# EDGAR Filing Document

**Accession Number:** 0001650092
**File Stem:** 0001650092-23-000002
**Filing Date:** 2023-2
**Character Count:** 12243
**Document Hash:** 4110804a85f498b3d6dfdb0dc7fffc46
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001650092-23-000002.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001650092-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Westbourne Investment Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001650092
- **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:** 23605971

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Westbourne Investment Advisors Inc.<br>**Address:** 410 SEVERN AVENUE BUILDING C<br>SUITE 216<br>ANNAPOLIS, MD 21403

**Form 13F File Number:** 028-16971

**CRD Number (if applicable):** 000144571

**SEC File Number (if applicable):** 801-68167

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Bruce Kromminga<br>**Title:** Chief Compliance Officer<br>**Phone:** 301-656-9036

**Signature, Place, and Date of Signing:**

Bruce Kromminga  Bethesda, MD  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $197928

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 853 | 7766 | SH |  | SOLE | 0 | 4660 | 0 | 3106 |
| ABBVIE INC | COM | 00287Y109 |  | 1277 | 7900 | SH |  | SOLE | 0 | 4740 | 0 | 3160 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 555 | 1800 | SH |  | SOLE | 0 | 1080 | 0 | 720 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1020 | 11500 | SH |  | SOLE | 0 | 6900 | 0 | 4600 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8846 | 100256 | SH |  | SOLE | 0 | 60154 | 0 | 40102 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 736 | 16099 | SH |  | SOLE | 0 | 9659 | 0 | 6440 |
| AMAZON COM INC | COM | 023135106 |  | 467 | 5557 | SH |  | SOLE | 0 | 3334 | 0 | 2223 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 353 | 2388 | SH |  | SOLE | 0 | 1433 | 0 | 955 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 5694 | 11100 | SH |  | SOLE | 0 | 6660 | 0 | 4440 |
| APPLE INC | COM | 037833100 |  | 13530 | 104137 | SH |  | SOLE | 0 | 62482 | 0 | 41655 |
| APPLIED MATLS INC | COM | 038222105 |  | 303 | 3115 | SH |  | SOLE | 0 | 1869 | 0 | 1246 |
| BANK AMERICA CORP | COM | 060505104 |  | 8082 | 244027 | SH |  | SOLE | 0 | 146416 | 0 | 97611 |
| BOEING CO | COM | 097023105 |  | 430 | 2255 | SH |  | SOLE | 0 | 1353 | 0 | 902 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 |  | 5203 | 49784 | SH |  | SOLE | 0 | 29870 | 0 | 19914 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 473 | 6577 | SH |  | SOLE | 0 | 3946 | 0 | 2631 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 277 | 4217 | SH |  | SOLE | 0 | 2530 | 0 | 1687 |
| CSX CORP | COM | 126408103 |  | 384 | 12390 | SH |  | SOLE | 0 | 7434 | 0 | 4956 |
| CVS HEALTH CORP | COM | 126650100 |  | 973 | 10439 | SH |  | SOLE | 0 | 6263 | 0 | 4176 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 990 | 10645 | SH |  | SOLE | 0 | 6387 | 0 | 4258 |
| CENTENE CORP DEL | COM | 15135B101 |  | 5120 | 62434 | SH |  | SOLE | 0 | 37460 | 0 | 24974 |
| CITIGROUP INC | COM NEW | 172967424 |  | 3762 | 83167 | SH |  | SOLE | 0 | 49900 | 0 | 33267 |
