Westbourne Investments, Inc. Top Holdings and 13F Report (2026) About Westbourne Investments, Inc.Investment ActivityWestbourne Investments, Inc. has $210.33 million in total holdings as of March 31, 2026.Westbourne Investments, Inc. owns shares of 141 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 14.08% of the portfolio was purchased this quarter.About 13.83% of the portfolio was sold this quarter.This quarter, Westbourne Investments, Inc. has purchased 138 new stocks and bought additional shares in 51 stocks.Westbourne Investments, Inc. sold shares of 46 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $9,022,410GE Aerospace $7,719,395SPDR Bloomberg 1-3 Month T-Bill ETF $7,310,123Alphabet $6,731,492Micron Technology $6,483,825 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $3,451,395 Holding461202103 - Intuit $2,585,200 Holding90353T100 - Uber Technologies $2,579,050 Holding92343V104 - Verizon Communications $1,764,781 Holding36266G107 - GE HealthCare Technologies $1,269,139 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,776 shares (about $3.45M)Intuit 5,979 shares (about $2.59M)Uber Technologies 35,855 shares (about $2.58M)Atlantic Union Bankshares 51,258 shares (about $1.83M)Verizon Communications 35,155 shares (about $1.76M) Largest Sales this Quarter Dell Technologies 30,991 shares (about $5.09M)Qualcomm 32,000 shares (about $4.12M)Huntington Ingalls Industries 2,550 shares (about $968.75K)GE Aerospace 1,573 shares (about $446.37K)Alphabet 1,055 shares (about $302.64K) 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 PortfolioSectorNVDANVIDIA$9,022,410$59,122 â–²0.7%51,7344.3%Computer and TechnologyGEGE Aerospace$7,719,395$446,370 â–¼-5.5%27,2033.7%AerospaceBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,310,123$1,524,890 â–²26.4%79,7703.5%ETFGOOGLAlphabet$6,731,492$150,394 â–²2.3%23,4093.2%Computer and TechnologyMUMicron Technology$6,483,825$67,568 â–¼-1.0%19,1923.1%Computer and TechnologyVRTVertiv$6,081,577$8,770 â–¼-0.1%24,2702.9%Computer and TechnologyAMZNAmazon.com$5,984,847$188,693 â–¼-3.1%28,7362.8%Retail/WholesaleAAPLApple$5,978,183$39,591 â–¼-0.7%23,5562.8%Computer and TechnologyMSFTMicrosoft$5,744,298$429,397 â–²8.1%15,5182.7%Computer and TechnologyMETAMeta Platforms$5,045,042$3,433 â–¼-0.1%8,8182.4%Computer and TechnologyGLDSPDR Gold Shares$4,236,635$10,757 â–¼-0.3%9,8462.0%FinanceVSTVistra$4,066,427$959,557 â–²30.9%27,0501.9%UtilitiesPHParker-Hannifin$3,549,627$13,429 â–¼-0.4%3,9651.7%IndustrialsPFEPfizer$3,526,610$33,892 â–¼-1.0%125,5921.7%MedicalVOOVanguard S&P 500 ETF$3,451,395$3,451,395 â–²New Holding5,7761.6%ETFCCitigroup$3,427,721$15,424 â–¼-0.4%30,2241.6%Financial ServicesBRK.BBerkshire Hathaway$3,378,499$2,396 â–²0.1%7,0501.6%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,369,786$132,471 