Notify me when Westbourne Investment Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $362,395,748 | +$18,092,448 | -$14,817,803 | +$3,274,645 | GOOGL, AAPL, MSFT, META, UBER | 13F-HR | 23 Jan 2026, 15:04 |
| Q3 2025 | 116 | $358,713,521 | +$25,146,803 | -$19,454,609 | +$5,692,194 | MSFT, AAPL, GOOGL, META, UBER | 13F-HR | 20 Oct 2025, 11:52 |
| Q2 2025 | 107 | $329,631,703 | +$21,109,724 | -$1,441,215 | +$19,668,509 | MSFT, META, AAPL, UBER, GOOGL | 13F-HR | 07 Aug 2025, 18:34 |
| Q1 2025 | 83 | $281,493,562 | +$3,032,313 | -$1,994,824 | +$1,037,489 | AAPL, MSFT, META, GOOGL, UBER | 13F-HR | 30 Apr 2025, 12:18 |
| Q4 2024 | 84 | $292,238,000 | +$18,214,554 | -$15,324,036 | +$2,890,518 | AAPL, MSFT, GOOGL, META, UBER | 13F-HR | 28 Jan 2025, 12:38 |
| Q3 2024 | 91 | $286,196,000 | +$3,922,085 | -$638,085 | +$3,284,000 | AAPL, MSFT, GOOGL, META, UBER | 13F-HR | 29 Oct 2024, 14:14 |
| Q2 2024 | 85 | $276,007,000 | +$1,343,632 | -$3,193,676 | -$1,850,044 | MSFT, AAPL, GOOGL, META, UBER | 13F-HR | 07 Aug 2024, 13:40 |
| Q1 2024 | 87 | $271,726,000 | +$7,940,158 | -$9,044,650 | -$1,104,492 | MSFT, AAPL, GOOGL, UBER, META | 13F-HR | 22 Apr 2024, 12:21 |
| Q4 2023 | 89 | $249,723,000 | +$2,440,887 | -$3,072,411 | -$631,524 | AAPL, MSFT, GOOGL, UBER, META | 13F-HR | 17 Jan 2024, 21:26 |
| Q3 2023 | 87 | $217,559,000 | +$9,371,852 | -$11,078,935 | -$1,707,083 | AAPL, MSFT, GOOGL, UBER, META | 13F-HR | 06 Nov 2023, 09:59 |
| Q2 2023 | 89 | $223,381,000 | +$3,584,388 | -$3,487,096 | +$97,292 | AAPL, MSFT, GOOGL, META, UBER | 13F-HR | 09 Aug 2023, 17:24 |
| Q1 2023 | 90 | $206,914,000 | +$6,091,045 | -$8,409,724 | -$2,318,679 | AAPL, MSFT, GOOGL, META, BAC | 13F-HR | 24 Apr 2023, 13:51 |
| Q4 2022 | 89 | $197,928,000 | +$2,706,460 | -$4,559,355 | -$1,852,895 | AAPL, MSFT, GOOGL, SCHW, BAC | 13F-HR | 09 Feb 2023, 15:47 |
| Q3 2022 | 90 | $188,636,000 | +$45,982,115 | -$2,903,737 | +$43,078,378 | AAPL, MSFT, GOOGL, BAC, SCHW | 13F-HR | 02 Nov 2022, 13:52 |
| Q2 2022 | 78 | $161,169,000 | +$10,157,337 | -$56,259,286 | -$46,101,949 | MSFT, GOOGL, SCHW, GS, MS | 13F-HR | 04 Aug 2022, 13:04 |
| Q1 2022 | 97 | $241,708,000 | +$10,485,888 | -$8,832,361 | +$1,653,527 | AAPL, MSFT, GOOGL, BAC, SCHW | 13F-HR | 15 Jun 2022, 09:59 |
| Q4 2021 | 101 | $254,501,000 | +$18,745,798 | -$2,402,704 | +$16,343,094 | AAPL, MSFT, GOOGL, BAC, META | 13F-HR | 24 Jan 2022, 09:51 |
| Q3 2021 | 82 | $219,612,000 | +$6,548,328 | -$8,830,608 | -$2,282,280 | AAPL, GOOGL, MSFT, BAC, META | 13F-HR | 25 Oct 2021, 10:40 |
| Q2 2021 | 86 | $220,722,000 | +$5,757,699 | -$2,354,512 | +$3,403,187 | AAPL, MSFT, GOOGL, PYPL, META | 13F-HR | 02 Aug 2021, 09:38 |
| Q1 2021 | 83 | $201,023,000 | +$25,612,798 | -$10,335,989 | +$15,276,809 | AAPL, MSFT, GOOGL, BAC, PYPL | 13F-HR | 27 Apr 2021, 09:41 |
| Q4 2020 | 80 | $171,068,000 | +$72,766,483 | -$2,493,630 | +$70,272,853 | AAPL, MSFT, GOOGL, PYPL, BAC | 13F-HR | 22 Jan 2021, 11:03 |
| Q3 2020 | 48 | $87,217,000 | +$16,682,419 | -$3,917,905 | +$12,764,514 | AAPL, MSFT, BAC, HD, SCHW | 13F-HR | 03 Nov 2020, 09:39 |
| Q2 2020 | 49 | $81,154,000 | +$6,156,942 | -$48,981,154 | -$42,824,212 | AAPL, MSFT, BAC, HD, MS | 13F-HR | 14 Jul 2020, 13:24 |
| Q1 2020 | 84 | $108,337,000 | +$5,415,141 | -$9,238,091 | -$3,822,950 | AAPL, MSFT, GOOGL, BAC, META | 13F-HR | 21 Apr 2020, 11:30 |
| Q4 2019 | 93 | $146,793,000 | +$8,404,731 | -$10,710,374 | -$2,305,643 | AAPL, BAC, GOOGL, MSFT, META | 13F-HR | 23 Jan 2020, 15:10 |
| Q3 2019 | 94 | $133,877,000 | +$14,177,516 | -$5,229,100 | +$8,948,416 | AAPL, GOOGL, BAC, MSFT, HD | 13F-HR | 22 Oct 2019, 09:59 |
| Q2 2019 | 89 | $123,395,000 | +$4,149,643 | -$16,362,363 | -$12,212,720 | AAPL, MSFT, BAC, GOOGL, META | 13F-HR | 22 Jul 2019, 13:45 |
| Q1 2019 | 96 | $130,616,000 | +$9,482,153 | -$6,171,585 | +$3,310,568 | AAPL, GOOGL, MSFT, BAC, DWDP | 13F-HR | 15 Apr 2019, 12:01 |
| Q4 2018 | 92 | $116,098,000 | +$8,568,523 | -$11,692,516 | -$3,123,993 | AAPL, GOOGL, MSFT, BAC, DWDP | 13F-HR | 18 Jan 2019, 12:15 |
| Q3 2018 | 164 | $137,784,000 | +$19,099,799 | -$4,905,631 | +$14,194,168 | AAPL, MSFT, BAC, GOOGL, DWDP | 13F-HR | 18 Oct 2018, 14:05 |
| Q2 2018 | 89 | $116,046,000 | +$4,088,010 | -$15,986,085 | -$11,898,075 | AAPL, MSFT, BAC, GOOGL, DWDP | Restatement | 07 Aug 2018, 12:33 |
| Q1 2018 | 102 | $125,001,000 | +$6,739,714 | -$10,503,040 | -$3,763,326 | AAPL, BAC, MSFT, GOOGL, DWDP | 13F-HR | 07 May 2018, 19:06 |
| Q4 2017 | 102 | $131,794,000 | +$5,521,996 | -$8,077,249 | -$2,555,253 | AAPL, BAC, DWDP, MSFT, GOOGL | 13F-HR | 31 Jan 2018, 14:06 |
| Q3 2017 | 103 | $128,133,000 | +$11,546,704 | -$10,964,492 | +$582,212 | AAPL, BAC, DWDP, GOOGL, MSFT | 13F-HR | 23 Oct 2017, 15:58 |
| Q2 2017 | 103 | $122,887,000 | +$7,234,200 | -$6,948,299 | +$285,901 | AAPL, BAC, GOOGL, MSFT, DOW | 13F-HR | 17 Jul 2017, 14:52 |
| Q1 2017 | 106 | $121,501,000 | +$12,057,470 | -$9,553,776 | +$2,503,694 | AAPL, BAC, DOW, GOOGL, CVS | 13F-HR | 24 Apr 2017, 15:30 |
| Q4 2016 | 97 | $114,392,000 | +$5,538,659 | -$9,624,514 | -$4,085,855 | AAPL, BAC, DOW, CVS, MSFT | 13F-HR | 27 Jan 2017, 12:09 |
| Q3 2016 | 105 | $112,881,000 | +$5,174,825 | -$8,656,612 | -$3,481,787 | AAPL, BAC, DOW, MSFT, CVS | 13F-HR | 03 Nov 2016, 17:51 |
| Q2 2016 | 130 | $110,558,000 | +$11,508,787 | -$4,066,444 | +$7,442,343 | AAPL, GILD, GE, DOW, CVS | 13F-HR | 10 Aug 2016, 15:52 |
| Q1 2016 | 100 | $104,511,000 | +$7,050,318 | -$4,467,778 | +$2,582,540 | AAPL, GILD, CVS, DOW, BAC | 13F-HR | 25 Apr 2016, 16:46 |
| Q4 2015 | 102 | $103,569,000 | +$7,077,068 | -$6,654,308 | +$422,760 | AAPL, GILD, DOW, BAC, CVS | 13F-HR | 10 Feb 2016, 16:26 |
| Q3 2015 | 105 | $99,648,000 | +$8,672,232 | -$6,057,447 | +$2,614,785 | AAPL, GILD, BAC, CVS, DOW | 13F-HR | 06 Nov 2015, 08:38 |
| Q2 2015 | 104 | $109,996,000 | $0 | $0 | $0 | AAPL, GILD, CVS, BAC, DOW | Restatement | 13 Aug 2015, 12:14 |
| Q2 2015 | 104 | $180,486 | $0 | $0 | $0 | ERF, DISCA, PFE, Southwestern Energy Co Dep Shs, SJNK | Restatement | 11 Aug 2015, 18:46 |