Westbourne Investments, Inc. Top Holdings and 13F Report (2025) About Westbourne Investments, Inc.Investment ActivityWestbourne Investments, Inc. has $169.65 million in total holdings as of December 31, 2024.Westbourne Investments, Inc. owns shares of 125 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $9,711,181Microsoft $9,324,406Amazon.com $7,944,112Apple $7,692,397Meta Platforms $7,365,716 Sector AllocationMap of 500 Largest Holdings ofWestbourne Investments, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$9,711,18172,3155.7%Computer and TechnologyMSFTMicrosoft$9,324,40622,1225.5%Computer and TechnologyAMZNAmazon.com$7,944,11236,2104.7%Retail/WholesaleAAPLApple$7,692,39730,7184.5%Computer and TechnologyMETAMeta Platforms$7,365,71612,5804.3%Computer and TechnologyWMTWalmart$6,049,38466,9553.6%Retail/WholesaleGEGeneral Electric$5,978,25435,8433.5%TransportationGOOGLAlphabet$5,763,61730,4473.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$4,103,60854,2592.4%CL ABRK.BBerkshire Hathaway$3,771,4218,3202.2%FinanceVVisa$3,388,89710,7232.0%Business ServicesCOSTCostco Wholesale$3,135,4763,4221.8%Retail/WholesaleGOOGAlphabet$2,991,81215,7101.8%Computer and TechnologyVUGVanguard Growth ETF$2,801,2536,8251.7%ETFLLYEli Lilly and Company$2,674,9803,4651.6%MedicalPHParker-Hannifin$2,568,0544,0381.5%Industrial ProductsISRGIntuitive Surgical$2,523,6774,8351.5%MedicalGLDSPDR Gold Shares$2,484,01210,2591.5%FinanceMLMMartin Marietta Materials$2,474,0354,7901.5%ConstructionJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,434,48843,1801.4%ETFJEPIJPMorgan Equity Premium Income ETF$2,357,00440,9701.4%ETFENBEnbridge$2,041,60448,1171.2%Oils/EnergyGE VERNOVA INC$1,993,3166,0601.2%COMIYWiShares U.S. Technology ETF$1,955,71512,2601.2%ManufacturingEQHEquitable$1,945,99841,2551.1%FinanceNOWServiceNow$1,855,2101,7501.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,695,6183,9851.0%FinanceAMDAdvanced Micro Devices$1,674,75313,8651.0%Computer and TechnologyBLDRBuilders FirstSource$1,657,13011,5941.0%Retail/WholesaleIBMInternational Business Machines$1,649,3847,5031.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,612,70269,5731.0%ETFSPYSPDR S&P 500 ETF Trust$1,595,8962,7230.9%FinanceMGKVanguard Mega Cap Growth ETF$1,586,2114,6190.9%ETFWMWaste Management$1,579,6127,8280.9%Business ServicesSCHBSchwab US Broad Market ETF$1,529,11767,3620.9%ETFFLOTiShares Floating Rate Bond ETF$1,438,88628,2800.8%ETFSCHDSchwab US Dividend Equity ETF$1,402,06251,3200.8%ETFVRTXVertex Pharmaceuticals$1,331,3263,3060.8%MedicalABBVAbbVie$1,294,5457,2850.8%MedicalALLYAlly Financial$1,276,01435,4350.8%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,165,85841,8320.7%ETFVYMVanguard High Dividend Yield ETF$1,158,9009,0830.7%ETFAPPLOVIN CORP$1,133,4053,5000.7%COM CL ABXMTBlackstone Mortgage Trust$1,099,67563,1630.6%FinanceVTIVanguard Total Stock Market ETF$1,038,0993,5820.6%ETFNFLXNetflix$1,032,1491,1580.6%Consumer DiscretionaryFNDXSchwab Fundamental U.S. Large Company Index ETF$967,47040,8560.6%ETFAMTAmerican Tower$941,9945,1360.6%FinanceDELLDell Technologies$939,3218,1510.6%Computer and TechnologyFVCBFVCBankcorp$926,27173,6890.5%FinanceVTVanguard Total World Stock ETF$886,3877,5450.