Westbourne Investment Advisors, Inc. 13F Holdings

CIK 0001650092

As of Sep 30, 2025, Westbourne Investment Advisors, Inc. reported 116 positions worth $358.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology48,593$25.2M7.02%
APPLE INCAAPLTechnology91,386$23.3M6.49%
ALPHABET INCGOOGLEquity94,543$23.0M6.41%
META PLATFORMS INCMETACommunication Services26,472 9.4M5.42%
UBER TECHNOLOGIES INCUBERTechnology190,781 8.7M5.21%
GOLDMAN SACHS GROUP INCGSFinancial Services18,546 4.8M4.12%
BANK OF AMERICA CORPBACFinancial Services258,227 3.3M3.71%
MORGAN STANLEYMSFinancial Services75,393 2.0M3.34%
SCHWAB CHARLES CORPSCHWEquity122,053 1.7M3.25%
VALERO ENERGY CORPVLOEnergy58,570 0.0M2.78%
EXPEDIA GROUP INCEXPEIndustrials42,849$9.2M2.55%
NETFLIX INCNFLXCommunication Services7,595$9.1M2.54%
CAVCO INDUSTRIES INCCVCOConsumer Cyclical14,100$8.2M2.28%
HOME DEPOT INCHDConsumer Cyclical19,545$7.9M2.21%
CITIGROUP INCCFinancial Services75,034$7.6M2.12%
TOAST INCTOSTTechnology206,077$7.5M2.10%
SCHWAB US LARGE-CAP GROWTHSCHG—223,534$7.1M1.99%
AMAZON.COM INCAMZNEquity32,251$7.1M1.97%
SOFI TECHNOLOGIES INCSOFIFinancial Services254,164$6.7M1.87%
CHUBB LTDCBFinancial Services22,233$6.3M1.75%
PAYCHEX INCPAYXIndustrials49,113$6.2M1.74%
BOOZ ALLEN HAMILTON HOLDING CORPBAHIndustrials58,157$5.8M1.62%
BROWN & BROWN INCBROFinancial Services59,964$5.6M1.57%
ACCENTURE PLCACNTechnology22,063$5.4M1.52%
METHANEX CORPMEOHBasic Materials132,826$5.3M1.47%