Westbourne Investment Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Westbourne Investment Advisors, Inc. reported 83 stock positions worth $281.5 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Meta Platforms Class A (META, 5.5%). Compared with Q4 2024, it sold out of 2, added to 31 and reduced 25. The biggest buy was Uber Technologies (UBER, shares +1%) and the biggest sale Alphabet Class A (GOOGL, shares −1%).

Most Recent 13F
Q2 2026
Location
ANNAPOLIS, MD
CIK
0001650092
Portfolio Value
$281.5M (Q1 2025)
SEC Filing
0002063364-25-000073 ↗ filed Apr 30, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $271.7M Q1 2024 Q2 2024: $276.0M Q2 2024 Q3 2024: $286.2M Q3 2024 Q4 2024: $292.2M Q4 2024 Q1 2025: $281.5M $281.5M Q1 2025 Q2 2025: $329.6M Q2 2025 Q3 2025: $358.7M Q3 2025 Q4 2025: $362.4M Q4 2025 Q1 2026: $343.0M Q1 2026 Q2 2026: $362.7M Q2 2026

Holdings 83 stocks · $281.5M
AAPL Apple Inc. 6.99% 88,643 $19.7M Reduce -0.9%
MSFT Microsoft Corp. 6.24% 46,758 $17.6M Add +0.6%
META Meta Platforms Inc. Class A 5.54% 27,047 $15.6M Reduce -1.8%
GOOGL Alphabet Inc. Class A 5.27% 95,843 $14.8M Reduce -0.6%
UBER Uber Technologies Inc. 5.00% 193,087 $14.1M Add +1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.84% 258,878 $10.8M Add +0.8%
GS Goldman Sachs Group Inc. 3.67% 18,901 $10.3M Reduce -0.5%
SCHW Schwab (charles) Corp. 3.49% 125,500 $9.8M Add +1.4%
MS Morgan Stanley 3.16% 76,212 $8.9M Reduce -0.1%
NFLX Netflix Inc. 2.66% 8,039 $7.5M Reduce -2.5%
VLO Valero Energy Corp. 2.63% 56,129 $7.4M Add +2.0%
PAYX Paychex Inc. 2.63% 47,940 $7.4M Add +1.3%
TOST Toast Inc. Class A 2.60% 220,849 $7.3M Reduce -1.9%
EXPE Expedia Group Inc. 2.53% 42,384 $7.1M Add +0.5%
CVCO Cavco Industries Inc. 2.39% 12,944 $6.7M Add +1.7%
HD Home Depot Inc. 2.34% 17,945 $6.6M Add +1.3%
ELV Elevance Health Inc. 2.27% 14,694 $6.4M Add +1.9%
ACN Accenture PLC Class A 2.10% 18,980 $5.9M Add +1.9%
CB Chubb Ltd. 2.09% 19,483 $5.9M Add +4.2%
C Citigroup Inc. 2.01% 79,541 $5.6M Add +1.1%
AMZN Amazon.com Inc. 1.96% 28,930 $5.5M Add +1.4%
BAH Booz Allen Hamilton Holdings 1.89% 50,982 $5.3M Add +3.9%
CNC Centene Corp. 1.86% 86,146 $5.2M Add +3.2%
SCHG Schwab US Large-Cap Growth 1.73% 194,965 $4.9M Add +5.6%
MEOH Methanex Corp. 1.49% 119,759 $4.2M Add +1.5%
LYB Lyondellbasell Indu Class A 1.40% 56,098 $3.9M Add +2.2%
SCHV Schwab US Large-Cap Value 1.37% 145,467 $3.9M Add +8.3%
DOCU Docusign Inc. 1.33% 45,996 $3.7M Add +0.3%
SNAP Snap Inc. Class A 1.13% 366,513 $3.2M Add +2.7%
PM Philip Morris International 0.91% 16,204 $2.6M No change
BMBL Bumble Inc. Class A 0.80% 517,212 $2.2M Add +6.3%
JPM JPMorgan Chase & Co. 0.74% 8,490 $2.1M No change
XOM Exxon Mobil Corp. 0.65% 15,405 $1.8M Reduce -0.9%
