Westbourne Investment Advisors as of March 31, 2025
Portfolio Holdings for Westbourne Investment Advisors
Westbourne Investment Advisors holds 83 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $20M | 89k | 222.13 | |
| Microsoft Corporation (MSFT) | 6.2 | $18M | 47k | 375.39 | |
| Meta Platforms Cl A (META) | 5.5 | $16M | 27k | 576.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.3 | $15M | 96k | 154.64 | |
| Uber Technologies (UBER) | 5.0 | $14M | 193k | 72.86 | |
| Bank of America Corporation (BAC) | 3.8 | $11M | 259k | 41.73 | |
| Goldman Sachs (GS) | 3.7 | $10M | 19k | 546.29 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $9.8M | 126k | 78.28 | |
| Morgan Stanley Com New (MS) | 3.2 | $8.9M | 76k | 116.67 | |
| Netflix (NFLX) | 2.7 | $7.5M | 8.0k | 932.53 | |
| Valero Energy Corporation (VLO) | 2.6 | $7.4M | 56k | 132.07 | |
| Paychex (PAYX) | 2.6 | $7.4M | 48k | 154.28 | |
| Toast Cl A (TOST) | 2.6 | $7.3M | 221k | 33.17 | |
| Expedia Group Com New (EXPE) | 2.5 | $7.1M | 42k | 168.10 | |
| Cavco Industries (CVCO) | 2.4 | $6.7M | 13k | 519.63 | |
| Home Depot (HD) | 2.3 | $6.6M | 18k | 366.49 | |
| Anthem (ELV) | 2.3 | $6.4M | 15k | 434.96 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $5.9M | 19k | 312.04 | |
| Chubb (CB) | 2.1 | $5.9M | 20k | 301.99 | |
| Citigroup Com New (C) | 2.0 | $5.6M | 80k | 70.99 | |
| Amazon (AMZN) | 2.0 | $5.5M | 29k | 190.26 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.9 | $5.3M | 51k | 104.58 | |
| Centene Corporation (CNC) | 1.9 | $5.2M | 86k | 60.71 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $4.9M | 195k | 25.04 | |
| Methanex Corp (MEOH) | 1.5 | $4.2M | 120k | 35.09 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 1.4 | $3.9M | 56k | 70.40 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $3.9M | 146k | 26.58 | |
| Docusign (DOCU) | 1.3 | $3.7M | 46k | 81.40 | |
| Snap Cl A (SNAP) | 1.1 | $3.2M | 367k | 8.71 | |
| Philip Morris International (PM) | 0.9 | $2.6M | 16k | 158.73 | |
| Bumble Com Cl A (BMBL) | 0.8 | $2.2M | 517k | 4.34 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | 8.5k | 245.30 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 15k | 118.93 | |
| Lowe's Companies (LOW) | 0.6 | $1.8M | 7.7k | 233.23 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.8M | 3.1k | 559.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.7M | 11k | 156.22 | |
| UnitedHealth (UNH) | 0.6 | $1.6M | 3.1k | 523.75 | |
| Pepsi (PEP) | 0.6 | $1.6M | 10k | 149.94 | |
| Abbvie (ABBV) | 0.5 | $1.5M | 7.3k | 209.52 | |
| Visa Com Cl A (V) | 0.5 | $1.5M | 4.2k | 350.46 | |
| Procter & Gamble Company (PG) | 0.5 | $1.4M | 8.2k | 170.42 | |
| Eli Lilly & Co. (LLY) | 0.5 | $1.3M | 1.6k | 825.91 | |
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $1.3M | 25k | 49.81 | |
| Moody's Corporation (MCO) | 0.4 | $1.2M | 2.7k | 465.69 | |
| ConocoPhillips (COP) | 0.4 | $1.2M | 11k | 105.02 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.1M | 6.8k | 165.84 | |
| Capital One Financial (COF) | 0.4 | $1.1M | 6.3k | 179.30 | |
| Fiserv (FI) | 0.4 | $1.1M | 4.8k | 220.83 | |
| Abbott Laboratories (ABT) | 0.4 | $1.0M | 7.7k | 132.65 | |
| Altria (MO) | 0.3 | $966k | 16k | 60.02 | |
| McDonald's Corporation (MCD) | 0.3 | $900k | 2.9k | 312.37 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $838k | 1.5k | 561.82 | |
| Norfolk Southern (NSC) | 0.3 | $775k | 3.3k | 236.85 | |
| Merck & Co (MRK) | 0.3 | $768k | 8.6k | 89.76 | |
| Phillips 66 (PSX) | 0.3 | $709k | 5.7k | 123.48 | |
| Union Pacific Corporation (UNP) | 0.2 | $674k | 2.9k | 236.24 | |
| American Express Company (AXP) | 0.2 | $655k | 2.4k | 269.05 | |
| Coca-Cola Company (KO) | 0.2 | $617k | 8.6k | 71.62 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $591k | 8.7k | 67.85 | |
| Eaton Corp SHS (ETN) | 0.2 | $562k | 2.1k | 271.83 | |
| Honeywell International (HON) | 0.2 | $560k | 2.6k | 211.75 | |
| Air Products & Chemicals (APD) | 0.2 | $531k | 1.8k | 294.92 | |
| Pfizer (PFE) | 0.2 | $502k | 20k | 25.34 | |
| Applied Materials (AMAT) | 0.2 | $430k | 3.0k | 145.12 | |
| Ge Aerospace Com New (GE) | 0.1 | $394k | 2.0k | 200.15 | |
| Aon Shs Cl A (AON) | 0.1 | $359k | 900.00 | 399.09 | |
| Wal-Mart Stores (WMT) | 0.1 | $338k | 3.8k | 87.80 | |
| CSX Corporation (CSX) | 0.1 | $338k | 12k | 29.43 | |
| Thomson Reuters Corp. (TRI) | 0.1 | $335k | 1.9k | 172.78 | |
| L3harris Technologies (LHX) | 0.1 | $335k | 1.6k | 209.31 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $309k | 1.8k | 173.23 | |
| Oneok (OKE) | 0.1 | $298k | 3.0k | 99.22 | |
| 3M Company (MMM) | 0.1 | $297k | 2.0k | 146.86 | |
| Boeing Company (BA) | 0.1 | $288k | 1.7k | 170.55 | |
| Intel Corporation (INTC) | 0.1 | $281k | 12k | 22.71 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $276k | 5.4k | 50.83 | |
| Bristol Myers Squibb (BMY) | 0.1 | $267k | 4.4k | 60.99 | |
| Yum! Brands (YUM) | 0.1 | $249k | 1.6k | 157.36 | |
| Carlyle Group (CG) | 0.1 | $249k | 5.7k | 43.59 | |
| General Mills (GIS) | 0.1 | $239k | 4.0k | 59.79 | |
| Walt Disney Company (DIS) | 0.1 | $210k | 2.1k | 98.70 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $206k | 841.00 | 244.64 | |
| Trust For Professional Man Crossingbrdg Pre (SPC) | 0.0 | $38.790700 | 30k | 0.00 |
