Westbourne Investments, Inc. Top Holdings and 13F Report (2025) About Westbourne Investments, Inc.Investment ActivityWestbourne Investments, Inc. has $165.77 million in total holdings as of March 31, 2025.Westbourne Investments, Inc. owns shares of 134 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 17.41% of the portfolio was purchased this quarter.About 17.59% of the portfolio was sold this quarter.This quarter, Westbourne Investments, Inc. has purchased 125 new stocks and bought additional shares in 31 stocks.Westbourne Investments, Inc. sold shares of 55 stocks and completely divested from 21 stocks this quarter.Largest Holdings Microsoft $7,869,661Meta Platforms $6,889,549GE Aerospace $6,879,756NVIDIA $6,868,041Amazon.com $6,688,781 Largest New Holdings this Quarter 36266G107 - GE HealthCare Technologies $2,581,509 Holding717081103 - Pfizer $2,411,481 HoldingG5960L103 - Medtronic $1,915,366 Holding05722G100 - Baker Hughes $1,146,875 Holding929089100 - Voya Financial $929,328 Holding Largest Purchases this Quarter GE HealthCare Technologies 31,985 shares (about $2.58M)Pfizer 95,165 shares (about $2.41M)Medtronic 21,315 shares (about $1.92M)Bristol-Myers Squibb 22,665 shares (about $1.38M)Micron Technology 14,908 shares (about $1.30M) Largest Sales this Quarter PALANTIR TECHNOLOGIES INC 27,958 shares (about $2.59M)GE VERNOVA INC 5,215 shares (about $1.59M)NVIDIA 8,945 shares (about $969.46K)Alphabet 5,160 shares (about $806.15K)Equitable 14,225 shares (about $740.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestbourne Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$7,869,661$434,701 ▼-5.2%20,9644.7%Computer and TechnologyMETAMeta Platforms$6,889,549$567,263 ▼-7.6%11,6234.2%Computer and TechnologyGEGE Aerospace$6,879,756$294,221 ▼-4.1%34,3734.2%IndustrialsNVDANVIDIA$6,868,041$969,459 ▼-12.4%63,3704.1%Computer and TechnologyAMZNAmazon.com$6,688,781$200,534 ▼-2.9%35,1564.0%Retail/WholesaleAAPLApple$6,513,165$310,320 ▼-4.5%29,3213.9%Computer and TechnologyBRK.BBerkshire Hathaway$5,451,111$1,019,920 ▲23.0%10,2353.3%FinanceGOOGLAlphabet$4,546,880$161,444 ▼-3.4%29,4032.7%Computer and TechnologyVVisa$3,740,460$17,523 ▼-0.5%10,6732.3%Business ServicesCOSTCostco Wholesale$3,128,640$107,819 ▼-3.3%3,3081.9%Retail/WholesaleGLDSPDR Gold Shares$2,940,181$15,848 ▼-0.5%10,2041.8%FinanceGEHCGE HealthCare Technologies$2,581,509$2,581,509 ▲New Holding31,9851.6%MedicalPHParker-Hannifin$2,442,116$12,156 ▼-0.5%4,0181.5%IndustrialsPALANTIR TECHNOLOGIES INC$2,433,415$2,586,724 ▼-51.5%26,3011.5%CL AVUGVanguard Growth ETF$2,422,196$108,650 ▼-4.3%6,5321.5%ETFPFEPfizer$2,411,481$2,411,481 ▲New Holding95,1651.5%MedicalISRGIntuitive Surgical$2,394,6300.0%4,8351.4%MedicalLLYEli Lilly and Company$2,345,584$516,194 ▼-18.0%2,8401.4%MedicalMLMMartin Marietta Materials$2,290,2430.0%4,7901.4%ConstructionNFLXNetflix$2,245,532$1,165,662 ▲107.9%2,4081.4%Consumer DiscretionaryJEPIJPMorgan Equity Premium Income ETF$2,172,463$168,563 ▼-7.2%38,0201.3%ETFBMYBristol-Myers Squibb$2,164,840$1,382,338 ▲176.7%35,4951.3%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,162,333$73,528 ▼-3.3%41,7601.