| COCA COLA CO | COM | 191216100 |  | 548 | 8615 | SH |  | SOLE | 0 | 5169 | 0 | 3446 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1287 | 10910 | SH |  | SOLE | 0 | 6546 | 0 | 4364 |
| DISNEY WALT CO | COM | 254687106 |  | 2837 | 32658 | SH |  | SOLE | 0 | 19595 | 0 | 13063 |
| DOCUSIGN INC | COM | 256163106 |  | 1716 | 30960 | SH |  | SOLE | 0 | 18576 | 0 | 12384 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 473 | 4595 | SH |  | SOLE | 0 | 2757 | 0 | 1838 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 |  | 3107 | 35473 | SH |  | SOLE | 0 | 21284 | 0 | 14189 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1594 | 14453 | SH |  | SOLE | 0 | 8672 | 0 | 5781 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4479 | 37217 | SH |  | SOLE | 0 | 22330 | 0 | 14887 |
| FISERV INC | COM | 337738108 |  | 675 | 6682 | SH |  | SOLE | 0 | 4009 | 0 | 2673 |
| GENERAL MLS INC | COM | 370334104 |  | 335 | 4000 | SH |  | SOLE | 0 | 2400 | 0 | 1600 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 6710 | 19540 | SH |  | SOLE | 0 | 11724 | 0 | 7816 |
| HOME DEPOT INC | COM | 437076102 |  | 5197 | 16455 | SH |  | SOLE | 0 | 9873 | 0 | 6582 |
| HONEYWELL INTL INC | COM | 438516106 |  | 659 | 3075 | SH |  | SOLE | 0 | 1845 | 0 | 1230 |
| HUMANA INC | COM | 444859102 |  | 228 | 445 | SH |  | SOLE | 0 | 267 | 0 | 178 |
| INFINERA CORP | COM | 45667G103 |  | 1741 | 258349 | SH |  | SOLE | 0 | 155009 | 0 | 103340 |
| INTEL CORP | COM | 458140100 |  | 377 | 14249 | SH |  | SOLE | 0 | 8549 | 0 | 5700 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137v357 |  | 268 | 1900 | SH |  | SOLE | 0 | 1140 | 0 | 760 |
| ISHARES TR | CORE S ETF | 464287200 |  | 595 | 1549 | SH |  | SOLE | 0 | 929 | 0 | 620 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 477 | 4919 | SH |  | SOLE | 0 | 2951 | 0 | 1968 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1131 | 8435 | SH |  | SOLE | 0 | 5061 | 0 | 3374 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 1126 | 22455 | SH |  | SOLE | 0 | 13473 | 0 | 8982 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1709 | 9673 | SH |  | SOLE | 0 | 5804 | 0 | 3869 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 333 | 1600 | SH |  | SOLE | 0 | 960 | 0 | 640 |
| LILLY ELI  CO | COM | 532457108 |  | 597 | 1633 | SH |  | SOLE | 0 | 980 | 0 | 653 |
| LOWES COS INC | COM | 548661107 |  | 1732 | 8692 | SH |  | SOLE | 0 | 5215 | 0 | 3477 |
| MCDONALDS CORP | COM | 580135101 |  | 786 | 2981 | SH |  | SOLE | 0 | 1789 | 0 | 1192 |
| MERCK  CO INC | COM | 58933Y105 |  | 986 | 8885 | SH |  | SOLE | 0 | 5331 | 0 | 3554 |
| METHANEX CORP | COM | 59151K108 |  | 4031 | 106467 | SH |  | SOLE | 0 | 63880 | 0 | 42587 |
| MICROSOFT CORP | COM | 594918104 |  | 12219 | 50950 | SH |  | SOLE | 0 | 30570 | 0 | 20380 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 715 | 10725 | SH |  | SOLE | 0 | 6435 | 0 | 4290 |
| MOODYS CORP | COM | 615369105 |  | 1371 | 4921 | SH |  | SOLE | 0 | 2953 | 0 | 1968 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 6489 | 76323 | SH |  | SOLE | 0 | 45794 | 0 | 30529 |
| NETFLIX INC | COM | 64110L106 |  | 2879 | 9763 | SH |  | SOLE | 0 | 5858 | 0 | 3905 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 843 | 3422 | SH |  | SOLE | 0 | 2053 | 0 | 1369 |
| PPG INDS INC | COM | 693506107 |  | 205 | 1632 | SH |  | SOLE | 0 | 979 | 0 | 653 |
