Westbourne Investments, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 21, 2025), Westbourne Investments, Inc. reported 134 stock positions worth $165.3 million. Its top holding was Microsoft (MSFT) at 4.8% of the portfolio, followed by General Electric (GE, 4.2%) and Nvidia (NVDA, 4.2%). Compared with Q4 2024, it opened 30 new positions, sold out of 21, added to 31 and reduced 55. The biggest buy was a new position in GE Healthcare Technology (GEHC) and the biggest sale an exit from Walmart (WMT).
- Most Recent 13F
- Q2 2026
- Location
- ALEXANDRIA, VA
- CIK
- 0000932929
- Portfolio Value
- $165.3M (Q1 2025)
- SEC Filing
- 0000932929-25-000004 ↗ filed May 21, 2025
Holdings Value
Holdings 134 stocks · $165.3M
| MSFT Microsoft Corp. | 4.76% | 20,964 | $7.9M | Reduce -5.2% |
| GE General Electric filed as GE AEROSPACE | 4.16% | 34,373 | $6.9M | Reduce -4.1% |
| NVDA Nvidia Corp. | 4.15% | 63,370 | $6.9M | Reduce -12.4% |
| AMZN Amazon.com Inc. | 4.05% | 35,156 | $6.7M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 4.04% | 11,591 | $6.7M | Reduce -7.9% |
| AAPL Apple Inc. | 3.94% | 29,321 | $6.5M | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.30% | 10,235 | $5.5M | Add +23.0% |
| GOOGL Alphabet Inc. Class A | 2.75% | 29,403 | $4.5M | Reduce -3.4% |
| V Visa Inc. Class A | 2.26% | 10,673 | $3.7M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 1.89% | 3,308 | $3.1M | Reduce -3.3% |
| GLD SPDR Gold Shares | 1.78% | 10,204 | $2.9M | Reduce -0.5% |
| GEHC GE Healthcare Technology | 1.56% | 31,985 | $2.6M | New |
| PH Parker Hannifin Corp. | 1.48% | 4,018 | $2.4M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.47% | 6,532 | $2.4M | Reduce -4.3% |
| PFE Pfizer Inc. | 1.46% | 95,165 | $2.4M | New |
| ISRG Intuitive Surgical Inc. | 1.45% | 4,835 | $2.4M | No change |
| LLY Eli Lilly & Co. | 1.42% | 2,840 | $2.3M | Reduce -18.0% |
| MLM Martin Marietta Materials | 1.39% | 4,790 | $2.3M | No change |
| NFLX Netflix Inc. | 1.36% | 2,408 | $2.2M | Add +107.9% |
| PLTR Palantir Technologies Inc. Class A | 1.34% | 26,163 | $2.2M | Reduce -51.8% |
| JEPI JPMorgan Equity Premium Inco | 1.31% | 38,020 | $2.2M | Reduce -7.2% |
| BMY Bristol-Myers Squibb Co. | 1.31% | 35,495 | $2.2M | Add +176.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.31% | 41,760 | $2.2M | Reduce -3.3% |
| SCHG Schwab US Large-Cap Growth | 1.28% | 84,592 | $2.1M | Add +102.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.22% | 8,103 | $2.0M | Add +8.0% |
| DELL Dell Technologies -C | 1.20% | 21,808 | $2.0M | Add +167.6% |
| MDT Medtronic PLC | 1.16% | 21,315 | $1.9M | New |
| WM Waste Management Inc. | 1.10% | 7,857 | $1.8M | Add +0.4% |
| IYW iShares Ustechnology ETF | 1.02% | 12,010 | $1.7M | Reduce -2.0% |
| ENB Enbridge Inc. | 1.01% | 37,867 | $1.7M | Reduce -21.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 1.01% | 3,990 | $1.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 1.00% | 10,550 | $1.6M | Reduce -32.9% |
| INTC Intel Corp. | 0.98% | 71,425 | $1.6M | Add +319.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.97% | 3,306 | $1.6M | No change |
| FLOT iShares Floating Rate Bond E | 0.96% | 31,075 | $1.6M | Add +9.9% |
| VST Vistra Corp. | 0.95% | 13,431 | $1.6M | Add +154.1% |
| ABBV Abbvie Inc. | 0.94% | 7,385 | $1.5M | Add +1.4% |
| MU Micron Technology Inc. | 0.92% | 17,590 | $1.5M | Add +555.9% |
| SCHX Schwab US Large-Cap ETF | 0.92% | 69,108 | $1.5M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 2,656 | $1.5M | Reduce -2.5% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 52,428 | $1.5M | Add +2.2% |
| SCHB Schwab US Broad Market ETF | 0.86% | 66,292 | $1.4M | Reduce -1.6% |
| EQH Equitable Holdings Inc. | 0.85% | 27,030 | $1.4M | Reduce -34.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.83% | 4,469 | $1.4M | Reduce -3.3% |
