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Westbourne Investment Advisors, Inc.

Portfolio Manager
Westbourne Investment Advisors, Inc.
Performance
-8.90% (2026 Q1)
AUM (13F)
$343.04M
# of Holdings
115
Performance Rank
Allocation (Top 20)
67.25%

Westbourne Investment Advisors, Inc. Holdings Map

Top 50 Westbourne Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
6.79%81.0K$23.3M
-1.32%(-1.08K)
2025-Q1: 95.8K shares2025-Q2: 95.7K shares2025-Q3: 94.5K shares2025-Q4: 82.1K shares2026-Q1: 81.0K shares
$41.72(+865.04%)
2026-03-31
AAPL
APPLE INC
6.59%89.0K$22.6M
-0.41%(-365)
2025-Q1: 88.6K shares2025-Q2: 91.2K shares2025-Q3: 91.4K shares2025-Q4: 89.4K shares2026-Q1: 89.0K shares
$38.99(+666.52%)
2026-03-31
MSFT
MICROSOFT CORP
5.27%48.8K$18.1M
+0.83%(+404)
2025-Q1: 46.8K shares2025-Q2: 47.9K shares2025-Q3: 48.6K shares2025-Q4: 48.4K shares2026-Q1: 48.8K shares
$102.32(+296.02%)
2026-03-31
META
META PLATFORMS INC
4.61%27.6K$15.8M
+0.55%(+150)
2025-Q1: 27.0K shares2025-Q2: 26.8K shares2025-Q3: 26.5K shares2025-Q4: 27.5K shares2026-Q1: 27.6K shares
$202.40(+204.66%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
4.29%17.4K$14.7M
-1.26%(-221)
2025-Q1: 18.9K shares2025-Q2: 19.9K shares2025-Q3: 18.5K shares2025-Q4: 17.6K shares2026-Q1: 17.4K shares
$249.31(+283.23%)
2026-03-31
UBER
UBER TECHNOLOGIES INC
4.04%192.6K$13.9M
+0.82%(+1.57K)
2025-Q1: 193.1K shares2025-Q2: 191.7K shares2025-Q3: 190.8K shares2025-Q4: 191.0K shares2026-Q1: 192.6K shares
$39.81(+87.62%)
2026-03-31
VLO
VALERO ENERGY CORP
3.98%55.3K$13.7M
-3.51%(-2.01K)
2025-Q1: 56.1K shares2025-Q2: 57.5K shares2025-Q3: 58.6K shares2025-Q4: 57.3K shares2026-Q1: 55.3K shares
$77.05(+216.79%)
2026-03-31
BAC
BANK AMERICA CORP
3.56%250.3K$12.2M
-0.37%(-932)
2025-Q1: 258.9K shares2025-Q2: 258.0K shares2025-Q3: 258.2K shares2025-Q4: 251.2K shares2026-Q1: 250.3K shares
$19.93(+150.12%)
2026-03-31
MS
MORGAN STANLEY
3.42%71.4K$11.7M
-0.08%(-56)
2025-Q1: 76.2K shares2025-Q2: 76.8K shares2025-Q3: 75.4K shares2025-Q4: 71.4K shares2026-Q1: 71.4K shares
$45.07(+330.09%)
2026-03-31
SCHW
SCHWAB CHARLES CORP
3.34%122.0K$11.5M
-0.06%(-72)
2025-Q1: 125.5K shares2025-Q2: 124.3K shares2025-Q3: 122.1K shares2025-Q4: 122.0K shares2026-Q1: 122.0K shares
$43.30(+110.55%)
2026-03-31

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