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,118,189$1,070,713 ▲102.2%84,5921.3%ETFIBMInternational Business Machines$2,014,892$149,196 ▲8.0%8,1031.2%Computer and TechnologyDELLDell Technologies$1,987,799$1,244,835 ▲167.5%21,8081.2%Computer and TechnologyMDTMedtronic$1,915,366$1,915,366 ▲New Holding21,3151.2%MedicalWMWaste Management$1,818,974$6,714 ▲0.4%7,8571.1%Business ServicesIYWiShares U.S. Technology ETF$1,686,684$35,110 ▼-2.0%12,0101.0%ManufacturingENBEnbridge$1,677,887$454,178 ▼-21.3%37,8671.0%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$1,675,321$2,099 ▲0.1%3,9901.0%FinanceGOOGAlphabet$1,648,227$806,147 ▼-32.8%10,5501.0%Computer and TechnologyINTCIntel$1,622,062$1,235,311 ▲319.4%71,4251.0%Computer and TechnologyVRTXVertex Pharmaceuticals$1,602,8150.0%3,3061.0%MedicalFLOTiShares Floating Rate Bond ETF$1,586,379$142,685 ▲9.9%31,0751.0%ETFVSTVistra$1,577,337$956,666 ▲154.1%13,4311.0%UtilitiesABBVAbbVie$1,547,305$20,952 ▲1.4%7,3850.9%MedicalMUMicron Technology$1,528,395$1,295,356 ▲555.9%17,5900.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,525,905$10,267 ▼-0.7%69,1080.9%ETFSPYSPDR S&P 500 ETF Trust$1,485,740$37,479 ▼-2.5%2,6560.9%FinanceSCHDSchwab US Dividend Equity ETF$1,465,887$30,980 ▲2.2%52,4280.9%ETFSCHBSchwab US Broad Market ETF$1,427,267$23,037 ▼-1.6%66,2920.9%ETFEQHEquitable$1,407,993$740,980 ▼-34.5%27,0300.8%FinanceMGKVanguard Mega Cap Growth ETF$1,380,385$46,332 ▼-3.2%4,4690.8%ETFVYMVanguard High Dividend Yield ETF$1,222,283$50,939 ▲4.3%9,4780.7%ETFAMTAmerican Tower$1,161,114$43,520 ▲3.9%5,3360.7%FinanceBKRBaker Hughes$1,146,875$1,146,875 ▲New Holding26,0950.7%EnergyALLYAlly Financial$989,613$302,701 ▼-23.4%27,1350.6%FinanceVTIVanguard Total Stock Market ETF$956,993$27,484 ▼-2.8%3,4820.6%ETFCVXChevron$954,557$399,823 ▲72.1%5,7060.6%EnergyFNDXSchwab Fundamental U.S. Large Company Index ETF$952,664$11,947 ▼-1.2%40,3500.6%ETFVOYAVoya Financial$929,328$929,328 ▲New Holding13,7150.6%FinanceBLDRBuilders FirstSource$898,818$549,736 ▼-38.0%7,1940.5%Retail/WholesaleMFICMidCap Financial Investment$884,953$162,217 ▲22.4%68,8140.5%FinanceVTVanguard Total World Stock ETF$871,944$2,899 ▼-0.3%7,5200.