Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Westbourne Investment Advisors, Inc.Investment ActivityWestbourne Investment Advisors, Inc. has $343.04 million in total holdings as of March 31, 2026.Westbourne Investment Advisors, Inc. owns shares of 115 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 3.50% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Westbourne Investment Advisors, Inc. has purchased 116 new stocks and bought additional shares in 39 stocks.Westbourne Investment Advisors, Inc. sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings Alphabet $23,286,896Apple $22,597,608Microsoft $18,079,843Meta Platforms $15,813,101The Goldman Sachs Group $14,704,152 Largest New Holdings this Quarter 31488V107 - FERGUSON ENTERPRISES INC $6,710,424 Holding219350105 - Corning $244,474 Holding573874104 - Marvell Technology $214,542 Holding09255P107 - BlackRock Corporate High Yield Fund $102,240 Holding09249E101 - BlackRock Core Bond Trust $100,760 Holding Largest Purchases this Quarter FERGUSON ENTERPRISES INC 28,768 shares (about $6.71M)Docusign 8,348 shares (about $395.78K)Accenture 1,887 shares (about $374.17K)SoFi Technologies 21,846 shares (about $346.91K)Amazon.com 1,527 shares (about $318.03K) Largest Sales this Quarter Valero Energy 2,013 shares (about $497.37K)Alphabet 1,082 shares (about $311.14K)Lowe's Companies 1,100 shares (about $259.91K)The Goldman Sachs Group 221 shares (about $186.96K)ConocoPhillips 910 shares (about $120.12K) 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$23,286,896$311,140 â–¼-1.3%80,9816.8%Computer and TechnologyAAPLApple$22,597,608$92,633 â–¼-0.4%89,0416.6%Computer and TechnologyMSFTMicrosoft$18,079,843$149,549 â–²0.8%48,8425.3%Computer and TechnologyMETAMeta Platforms$15,813,101$85,819 â–²0.5%27,6394.6%Computer and TechnologyGSThe Goldman Sachs Group$14,704,152$186,964 â–¼-1.3%17,3814.3%FinanceUBERUber Technologies$13,850,193$112,642 â–²0.8%192,5514.0%Computer and TechnologyVLOValero Energy$13,663,771$497,372 â–¼-3.5%55,3014.0%EnergyBACBank of America$12,202,320$45,435 â–¼-0.4%250,3043.6%FinanceMSMorgan Stanley$11,745,690$9,216 â–¼-0.1%71,3723.4%FinanceSCHWCharles Schwab$11,460,955$6,767 â–¼-0.1%121,9513.3%FinanceEXPEExpedia Group$8,661,146$44,331 â–²0.5%37,5122.5%Retail/WholesaleCCitigroup$8,087,040$34,817 â–¼-0.4%71,3082.4%Financial ServicesMEOHMethanex$7,897,505$10,003 â–¼-0.1%132,6422.3%Basic MaterialsNFLXNetflix$7,641,906$206,530 â–²2.8%79,4792.2%Consumer DiscretionaryAMZNAmazon.com$7,281,536$318,028 â–²4.6%34,9622.1%Retail/WholesaleCBChubb$7,269,869$41,719 â–²0.6%22,3052.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$6,848,135$274,696 â–²4.2%235,0892.0%ETFFERGUSON ENTERPRISES INC$6,710,424$6,710,424 â–²New Holding28,7682.0%COMMON STOCK NEWHDHome Depot$6,499,524$66,107 â–²1.0%19,7621.9%Retail/WholesaleTOSTToast$6,394,079$205,240 â–²3.3%241,1951.9%Computer and TechnologyCVCOCavco Industries$6,031,348$31,963 â–²0.5%12,4541.8%ConstructionSCHVSchwab U.S. Large-Cap Value ETF$5,773,559$203,801 â–²3.7%189,2971.7%ETFBAHBooz Allen Hamilton$5,215,759$154,343 â–²3.0%66,8431.5%Business ServicesACNAccenture$4,993,735$374,173 â–²8.1%25,1841.5%Computer and TechnologyPAYXPaychex$4,938,922$176,594 â–²3.7%53,6141.4%Computer and TechnologySOFISoFi Technologies$4,439,143$346,914 â–²8.5%279,5431.3%FinanceBLDRBuilders FirstSource$4,319,526$189,853 â–²4.6%52,4661.3%Retail/WholesaleBROBrown & Brown$4,049,476$114,118 â–¼-2.7%62,0991.2%FinanceGOOGAlphabet$3,230,152$8,893 â–¼-0.3%11,2600.9%Computer and TechnologyDOCUDocusign$3,170,307$395,779 â–²14.3%66,8700.9%Computer and TechnologyPMPhilip Morris International$2,679,1690.0%16,2040.8%Consumer StaplesJPMJPMorgan Chase & Co.