| VYM Vanguard High DVD Yield ETF | 0.74% | 9,478 | $1.2M | Add +4.3% |
| AMT American Tower Corp. | 0.70% | 5,336 | $1.2M | Add +3.9% |
| BKR Baker Hughes Co. | 0.69% | 26,095 | $1.1M | New |
| ALLY Ally Financial Inc. | 0.60% | 27,135 | $990K | Reduce -23.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 3,482 | $957K | Reduce -2.8% |
| CVX Chevron Corp. | 0.58% | 5,706 | $955K | Add +72.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.58% | 40,350 | $953K | Reduce -1.2% |
| VOYA Voya Financial Inc. | 0.56% | 13,715 | $929K | New |
| BLDR Builders Firstsource Inc. | 0.54% | 7,194 | $899K | Reduce -38.0% |
| MFIC Midcap Financial Investment | 0.54% | 68,814 | $885K | Add +22.4% |
| VT Vanguard Tot World STK ETF | 0.53% | 7,520 | $872K | Reduce -0.3% |
| SCHV Schwab US Large-Cap Value | 0.51% | 31,918 | $848K | Reduce -2.6% |
| HYDB iShares High Yield Systemati | 0.49% | 17,123 | $806K | Add +1.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.48% | 10,611 | $793K | Reduce -0.9% |
| FVCB Fvcbankcorp Inc. | 0.47% | 73,689 | $779K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.45% | 8,115 | $744K | New |
| PMT Pennymac Mortgage Investment | 0.44% | 49,480 | $725K | Add +24.6% |
| SCHM Schwab US Mid Cap ETF | 0.43% | 26,948 | $706K | Reduce -1.1% |
| CME Cme Group Inc. | 0.43% | 2,650 | $703K | New |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 13,150 | $660K | Reduce -4.4% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 3,383 | $656K | Add +8.6% |
| AMGN Amgen Inc. | 0.36% | 1,925 | $600K | Add +5.5% |
| USTB Victoryshares Short-Term Bon | 0.34% | 11,023 | $558K | No change |
| GS Goldman Sachs Group Inc. | 0.33% | 1,000 | $546K | No change |
| PGR Progressive Corp. | 0.32% | 1,850 | $524K | Reduce -5.1% |
| CVS CVS Health Corp. | 0.31% | 7,500 | $508K | New |
| KR Kroger Co. | 0.30% | 7,450 | $504K | New |
| XOM Exxon Mobil Corp. | 0.30% | 4,189 | $498K | Reduce -1.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.30% | 3,811 | $491K | No change |
| AMLP Alerian MLP ETF | 0.29% | 9,180 | $477K | No change |
| XLC SS Comm Select Sector SPDR | 0.29% | 4,915 | $474K | No change |
| SPYI Neos S&P 500 High Income ETF | 0.29% | 9,845 | $471K | Reduce -30.6% |
| GSY Invesco Ultra Short Duration | 0.28% | 9,400 | $471K | New |
| SAN Banco Santander SA-Spon ADR | 0.27% | 67,600 | $453K | New |
| SHOP Shopify Inc. Class A | 0.27% | 4,692 | $448K | New |
| FDX FedEx Corp. | 0.27% | 1,800 | $439K | New |
| UNH Unitedhealth Group Inc. | 0.26% | 815 | $427K | Reduce -5.8% |
| SASR Sandy Spring Bancorp Inc. | 0.25% | 15,000 | $419K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 1,621 | $419K | No change |
| D Dominion Energy Inc. | 0.25% | 7,340 | $412K | New |
| TSLA Tesla Inc. | 0.25% | 1,565 | $406K | Reduce -11.3% |
| CCI Crown Castle Inc. | 0.25% | 3,891 | $406K | New |
| KREF KKR Real Estate Finance Trus | 0.24% | 36,600 | $395K | New |
| MET Metlife Inc. | 0.23% | 4,840 | $389K | New |
| PZA Invesco National Amt-Free Mu | 0.23% | 16,682 | $384K | Reduce -2.5% |
| ARR Armour Residential REIT Inc. | 0.23% | 22,365 | $382K | Add +10.2% |
| COF Capital One Financial Corp. | 0.23% | 2,100 | $377K | Reduce -8.7% |
| SCHF Schwab Intl Equity ETF | 0.23% | 18,934 | $375K | Add +3.3% |
| C Citigroup Inc. | 0.23% | 5,267 | $374K | New |
| CEG Constellation Energy | 0.22% | 1,800 | $363K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 1,615 | $358K | Reduce -15.2% |
| K Kellanova | 0.21% | 4,300 | $355K | Reduce -20.4% |
| GDDY GoDaddy Inc. Class A | 0.21% | 1,960 | $353K | Reduce -45.9% |
| HYGH iShares Int Rate Hedg HY ETF | 0.21% | 4,076 | $347K | No change |
| VRT Vertiv Holdings Co. Class A | 0.21% | 4,760 | $344K | New |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 4,635 | $342K | Add +17.8% |
Options reported separately and not counted above: PLTR puts ($225K), META puts ($209K).
