West Family Investments, Inc. Top Holdings and 13F Report (2025) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $286.99 million in total holdings as of December 31, 2024.West Family Investments, Inc. owns shares of 284 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 7.64% of the portfolio was purchased this quarter.About 5.65% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 293 new stocks and bought additional shares in 65 stocks.West Family Investments, Inc. sold shares of 170 stocks and completely divested from 36 stocks this quarter.Largest Holdings iShares Gold Trust $26,476,908Apple $11,321,238Schwab U.S. TIPS ETF $11,027,395iShares 20+ Year Treasury Bond ETF $10,328,694NVIDIA $10,148,430 Largest New Holdings this Quarter ARISTA NETWORKS INC $615,873 HoldingLAM RESEARCH CORP $426,952 HoldingBoeing $415,773 HoldingPALANTIR TECHNOLOGIES INC $375,805 HoldingTyson Foods $336,713 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 229,732 shares (about $5.93M)iShares 20+ Year Treasury Bond ETF 21,853 shares (about $1.91M)Dr. Reddy's Laboratories 63,711 shares (about $1.01M)Wipro 183,742 shares (about $650.45K)ARISTA NETWORKS INC 5,572 shares (about $615.87K) Largest Sales this Quarter Microsoft 864 shares (about $364.18K)Thermo Fisher Scientific 571 shares (about $297.05K)UnitedHealth Group 526 shares (about $266.08K)QUALCOMM 1,391 shares (about $213.69K)NVIDIA 1,553 shares (about $208.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Family Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$26,476,908$92,336 ▲0.3%534,7799.2%FinanceAAPLApple$11,321,238$128,465 ▼-1.1%45,2093.9%Computer and TechnologySCHPSchwab U.S. TIPS ETF$11,027,395$5,933,977 ▲116.5%426,9223.8%ETFTLTiShares 20+ Year Treasury Bond ETF$10,328,694$1,908,423 ▲22.7%118,2723.6%ETFNVDANVIDIA$10,148,430$208,552 ▼-2.0%75,5713.5%Computer and TechnologyLGOLargo$9,584,9360.0%5,572,6373.3%EnergyMSFTMicrosoft$9,151,187$364,176 ▼-3.8%21,7113.2%Computer and TechnologyMBBiShares MBS ETF$7,431,397$33,096 ▲0.4%81,0582.6%ETFGOOGLAlphabet$6,311,451$286,600 ▲4.8%33,3412.2%Computer and TechnologyAMZNAmazon.com$6,308,779$78,103 ▼-1.2%28,7562.2%Retail/WholesaleCHKChesapeake Energy$4,977,5000.0%50,0001.7%EnergyEQTEQT$4,772,385$5,487 ▼-0.1%103,5001.7%EnergyTSMTaiwan Semiconductor Manufacturing$4,165,064$111,582 ▲2.8%21,0901.5%Computer and TechnologyMETAMeta Platforms$3,948,094$59,137 ▼-1.5%6,7431.4%Computer and TechnologyTSLATesla$3,592,561$52,499 ▼-1.4%8,8961.3%Auto/Tires/TrucksLLYEli Lilly and Company$3,513,372$55,584 ▼-1.6%4,5511.2%MedicalAVGOBroadcom$3,112,916$48,686 ▼-1.5%13,4271.1%Computer and TechnologyWMTWalmart$2,550,942$57,643 ▼-2.2%28,2340.9%Retail/WholesaleBRK.BBerkshire Hathaway$2,491,227$29,010 ▼-1.2%5,4960.9%FinanceJPMJPMorgan Chase & Co.$2,386,553$33,080 ▼-1.4%9,9560.8%FinanceVTVanguard Total World Stock ETF$2,357,354$92,339 ▼-3.8%20,0660.8%ETFPGProcter & Gamble$1,960,834$7,880 ▼-0.4%11,6960.7%Consumer StaplesUNHUnitedHealth Group$1,827,672$266,082 ▼-12.7%3,6130.6%MedicalCOSTCostco Wholesale$1,811,466$22,907 ▼-1.2%1,9770.6%Retail/WholesaleVVisa$1,771,088$64,788 ▼-3.5%5,6040.6%Business ServicesNVONovo Nordisk A/S$1,752,485$41,978 ▼-2.3%20,3730.6%MedicalCHTChunghwa Telecom$1,740,748$217,692 ▲14.3%46,2350.6%UtilitiesMRKMerck & Co., Inc.$1,616,152$95,401 ▼-5.6%16,2460.6%MedicalIBNICICI Bank$1,606,528$22,992 ▼-1.4%53,8020.6%FinanceJNJJohnson & Johnson$1,561,173$155,611 ▲11.1%10,7950.5%MedicalMAMastercard$1,552,855$12,111 ▼-0.8%2,9490.5%Business ServicesNFLXNetflix$1,515,244$20,500 ▼-1.3%1,7000.5%Consumer DiscretionarySAPSAP$1,512,714$16,496 ▼-1.1%6,1440.5%Computer and TechnologyRSGRepublic Services$1,483,703$19,112 ▼-1.3%7,3750.5%Business ServicesGDXJVanEck Junior Gold Miners ETF$1,474,8750.0%34,5000.5%ETFXOMExxon Mobil$1,470,159$83,044 ▲6.0%13,6670.5%EnergyWMWaste Management$1,420,198$39,753 ▼-2.7%7,0380.5%Business ServicesPEPPepsiCo$1,419,024$51,244 ▼-3.5%9,3320.5%Consumer StaplesWITWipro$1,416,871$650,447 ▲84.9%400,2460.5%Computer and TechnologyMCDMcDonald's$1,413,504$22,901 ▲1.6%4,8760.5%Retail/WholesaleCSCOCisco Systems$1,408,723$34,099 ▼-2.4%23,7960.5%Computer and TechnologyCRSPCRISPR Therapeutics$1,397,2800.0%35,5000.5%MedicalMSIMotorola Solutions$1,313,195$39,290 ▼-2.9%2,8410.5%Computer and TechnologyTMUST-Mobile US$1,303,631$74,386 ▼-5.4%5,9060.5%Computer and TechnologyABBVAbbVie$1,260,782$23,101 ▼-1.8%7,0950.4%MedicalSHELShell$1,240,345$21,364 ▼-1.7%19,7980.4%EnergyRDYDr. Reddy's Laboratories$1,214,819$1,005,996 ▲481.7%76,9360.4%MedicalHDBHDFC Bank$1,194,757$183,342 ▼-13.3%18,7090.4%FinanceINFYInfosys$1,157,464$32,639 ▲2.9%52,8040.4%Computer and TechnologyKRKroger$1,135,189$17,611 ▼-1.5%18,5640.4%Retail/WholesaleHDHome Depot$1,075,168$29,952 ▲2.9%2,7640.4%Retail/WholesaleVRTXVertex Pharmaceuticals$1,067,960$4,832 ▼-0.5%2,6520.4%MedicalVZVerizon Communications$1,045,659$61,425 ▼-5.5%26,1480.4%Computer and TechnologyMMCMarsh & McLennan Companies$1,036,136$23,790 ▼-2.2%4,8780.4%FinanceMCKMcKesson$1,026,408$80,357 ▲8.5%1,8010.4%MedicalCVSCVS Health$1,019,542$102,349 ▼-9.1%22,7120.4%MedicalKOCoca-Cola$980,844$129,252 ▲15.2%15,7540.3%Consumer StaplesNVSNovartis$973,976$26,274 ▲2.8%10,0090.3%MedicalCRMSalesforce$941,473$14,711 ▼-1.5%2,8160.3%Computer and TechnologyAZNAstraZeneca$921,735$55,823 ▼-5.7%14,0680.3%MedicalORCLOracle$919,020$27,162 ▼-2.9%5,5150.3%Computer and TechnologyBACBank of America$908,315$13,097 ▼-1.4%20,6670.3%FinanceASMLASML$898,925$5,545 ▼-0.6%1,2970.3%Computer and TechnologyNOWServiceNow$892,621$189,761 ▲27.0%8420.3%Computer and TechnologyGILDGilead Sciences$890,354$15,241 ▼-1.7%9,6390.3%MedicalUMCUnited Microelectronics$889,020$30,360 ▼-3.3%136,9830.3%Computer and TechnologyTAT&T$864,372$357,034 ▲70.4%37,9610.3%Computer and TechnologyLINDE PLC$843,620$13,397 ▼-1.6%2,0150.3%SHSEDConsolidated Edison$822,076$11,154 ▼-1.3%9,2130.3%UtilitiesIBMInternational Business Machines$817,548$9,673 ▼-1.2%3,7190.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$809,919$37,753 ▼-4.5%1,1370.3%MedicalPGRProgressive$786,879$1,438 ▲0.2%3,2840.3%FinanceSOSouthern$776,360$3,704 ▲0.5%9,4310.3%UtilitiesCORCencora$771,326$11,908 ▲1.6%3,4330.3%MedicalCBChubb$765,075$1,658 ▲0.2%2,7690.3%FinanceDUKDuke Energy$756,658$28,228 ▼-3.6%7,0230.3%UtilitiesTMToyota Motor$748,859$65,973 ▲9.7%3,8480.3%Auto/Tires/TrucksWFCWells Fargo & Company$738,293$10,325 ▼-1.4%10,5110.3%FinanceAZOAutoZone$733,258$9,606 ▼-1.3%2290.3%Retail/WholesaleACWViShares MSCI Global Min Vol Factor ETF$717,662$136,828 ▲23.6%6,5720.3%ETFWCNWaste Connections$703,478$60,396 ▼-7.9%4,1000.2%Business ServicesAPHAmphenol$699,362$90,285 ▼-11.4%10,0700.2%Computer and TechnologyORLYO'Reilly Automotive$692,507$8,301 ▼-1.2%5840.2%Retail/WholesaleCVXChevron$681,617$579 ▼-0.1%4,7060.2%EnergyTRIThomson Reuters$666,539$9,623 ▼-1.4%4,1560.2%Business ServicesACNAccenture$662,421$42,215 ▲6.8%1,8830.2%Computer and TechnologySHOPShopify$635,109$13,185 ▼-2.0%5,9730.2%Computer and TechnologyRYRoyal Bank of Canada$627,375$10,484 ▼-1.6%5,2060.2%FinanceFICOFair Isaac$625,1520.0%3140.2%Computer and TechnologyARISTA NETWORKS INC$615,873$615,873 ▲New Holding5,5720.2%COM SHSBHPBHP Group$611,986$120,317 ▲24.5%12,5330.2%Basic MaterialsCATCaterpillar$609,437$7,618 ▼-1.2%1,6800.2%IndustrialsMUFGMitsubishi UFJ Financial Group$606,3810.0%51,7390.2%FinanceROPRoper Technologies$606,145$133,082 ▼-18.0%1,1660.2%Computer and TechnologyHSBCHSBC$605,242$10,238 ▼-1.7%12,2370.2%FinanceETNEaton$604,335$13,607 ▼-2.2%1,8210.2%IndustrialsRTXRTX$597,347$1,620 ▲0.3%5,1620.2%AerospaceCBOECboe Global Markets$595,775$55,689 ▼-8.5%3,0490.2%Financial ServicesPMPhilip Morris International$595,492$32,856 ▲5.8%4,9480.2%Consumer StaplesABTAbbott Laboratories$578,445$38,684 ▲7.2%5,1140.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