LOW Lowe's Cos Inc. 0.63% 7,653 $1.8M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.62% 3,144 $1.8M Add +1.6%
GOOG Alphabet Inc. Class C 0.59% 10,638 $1.7M Add +0.3%
UNH Unitedhealth Group Inc. 0.57% 3,085 $1.6M Reduce -1.3%
PEP Pepsico Inc. 0.55% 10,350 $1.6M Reduce -0.3%
ABBV Abbvie Inc. 0.54% 7,275 $1.5M Reduce -0.1%
V Visa Inc. Class A 0.52% 4,199 $1.5M Reduce -1.4%
PG The Procter & Gamble Co. 0.49% 8,150 $1.4M No change
LLY Eli Lilly & Co. 0.46% 1,557 $1.3M No change
XLF SS Financial Select Sector 0.45% 25,164 $1.3M Add +6.6%
MCO Moody's Corp. 0.44% 2,661 $1.2M Reduce -5.0%
COP Conocophillips 0.41% 11,085 $1.2M No change
JNJ Johnson & Johnson 0.40% 6,818 $1.1M Reduce -8.7%
COF Capital One Financial Corp. 0.40% 6,300 $1.1M Reduce -2.4%
FISV Fiserv Inc. 0.38% 4,815 $1.1M No change
ABT Abbott Laboratories 0.36% 7,716 $1.0M Reduce -1.3%
MO Altria Group Inc. 0.34% 16,099 $966K No change
MCD McDonald's Corp. 0.32% 2,881 $900K Reduce -1.0%
IVV iShares Core S&P 500 ETF 0.30% 1,492 $838K Add +0.1%
NSC Norfolk Southern Corp. 0.28% 3,272 $775K Reduce -2.2%
MRK Merck & Co. Inc. 0.27% 8,561 $768K Add +0.5%
PSX Phillips 66 0.25% 5,741 $709K Reduce -1.7%
UNP Union Pacific Corp. 0.24% 2,851 $674K No change
AXP American Express Co. 0.23% 2,433 $655K Add +1.5%
KO The Coca-Cola Co. 0.22% 8,615 $617K No change
MDLZ Mondelez International Inc. Class A 0.21% 8,707 $591K Reduce -18.8%
ETN Eaton Corp. PLC 0.20% 2,068 $562K Add +7.5%
HON Honeywell International Inc. 0.20% 2,645 $560K Reduce -1.9%
APD Air Products & Chemicals Inc. 0.19% 1,800 $531K No change
PFE Pfizer Inc. 0.18% 19,810 $502K No change
AMAT Applied Materials Inc. 0.15% 2,965 $430K No change
GE General Electric filed as GE AEROSPACE 0.14% 1,970 $394K No change
AON Aon PLC Class A 0.13% 900 $359K No change
WMT Walmart Inc. 0.12% 3,849 $338K No change
CSX CSX Corp. 0.12% 11,470 $338K No change
TRI Thomson Reuters Corp. 0.12% 1,939 $335K No change
LHX L3HARRIS Technologies Inc. 0.12% 1,600 $335K No change
RSP Invesco S&P 500 Equal Weight 0.11% 1,782 $309K Reduce -8.6%
OKE Oneok Inc. 0.11% 3,000 $298K No change
MMM 3M Co. 0.11% 2,020 $297K No change
BA The Boeing Co. 0.10% 1,687 $288K No change
INTC Intel Corp. 0.10% 12,389 $281K Reduce -3.1%
VEA Vanguard Ftse Developed ETF 0.10% 5,423 $276K No change
BMY Bristol-Myers Squibb Co. 0.09% 4,377 $267K Reduce -2.2%
YUM Yum! Brands Inc. 0.09% 1,585 $249K No change
CG The Carlyle Group Inc. 0.09% 5,700 $248K No change
GIS General Mills Inc. 0.09% 4,000 $239K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,125 $210K Reduce -35.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 841 $206K No change
TRUST FOR PROFESSIONAL MANAG 0.00% 29,839 $39 No change