Portfolio Sells Q4 2024 → Q1 2025
| WMT Walmart Inc. | Sold out | 0.00% | −3.57 |
| NVDA Nvidia Corp. | Reduce -12.4% | 4.15% | −1.57 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −1.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -51.8% | 1.34% | −1.08 |
| GEV GE Vernova Inc. | Reduce -86.1% | 0.16% | −1.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.99 |
| GOOG Alphabet Inc. Class C | Reduce -32.9% | 1.00% | −0.77 |
| MSFT Microsoft Corp. | Reduce -5.2% | 4.76% | −0.74 |
| BXMT Blackstone Mortgage Tru Class A | Sold out | 0.00% | −0.65 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 2.75% | −0.65 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 4.05% | −0.64 |
| AAPL Apple Inc. | Reduce -4.5% | 3.94% | −0.59 |
| APP AppLovin Corp. Class A | Reduce -65.7% | 0.19% | −0.48 |
| BLDR Builders Firstsource Inc. | Reduce -38.0% | 0.54% | −0.43 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.38 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -7.9% | 4.04% | −0.30 |
| EQH Equitable Holdings Inc. | Reduce -34.5% | 0.85% | −0.30 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.25 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.25 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Sold out | 0.00% | −0.25 |
| GDDY GoDaddy Inc. Class A | Reduce -45.9% | 0.21% | −0.21 |
| ENB Enbridge Inc. | Reduce -21.3% | 1.01% | −0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.3% | 1.47% | −0.19 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.18 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.18 |
| TSLA Tesla Inc. | Reduce -11.3% | 0.25% | −0.17 |
| HPE Hewlett Packard Enterprise | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Reduce -18.0% | 1.42% | −0.16 |
| FNDA Schwab Fndmntl US SM Co. ETF | Sold out | 0.00% | −0.16 |
| ALLY Ally Financial Inc. | Reduce -23.4% | 0.60% | −0.15 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.15 |
| SPYI Neos S&P 500 High Income ETF | Reduce -30.6% | 0.29% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.14 |
| IYW iShares Ustechnology ETF | Reduce -2.0% | 1.02% | −0.13 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.13 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -3.3% | 1.31% | −0.13 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.12 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.12 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.12 |
| AVEM Avantis Emerging Markets Eq | Reduce -42.7% | 0.17% | −0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.3% | 0.83% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.4% | 0.40% | −0.09 |
| DX Dynex Capital Inc. | Sold out | 0.00% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -7.2% | 1.31% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.2% | 0.22% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -14.0% | 0.17% | −0.05 |
| K Kellanova | Reduce -20.4% | 0.21% | −0.04 |
| CB Chubb Ltd. | Reduce -33.1% | 0.13% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| GEHC GE Healthcare Technology | New | 1.56% | +1.56 |
| PFE Pfizer Inc. | New | 1.46% | +1.46 |
| MDT Medtronic PLC | New | 1.16% | +1.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.0% | 3.30% | +1.07 |