$2,516,539$29,416 â–¼-1.2%8,5550.7%FinanceSNAPSnap$2,378,881$61,125 â–¼-2.5%517,1480.7%Computer and TechnologyXOMExxonMobil$2,219,153$93,313 â–¼-4.0%13,0800.6%EnergyQQQInvesco QQQ$2,180,009$75,033 â–¼-3.3%3,7770.6%FinancePEPPepsiCo$1,855,7160.0%11,9500.5%Consumer StaplesADXAdams Diversified Equity Fund$1,825,626$201,388 â–²12.4%83,4000.5%FinanceSPYSPDR S&P 500 ETF Trust$1,738,338$53,978 â–¼-3.0%2,6730.5%FinanceJNJJohnson & Johnson$1,731,369$12,222 â–²0.7%7,0830.5%MedicalABBVAbbVie$1,506,1180.0%6,9250.4%MedicalLOWLowe's Companies$1,501,323$259,908 â–¼-14.8%6,3540.4%Retail/WholesaleLLYEli Lilly and Company$1,432,0820.0%1,5570.4%MedicalXLFFinancial Select Sector SPDR Fund$1,397,975$48,630 â–²3.6%28,3160.4%ETFPGProcter & Gamble$1,331,015$9,389 â–²0.7%9,2150.4%Consumer StaplesCOPConocoPhillips$1,310,100$120,120 â–¼-8.4%9,9250.4%EnergyMRKMerck & Co., Inc.$1,234,296$15,036 â–¼-1.2%10,2610.4%MedicalCOFCapital One Financial$1,190,5380.0%6,5260.3%FinanceMOAltria Group$1,062,3730.0%16,0990.3%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$1,054,248$17,004 â–²1.6%18,6000.3%ETFPSXPhillips 66$1,043,1630.0%5,7260.3%EnergyUSALiberty All-Star Equity Fund$1,025,085$130,425 â–²14.6%184,7000.3%FinanceAMATApplied Materials$1,013,4070.0%2,9650.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,007,080$14,810 â–²1.5%6,8000.3%Financial ServicesREAVES UTIL INCOME FD$1,005,568$74,632 â–²8.0%25,6000.3%COM SH BEN INTVVisa$985,302$30,224 â–¼-3.0%3,2600.3%Business ServicesMCOMoody's$931,830$21,813 â–¼-2.3%2,1360.3%FinanceNSCNorfolk Southern$924,7140.0%3,2220.3%TransportationUTFCohen & Steers Infrastructure Fund$895,448$119,048 â–²15.3%34,6000.3%Financial ServicesMCDMcDonald's$895,3860.0%2,8810.3%Retail/WholesaleETNEaton$877,722$16,095 â–²1.9%2,4540.3%IndustrialsDNPDNP Select Income Fund$872,410$97,850 â–²12.6%84,7000.3%FinanceIVViShares Core S&P 500 ETF$841,021$96,639 â–¼-10.3%1,2880.2%ETFARCCAres Capital$822,613$829 â–¼-0.1%45,6500.2%FinanceEPDEnterprise Products Partners$802,208$56,760 â–¼-6.6%21,2000.2%EnergyIWBiShares Russell 1000 ETF$798,694$49,918 â–¼-5.9%2,2400.2%ETFPCNPIMCO Corporate & Income Strategy Fund$761,600$148,750 â–²24.3%64,0000.2%Financial ServicesTHQAbrdn Healthcare Opportunities Fund$757,680$100,800 â–²15.3%45,1000.2%Financial ServicesABTAbbott Laboratories$739,840$1,027 â–¼-0.1%7,2060.2%MedicalAXPAmerican Express$729,8840.0%2,4130.2%FinanceUNPUnion Pacific$691,7100.0%2,8510.2%TransportationUNHUnitedHealth Group$684,593$52,765 â–¼-7.2%2,5300.2%MedicalKOCocaCola$655,1710.0%8,6150.2%Consumer StaplesMAINMain Street Capital$640,8160.0%12,1000.2%FinancePFEPfizer$612,0040.0%21,7950.2%MedicalNVDANVIDIA$566,277$1,744 â–²0.3%3,2470.2%Computer and TechnologyGEGE Aerospace$559,0270.0%1,9700.2%AerospaceLHXL3Harris Technologies$552,2400.0%1,6000.2%AerospaceRITMRithm Capital$540,360$14,220 â–²2.7%57,0000.2%FinanceAPDAir Products and Chemicals$522,8820.0%1,8000.2%Basic MaterialsINTCIntel$511,4230.0%11,5890.1%Computer and TechnologyMDLZMondelez International$501,8710.0%8,7070.1%Consumer StaplesWALMART INC$469,060$2,486 â–¼-0.5%3,7740.1%COMBXSLBlackstone Secured Lending Fund$461,955$37,904 â–²8.9%19,5000.1%FinanceCSXCSX$451,550$7,184 â–¼-1.6%11,0000.1%TransportationGE VERNOVA INC$429,4670.0%4920.1%COMAMLPAlerian MLP ETF$405,328$82,382 â–¼-16.9%7,7000.1%ETFHONHoneywell International$351,4770.0%1,5550.1%Multi-Sector ConglomeratesRSPInvesco S&P 500 Equal Weight ETF$347,616$1,344 â–²0.4%1,8110.1%ETFVEAVanguard FTSE Developed Markets ETF$347,5060.0%5,4230.1%ETFSTWDStarwood Property Trust$340,956$25,830 â–²8.2%19,8000.1%FinanceRFICohen & Steers Total Return Realty Fund$308,578$16,710 â–²5.7%27,7000.1%FinanceETEnergy Transfer$303,010$38,600 â–¼-11.3%15,7000.1%EnergyMMM3M$293,365$22,946 â–¼-7.3%2,0200.1%Multi-Sector ConglomeratesCIIBlackRock Enhanced Capital and Income Fund$291,064$59,844 â–²25.9%13,8470.1%Financial ServicesAONAON$290,5020.0%9000.1%FinanceTSMTaiwan Semiconductor Manufacturing$272,3880.0%8060.1%Computer and TechnologyBMYBristol Myers Squibb$271,530$6,065 â–²2.3%4,4770.1%MedicalOKEONEOK$271,1700.0%3,0000.1%EnergyCGCarlyle Group$266,145$14,517 â–¼-5.2%5,5000.1%FinanceITWIllinois Tool Works$260,2900.0%1,0000.1%IndustrialsShowing 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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