Portfolio Sells Q4 2024 → Q1 2025
GOOGL Alphabet Inc. Class A Reduce -0.6% 5.27% −0.98
AAPL Apple Inc. Reduce -0.9% 6.99% −0.67
TOST Toast Inc. Class A Reduce -1.9% 2.60% −0.20
MS Morgan Stanley Reduce -0.1% 3.16% −0.12
PYPL PayPal Holdings Inc. Sold out 0.00% −0.08
RF Regions Financial Corp. Sold out 0.00% −0.07
GS Goldman Sachs Group Inc. Reduce -0.5% 3.67% −0.05
DIS The Walt Disney Co. Reduce -35.4% 0.07% −0.05
MCO Moody's Corp. Reduce -5.0% 0.44% −0.01
MDLZ Mondelez International Inc. Class A Reduce -18.8% 0.21% −0.01
HON Honeywell International Inc. Reduce -1.9% 0.20% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -8.6% 0.11% −0.01
NSC Norfolk Southern Corp. Reduce -2.2% 0.28% +0.01
COF Capital One Financial Corp. Reduce -2.4% 0.40% +0.01
BMY Bristol-Myers Squibb Co. Reduce -2.2% 0.09% +0.01
PEP Pepsico Inc. Reduce -0.3% 0.55% +0.01
INTC Intel Corp. Reduce -3.1% 0.10% +0.01
META Meta Platforms Inc. Class A Reduce -1.8% 5.54% +0.02
PSX Phillips 66 Reduce -1.7% 0.25% +0.02
MCD McDonald's Corp. Reduce -1.0% 0.32% +0.03
JNJ Johnson & Johnson Reduce -8.7% 0.40% +0.03
UNH Unitedhealth Group Inc. Reduce -1.3% 0.57% +0.03
ABT Abbott Laboratories Reduce -1.3% 0.36% +0.06
V Visa Inc. Class A Reduce -1.4% 0.52% +0.06
XOM Exxon Mobil Corp. Reduce -0.9% 0.65% +0.08
ABBV Abbvie Inc. Reduce -0.1% 0.54% +0.10
NFLX Netflix Inc. Reduce -2.5% 2.66% +0.15

Portfolio Buys Q4 2024 → Q1 2025
UBER Uber Technologies Inc. Add +1.1% 5.00% +1.05
ELV Elevance Health Inc. Add +1.9% 2.27% +0.45
CVCO Cavco Industries Inc. Add +1.7% 2.39% +0.45
PAYX Paychex Inc. Add +1.3% 2.63% +0.36
SCHW Schwab (charles) Corp. Add +1.4% 3.49% +0.36
VLO Valero Energy Corp. Add +2.0% 2.63% +0.32
CB Chubb Ltd. Add +4.2% 2.09% +0.32
SCHV Schwab US Large-Cap Value Add +8.3% 1.37% +0.18
CNC Centene Corp. Add +3.2% 1.86% +0.13
C Citigroup Inc. Add +1.1% 2.01% +0.11
XLF SS Financial Select Sector Add +6.6% 0.45% +0.05
LYB Lyondellbasell Indu Class A Add +2.2% 1.40% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 0.62% +0.00
IVV iShares Core S&P 500 ETF Add +0.1% 0.30% −0.00
LOW Lowe's Cos Inc. Add +0.5% 0.63% −0.01
AXP American Express Co. Add +1.5% 0.23% −0.01
MRK Merck & Co. Inc. Add +0.5% 0.27% −0.02
ETN Eaton Corp. PLC Add +7.5% 0.20% −0.02
HD Home Depot Inc. Add +1.3% 2.34% −0.02
BAC Bank of America Corp. Add +0.8% 3.84% −0.02
SCHG Schwab US Large-Cap Growth Add +5.6% 1.73% −0.03
DOCU Docusign Inc. Add +0.3% 1.33% −0.08
GOOG Alphabet Inc. Class C Add +0.3% 0.59% −0.10
ACN Accenture PLC Class A Add +1.9% 2.10% −0.14
EXPE Expedia Group Inc. Add +0.5% 2.53% −0.16
SNAP Snap Inc. Class A Add +2.7% 1.13% −0.18
AMZN Amazon.com Inc. Add +1.4% 1.96% −0.19
BAH Booz Allen Hamilton Holdings Add +3.9% 1.89% −0.27
MSFT Microsoft Corp. Add +0.6% 6.24% −0.47
MEOH Methanex Corp. Add +1.5% 1.49% −0.52
BMBL Bumble Inc. Class A Add +6.3% 0.80% −0.56

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$362.7MGOOGL, AAPL, MSFT, GS, META
Q1 2026 115$343.0MGOOGL, AAPL, MSFT, META, GS
Q4 2025 116$362.4MGOOGL, AAPL, MSFT, META, UBER
Q3 2025 116$358.7MMSFT, AAPL, GOOGL, META, UBER
Q2 2025 107$329.6MMSFT, META, AAPL, UBER, GOOGL
Q1 2025 83$281.5MAAPL, MSFT, META, GOOGL, UBER
Q4 2024 85$292.2MAAPL, MSFT, GOOGL, META, UBER
Q3 2024 91$286.2MAAPL, MSFT, GOOGL, META, UBER
Q2 2024 86$276.0MMSFT, AAPL, GOOGL, META, UBER
Q1 2024 88$271.7MMSFT, AAPL, GOOGL, UBER, META