â–²4.1%60,6951.6%ETFLLYEli Lilly and Company$3,308,416$4,599 â–¼-0.1%3,5971.6%MedicalFVCBFvcbankcorp$3,195,4900.0%210,3681.5%FinanceJEPIJPMorgan Equity Premium Income ETF$3,172,096$432,752 â–²15.8%55,9651.5%ETFCOSTCostco Wholesale$3,056,051$24,911 â–²0.8%3,0671.5%Retail/WholesaleVVisa$2,993,687$18,134 â–¼-0.6%9,9051.4%Business ServicesMLMMartin Marietta Materials$2,752,0790.0%4,6751.3%ConstructionVUGVanguard Growth ETF$2,601,958$26,207 â–¼-1.0%5,9571.2%ETFINTUIntuit$2,585,200$2,585,200 â–²New Holding5,9791.2%Computer and TechnologyUBERUber Technologies$2,579,050$2,579,050 â–²New Holding35,8551.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$2,340,690$53,046 â–²2.3%80,3531.1%ETFAUBAtlantic Union Bankshares$2,314,451$1,831,961 â–²379.7%64,7581.1%FinanceISRGIntuitive Surgical$2,178,1780.0%4,7251.0%MedicalOKEONEOK$2,171,298$31,276 â–²1.5%24,0211.0%EnergyCMECME Group$2,139,515$295,350 â–²16.0%7,2441.0%FinanceGOOGAlphabet$2,111,290$302,637 â–¼-12.5%7,3601.0%Computer and TechnologyQCOMQualcomm$2,060,480$4,120,960 â–¼-66.7%16,0001.0%Computer and TechnologyTAT&T$2,049,854$1,755,779 â–²597.1%70,7091.0%Computer and TechnologyNFLXNetflix$2,034,534$91,343 â–²4.7%21,1601.0%Consumer DiscretionaryXOMExxonMobil$1,964,046$13,743 â–¼-0.7%11,5760.9%EnergyENBEnbridge$1,903,9410.0%35,1670.9%EnergyIBMInternational Business Machines$1,808,9570.0%7,4630.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,795,733$34,815 â–¼-1.9%12,2760.9%CL ADIASPDR Dow Jones Industrial Average ETF Trust$1,787,913$9,727 â–¼-0.5%3,8600.9%FinanceVZVerizon Communications$1,764,781$1,764,781 â–²New Holding35,1550.8%Computer and TechnologyIYWiShares U.S. Technology ETF$1,703,171$17,961 â–¼-1.0%9,3880.8%ManufacturingSCHDSchwab US Dividend Equity ETF$1,616,038$45,805 â–²2.9%52,6740.8%ETFSPYSPDR S&P 500 ETF Trust$1,578,385$17,559 â–²1.1%2,4270.8%FinanceMGKVanguard Mega Cap Growth ETF$1,535,532$14,698 â–¼-0.9%4,1790.7%ETFSCHXSchwab US Large-Cap ETF$1,527,041$28,204 â–¼-1.8%59,5570.7%ETFMDTMedtronic$1,509,010$16,030 â–¼-1.1%17,4150.7%MedicalMOAltria Group$1,473,486$334,436 â–²29.4%22,3290.7%Consumer StaplesWMWaste Management$1,469,185$73,988 â–²5.3%6,3940.7%Business ServicesVYMVanguard High Dividend Yield ETF$1,435,237$9,626 â–²0.7%9,6910.7%Financial ServicesSCHBSchwab US Broad Market ETF$1,368,867$7,932 â–²0.6%54,5370.7%ETFGEHCGE HealthCare Technologies$1,269,139$1,269,139 â–²New Holding17,8300.6%MedicalRIORio Tinto$1,232,361$565,337 â–²84.8%13,2100.6%Basic MaterialsVTIVanguard Total Stock Market ETF$1,128,289$12,832 â–¼-1.1%3,5170.5%ETFVRTXVertex Pharmaceuticals$1,119,0290.0%2,5060.5%MedicalABBVAbbVie$1,099,412$21,749 â–¼-1.9%5,0550.5%MedicalGSYInvesco Ultra Short Duration ETF$1,080,487$85,755 â–²8.6%21,5580.5%ETFVTVanguard Total World Stock ETF$1,060,223$2,075 