Westbourne Investment Advisors, Inc.
Westbourne Investment Advisors, Inc. is an investment advisory firm headquartered in Newport Beach, California. The firm specializes in providing investment management and advisory services, primarily serving institutional and high net worth clients. Westbourne Investment Advisors employs a team of experienced investment professionals, led by key executives such as Scot Labin (Chief Investment Officer) and Joseph Wilkinson (Managing Director).
Investment Strategy
Westbourne Investment Advisors, Inc. utilizes a diversified investment management approach tailored to institutional and high net worth clients. Their strategy typically involves a blend of public and private market investments, focusing on long-term capital appreciation and risk management through active portfolio management and disciplined research.
Latest 13F Filing Activity
Westbourne Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 116 equity positions with a total 13F market value of $359M. The fund increased holdings in Sofi Technologies Inc., Alphabet Inc., Brown & Brown Inc. among other positions. Westbourne Investment Advisors, Inc. reduced exposure to Elevance Health Inc., Centene Corp. Del, Bumble Inc. among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.02% | $25.2M | 48,593 | $105.13 | $517.95 | +$1.3M |
A AAPL | APPLE INC | 6.49% | $23.3M | 91,386 | $140.58 | $254.63 | +$4.6M |
| ALPHABET INC | 6.41% | $23.0M | 94,543 | $89.12 | $243.10 | +$6.1M | |
M META | META PLATFORMS INC | 5.42% | $19.4M | 26,472 | $257.06 | $734.38 | -$324.1K |
U UBER | UBER TECHNOLOGIES INC | 5.21% | $18.7M | 190,781 | $41.16 | $97.97 | +$807.4K |
Industry Allocation
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