001,617 ▼-4.1%68,4516.2%Communication ServicesMETAMeta Platforms$20,886,634$736,783 ▲3.7%28,8025.5%Communication ServicesVLOValero Energy$18,717,687$868,246 ▼-4.4%48,2904.9%EnergyGSThe Goldman Sachs Group$15,036,912$168,367 ▼-1.1%16,7014.0%FinanceUBERUber Technologies$13,558,540$311,104 ▲2.3%197,9063.6%IndustrialsMSMorgan Stanley$12,626,563$274,973 ▼-2.1%67,1343.3%FinanceBACBank of America$12,507,579$378,506 ▼-2.9%229,7923.3%FinanceSCHWCharles Schwab$11,604,377$365,450 ▼-3.1%118,7273.1%FinanceEXPEExpedia Group$9,760,912$359,486 ▼-3.6%37,0632.6%Consumer DiscretionaryAMZNAmazon.com$8,929,038$294,495 ▲3.4%35,8382.4%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$8,849,581$267,642 ▲3.1%246,3012.3%ETFTOSTToast$7,778,974$552,897 ▼-6.6%268,3332.1%FinanceCVCOCavco Industries$7,354,533$16,808 ▲0.2%13,1271.9%Consumer DiscretionaryCBChubb$7,225,754$25,044 ▲0.3%22,2161.9%FinanceMEOHMethanex$7,156,378$297,684 ▲4.3%121,9561.9%MaterialsACNAccenture$7,139,144$954,808 ▲15.4%38,9331.9%TechnologySCHVSchwab U.S. Large-Cap Value ETF$6,574,712$196,495 ▲3.1%197,3801.7%ETFNFLXNetflix$6,570,231$894,173 ▲15.8%94,4271.7%Communication ServicesFERGUSON ENTERPRISES INC$6,356,024$35,619 ▲0.6%28,5511.7%COMMON STOCK NEWHDHome Depot$5,939,298$257,463 ▲4.5%20,8771.6%Consumer DiscretionaryDOCUDocusign$5,591,379$211,321 ▲3.9%83,2671.5%TechnologyPAYXPaychex$5,417,008$57,130 ▼-1.0%54,9951.4%IndustrialsBAHBooz Allen Hamilton$5,412,400$452,896 ▲9.1%77,9661.4%IndustrialsSOFISoFi Technologies$5,350,648$130,004 ▲2.5%340,3721.4%FinanceCACICACI International$5,193,881$5,193,881 ▲New Holding8,5271.4%IndustrialsBLDRBuilders FirstSource$3,956,038$271,710 ▲7.4%69,3921.0%IndustrialsGOOGAlphabet$3,690,684$31,008 ▼-0.8%10,8311.0%Communication ServicesPMPhilip Morris International$3,092,0470.0%16,2040.8%Consumer StaplesJPMJPMorgan Chase & Co.$2,830,2510.0%8,5550.7%FinanceQQQInvesco QQQ$2,794,1110.0%3,7770.7%ETFCCitigroup$2,570,178$6,104,594 ▼-70.4%19,8500.7%FinanceSPYSPDR S&P 500 ETF Trust$2,153,570$131,166 ▲6.5%2,8240.6%ETFADXAdams Diversified Equity Fund$2,151,1460.0%83,8000.6%FinanceXOMExxonMobil$2,055,5320.0%12,6300.5%EnergyJNJJohnson & Johnson$1,875,1530.0%7,0830.5%HealthcareABBVAbbVie$1,733,0340.0%6,6250.5%HealthcareLLYEli Lilly and Company$1,726,3630.0%1,4920.5%HealthcarePSXPhillips 66$1,495,351$5,106 ▼-0.3%5,8570.4%EnergyAMATApplied Materials$1,472,774$38,353 ▼-2.5%2,8800.4%TechnologyINTCIntel$1,393,3450.0%11,5890.4%TechnologyMRKMerck & Co., Inc.$1,356,614$163,474 ▼-10.8%9,3360.4%HealthcarePEPPepsiCo$1,267,200$247,104 ▼-16.3%10,0000.3%Consumer StaplesCOPConocoPhillips$1,256,881$30,036 ▼-2.3%10,0430.3%EnergyCOFCapital One Financial$1,256,5000.0%6,5080.3%FinancePGProcter & Gamble$1,255,219$29,056 ▼-2.3%8,6400.3%Consumer StaplesLOWLowe's Companies$1,175,770$21,193 ▲1.8%6,3800.3%Consumer DiscretionaryXLFFinancial Select Sector SPDR Fund$1,145,732$372,726 ▼-24.5%21,4560.3%ETFVVisa$1,124,703$46,713 ▼-4.0%3,1300.3%FinanceMOAltria Group$1,084,1070.0%16,0990.