Westbourne Investment Advisors, Inc.
CIK: 0001650092SEC EDGAR →
Portfolio Value
$362.4M
Holdings
116
As of
Q4 2025
New Positions
116
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 82,063 | $25.7M | 7.09% |
| 2 | APPLE INC | 89,406 | $24.3M | 6.71% |
| 3 | MICROSOFT CORP | 48,438 | $23.4M | 6.46% |
| 4 | META PLATFORMS INC | 27,489 | $18.1M | 5.01% |
| 5 | UBER TECHNOLOGIES INC | 190,985 | $15.6M | 4.31% |
| 6 | GOLDMAN SACHS GROUP INC | 17,602 | $15.5M | 4.27% |
| 7 | BANK AMERICA CORP | 251,236 | $13.8M | 3.81% |
| 8 | MORGAN STANLEY | 71,428 | $12.7M | 3.50% |
| 9 | SCHWAB CHARLES CORP | 122,023 | $12.2M | 3.36% |
| 10 | EXPEDIA GROUP INC | 37,320 | $10.6M | 2.92% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (116)
$25.7M · 82K shares
$24.3M · 89K shares
$23.4M · 48K shares
$18.1M · 27K shares
$15.6M · 191K shares
$15.5M · 18K shares
$13.8M · 251K shares
$12.7M · 71K shares
$12.2M · 122K shares
$10.6M · 37K shares
$9.3M · 57K shares
$8.4M · 72K shares
$8.3M · 233K shares
$7.7M · 33K shares
$7.4M · 226K shares
$7.3M · 12K shares
$7.3M · 77K shares
$6.9M · 22K shares
$6.7M · 258K shares
$6.7M · 20K shares
$6.3M · 23K shares
$5.8M · 52K shares
$5.5M · 65K shares
$5.4M · 183K shares
$5.3M · 133K shares
$5.2M · 50K shares
$5.1M · 64K shares
$4.3M · 530K shares
$4.0M · 59K shares
$3.5M · 11K shares
$2.8M · 9K shares
$2.6M · 16K shares
$2.4M · 4K shares
$2.0M · 30K shares
$1.9M · 3K shares
$1.8M · 7K shares
$1.7M · 74K shares
$1.7M · 12K shares
$1.7M · 2K shares
$1.6M · 14K shares
$1.6M · 7K shares
$1.6M · 7K shares
$1.5M · 27K shares
$1.5M · 7K shares
$1.3M · 9K shares
$1.2M · 3K shares
$1.1M · 2K shares
$1.1M · 10K shares
$1.0M · 18K shares
$1.0M · 11K shares
$1.0M · 161K shares
$983K · 1K shares
$961K · 7K shares
$930K · 3K shares
$928K · 16K shares
$924K · 46K shares
$904K · 7K shares
$899K · 3K shares
$892K · 2K shares
$888K · 2K shares
$880K · 3K shares
$866K · 24K shares
$767K · 2K shares
$761K · 3K shares
$751K · 75K shares
$747K · 39K shares
$738K · 6K shares
$730K · 12K shares
$727K · 23K shares
$723K · 30K shares
$659K · 3K shares
$657K · 52K shares
$606K · 2K shares
$604K · 56K shares
$603K · 3K shares
$602K · 9K shares
$542K · 22K shares
$471K · 18K shares
$469K · 2K shares
$468K · 9K shares
$444K · 2K shares
$435K · 9K shares
$427K · 12K shares
$422K · 4K shares
$405K · 11K shares
$348K · 2K shares
$345K · 2K shares
$342K · 6K shares
$338K · 5K shares
$329K · 18K shares
$321K · 492 shares
$317K · 900 shares
$308K · 1K shares
$303K · 2K shares
$291K · 18K shares
$289K · 3K shares
$289K · 26K shares
$288K · 833 shares
$257K · 11K shares
$255K · 2K shares
$246K · 1K shares
$244K · 4K shares
$244K · 806 shares
$239K · 2K shares
$236K · 4K shares
$233K · 1K shares
$228K · 1K shares
$227K · 3K shares
$222K · 390 shares
$220K · 8K shares
$220K · 3K shares
$213K · 368 shares
$213K · 341 shares
$208K · 3K shares
$206K · 741 shares
$204K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $96.3M | 26.4% |
| Technology | 21 | $90.2M | 24.7% |
| Communication Services | 6 | $59.2M | 16.2% |
| Consumer Cyclical | 8 | $35.5M | 9.7% |
| Unknown | 4 | $26.0M | 7.1% |
| Industrials | 16 | $22.2M | 6.1% |
| Energy | 7 | $14.0M | 3.8% |
| Healthcare | 9 | $8.6M | 2.4% |
| Basic Materials | 2 | $5.7M | 1.6% |
| Consumer Defensive | 6 | $5.4M | 1.5% |
| Real Estate | 2 | $933K | 0.3% |
| Utilities | 1 | $321K | 0.1% |