Westbourne Investments, Inc. Top Holdings and 13F Report (2025) About Westbourne Investments, Inc.Investment ActivityWestbourne Investments, Inc. has $187.51 million in total holdings as of June 30, 2025.Westbourne Investments, Inc. owns shares of 140 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 18.90% of the portfolio was purchased this quarter.About 17.51% of the portfolio was sold this quarter.This quarter, Westbourne Investments, Inc. has purchased 134 new stocks and bought additional shares in 30 stocks.Westbourne Investments, Inc. sold shares of 57 stocks and completely divested from 25 stocks this quarter.Largest Holdings NVIDIA $9,444,958GE Aerospace $8,873,005Microsoft $7,498,436Meta Platforms $6,839,142Amazon.com $6,799,115 Largest New Holdings this Quarter N97284108 - Yandex $1,719,269 Holding871607107 - Synopsys $1,504,716 Holding21871X109 - Corebridge Financial $1,351,840 Holding446413106 - Huntington Ingalls Industries $941,694 Holding911312106 - United Parcel Service $700,423 Holding Largest Purchases this Quarter Vertiv 23,875 shares (about $3.07M)Citigroup 26,440 shares (about $2.25M)Chevron 15,375 shares (about $2.20M)Netflix 1,332 shares (about $1.78M)Yandex 31,073 shares (about $1.72M) Largest Sales this Quarter Microsoft 5,889 shares (about $2.93M)PALANTIR TECHNOLOGIES INC 14,132 shares (about $1.93M)Meta Platforms 2,357 shares (about $1.74M)Apple 7,195 shares (about $1.48M)Amazon.com 4,165 shares (about $913.76K) 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$9,444,958$566,868 ▼-5.7%59,7825.0%Computer and TechnologyGEGE Aerospace$8,873,005$25,739 ▲0.3%34,4734.7%AerospaceMSFTMicrosoft$7,498,436$2,929,240 ▼-28.1%15,0754.0%Computer and TechnologyMETAMeta Platforms$6,839,142$1,739,678 ▼-20.3%9,2663.6%Computer and TechnologyAMZNAmazon.com$6,799,115$913,759 ▼-11.8%30,9913.6%Retail/WholesaleNFLXNetflix$5,008,346$1,783,721 ▲55.3%3,7402.7%Consumer DiscretionaryBRK.BBerkshire Hathaway$4,583,381$388,628 ▼-7.8%9,4352.4%FinanceAAPLApple$4,539,575$1,476,193 ▼-24.5%22,1262.4%Computer and TechnologyGOOGLAlphabet$4,329,442$852,248 ▼-16.4%24,5672.3%Computer and TechnologyVSTVistra$4,288,434$1,685,372 ▲64.7%22,1272.3%UtilitiesDELLDell Technologies$4,287,690$1,614,029 ▲60.4%34,9732.3%Computer and TechnologyVRTVertiv$3,677,020$3,065,788 ▲501.6%28,6352.0%Computer and TechnologyVVisa$3,619,735$169,714 ▼-4.5%10,1951.9%Business ServicesCOSTCostco Wholesale$3,279,671$4,950 ▲0.2%3,3131.7%Retail/WholesaleGLDSPDR Gold Shares$3,157,734$47,249 ▲1.5%10,3591.7%FinanceCVXChevron$3,018,588$2,201,546 ▲269.5%21,0811.6%EnergyMUMicron Technology$2,993,373$825,405 ▲38.1%24,2871.6%Computer and TechnologyVUGVanguard Growth ETF$2,860,122$3,507 ▼-0.1%6,5241.5%ETFPHParker-Hannifin$2,790,828$15,365 ▼-0.5%3,9961.5%IndustrialsCCitigroup$2,698,941$2,250,607 ▲502.0%31,7071.4%Financial ServicesISRGIntuitive Surgical$2,627,3870.0%4,8351.4%MedicalMLMMartin Marietta Materials$2,621,284$8,234 ▼-0.3%4,7751.4%ConstructionSCHGSchwab U.S. Large-Cap Growth ETF$2,544,028$73,084 ▲3.0%87,0941.