WESTBOURNE INVESTMENTS, INC.
RIA/Wealth
WESTBOURNE INVESTMENTS, INC. is a RIA/Wealth based in Alexandria, VA led by Robert Douglas Long, reporting $221.1M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
CEORobert Douglas Long
- Portfolio Value
- $209.0M
- Positions
- 129
- Top Holding
- NVDA at 5.02%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WESTBOURNE INVESTMENTS, INC.'s portfolio (33.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $10.5M | 5.02% | -$1.6M Sold | 0.00% 51.8K shares | |
Aerospace & Defense Industrials | $9.7M | 4.64% | -$950.0K Sold | 0.00% 31.4K shares | |
Specialty Retail Consumer Cyclical | $7.7M | 3.70% | -$300.4K Sold | 0.00% 29.8K shares | |
Software - Infrastructure Technology | $7.7M | 3.68% | -$8.2K Sold | 0.00% 15.1K shares | |
Internet Content & Information Communication Services | $6.8M | 3.23% | -$156.9K Sold | 0.00% 24.0K shares | |
Consumer Electronics Technology | $6.5M | 3.11% | +$507.8K Bought | 0.00% 24.0K shares | |
Internet Content & Information Communication Services | $5.7M | 2.74% | -$278.1K Sold | 0.00% 8.8K shares | |
ETF ETF | $5.5M | 2.61% | +$5.5M Bought | — 59.0K shares | |
Electrical Equipment & Parts Industrials | $5.4M | 2.58% | -$136.9K Sold | 0.01% 27.9K shares | |
Computer Hardware Technology | $5.3M | 2.54% | -$360.8K Sold | 0.00% 32.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WESTBOURNE INVESTMENTS, INC.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for WESTBOURNE INVESTMENTS, INC.
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