Westbourne Investment Advisors as of March 31, 2017
Portfolio Holdings for Westbourne Investment Advisors
Westbourne Investment Advisors holds 106 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.7 | $8.1M | 56k | 143.66 | |
Bank of America Corporation (BAC) | 4.7 | $5.7M | 240k | 23.59 | |
Dow Chemical Company | 3.6 | $4.4M | 69k | 63.55 | |
Alphabet Inc Class A cs (GOOGL) | 3.3 | $4.0M | 4.7k | 847.83 | |
CVS Caremark Corporation (CVS) | 3.2 | $3.9M | 50k | 78.49 | |
Microsoft Corporation (MSFT) | 3.2 | $3.9M | 60k | 65.86 | |
ConocoPhillips (COP) | 2.6 | $3.2M | 65k | 49.88 | |
General Electric Company | 2.4 | $2.9M | 99k | 29.80 | |
Citi | 2.3 | $2.8M | 47k | 59.83 | |
Bristol Myers Squibb (BMY) | 2.3 | $2.8M | 51k | 54.38 | |
Capital One Financial (COF) | 2.2 | $2.7M | 32k | 86.68 | |
Eaton Vance Limited Duration Income Fund (EVV) | 2.2 | $2.7M | 194k | 13.83 | |
Gilead Sciences (GILD) | 2.2 | $2.7M | 39k | 67.92 | |
Walt Disney Company (DIS) | 2.1 | $2.5M | 22k | 113.37 | |
Ares Capital Corporation (ARCC) | 1.9 | $2.3M | 133k | 17.38 | |
Home Depot (HD) | 1.9 | $2.3M | 15k | 146.84 | |
Seagate Technology Com Stk | 1.8 | $2.2M | 48k | 45.92 | |
Johnson & Johnson (JNJ) | 1.7 | $2.1M | 17k | 124.54 | |
Powershares Senior Loan Portfo mf | 1.6 | $2.0M | 84k | 23.26 | |
International Paper Company (IP) | 1.6 | $1.9M | 38k | 50.77 | |
Apache Corporation | 1.6 | $1.9M | 37k | 51.38 | |
Mylan | 1.5 | $1.9M | 48k | 38.98 | |
Procter & Gamble Company (PG) | 1.3 | $1.6M | 18k | 89.84 | |
BorgWarner (BWA) | 1.3 | $1.6M | 39k | 41.80 | |
Greenbrier Companies (GBX) | 1.3 | $1.5M | 36k | 43.09 | |
Honeywell International (HON) | 1.2 | $1.5M | 12k | 124.86 | |
Alerian Mlp Etf | 1.1 | $1.4M | 107k | 12.71 | |
Merck & Co | 1.1 | $1.3M | 21k | 63.56 | |
American Intl Group | 1.1 | $1.3M | 21k | 62.42 | |
SPDR Barclays Capital High Yield B | 1.1 | $1.3M | 36k | 36.93 | |
Molson Coors Brewing Company (TAP) | 1.1 | $1.3M | 13k | 95.69 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 1.0 | $1.2M | 14k | 86.38 | |
Morgan Stanley (MS) | 1.0 | $1.2M | 28k | 42.83 | |
Whirlpool Corporation (WHR) | 1.0 | $1.2M | 7.1k | 171.34 | |
Red Hat | 1.0 | $1.2M | 13k | 86.50 | |
Abbvie (ABBV) | 1.0 | $1.2M | 18k | 65.17 | |
E.I. du Pont de Nemours & Company | 0.9 | $1.1M | 14k | 80.36 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.1M | 13k | 81.99 | |
Visa (V) | 0.9 | $1.1M | 12k | 88.83 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.8 | $1.0M | 9.3k | 108.92 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $957k | 1.2k | 829.29 | |
Pfizer (PFE) | 0.8 | $926k | 27k | 34.21 | |
UnitedHealth (UNH) | 0.7 | $881k | 5.4k | 164.06 | |
Moody's Corporation (MCO) | 0.7 | $875k | 7.8k | 112.05 | |
Buckeye Partners | 0.7 | $850k | 12k | 68.55 | |
Tempur-Pedic International (TPX) | 0.7 | $810k | 17k | 46.48 | |
Chevron Corporation (CVX) | 0.7 | $798k | 7.4k | 107.33 | |
Dollar Tree (DLTR) | 0.6 | $747k | 9.5k | 78.43 | |
Methanex Corp (MEOH) | 0.6 | $744k | 16k | 46.91 | |
Pioneer Floating Rate Trust (PHD) | 0.6 | $695k | 57k | 12.22 | |
Pepsi (PEP) | 0.5 | $662k | 5.9k | 111.90 | |
Discovery Communications | 0.5 | $652k | 22k | 29.11 | |