â–²0.2%7,6650.5%ETFYNDXYandex$975,863$975,863 â–²New Holding9,4050.5%Computer and TechnologyJAZZJazz Pharmaceuticals$916,703$652,033 â–²246.4%4,8490.4%MedicalSCHVSchwab U.S. Large-Cap Value ETF$908,229$458 â–¼-0.1%29,7780.4%ETFMOHMolina Healthcare$883,6460.0%6,6290.4%MedicalORealty Income$865,697$403,176 â–²87.2%14,1500.4%FinanceUPSUnited Parcel Service$787,444$12,593 â–²1.6%8,0040.4%TransportationVIGVanguard Dividend Appreciation ETF$776,367$4,301 â–²0.6%3,6100.4%ETFKOCocaCola$757,458$45,630 â–²6.4%9,9600.4%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$753,040$23,220 â–²3.2%24,3230.4%ETFMRKMerck & Co., Inc.$740,190$61,352 â–²9.0%6,1530.4%MedicalCORE SCIENTIFIC INC NEW$738,3360.0%49,3540.4%COMCEGConstellation Energy$726,050$93,828 â–¼-11.4%2,6000.3%EnergySPLVInvesco S&P 500 Low Volatility ETF$722,404$1,829 â–¼-0.3%9,8770.3%ETFFLOTiShares Floating Rate Bond ETF$701,582$255 â–¼0.0%13,7700.3%ETFBOATSonicShares Global Shipping ETF$692,947$11,761 â–¼-1.7%17,0860.3%ETFFFord Motor$677,902$28,861 â–²4.4%58,7440.3%Auto/Tires/TrucksBLDRBuilders FirstSource$625,7080.0%7,6000.3%Retail/WholesaleSDCIUSCF SummerHaven Dynamic Commodity Strategy No K-1 Fund$605,164$32,933 â–²5.8%22,2160.3%ETFCOOPER COS INC$572,000$572,000 â–²New Holding8,0000.3%COMUSRTiShares Core U.S. REIT ETF$571,894$255,938 â–²81.0%9,6620.3%ETFVYMIVanguard International High Dividend Yield ETF$541,409$12,722 â–²2.4%5,7450.3%ETFWALMART INC$536,517$124,280 â–¼-18.8%4,3170.3%COMTBILUS Treasury 3 Month Bill ETF$521,536$521,536 â–²New Holding10,4600.2%ETFSCHFSchwab International Equity ETF$516,260$37,744 â–²7.9%20,8590.2%ETFVOVanguard Mid-Cap ETF$509,745$574 â–²0.1%1,7750.2%ETFLVSLas Vegas Sands$507,719$53,719 â–¼-9.6%9,4230.2%Consumer DiscretionaryMGVVanguard Mega Cap Value ETF$500,8020.0%3,4550.2%ETFXLCCommunication Services Select Sector SPDR Fund$496,6530.0%4,4800.2%ETFAMLPAlerian MLP ETF$480,481$54,112 â–²12.7%9,1280.2%ETFSHELShell$474,300$474,300 â–²New Holding5,1000.2%EnergyFDLOFidelity Low Volatility Factor ETF$470,732$61,296 â–²15.0%7,2880.2%ETFFNDXSchwab Fundamental U.S. Large Company ETF$462,561$27,794 â–¼-5.7%16,6090.2%ETFSCHYSchwab International Dividend Equity ETF$462,236$128,223 â–²38.4%14,6000.2%ETFSPYINEOS S&P 500 High Income ETF$461,231$141,450 â–¼-23.5%9,3420.2%ETFSMITHFIELD FOODS INC$450,317$450,317 â–²New Holding16,1000.2%COMJNJJohnson & Johnson$444,881$195,552 â–²78.4%1,8200.2%MedicalBLVVanguard Long-Term Bond ETF$444,112$68,986 â–²18.4%6,4570.2%ETFVBVanguard Small-Cap ETF$442,6450.0%1,6900.2%ETFGSThe Goldman Sachs Group$414,5350.0%4900.2%FinanceGOLDMAN SACHS ETF TR$406,243$2,152 â–²0.5%8,1180.2%S&P 500 PREMIUMFDMOFidelity Momentum Factor ETF$393,531$18,022 â–¼-4.4%4,9130.2%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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