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$854,52232,7780.5%ETFCMGChipotle Mexican Grill$829,12513,7500.5%Retail/WholesaleMFICMidCap Financial Investment$758,13856,2000.4%FinanceHYDBiShares High Yield Bond Factor ETF$756,20316,8780.4%ETFSCHMSchwab U.S. Mid-Cap ETF$754,76527,2380.4%ETFSPLVInvesco S&P 500 Low Volatility ETF$749,77010,7110.4%ETFVSTVistra$728,6435,2850.4%UtilitiesBMYBristol-Myers Squibb$725,66512,8300.4%MedicalSPYINEOS S&P 500 High Income ETF$720,88214,1850.4%ETFGDDYGoDaddy$714,4793,6200.4%Computer and TechnologyTSLATesla$712,7781,7650.4%Auto/Tires/TrucksCALMCal-Maine Foods$638,1046,2000.4%Basic MaterialsVIGVanguard Dividend Appreciation ETF$610,0103,1150.4%ETFGSThe Goldman Sachs Group$572,6201,0000.3%FinanceUSTBVictoryShares Short-Term Bond ETF$553,35511,0230.3%ETFPRUPrudential Financial$519,2804,3810.3%FinanceSASRSandy Spring Bancorp$505,65015,0000.3%FinancePMTPennyMac Mortgage Investment Trust$499,82339,7000.3%FinanceAVEMAvantis Emerging Markets Equity ETF$488,0758,3320.3%ETFCVXChevron$480,2893,3160.3%Oils/EnergyMGVVanguard Mega Cap Value ETF$476,0323,8110.3%ETFXLCCommunication Services Select Sector SPDR Fund$475,8214,9150.3%ETFAMGNAmgen$475,6681,8250.3%MedicalPGRProgressive$467,2401,9500.3%FinanceVBVanguard Small-Cap ETF$457,7331,9050.3%ETFXOMExxon Mobil$457,0904,2490.3%Oils/EnergyAMLPAlerian MLP ETF$442,1099,1800.3%ETFUNHUnitedHealth Group$437,5698650.3%MedicalKKellanova$437,2385,4000.3%Consumer DiscretionaryAPOApollo Global Management$429,4162,6000.3%FinanceVOVanguard Mid-Cap ETF$428,1551,6210.3%ETFHMCHonda Motor$419,68514,7000.2%Auto/Tires/TrucksNEOS ETF TRUST$417,1277,9650.2%NASDAQ 100 HIGHCOFCapital One Financial$410,1362,3000.2%FinancePZAInvesco National AMT-Free Municipal Bond ETF$393,86217,1150.2%ETFARMOUR RESIDENTIAL REIT INC$382,85820,3000.2%COM SHSSMHVanEck Semiconductor ETF$372,9421,5400.2%ManufacturingREGNRegeneron Pharmaceuticals$356,1655000.2%MedicalHYGHiShares Interest Rate Hedged High Yield Bond ETF$351,9634,0760.2%ETFINTCIntel$341,45217,0300.2%Computer and TechnologySCHFSchwab International Equity ETF$339,17918,3340.2%ETFGRMNGarmin$319,7031,5500.2%Computer and TechnologyBMEZBlackRock Health Sciences Term Trust$316,80022,0000.2%--DHRDanaher$309,8931,3500.2%MedicalSLBSchlumberger$306,7208,0000.2%Oils/EnergyPYPLPayPal$298,7253,5000.2%Computer and TechnologyCBChubb$292,3251,0580.2%FinanceVEAVanguard FTSE Developed Markets ETF$284,2555,9440.2%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$282,3987,8270.2%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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