0001650092-17-000002.txt : 20170127 0001650092-17-000002.hdr.sgml : 20170127 20170127120902 ACCESSION NUMBER: 0001650092-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170127 DATE AS OF CHANGE: 20170127 EFFECTIVENESS DATE: 20170127 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: 17552601 BUSINESS ADDRESS: STREET 1: 7200 WISCONSIN AVENUE STREET 2: SUITE 1103 CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-656-9038 MAIL ADDRESS: STREET 1: 7200 WISCONSIN AVENUE STREET 2: SUITE 1103 CITY: BETHESDA STATE: MD ZIP: 20814 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001650092 XXXXXXXX 12-31-2016 12-31-2016 Westbourne Investment Advisors, Inc.
7200 WISCONSIN AVENUE SUITE 1103 BETHESDA MD 20814
13F HOLDINGS REPORT 028-16971 N
David Cunningham President 301-656-9038 David Cunningham Bethesda MD 01-27-2017 0 97 114392 false
INFORMATION TABLE 2 WIA.13F.2016Q4.xml ALPSTrustETFAlerianMLP COM 00162Q866 1186 94125 SH SOLE 0 56475 0 37650 AbbottLaboratories COM 002824100 397 10330 SH SOLE 0 6198 0 4132 AbbVieIncCom COM 00287Y109 1153 18408 SH SOLE 0 11045 0 7363 Alphabet/GoogleIncClassC COM 02079K107 897 1162 SH SOLE 0 697 0 465 Alphabet/GoogleIncClassA COM 02079K305 3579 4517 SH SOLE 0 2710 0 1807 AmericanExpressCompany COM 025816109 682 9210 SH SOLE 0 5526 0 3684 AmericanIntlGroupInc COM 026874107 811 12425 SH SOLE 0 7455 0 4970 AnadarkoPetroleumCorp COM 032511107 286 4100 SH SOLE 0 2460 0 1640 AnnalyCapitalMgmtInc COM 035710409 127 12700 SH SOLE 0 7620 0 5080 AnthemInc COM 036752103 434 3017 SH SOLE 0 1810 0 1207 ApacheCorp COM 037411105 2293 36135 SH SOLE 0 21681 0 14454 AppleInc COM 037833100 6545 56511 SH SOLE 0 33907 0 22604 AppliedMaterialsInc COM 038222105 231 7150 SH SOLE 0 4290 0 2860 AresCapitalCorp COM 04010L103 2103 127536 SH SOLE 0 76522 0 51014 BankOfAmericaCorp COM 060505104 5469 247455 SH SOLE 0 148473 0 98982 BankOfNewYorkCoNew COM 064058100 226 4772 SH SOLE 0 2863 0 1909 BorgWarnerInc COM 099724106 1626 41215 SH SOLE 0 24729 0 16486 Bristol-MyersSquibbCo COM 110122108 2532 43335 SH SOLE 0 26001 0 17334 BuckeyePartnersUtsLP COM 118230101 781 11800 SH SOLE 0 7080 0 4720 CBSCorporationClBNew COM 124857202 267 4195 SH SOLE 0 2517 0 1678 CVSHealthCorporation COM 126650100 3975 50369 SH SOLE 0 30221 0 20148 CapitalOneFinancialCp COM 14040H105 2797 32060 SH SOLE 0 19236 0 12824 ChevronCorporation COM 166764100 871 7402 SH SOLE 0 4441 0 2961 CitigroupInc COM 172967101 2625 44172 SH SOLE 0 26503 0 17669 CocaColaCompany COM 191216100 225 5429 SH SOLE 0 3257 0 2172 ConocoPhillips COM 20825C104 3230 64414 SH SOLE 0 38648 0 25766 DevonEnergyCpNew COM 25179M103 474 10375 SH SOLE 0 6225 0 4150 DisneyWaltCo COM 254687106 2473 23727 SH SOLE 0 14236 0 9491 DiscoveryCommunicationsInc COM 25470F104 886 32320 SH SOLE 0 19392 0 12928 DollarTreeStoresInc. COM 256746108 252 3265 SH SOLE 0 1959 0 1306 DowChemicalCompany COM 260543103 4019 70244 SH SOLE 0 42146 0 28098 duPont(E.I.)deNemours COM 263534109 1114 15175 SH SOLE 0 9105 0 6070 Dun&BradstreetCpNew COM 26483E100 550 4535 SH SOLE 0 2721 0 1814 EatonCorpPLC COM 278058102 466 6945 SH SOLE 0 4167 0 2778 EnerplusResFdNew COM 29274D604 277 29200 SH SOLE 0 17520 0 11680 EnterpriseProductsLp COM 293792107 257 9500 SH SOLE 0 5700 0 3800 ExxonMobilCorporation COM 30231G102 1173 13001 SH SOLE 0 7801 0 5200 FedExCorporation COM 31428X106 511 2747 SH SOLE 0 1648 0 1099 GeneralElectricCompany COM 369604103 3488 110394 SH SOLE 0 66236 0 44158 GileadSciencesInc COM 375558103 2844 39715 SH SOLE 0 23829 0 15886 GlobalXFundsMLPIndexETF COM 37950E473 644 55700 SH SOLE 0 33420 0 22280 