Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Westbourne Investment Advisors, Inc.Investment ActivityWestbourne Investment Advisors, Inc. has $362.67 million in total holdings as of June 30, 2026.Westbourne Investment Advisors, Inc. owns shares of 120 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 4.78% of the portfolio was sold this quarter.This quarter, Westbourne Investment Advisors, Inc. has purchased 115 new stocks and bought additional shares in 35 stocks.Westbourne Investment Advisors, Inc. sold shares of 35 stocks and completely divested from 4 stocks this quarter.Largest Holdings Alphabet $25,502,638Apple $25,031,254Microsoft $18,288,052The Goldman Sachs Group $17,080,017Meta Platforms $15,651,576 Largest New Holdings this Quarter 615394202 - Moog $239,046 Holding33738R605 - First Trust Dorsey Wright Focus 5 ETF $238,567 Holding980745103 - Woodward $229,738 Holding806857108 - SLB $227,801 Holding922908538 - Vanguard Mid-Cap Growth ETF $226,968 Holding Largest Purchases this Quarter Toast 46,210 shares (about $1.29M)Builders FirstSource 12,160 shares (about $1.09M)Accenture 8,542 shares (about $1.06M)SoFi Technologies 52,559 shares (about $942.38K)Docusign 13,250 shares (about $588.56K) Largest Sales this Quarter Alphabet 9,619 shares (about $3.44M)Snap 497,449 shares (about $2.21M)Valero Energy 4,771 shares (about $1.24M)Bank of America 13,558 shares (about $772.53K)Apple 2,535 shares (about $733.52K) 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 PortfolioSectorGOOGLAlphabet$25,502,638$3,437,542 â–¼-11.9%71,3627.0%Computer and TechnologyAAPLApple$25,031,254$733,524 â–¼-2.8%86,5066.9%Computer and TechnologyMSFTMicrosoft$18,288,052$69,009 â–²0.4%49,0275.0%Computer and TechnologyGSThe Goldman Sachs Group$17,080,017$498,605 â–¼-2.8%16,8884.7%FinanceMETAMeta Platforms$15,651,576$82,804 â–²0.5%27,7864.3%Computer and TechnologyMSMorgan Stanley$14,339,308$580,295 â–¼-3.9%68,5964.0%FinanceUBERUber Technologies$13,953,218$58,738 â–²0.4%193,3653.8%Computer and TechnologyBACBank of America$13,489,787$772,535 â–¼-5.4%236,7463.7%FinanceVLOValero Energy$13,160,033$1,242,559 â–¼-8.6%50,5303.6%EnergySCHWCharles Schwab$11,299,938$47,519 â–²0.4%122,4663.1%FinanceEXPEExpedia Group$9,832,957$234,386 â–²2.4%38,4282.7%Retail/WholesaleCCitigroup$9,376,900$603,368 â–¼-6.0%66,9972.6%Financial ServicesAMZNAmazon.com$8,259,911$72,932 â–¼-0.9%34,6562.3%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$8,082,763$127,340 â–²1.6%238,8522.2%ETFCVCOCavco Industries$8,046,535$395,046 â–²5.2%13,0972.2%ConstructionTOSTToast$7,995,607$1,285,562 â–²19.2%287,4052.2%Computer and TechnologyCBChubb$7,543,643$56,563 â–¼-0.7%22,1392.1%FinanceHDHome Depot$7,043,725$74,063 â–²1.1%19,9721.9%Retail/WholesaleFERGUSON ENTERPRISES INC$6,738,036$89,473 â–¼-1.3%28,3911.9%COMMON STOCK NEWSCHVSchwab U.S. Large-Cap Value ETF$6,665,445$76,025 â–²1.2%191,4811.8%ETFSOFISoFi Technologies$5,954,589$942,383 â–²18.8%332,1021.6%FinanceNFLXNetflix$5,824,526$149,726 â–²2.6%81,5761.6%Consumer DiscretionaryBLDRBuilders FirstSource$5,782,734$1,088,077 â–²23.2%64,6261.6%Retail/WholesalePAYXPaychex$5,464,690$192,825 â–²3.7%55,5751.5%Computer and TechnologyMEOHMethanex$5,394,150$727,278 â–¼-11.9%116,8831.5%Basic MaterialsBAHBooz Allen Hamilton$4,334,386$279,021 â–²6.9%71,4421.2%Business ServicesACNAccenture$4,196,863$1,062,966 â–²33.9%33,7261.2%Computer and TechnologyGOOGAlphabet$3,859,204$119,430 â–¼-3.0%10,9221.1%Computer and TechnologyDOCUDocusign$3,558,930$588,565 â–²19.8%80,1201.0%Computer and TechnologyPMPhilip Morris International$2,931,4660.0%16,2040.8%Consumer StaplesJPMJPMorgan Chase & Co.$2,800,3080.0%8,5550.8%FinanceQQQInvesco QQQ$2,781,3830.0%3,7770.8%FinanceADXAdams Diversified Equity Fund$2,141,090$10,220 â–²0.5%83,8000.6%FinanceAMATApplied Materials$2,136,465$7,230 â–¼-0.3%2,9550.