Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Westbourne Investment Advisors, Inc. has $292.24 thousand in total holdings as of December 31, 2024.
Westbourne Investment Advisors, Inc. owns shares of 85 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 6.23% of the portfolio was purchased this quarter.
About 5.24% of the portfolio was sold this quarter.
This quarter, Westbourne Investment Advisors, Inc. has purchased 91 new stocks and bought additional shares in 37 stocks.
Westbourne Investment Advisors, Inc. sold shares of 19 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple: $22,402
Microsoft: $19,585
Alphabet: $18,250
Meta Platforms: $16,123
Uber Technologies: $11,526

Largest New Holdings this Quarter

Vanguard FTSE Developed Markets ETF: $259 Holding

Largest Purchases this Quarter

Cavco Industries: 12,008 shares (about $5.36K)
Schwab U.S. Large-Cap Growth ETF: 136,762 shares (about $3.81K)
Schwab U.S. Large-Cap Value ETF: 95,372 shares (about $2.49K)
Valero Energy: 7,014 shares (about $859.85)
Elevance Health: 2,283 shares (about $842.21)

Largest Sales this Quarter

Netflix: 557 shares (about $496.47)
Apple: 1,566 shares (about $392.16)
Toast: 9,128 shares (about $332.70)
Expedia Group: 1,756 shares (about $327.19)
DocuSign: 3,455 shares (about $310.71)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$22,402	$392 ▼	-1.7%	89,458	7.7%	Computer and Technology
MSFT Microsoft	$19,585	$86 ▲	0.4%	46,464	6.7%	Computer and Technology
GOOGL Alphabet	$18,250	$90 ▲	0.5%	96,407	6.2%	Computer and Technology
META Meta Platforms	$16,123	$19 ▼	-0.1%	27,536	5.5%	Computer and Technology
UBER Uber Technologies	$11,526	$235 ▲	2.1%	191,078	3.9%	Computer and Technology
BAC Bank of America	$11,283	$8 ▲	0.1%	256,733	3.9%	Finance
GS The Goldman Sachs Group	$10,875	$168 ▼	-1.5%	18,991	3.7%	Finance
MS Morgan Stanley	$9,589	$90 ▼	-0.9%	76,270	3.3%	Finance
SCHW Charles Schwab	$9,157	$151 ▲	1.7%	123,731	3.1%	Finance
TOST Toast	$8,203	$333 ▼	-3.9%	225,057	2.8%	Computer and Technology
EXPE Expedia Group	$7,856	$327 ▼	-4.0%	42,163	2.7%	Retail/Wholesale
NFLX Netflix	$7,349	$496 ▼	-6.3%	8,245	2.5%	Consumer Discretionary
HD Home Depot	$6,889	$191 ▲	2.8%	17,710	2.4%	Retail/Wholesale
VLO Valero Energy	$6,748	$860 ▲	14.6%	55,045	2.3%	Oils/Energy
PAYX Paychex	$6,635	$212 ▲	3.3%	47,316	2.3%	Business Services
ACN Accenture	$6,551	$201 ▲	3.2%	18,623	2.2%	Computer and Technology
BAH Booz Allen Hamilton	$6,316	$322 ▲	5.4%	49,079	2.2%	Business Services
AMZN Amazon.com	$6,261	$111 ▲	1.8%	28,538	2.1%	Retail/Wholesale
MEOH Methanex	$5,892	$368 ▲	6.7%	117,981	2.0%	Basic Materials
CVCO Cavco Industries	$5,682	$5,358 ▲	1,656.3%	12,733	1.9%	Construction
C Citigroup	$5,538	$1 ▲	0.0%	78,681	1.9%	Finance
ELV Elevance Health	$5,317	$842 ▲	18.8%	14,413	1.8%	Medical
CB Chubb	$5,168	$308 ▲	6.3%	18,703	1.8%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$5,144	$3,812 ▲	286.1%	184,564	1.8%	ETF
CNC Centene	$5,056	$759 ▲	17.7%	83,459	1.7%	Medical
DOCU DocuSign	$4,122	$311 ▼	-7.0%	45,835	1.4%	Computer and Technology
LYB LyondellBasell Industries	$4,077	$345 ▲	9.2%	54,900	1.4%	Basic Materials
BMBL Bumble	$3,960	$616 ▲	18.4%	486,446	1.4%	Computer and Technology
SNAP Snap	$3,845	$217 ▲	6.0%	356,987	1.3%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$3,500	$2,486 ▲	245.2%	134,270	1.2%	ETF
JPM JPMorgan Chase & Co.	$2,035	$25 ▲	1.3%	8,490	0.7%	Finance
GOOG Alphabet	$2,019	$40 ▲	2.0%	10,604	0.7%	Computer and Technology
PM Philip Morris International	$1,950		0.0%	16,204	0.7%	Consumer Staples
LOW Lowe's Companies	$1,879	$30 ▼	-1.6%	7,613	0.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,813	$154 ▲	9.3%	3,094	0.6%	Finance
