Long-term investor
Westbourne Investment Advisors, Inc. @westbourneinvestmentadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001650092).
Record
- Tracked since 2025-06-30 (434 days), 76 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months +1.8% · 1 year +9.4% · all +9.4%
- Max drawdown -7.6% · Sharpe 0.29 · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 7.0% · long · since 2025-06-30
- AAPL · 6.9% · long · since 2025-06-30
- MSFT · 5.0% · long · since 2025-06-30
- GS · 4.7% · long · since 2025-06-30
- META · 4.3% · long · since 2025-06-30
- MS · 4.0% · long · since 2025-06-30
- 90353T100 · 3.8% · long · since 2025-06-30
- BAC · 3.7% · long · since 2025-06-30
- VLO · 3.6% · long · since 2025-06-30
- SCHW · 3.1% · long · since 2025-06-30
- EXPE · 2.7% · long · since 2025-06-30
- C · 2.6% · long · since 2025-06-30