| BMY Bristol-Myers Squibb Co. | Add +176.7% | 1.31% | +0.88 |
| MU Micron Technology Inc. | Add +555.9% | 0.92% | +0.79 |
| INTC Intel Corp. | Add +319.4% | 0.98% | +0.78 |
| NFLX Netflix Inc. | Add +107.9% | 1.36% | +0.75 |
| BKR Baker Hughes Co. | New | 0.69% | +0.69 |
| DELL Dell Technologies -C | Add +167.6% | 1.20% | +0.65 |
| SCHG Schwab US Large-Cap Growth | Add +102.2% | 1.28% | +0.59 |
| VOYA Voya Financial Inc. | New | 0.56% | +0.56 |
| VST Vistra Corp. | Add +154.1% | 0.95% | +0.52 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.45% | +0.45 |
| CME Cme Group Inc. | New | 0.43% | +0.43 |
| CVS CVS Health Corp. | New | 0.31% | +0.31 |
| KR Kroger Co. | New | 0.30% | +0.30 |
| CVX Chevron Corp. | Add +72.1% | 0.58% | +0.29 |
| GSY Invesco Ultra Short Duration | New | 0.28% | +0.28 |
| SAN Banco Santander SA-Spon ADR | New | 0.27% | +0.27 |
| SHOP Shopify Inc. Class A | New | 0.27% | +0.27 |
| FDX FedEx Corp. | New | 0.27% | +0.27 |
| D Dominion Energy Inc. | New | 0.25% | +0.25 |
| IBM Intl Business Machines Corp. | Add +8.0% | 1.22% | +0.25 |
| CCI Crown Castle Inc. | New | 0.25% | +0.25 |
| KREF KKR Real Estate Finance Trus | New | 0.24% | +0.24 |
| MET Metlife Inc. | New | 0.23% | +0.23 |
| C Citigroup Inc. | New | 0.23% | +0.23 |
| CEG Constellation Energy | New | 0.22% | +0.22 |
| VRT Vertiv Holdings Co. Class A | New | 0.21% | +0.21 |
| GDX Vaneck Gold Miners ETF | New | 0.19% | +0.19 |
| ABBV Abbvie Inc. | Add +1.4% | 0.94% | +0.17 |
| WM Waste Management Inc. | Add +0.4% | 1.10% | +0.17 |
| PM Philip Morris International | New | 0.17% | +0.17 |
| COKE Coca-Cola Consolidated Inc. | New | 0.16% | +0.16 |
| MRVL Marvell Technology Inc. | New | 0.15% | +0.15 |
| MRK Merck & Co. Inc. | New | 0.15% | +0.15 |
| AMT American Tower Corp. | Add +3.9% | 0.70% | +0.15 |
| PMT Pennymac Mortgage Investment | Add +24.6% | 0.44% | +0.14 |
| BBJP JPMorgan Betabuilders Japan | New | 0.12% | +0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.12% | +0.12 |
| FLOT iShares Floating Rate Bond E | Add +9.9% | 0.96% | +0.11 |
| OCSL Oaktree Specialty Lending Co. | New | 0.09% | +0.09 |
| MFIC Midcap Financial Investment | Add +22.4% | 0.54% | +0.09 |
| AMGN Amgen Inc. | Add +5.5% | 0.36% | +0.08 |
| ORC Orchid Island Capital Inc. | New | 0.06% | +0.06 |
| ICMB Investcorp Credit Management | New | 0.06% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +2.2% | 0.89% | +0.06 |
| VYM Vanguard High DVD Yield ETF | Add +4.3% | 0.74% | +0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +17.8% | 0.21% | +0.05 |
Options Activity Q4 2024 → Q1 2025
| PLTR Palantir Technologies Inc. Class A | put | New | 138 | $225K |
| META Meta Platforms Inc. Class A | put | New | 32 | $209K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 149 | $245.2M | MU, NVDA, GE, GOOGL, VRT |
| Q1 2026 | 141 | $210.3M | NVDA, GE, BIL, GOOGL, MU |
| Q4 2025 | 138 | $214.9M | NVDA, GE, QCOM, GOOGL, MSFT |
| Q3 2025 | 130 | $209.2M | NVDA, GE, AMZN, MSFT, GOOGL |
| Q2 2025 | 140 | $187.5M | NVDA, GE, MSFT, META, AMZN |
| Q1 2025 | 134 | $165.3M | MSFT, GE, NVDA, AMZN, META |
| Q4 2024 | 125 | $169.7M | NVDA, MSFT, AMZN, AAPL, META |