| PAYCHEX INC | COM | 704326107 |  | 5456 | 47217 | SH |  | SOLE | 0 | 28330 | 0 | 18887 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 4157 | 58370 | SH |  | SOLE | 0 | 35022 | 0 | 23348 |
| PEPSICO INC | COM | 713448108 |  | 1870 | 10350 | SH |  | SOLE | 0 | 6210 | 0 | 4140 |
| PFIZER INC | COM | 717081103 |  | 1092 | 21310 | SH |  | SOLE | 0 | 12786 | 0 | 8524 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1640 | 16204 | SH |  | SOLE | 0 | 9722 | 0 | 6482 |
| PHILLIPS 66 | COM | 718546104 |  | 663 | 6371 | SH |  | SOLE | 0 | 3823 | 0 | 2548 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1394 | 9200 | SH |  | SOLE | 0 | 5520 | 0 | 3680 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 238 | 11050 | SH |  | SOLE | 0 | 6630 | 0 | 4420 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1444 | 3775 | SH |  | SOLE | 0 | 2265 | 0 | 1510 |
| SALESFORCE INC | COM | 79466L302 |  | 2685 | 20254 | SH |  | SOLE | 0 | 12152 | 0 | 8102 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 8184 | 98297 | SH |  | SOLE | 0 | 58978 | 0 | 39319 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 3025 | 54440 | SH |  | SOLE | 0 | 32664 | 0 | 21776 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 1819 | 27559 | SH |  | SOLE | 0 | 16535 | 0 | 11024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 241 | 1772 | SH |  | SOLE | 0 | 1063 | 0 | 709 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 422 | 12335 | SH |  | SOLE | 0 | 7401 | 0 | 4934 |
| SPLUNK INC | COM | 848637104 |  | 2231 | 25917 | SH |  | SOLE | 0 | 15550 | 0 | 10367 |
| TARGET CORP | COM | 87612E106 |  | 224 | 1505 | SH |  | SOLE | 0 | 903 | 0 | 602 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 291 | 528 | SH |  | SOLE | 0 | 317 | 0 | 211 |
| THOMSON REUTERS CORP. | COM NEW | 884903709 |  | 230 | 2014 | SH |  | SOLE | 0 | 1208 | 0 | 806 |
| 3M CO | COM | 88579Y101 |  | 251 | 2090 | SH |  | SOLE | 0 | 1254 | 0 | 836 |
| TOAST INC | CL A | 888787108 |  | 2587 | 143462 | SH |  | SOLE | 0 | 86077 | 0 | 57385 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 5713 | 231021 | SH |  | SOLE | 0 | 138613 | 0 | 92408 |
| UNION PAC CORP | COM | 907818108 |  | 590 | 2851 | SH |  | SOLE | 0 | 1711 | 0 | 1140 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1925 | 3631 | SH |  | SOLE | 0 | 2179 | 0 | 1452 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 5825 | 45915 | SH |  | SOLE | 0 | 27549 | 0 | 18366 |
| VISA INC | COM CL A | 92826C839 |  | 1128 | 5427 | SH |  | SOLE | 0 | 3256 | 0 | 2171 |
| WALMART INC | COM | 931142103 |  | 219 | 1547 | SH |  | SOLE | 0 | 928 | 0 | 619 |
| YUM BRANDS INC | COM | 988498101 |  | 203 | 1585 | SH |  | SOLE | 0 | 951 | 0 | 634 |
| AON PLC | SHS CL A | G0403H108 |  | 270 | 900 | SH |  | SOLE | 0 | 540 | 0 | 360 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 4913 | 18410 | SH |  | SOLE | 0 | 11046 | 0 | 7364 |
| EATON CORP PLC | SHS | G29183103 |  | 374 | 2383 | SH |  | SOLE | 0 | 1430 | 0 | 953 |
| CHUBB LIMITED | COM | H1467J104 |  | 2878 | 13046 | SH |  | SOLE | 0 | 7828 | 0 | 5218 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 3963 | 47734 | SH |  | SOLE | 0 | 28640 | 0 | 19094 |

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