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$1,073,8020.0%19,1000.3%ETFVYMVanguard High Dividend Yield ETF$1,055,3600.0%6,8000.3%ETFETNEaton$1,033,023$55,862 ▲5.7%2,4040.3%IndustrialsNSCNorfolk Southern$995,5980.0%3,2220.3%IndustrialsIVViShares Core S&P 500 ETF$988,719$1,532 ▲0.2%1,2910.3%ETFUSALiberty All-Star Equity Fund$944,5490.0%163,7000.2%FinanceIWBiShares Russell 1000 ETF$932,1310.0%2,2400.2%ETFARCCAres Capital$931,125$32,470 ▲3.6%48,7500.2%FinanceMCOMoody's$924,609$22,707 ▼-2.4%2,0360.2%FinanceREAVES UTIL INCOME FD$879,3600.0%25,6000.2%COM SH BEN INTTHQAbrdn Healthcare Opportunities Fund$864,800$9,200 ▲1.1%47,0000.2%FinanceUTFCohen & Steers Infrastructure Fund$852,8900.0%34,6000.2%FinanceDNPDNP Select Income Fund$834,504$23,925 ▲3.0%87,2000.2%FinancePCNPIMCO Corporate & Income Strategy Fund$781,044$28,809 ▲3.8%73,2000.2%FinanceKOCoca-Cola$776,011$34,432 ▲4.6%9,0150.2%Consumer StaplesUNPUnion Pacific$775,8430.0%2,8510.2%IndustrialsNVDANVIDIA$762,332$1,142 ▲0.2%3,3380.2%TechnologyEPDEnterprise Products Partners$754,9320.0%21,2000.2%EnergyAXPAmerican Express$733,7930.0%2,4130.2%FinanceUNHUnitedHealth Group$719,110$12,848 ▼-1.8%1,9590.2%HealthcareMAINMain Street Capital$693,630$11,010 ▲1.6%12,6000.2%FinanceMCDMcDonald's$665,3380.0%2,8810.2%Consumer DiscretionaryABTAbbott Laboratories$654,749$7,412 ▼-1.1%6,6250.2%HealthcareGEGE Aerospace$643,317$9,369 ▲1.5%2,0600.2%IndustrialsMRVLMarvell Technology$584,168$3,963 ▼-0.7%2,2110.2%TechnologyGE VERNOVA INC$515,166$47,525 ▲10.2%5420.1%COMCSXCSX$511,6100.0%11,0000.1%IndustrialsMDLZMondelez International$503,4390.0%8,7070.1%Consumer StaplesAPDAir Products and Chemicals$500,8140.0%1,8000.1%MaterialsPFEPfizer$427,6570.0%14,9950.1%HealthcareBXSLBlackstone Secured Lending Fund$407,660$23,980 ▲6.3%17,0000.1%FinanceRITMRithm Capital$388,455$13,395 ▲3.6%43,5000.1%FinanceAVGOBroadcom$385,607$70,238 ▲22.3%1,0980.1%TechnologyLHXL3Harris Technologies$383,8200.0%1,6210.1%IndustrialsWALMART INC$381,617$8,002 ▼-2.1%3,6720.1%COMRSPInvesco S&P 500 Equal Weight ETF$374,406$374,406 ▲New Holding1,8000.1%ETFTSMTaiwan Semiconductor Manufacturing$367,6890.0%8060.1%TechnologyBRK.BBerkshire Hathaway$347,071$347,071 ▲New Holding6970.1%FinanceVEAVanguard FTSE Developed Markets ETF$337,022$45,897 ▼-12.0%4,7730.1%ETFCIIBlackRock Enhanced Capital and Income Fund$332,3280.0%13,8470.1%FinanceMMM3M$331,5830.0%2,0200.1%IndustrialsENERGY TRANSFER L P$310,3890.0%15,7000.1%COM UT LTD PTNADPAutomatic Data Processing$309,6720.0%1,2000.1%IndustrialsRFICohen & Steers Total Return Realty Fund$301,0630.0%28,7000.1%FinanceBMYBristol Myers Squibb$279,3650.0%4,4770.1%HealthcareCSCOCisco Systems$278,224$43,052 ▼-13.4%2,5850.1%TechnologySLBSLB$272,345$33,617 ▲14.1%5,5900.1%EnergyAMLPAlerian MLP ETF$269,7240.0%5,2000.1%ETFITWIllinois Tool Works$257,2800.0%1,0000.1%IndustrialsShowing largest 100 holdings. 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