Global X Fds glbl x mlp etf | 0.5 | $643k | 55k | 11.62 | |
Norfolk Southern (NSC) | 0.5 | $608k | 5.4k | 111.89 | |
Macy's (M) | 0.5 | $606k | 20k | 29.64 | |
Facebook Inc cl a (META) | 0.5 | $611k | 4.3k | 142.03 | |
Wells Fargo & Company (WFC) | 0.4 | $534k | 9.6k | 55.64 | |
United Technologies Corporation | 0.4 | $540k | 4.8k | 112.27 | |
Total (TTE) | 0.4 | $540k | 11k | 50.40 | |
Regions Financial Corporation (RF) | 0.4 | $519k | 36k | 14.52 | |
Oracle Corporation (ORCL) | 0.4 | $526k | 12k | 44.58 | |
Western Asset Managed Municipals Fnd (MMU) | 0.4 | $520k | 38k | 13.76 | |
Anthem (ELV) | 0.4 | $514k | 3.1k | 165.54 | |
American Express Company (AXP) | 0.4 | $502k | 6.3k | 79.12 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $468k | 5.3k | 87.79 | |
Dun & Bradstreet Corporation | 0.4 | $479k | 4.4k | 108.00 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $473k | 5.9k | 79.76 | |
Devon Energy Corporation (DVN) | 0.4 | $459k | 11k | 41.73 | |
Pulte (PHM) | 0.4 | $464k | 20k | 23.55 | |
Williams Partners | 0.4 | $457k | 11k | 40.80 | |
Legg Mason | 0.4 | $452k | 13k | 36.14 | |
Abbott Laboratories (ABT) | 0.4 | $445k | 10k | 44.37 | |
Southwestern Energy Co Dep | 0.4 | $449k | 23k | 19.80 | |
First Data Corp | 0.3 | $395k | 26k | 15.50 | |
Lowe's Companies (LOW) | 0.3 | $402k | 4.9k | 82.12 | |
Targa Res Corp (TRGP) | 0.3 | $365k | 6.1k | 59.84 | |
Jp Morgan Alerian Mlp Index | 0.3 | $349k | 11k | 32.34 | |
Verizon Communications (VZ) | 0.3 | $344k | 7.1k | 48.73 | |
Vanguard Mun Bd Fd Inc Inter T (VWITX) | 0.3 | $338k | 24k | 13.97 | |
Aon | 0.3 | $341k | 2.9k | 118.82 | |
Phillips 66 (PSX) | 0.3 | $337k | 4.3k | 79.22 | |
Eaton Corporation | 0.3 | $334k | 4.5k | 74.22 | |
Via | 0.3 | $314k | 6.4k | 48.69 | |
Pioneer Natural Resources | 0.3 | $310k | 1.7k | 186.52 | |
Kinder Morgan (KMI) | 0.3 | $314k | 14k | 21.76 | |
Intel Corporation (INTC) | 0.2 | $301k | 8.4k | 36.05 | |
Western Asset Premier Bond Fund (WEA) | 0.2 | $302k | 23k | 13.34 | |
FedEx Corporation (FDX) | 0.2 | $286k | 1.5k | 194.96 | |
iShares S&P 500 Index (IVV) | 0.2 | $287k | 1.2k | 237.19 | |
Nuveen Quality Pref. Inc. Fund II | 0.2 | $291k | 31k | 9.53 | |
Anadarko Petroleum Corporation | 0.2 | $279k | 4.5k | 62.00 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $265k | 1.1k | 235.56 | |
Applied Materials (AMAT) | 0.2 | $270k | 7.0k | 38.85 | |
Enterprise Products Partners (EPD) | 0.2 | $262k | 9.5k | 27.58 | |
Coca-Cola Company (KO) | 0.2 | $254k | 6.0k | 42.48 | |
CBS Corporation | 0.2 | $255k | 3.7k | 69.39 | |
Vanguard European ETF (VGK) | 0.2 | $237k | 4.6k | 51.47 | |
Amazon (AMZN) | 0.2 | $226k | 255.00 | 886.27 | |
Bank of New York Mellon Corporation (BK) | 0.2 | $221k | 4.7k | 47.30 | |
Wal-Mart Stores (WMT) | 0.2 | $222k | 3.1k | 72.12 | |
Centene Corporation (CNC) | 0.2 | $222k | 3.1k | 71.38 | |
Enerplus Resources Fund | 0.2 | $220k | 27k | 8.06 | |
Philip Morris International (PM) | 0.2 | $205k | 1.8k | 113.07 | |
Elbit Systems (ESLT) | 0.2 | $202k | 1.8k | 113.80 | |
Annaly Capital Management | 0.1 | $141k | 13k | 11.10 | |
Vanguard Gnma -inv (VFIIX) | 0.1 | $119k | 11k | 10.51 |