Westbourne Investment Advisors, Inc.
Top Portfolio Positions
103 positions ·
$320,988,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
80,981 | $23,286,896 | 7.25% | |
| AAPL |
Apple Inc.
Technology
|
89,041 | $22,597,715 | 7.04% | |
| MSFT |
Microsoft Corp
Technology
|
48,842 | $18,079,843 | 5.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
27,639 | $15,813,101 | 4.93% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
17,381 | $14,704,152 | 4.58% | |
| UBER |
Uber Technologies, Inc
Technology
|
192,551 | $13,850,193 | 4.31% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
55,301 | $13,663,771 | 4.26% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
250,304 | $12,202,320 | 3.80% | |
| MS |
Morgan Stanley
Financial Services
|
71,372 | $11,745,690 | 3.66% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
121,951 | $11,460,954 | 3.57% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BAH
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,215,759 | 66,843 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,472,011 | 64,865 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,812,792 | 58,157 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,394,454 | 51,805 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,331,697 | 50,982 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,316,467 | 49,079 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,580,221 | 46,573 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $7,147,116 | 46,440 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,019,579 | 47,289 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $6,237,531 | 48,765 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,383,623 | 49,269 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,748,962 | 51,514 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,675,190 | 50,439 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,203,423 | 49,784 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,608,542 | 49,903 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $4,544,051 | 51,731 | Shares | Sole | 2022-06-15 | |
| 2021-12-31 | $4,053,809 | 47,810 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,652,004 | 46,024 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $3,131,898 | 36,768 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,151,681 | 26,719 | Shares | Sole | 2021-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||