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,980,367$15,682 â–¼-0.8%2,6520.5%FinanceJNJJohnson & Johnson$1,798,8700.0%7,0830.5%MedicalLLYEli Lilly and Company$1,789,550$77,963 â–¼-4.2%1,4920.5%MedicalXOMExxonMobil$1,726,774$61,524 â–¼-3.4%12,6300.5%EnergyABBVAbbVie$1,667,115$75,492 â–¼-4.3%6,6250.5%MedicalINTCIntel$1,618,1720.0%11,5890.4%Computer and TechnologyPEPPepsiCo$1,618,0300.0%11,9500.4%Consumer StaplesXLFFinancial Select Sector SPDR Fund$1,524,479$6,433 â–²0.4%28,4360.4%ETFLOWLowe's Companies$1,381,370$19,624 â–¼-1.4%6,2650.4%Retail/WholesaleMRKMerck & Co., Inc.$1,344,238$25,700 â–²1.9%10,4610.4%MedicalCOFCapital One Financial$1,305,635$3,611 â–¼-0.3%6,5080.4%FinancePGProcter & Gamble$1,296,298$54,990 â–¼-4.1%8,8400.4%Consumer StaplesMOAltria Group$1,158,3230.0%16,0990.3%Consumer StaplesVVisa$1,118,4730.0%3,2600.3%Business ServicesJEPIJPMorgan Equity Premium Income ETF$1,078,768$28,240 â–²2.7%19,1000.3%ETFVYMVanguard High Dividend Yield ETF$1,074,6040.0%6,8000.3%Financial ServicesCOPConocoPhillips$1,069,021$37,218 â–²3.6%10,2830.3%EnergyREAVES UTIL INCOME FD$1,042,4320.0%25,6000.3%COM SH BEN INTNSCNorfolk Southern$1,013,6090.0%3,2220.3%TransportationPSXPhillips 66$993,507$25,527 â–²2.6%5,8770.3%EnergyETNEaton$968,997$76,702 â–¼-7.3%2,2740.3%IndustrialsIVViShares Core S&P 500 ETF$965,462$749 â–²0.1%1,2890.3%ETFUTFCohen & Steers Infrastructure Fund$954,6140.0%34,6000.3%Financial ServicesUSALiberty All-Star Equity Fund$951,097$122,010 â–¼-11.4%163,7000.3%FinanceMCOMoody's$944,791$22,646 â–¼-2.3%2,0860.3%FinanceIWBiShares Russell 1000 ETF$917,2800.0%2,2400.3%ETFDNPDNP Select Income Fund$913,9130.0%84,7000.3%FinanceARCCAres Capital$871,836$25,942 â–²3.1%47,0500.2%FinanceTHQAbrdn Healthcare Opportunities Fund$870,945$26,222 â–²3.1%46,5000.2%Financial ServicesPCNPIMCO Corporate & Income Strategy Fund$842,475$77,675 â–²10.2%70,5000.2%Financial ServicesUNHUnitedHealth Group$828,766$222,778 â–¼-21.2%1,9940.2%MedicalAXPAmerican Express$816,1970.0%2,4130.2%FinanceEPDEnterprise Products Partners$779,3120.0%21,2000.2%EnergyMCDMcDonald's$778,7630.0%2,8810.2%Retail/WholesaleUNPUnion Pacific$775,4720.0%2,8510.2%TransportationGEGE Aerospace$758,672$22,424 â–²3.0%2,0300.2%AerospaceKOCocaCola$700,1410.0%8,6150.2%Consumer StaplesNVDANVIDIA$666,900$17,208 â–²2.6%3,3330.2%Computer and TechnologyMRVLMarvell Technology$663,103$17,873 â–²2.8%2,2260.2%Computer and TechnologyMAINMain Street Capital$643,312$15,564 â–²2.5%12,4000.2%FinanceABTAbbott Laboratories$607,958$45,914 â–¼-7.0%6,7000.2%MedicalGE VERNOVA INC$578,0310.0%4920.2%COMAPDAir Products and Chemicals$527,7240.0%1,8000.1%Basic MaterialsCSXCSX$522,8300.0%11,0000.1%TransportationMDLZMondelez International$503,6130.0%8,7070.1%Consumer StaplesLHXL3Harris Technologies$471,046$6,102 â–²1.3%1,6210.1%AerospaceGLWCorning$447,002$12,261 â–¼-2.7%1,7500.1%Computer and TechnologyWALMART INC$424,637$2,832 â–¼-0.7%3,7490.1%COMRITMRithm Capital$394,380$140,850 â–¼-26.3%42,0000.1%FinanceVEAVanguard FTSE Developed Markets ETF$386,3890.0%5,4230.1%ETFTSMTaiwan Semiconductor Manufacturing$384,9210.0%8060.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$381,511$3,830 â–¼-1.0%1,7930.1%ETFBXSLBlackstone Secured Lending Fund$379,360$82,985 â–¼-17.9%16,0000.1%FinanceCIIBlackRock Enhanced Capital and Income Fund$362,0990.0%13,8470.1%Financial ServicesPFEPfizer$361,080$163,744 â–¼-31.2%14,9950.1%MedicalCSCOCisco Systems$350,618$3,994 â–²1.2%2,9850.1%Computer and TechnologyAVGOBroadcom$339,220$32,109 â–²10.5%8980.1%Computer and TechnologyMMM3M$327,0580.0%2,0200.1%Multi-Sector ConglomeratesRFICohen & Steers Total Return Realty Fund$324,884$11,320 â–²3.6%28,7000.1%FinanceSTWDStarwood Property Trust$324,3240.0%19,8000.1%FinanceETEnergy Transfer$300,1840.0%15,7000.1%EnergyAONAON$298,5210.0%9000.1%FinanceITWIllinois Tool Works$270,4700.0%1,0000.1%IndustrialsAMLPAlerian MLP ETF$269,620$129,625 â–¼-32.5%5,2000.1%ETFADPAutomatic Data Processing$268,7400.0%1,2000.1%Computer and TechnologyOKEONEOK$260,8200.0%3,0000.1%EnergyShowing largest 100 holdings. 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