Top 50 Westbourne Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 6.79% | 81.0K | $23.3M | -1.32%(-1.08K) | $41.72(+865.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.59% | 89.0K | $22.6M | -0.41%(-365) | $38.99(+666.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.27% | 48.8K | $18.1M | +0.83%(+404) | $102.32(+296.02%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.61% | 27.6K | $15.8M | +0.55%(+150) | $202.40(+204.66%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 4.29% | 17.4K | $14.7M | -1.26%(-221) | $249.31(+283.23%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 4.04% | 192.6K | $13.9M | +0.82%(+1.57K) | $39.81(+87.62%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 3.98% | 55.3K | $13.7M | -3.51%(-2.01K) | $77.05(+216.79%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 3.56% | 250.3K | $12.2M | -0.37%(-932) | $19.93(+150.12%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 3.42% | 71.4K | $11.7M | -0.08%(-56) | $45.07(+330.09%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 3.34% | 122.0K | $11.5M | -0.06%(-72) | $43.30(+110.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.43% | +61.94% |
| Top 20 Holdings Unweighted | +15.15% | +52.67% |
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