XOM Exxon Mobil	$1,672	$15 ▲	0.9%	15,540	0.6%	Oils/Energy
UNH UnitedHealth Group	$1,581	$3 ▲	0.2%	3,125	0.5%	Medical
PEP PepsiCo	$1,578	$4 ▲	0.3%	10,377	0.5%	Consumer Staples
PG Procter & Gamble	$1,366		0.0%	8,150	0.5%	Consumer Staples
V Visa	$1,346	$6 ▲	0.5%	4,259	0.5%	Business Services
MCO Moody's	$1,326	$99 ▼	-7.0%	2,801	0.5%	Finance
ABBV AbbVie	$1,295	$12 ▼	-0.9%	7,285	0.4%	Medical
LLY Eli Lilly and Company	$1,202	$47 ▼	-3.8%	1,557	0.4%	Medical
COF Capital One Financial	$1,151	$23 ▼	-2.0%	6,455	0.4%	Finance
XLF Financial Select Sector SPDR Fund	$1,141	$35 ▼	-3.0%	23,604	0.4%	ETF
COP ConocoPhillips	$1,099	$8 ▲	0.8%	11,085	0.4%	Oils/Energy
JNJ Johnson & Johnson	$1,080	$16 ▼	-1.5%	7,469	0.4%	Medical
FI Fiserv	$989		0.0%	4,815	0.3%	Business Services
ABT Abbott Laboratories	$884	$11 ▲	1.3%	7,814	0.3%	Medical
IVV iShares Core S&P 500 ETF	$877	$2 ▲	0.2%	1,490	0.3%	ETF
MRK Merck & Co., Inc.	$848		0.0%	8,521	0.3%	Medical
MCD McDonald's	$844	$9 ▲	1.0%	2,911	0.3%	Retail/Wholesale
MO Altria Group	$842		0.0%	16,099	0.3%	Consumer Staples
NSC Norfolk Southern	$786	$6 ▼	-0.7%	3,347	0.3%	Transportation
AXP American Express	$712		0.0%	2,398	0.2%	Finance
PSX Phillips 66	$665	$2 ▼	-0.3%	5,841	0.2%	Oils/Energy
UNP Union Pacific	$650		0.0%	2,851	0.2%	Transportation
MDLZ Mondelez International	$641		0.0%	10,725	0.2%	Consumer Staples
ETN Eaton	$638	$66 ▲	11.6%	1,923	0.2%	Industrial Products
HON Honeywell International	$609	$27 ▲	4.7%	2,695	0.2%	Multi-Sector Conglomerates
KO Coca-Cola	$536		0.0%	8,615	0.2%	Consumer Staples
PFE Pfizer	$526		0.0%	19,810	0.2%	Medical
APD Air Products and Chemicals	$522		0.0%	1,800	0.2%	Basic Materials
AMAT Applied Materials	$482		0.0%	2,965	0.2%	Computer and Technology
CSX CSX	$370		0.0%	11,470	0.1%	Transportation
DIS Walt Disney	$366	$119 ▼	-24.5%	3,289	0.1%	Consumer Discretionary
WMT Walmart	$348		0.0%	3,849	0.1%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$341	$1 ▲	0.4%	1,949	0.1%	ETF
LHX L3Harris Technologies	$336		0.0%	1,600	0.1%	Aerospace
GE General Electric	$329		0.0%	1,970	0.1%	Transportation
AON AON	$323		0.0%	900	0.1%	Finance
TRI Thomson Reuters	$311		0.0%	1,939	0.1%	Business Services
OKE ONEOK	$301		0.0%	3,000	0.1%	Oils/Energy
BA Boeing	$299	$4 ▲	1.2%	1,687	0.1%	Aerospace
CG The Carlyle Group	$288		0.0%	5,700	0.1%	Finance
MMM 3M	$261		0.0%	2,020	0.1%	Multi-Sector Conglomerates
VEA Vanguard FTSE Developed Markets ETF	$259	$259 ▲	New Holding	5,423	0.1%	ETF
INTC Intel	$256		0.0%	12,789	0.1%	Computer and Technology
GIS General Mills	$255		0.0%	4,000	0.1%	Consumer Staples
BMY Bristol-Myers Squibb	$253	$23 ▼	-8.2%	4,477	0.1%	Medical
PYPL PayPal	$230		0.0%	2,700	0.1%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$213		0.0%	841	0.1%	ETF
YUM Yum! Brands	$213		0.0%	1,585	0.1%	Retail/Wholesale
RF Regions Financial	$203		0.0%	8,650	0.1%	Finance
SPC CrossingBridge Pre-Merger SPAC ETF	$0		0.0%	29,839	0.0%	ETF
CRM Salesforce	$0	$5,854 ▼	-100.0%	0	0.0%	Computer and Technology
FERG Ferguson	$0	$5,207 ▼	-100.0%	0	0.0%	Industrial Products
XLV Health Care Select Sector SPDR Fund	$0	$707 ▼	-100.0%	0	0.0%	ETF
CVS CVS Health	$0	$365 ▼	-100.0%	0	0.0%	Retail/Wholesale
TMO Thermo Fisher Scientific	$0	$228 ▼	-100.0%	0	0.0%	Medical
JPST JPMorgan Ultra-Short Income ETF	$0	$207 ▼	-100.0%	0	0.0%	ETF
BF.B Brown-Forman	$0	$207 ▼	-100.0%	0	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Westbourne Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Westbourne Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWestbourne Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools