0001650092-24-000007.txt : 20240807 0001650092-24-000007.hdr.sgml : 20240807 20240807134034 ACCESSION NUMBER: 0001650092-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Westbourne Investment Advisors, Inc. CENTRAL INDEX KEY: 0001650092 ORGANIZATION NAME: IRS NUMBER: 412240143 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16971 FILM NUMBER: 241182873 BUSINESS ADDRESS: STREET 1: 410 SEVERN AVENUE, BUILDING C STREET 2: SUITE 216 CITY: ANNAPOLIS STATE: MD ZIP: 21403 BUSINESS PHONE: 301-656-9035 MAIL ADDRESS: STREET 1: 410 SEVERN AVENUE, BUILDING C STREET 2: SUITE 216 CITY: ANNAPOLIS STATE: MD ZIP: 21403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001650092 XXXXXXXX 06-30-2024 06-30-2024 Westbourne Investment Advisors, Inc.

410 SEVERN AVENUE, BUILDING C SUITE 216 ANNAPOLIS MD 21403

13F HOLDINGS REPORT 028-16971 000144571 801-68167 N Bruce Kromminga 301-656-9036 Bruce Kromminga Bethesda MD 08-07-2024 0 86 276007 false INFORMATION TABLE 2 WIA.13F.2024Q2.xml AON PLC SHS CL A G0403H108 264 900 SH SOLE 0 540 0 360 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5416 17852 SH SOLE 0 10711 0 7141 EATON CORP PLC SHS G29183103 536 1708 SH SOLE 0 1025 0 683 FERGUSON PLC NEW SHS G3421J106 4977 25701 SH SOLE 0 15421 0 10280 CHUBB LIMITED COM H1467J104 4411 17291 SH SOLE 0 10375 0 6916 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4704 49169 SH SOLE 0 29501 0 19668 ABBOTT LABS COM 002824100 807 7766 SH SOLE 0 4660 0 3106 ABBVIE INC COM 00287Y109 1286 7500 SH SOLE 0 4500 0 3000 AIR PRODS & CHEMS INC COM 009158106 464 1800 SH SOLE 0 1080 0 720 ALPHABET INC CAP STK CL C 02079K107 1907 10395 SH SOLE 0 6237 0 4158 ALPHABET INC CAP STK CL A 02079K305 17448 95791 SH SOLE 0 57475 0 38316 ALTRIA GROUP INC COM 02209S103 733 16099 SH SOLE 0 9659 0 6440 AMAZON COM INC COM 023135106 5293 27391 SH SOLE 0 16435 0 10956 AMERICAN EXPRESS CO COM 025816109 555 2398 SH SOLE 0 1439 0 959 ELEVANCE HEALTH INC COM 036752103 6487 11971 SH SOLE 0 7183 0 4788 APPLE INC COM 037833100 19256 91428 SH SOLE 0 54857 0 36571 APPLIED MATLS INC COM 038222105 700 2965 SH SOLE 0 1779 0 1186 BANK AMERICA CORP COM 060505104 10235 257357 SH SOLE 0 154414 0 102943 BOEING CO COM 097023105 331 1817 SH SOLE 0 1090 0 727 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 7147 46440 SH SOLE 0 27864 0 18576 BRISTOL-MYERS SQUIBB CO COM 110122108 207 4977 SH SOLE 0 2986 0 1991 BUMBLE INC COM CL A 12047B105 3687 350841 SH SOLE 0 210505 0 140336 CSX CORP COM 126408103 380 11375 SH SOLE 0 6825 0 4550 CVS HEALTH CORP COM 126650100 343 5809 SH SOLE 0 3485 0 2324 CAPITAL ONE FINL CORP COM 14040H105 912 6585 SH SOLE 0 3951 0 2634 CARLYLE GROUP INC COM 14316J108 221 5500 SH SOLE 0 3300 0 2200 CENTENE CORP DEL COM 15135B101 4587 69183 SH SOLE 0 41510 0 27673 CITIGROUP INC COM NEW 172967424 4945 77928 SH SOLE 0 46757 0 31171 COCA COLA CO COM 191216100 548 8615 SH SOLE 0 5169 0 3446 CONOCOPHILLIPS COM 20825C104 1167 10200 SH SOLE 0 6120 0 4080 DISNEY WALT CO COM 254687106 456 4591 SH SOLE 0 2755 0 1836 DOCUSIGN INC COM 256163106 2558 47814 SH SOLE 0 28688 0 19126 EXPEDIA GROUP INC COM NEW 30212P303 5500 43651 SH SOLE 0 26191 0 17460 EXXON MOBIL CORP COM 30231G102 1796 15605 SH SOLE 0 9363 0 6242 META PLATFORMS INC CL A 30303M102 14010 27785 SH SOLE 0 16671 0 11114 FISERV INC COM 337738108 718 4815 SH SOLE 0 2889 0 1926 GE AEROSPACE COM NEW 369604301 313 1970 SH SOLE 0 1182 0 788 GENERAL MLS INC COM 370334104 253 4000 SH SOLE 0 2400 0 1600 GOLDMAN SACHS GROUP INC COM 38141G104 8705 19246 SH SOLE 0 11548 0 7698 HOME DEPOT INC COM 437076102 5824 16918 SH SOLE 0 10151 0 6767 HONEYWELL INTL INC COM 438516106 542 2540 SH SOLE 0 1524 0 1016 INTEL CORP COM 458140100 402 12989 SH SOLE 0 7793 0 5196 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137v357 318 1936 SH SOLE 0 1161 0 775 ISHARES TR CORE S&P500 ETF 464287200 812 1485 SH SOLE 0 891 0 594 JPMORGAN CHASE & CO. 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