GreenbrierCompaniesIncCom COM 393657101 1640 39470 SH SOLE 0 23682 0 15788 HomeDepotInc COM 437076102 2067 15418 SH SOLE 0 9251 0 6167 HoneywellInternationalIncCo COM 438516106 1337 11544 SH SOLE 0 6926 0 4618 HumanaInc COM 444859102 607 2975 SH SOLE 0 1785 0 1190 IntelCorp COM 458140100 322 8890 SH SOLE 0 5334 0 3556 InternationalPaperCo COM 460146103 1882 35478 SH SOLE 0 21287 0 14191 IsharesTrustS&P COM 464287200 272 1210 SH SOLE 0 726 0 484 JPMorganChase&Co COM 46625H100 469 5431 SH SOLE 0 3259 0 2172 JpMorganExchTradedNt COM 46625H365 349 11040 SH SOLE 0 6624 0 4416 Johnson&Johnson COM 478160104 1954 16960 SH SOLE 0 10176 0 6784 KinderMorganInc COM 49456B101 356 17210 SH SOLE 0 10326 0 6884 LeggMasonInc COM 524901105 367 12285 SH SOLE 0 7371 0 4914 LillyEli&Company COM 532457108 204 2780 SH SOLE 0 1668 0 1112 LowesCompaniesInc COM 548661107 341 4790 SH SOLE 0 2874 0 1916 Macy'sInc COM 55616P104 1200 33520 SH SOLE 0 20112 0 13408 Merck&CoInc COM 589331107 1257 21345 SH SOLE 0 12807 0 8538 MethanexCorp COM 59151K108 764 17436 SH SOLE 0 10462 0 6974 MicrosoftCorp COM 594918104 3646 58673 SH SOLE 0 35204 0 23469 MolsonCoorsBrewing COM 60871R209 1211 12443 SH SOLE 0 7466 0 4977 MoodysCorp COM 615369105 793 8407 SH SOLE 0 5044 0 3363 MorganStanley COM 617446448 1393 32965 SH SOLE 0 19779 0 13186 MylanLaboratoriesInc COM 628530107 1444 37842 SH SOLE 0 22705 0 15137 NorfolkSouthernCorp COM 655844108 1018 9424 SH SOLE 0 5654 0 3770 OaktreeCapitalGroupLLCUnit COM 674001201 244 6495 SH SOLE 0 3897 0 2598 OracleCorporation COM 68389X105 465 12100 SH SOLE 0 7260 0 4840 PepsicoIncorporated COM 713448108 619 5916 SH SOLE 0 3550 0 2366 PfizerIncorporated COM 717081103 922 28394 SH SOLE 0 17036 0 11358 Phillips66Com COM 718546104 368 4254 SH SOLE 0 2552 0 1702 PioneerNaturalResCo COM 723787107 299 1662 SH SOLE 0 997 0 665 Procter&Gamble COM 742718109 1400 16655 SH SOLE 0 9993 0 6662 PulteGroupIncCom COM 745867101 2169 118015 SH SOLE 0 70809 0 47206 RedhatInc COM 756577102 401 5760 SH SOLE 0 3456 0 2304 RegionsFinancialCpNew COM 7591EP100 229 15965 SH SOLE 0 9579 0 6386 SPDRTrustUnitSR COM 78462F103 274 1225 SH SOLE 0 735 0 490 SchlumbergerLtd COM 806857108 212 2525 SH SOLE 0 1515 0 1010 TargaResourcesCorp COM 87612G101 456 8129 SH SOLE 0 4877 0 3252 TempurSealyInternationalInc COM 88023U101 1073 15715 SH SOLE 0 9429 0 6286 Tiffany COM 886547108 885 11435 SH SOLE 0 6861 0 4574 TotalSAAdr COM 89151E109 688 13505 SH SOLE 0 8103 0 5402 UnitedTechnologiesCorp COM 913017109 488 4450 SH SOLE 0 2670 0 1780 UnitedHealthGroupInc COM 91324P102 976 6100 SH SOLE 0 3660 0 2440 VanguardFtseEurope COM 922042874 227 4735 SH SOLE 0 2841 0 1894 VerizonCommunications COM 92343V104 377 7059 SH SOLE 0 4235 0 2824 ViacomIncClANew COM 92553P102 354 9184 SH SOLE 0 5510 0 3674 VisaIncClassA COM 92826C839 1201 15395 SH SOLE 0 9237 0 6158 WellsFargo&CoNew COM 949746101 548 9947 SH SOLE 0 5968 0 3979 WhirlpoolCorp COM 963320106 775 4264 SH SOLE 0 2558 0 1706 WilliamsPartnersLp COM 96950F104 439 11550 SH SOLE 0 6930 0 4620 AONPlc COM G0408V102 412 3695 SH SOLE 0 2217 0 1478 SeagateTechnologyPublicLimi COM G7945M107 2083 54572 SH SOLE 0 32743 0 21829 IsharesTrBarclaysBond ETF 464288638 1017 9404 SH SOLE 0 5642 0 3762 NuveenQualityPreferredIncom ETF 67072C105 255 27414 SH SOLE 0 16448 0 10966 PowersharesSeniorLoanPortE ETF 73936Q769 1975 84535 SH SOLE 0 50721 0 33814 SPDRBarclaysCapitalHighYie ETF 78464A417 1310 35940 SH SOLE 0 21564 0 14376 SouthwesternEnergyCoDepShs ETF 845467307 583 22883 SH SOLE 0 13730 0 9153 VanguardIntermedTermCorpBo ETF 92206C870 999 11660 SH SOLE 0 6996 0 4664