Westbourne Investment Advisors, Inc.

RIA/Wealth

Westbourne Investment Advisors, Inc. is a RIA/Wealth based in Annapolis, MD led by Joseph Christopher Wilkinson, reporting $359.1M in AUM as of Q3 2025 with MSFT as the largest holding (7% allocation).

PresidentJoseph Christopher Wilkinson

Portfolio Value: $357.7M
Positions: 114
Top Holding: MSFT at 7.04%
Last Reported: Q3 2025

Address410 Severn Avenue, Ste 409, Annapolis, MD, 21403, United States

Top Holdings

Largest long holdings in Westbourne Investment Advisors, Inc.'s portfolio (47.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$25.2M	7.04%	+$336.7K Bought	0.00% 48.6K shares	Q2 2015 Held for 10y 5m
2 Apple AAPL	Consumer Electronics Technology	$23.3M	6.51%	+$58.3K Bought	0.00% 91.4K shares	Q2 2015 Held for 10y 5m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$23.0M	6.43%	-$282.5K Sold	0.00% 94.5K shares	Q4 2020 Held for 4y 11m
4 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$19.4M	5.43%	-$224.7K Sold	0.00% 26.5K shares	Q4 2020 Held for 4y 11m
5 Uber Technologies UBER	Software - Application Technology	$18.7M	5.23%	-$87.8K Sold	0.01% 190.8K shares	Q4 2020 Held for 4y 11m
6 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$14.8M	4.13%	-$1.0M Sold	0.01% 18.5K shares	Q4 2020 Held for 4y 11m
7 Bank of America BAC	Banks - Diversified Financial Services	$13.3M	3.72%	+$13.5K Bought	0.00% 258.2K shares	Q2 2015 Held for 10y 5m
8 Morgan Stanley MS	Financial - Capital Markets Financial Services	$12.0M	3.35%	-$215.7K Sold	0.00% 75.4K shares	Q2 2015 Held for 10y 5m
9 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$11.7M	3.26%	-$218.7K Sold	0.01% 122.1K shares	Q4 2019 Held for 5y 11m
10 Valero Energy VLO	Oil & Gas Refining & Marketing Energy	$10.0M	2.79%	+$180.8K Bought	0.02% 58.6K shares	Q4 2020 Held for 4y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Westbourne Investment Advisors, Inc.'s latest filing

See all changes

GthenC

Market Value

$357.7M

Prior: $329.6M

Q/Q Change

+8.52%

+$28.1M

Net Flows % of MV

+1.38%

Turnover Ratio

6.23%

New Purchases

11 stocks

$15.8M

Added To

37 stocks

+$8.6M

Sold Out Of

5 stocks

$14.3M

Reduced Holdings

32 stocks

-$5.1M

Increased Positions

Position	Shares Δ	Change
1 SoFi Technologies, Inc. SOFI	New	0 → 254.2K +$6.7M
2 Brown & Brown BRO	New	0 → 60.0K +$5.6M
3 JPMorgan Equity Premium Income JEPI	New	0 → 17.4K +$993.5K
4 Nvidia NVDA	New	0 → 3.4K +$631.2K
5 Automatic Data Processing, Inc. ADP	New	0 → 1.2K +$352.2K

Decreased Positions

Position	Shares Δ	Change
1 Elevance Health ELV	Sold	14.6K → 0 −$5.7M
2 Centene CNC	Sold	86.1K → 0 −$4.7M
3 Bumble, Inc. BMBL	Sold	539.6K → 0 −$3.6M
4 Bristol-Myers Squibb BMY	Sold	4.4K → 0 −$202.6K
5 Viking Holdings VIK	Sold	3.8K → 0 −$200.6K