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$848,380$22,859 ▼-2.6%31,9180.5%ETFHYDBiShares High Yield Bond Factor ETF$806,322$11,537 ▲1.5%17,1230.5%ETFSPLVInvesco S&P 500 Low Volatility ETF$792,854$7,472 ▼-0.9%10,6110.5%ETFFVCBFVCBankcorp$778,8930.0%73,6890.5%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$744,389$744,389 ▲New Holding8,1150.4%ETFPMTPennyMac Mortgage Investment Trust$724,882$143,277 ▲24.6%49,4800.4%FinanceSCHMSchwab U.S. Mid-Cap ETF$706,038$7,598 ▼-1.1%26,9480.4%ETFCMECME Group$703,019$703,019 ▲New Holding2,6500.4%FinanceCMGChipotle Mexican Grill$660,262$30,126 ▼-4.4%13,1500.4%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$656,268$51,989 ▲8.6%3,3830.4%ETFAMGNAmgen$599,734$31,155 ▲5.5%1,9250.4%MedicalUSTBVictoryShares Short-Term Bond ETF$558,3150.0%11,0230.3%ETFGSThe Goldman Sachs Group$546,2900.0%1,0000.3%FinancePGRProgressive$523,569$28,301 ▼-5.1%1,8500.3%FinanceCVSCVS Health$508,125$508,125 ▲New Holding7,5000.3%MedicalKRKroger$504,291$504,291 ▲New Holding7,4500.3%Retail/WholesaleXOMExxon Mobil$498,225$7,136 ▼-1.4%4,1890.3%EnergyMGVVanguard Mega Cap Value ETF$491,0090.0%3,8110.3%ETFAMLPAlerian MLP ETF$476,8090.0%9,1800.3%ETFXLCCommunication Services Select Sector SPDR Fund$474,0520.0%4,9150.3%ETFSPYINEOS S&P 500 High Income ETF$471,477$207,843 ▼-30.6%9,8450.3%ETFGSYInvesco Ultra Short Duration ETF$471,128$471,128 ▲New Holding9,4000.3%ETFSANBanco Santander$452,920$452,920 ▲New Holding67,6000.3%FinanceSHOPShopify$447,992$447,992 ▲New Holding4,6920.3%Computer and TechnologyFDXFedEx$438,804$438,804 ▲New Holding1,8000.3%TransportationUNHUnitedHealth Group$426,856$26,187 ▼-5.8%8150.3%MedicalSASRSandy Spring Bancorp$419,2500.0%15,0000.3%FinanceVOVanguard Mid-Cap ETF$419,2230.0%1,6210.3%ETFDDominion Energy$411,554$411,554 ▲New Holding7,3400.2%UtilitiesTSLATesla$405,585$51,832 ▼-11.3%1,5650.2%Auto/Tires/TrucksCCICrown Castle$405,559$405,559 ▲New Holding3,8910.2%FinanceKREFKKR Real Estate Finance Trust$395,280$395,280 ▲New Holding36,6000.2%FinanceMETMetLife$388,604$388,604 ▲New Holding4,8400.2%FinancePZAInvesco National AMT-Free Municipal Bond ETF$384,353$9,976 ▼-2.5%16,6820.2%ETFARMOUR RESIDENTIAL REIT INC$382,442$35,312 ▲10.2%22,3650.2%COM SHSCOFCapital One Financial$376,530$35,860 ▼-8.7%2,1000.2%FinanceSCHFSchwab International Equity ETF$374,515$11,868 ▲3.3%18,9340.2%ETFCCitigroup$373,921$373,921 ▲New Holding5,2670.2%FinanceCEGConstellation Energy$362,934$362,934 ▲New Holding1,8000.2%EnergyVBVanguard Small-Cap ETF$358,126$64,307 ▼-15.2%1,6150.2%ETFKKellanova$354,707$90,739 ▼-20.4%4,3000.2%Consumer DiscretionaryGDDYGoDaddy$353,074$299,032 ▼-45.9%1,9600.2%Computer and TechnologyHYGHiShares Interest Rate Hedged High Yield Bond ETF$347,2750.0%4,0760.2%ETFVRTVertiv$343,672$343,672 ▲New Holding4,7600.2%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$341,553$51,583 ▲17.8%4,6350.2%ETFShowing 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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