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,444,192$172,448 ▲7.6%44,9301.3%ETFIBMInternational Business Machines$2,211,734$176,868 ▼-7.4%7,5031.2%Computer and TechnologyCMECME Group$2,035,178$1,304,785 ▲178.6%7,3841.1%FinanceGEHCGE HealthCare Technologies$2,015,074$354,055 ▼-14.9%27,2051.1%MedicalIYWiShares U.S. Technology ETF$2,013,397$67,575 ▼-3.2%11,6201.1%ManufacturingFDXFedEx$2,009,875$1,600,717 ▲391.2%8,8421.1%TransportationPFEPfizer$1,977,863$328,937 ▼-14.3%81,5951.1%MedicalJEPIJPMorgan Equity Premium Income ETF$1,958,198$203,239 ▼-9.4%34,4451.0%ETFMDTMedtronic$1,858,0290.0%21,3151.0%MedicalWMWaste Management$1,720,498$77,341 ▼-4.3%7,5190.9%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$1,719,416$38,777 ▼-2.2%3,9020.9%FinanceYNDXYandex$1,719,269$1,719,269 ▲New Holding31,0730.9%Computer and TechnologyENBEnbridge$1,716,1320.0%37,8670.9%EnergySCHXSchwab US Large-Cap ETF$1,700,120$11,120 ▲0.7%69,5630.9%ETFLLYEli Lilly and Company$1,679,887$533,978 ▼-24.1%2,1550.9%MedicalMRVLMarvell Technology$1,679,193$1,369,593 ▲442.4%21,6950.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,658,878$1,926,474 ▼-53.7%12,1690.9%CL ASPYSPDR S&P 500 ETF Trust$1,626,799$14,211 ▼-0.9%2,6330.9%FinanceMGKVanguard Mega Cap Growth ETF$1,605,289$31,124 ▼-1.9%4,3840.9%ETFSCHBSchwab US Broad Market ETF$1,576,688$3,050 ▼-0.2%66,1640.8%ETFSHOPShopify$1,514,546$973,324 ▲179.8%13,1300.8%Computer and TechnologySNPSSynopsys$1,504,716$1,504,716 ▲New Holding2,9350.8%Computer and TechnologyVRTXVertex Pharmaceuticals$1,471,8310.0%3,3060.8%MedicalCRBGCorebridge Financial$1,351,840$1,351,840 ▲New Holding38,0800.7%FinanceSCHDSchwab US Dividend Equity ETF$1,257,346$131,997 ▼-9.5%47,4470.7%ETFGOOGAlphabet$1,253,260$618,204 ▼-33.0%7,0650.7%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,244,182$19,330 ▼-1.5%9,3330.7%ETFMETMetLife$1,075,618$686,385 ▲176.3%13,3750.6%FinanceVTIVanguard Total Stock Market ETF$1,037,009$21,275 ▼-2.0%3,4120.6%ETFABBVAbbVie$976,361$394,442 ▼-28.8%5,2600.5%MedicalCEGConstellation Energy$968,280$387,312 ▲66.7%3,0000.5%EnergyFNDXSchwab Fundamental U.S. Large Company ETF$954,262$35,927 ▼-3.6%38,8860.5%ETFVTVanguard Total World Stock ETF$953,618$12,852 ▼-1.3%7,4200.5%ETFHIIHuntington Ingalls Industries$941,694$941,694 ▲New Holding3,9000.5%AerospaceSCHVSchwab U.S. Large-Cap Value ETF$852,734$30,437 ▼-3.4%30,8180.5%ETFBLDRBuilders FirstSource$839,4680.0%7,1940.4%Retail/WholesaleFVCBFvcbankcorp$817,067$52,463 ▼-6.0%69,2430.4%FinanceHYDBiShares High Yield Systematic Bond ETF$812,9140.0%17,1230.4%ETFSPLVInvesco S&P 500 Low Volatility ETF$789,078$16,385 ▲2.1%10,8360.4%ETFFLOTiShares Floating Rate Bond ETF$778,055$807,392 ▼-50.9%15,2500.4%ETFGSThe Goldman Sachs Group$736,060$28,310 ▲4.0%1,0400.4%FinanceCMGChipotle Mexican Grill$710,298$28,075 ▼-3.8%12,6500.4%Retail/WholesaleUPSUnited Parcel Service$700,423$700,423 ▲New Holding6,9390.4%TransportationSCHMSchwab U.S. Mid-Cap ETF$691,376$64,515 ▼-8.5%24,6480.4%ETFVIGVanguard Dividend Appreciation ETF$653,511$38,887 ▼-5.6%3,1930.3%ETFCASYCasey's General Stores$614,875$614,875 ▲New Holding1,2050.3%Retail/WholesaleORCLOracle$579,370$579,370 ▲New Holding2,6500.3%Computer and TechnologyUSTBVictoryShares Short-Term Bond ETF$560,1890.0%11,0230.3%ETFFFord Motor$550,529$550,529 ▲New Holding50,7400.3%Auto/Tires/TrucksXLCCommunication Services Select Sector SPDR Fund$533,4250.0%4,9150.3%ETFDISWalt Disney$520,842$520,842 ▲New Holding4,2000.3%Consumer DiscretionaryAMGNAmgen$509,558$27,921 ▼-5.2%1,8250.3%MedicalMGVVanguard Mega Cap Value ETF$487,539$12,464 ▼-2.5%3,7160.3%ETFARMOUR RESIDENTIAL REIT INC$476,816$100,860 ▲26.8%28,3650.3%COM SHSPMPhilip Morris International$466,253$145,704 ▲45.5%2,5600.2%Consumer StaplesKRKroger$464,810$69,578 ▼-13.0%6,4800.2%Retail/WholesaleSPYINEOS S&P 500 High Income ETF$463,950$31,450 ▼-6.3%9,2200.2%ETFGSYInvesco Ultra Short Duration ETF$461,288$10,028 ▼-2.1%9,2000.2%ETFVOVanguard Mid-Cap ETF$453,6040.0%1,6210.2%ETFBINCiShares Flexible Income Active ETF$446,498$446,498 ▲New Holding8,4500.2%ETFROKURoku$439,450$439,450 ▲New Holding5,0000.2%Consumer DiscretionaryVYMIVanguard International High Dividend Yield ETF$438,202$66,892 ▲18.0%5,4700.2%ETFLVSLas Vegas Sands$435,100$435,100 ▲New Holding10,0000.2%Consumer DiscretionaryXOMExxon Mobil$430,039$21,561 ▼-4.8%3,9890.2%EnergyAMLPAlerian MLP ETF$429,968$18,567 ▼-4.1%8,8000.2%ETFAUBAtlantic Union Bankshares$422,280$422,280 ▲New Holding13,5000.2%FinanceAPPLOVIN CORP$420,0960.0%1,2000.2%COM CL ASCHFSchwab International Equity ETF$411,811$6,630 ▼-1.6%18,6340.2%ETFVBVanguard Small-Cap ETF$376,798$5,924 ▼-1.5%1,5900.2%ETFPZAInvesco National AMT-Free Municipal Bond ETF$373,5100.0%16,6820.2%ETFJPMJPMorgan Chase & Co.$357,914$81,146 ▲29.3%1,2350.2%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$352,993$182,031 ▲106.5%21,1120.2%ManufacturingALCCAltC Acquisition$347,138$347,138 ▲New Holding6,2000.2%EnergyBKLNInvesco Senior Loan ETF$330,641$330,641 ▲New Holding15,8050.2%ETFEXELExelixis$330,563$330,563 ▲New Holding7,5000.2%MedicalVEAVanguard FTSE Developed Markets ETF$329,3050.0%5,7760.2%ETFGE VERNOVA INC$329,131$118,000 ▼-26.4%6220.2%COMShowing largest 100 holdings. 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