West Family Investments, Inc. Top Holdings and 13F Report (2024) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $293.74 million in total holdings as of September 30, 2024.West Family Investments, Inc. owns shares of 293 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 12.68% of the portfolio was purchased this quarter.About 30.93% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 252 new stocks and bought additional shares in 187 stocks.West Family Investments, Inc. sold shares of 25 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Gold Trust $26,598,993Largo $11,707,010iShares 20+ Year Treasury Bond ETF $11,540,975Schwab U.S. TIPS ETF $11,354,704Apple $10,653,226 Largest New Holdings this Quarter Abbott Laboratories $544,056 HoldingUBS Group $418,429 HoldingKLA $401,919 HoldingEOG Resources $350,228 HoldingMedtronic $343,464 Holding Largest Purchases this Quarter Broadcom 12,561 shares (about $2.17M)Microsoft 3,882 shares (about $1.67M)Apple 6,546 shares (about $1.53M)NVIDIA 11,081 shares (about $1.35M)Amazon.com 5,124 shares (about $954.75K) Largest Sales this Quarter Exxon Mobil 45,931 shares (about $5.38M)Elevance Health 9,964 shares (about $5.18M)UnitedHealth Group 8,595 shares (about $5.03M)Kinross Gold 463,163 shares (about $4.34M)Chevron 23,680 shares (about $3.49M) 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$26,598,9930.0%532,9149.1%FinanceLGOLargo$11,707,0100.0%5,572,6374.0%Oils/EnergyTLTiShares 20+ Year Treasury Bond ETF$11,540,9750.0%96,4193.9%ETFSCHPSchwab U.S. TIPS ETF$11,354,7040.0%197,1903.9%ETFAAPLApple$10,653,226$1,525,218 ▲16.7%45,7223.6%Computer and TechnologyMSFTMicrosoft$9,714,023$1,670,425 ▲20.8%22,5753.3%Computer and TechnologyNVDANVIDIA$9,365,939$1,345,677 ▲16.8%77,1243.2%Computer and TechnologyMBBiShares MBS ETF$7,766,1670.0%80,6972.6%ETFAMZNAmazon.com$5,424,439$954,755 ▲21.4%29,1121.8%Retail/WholesaleGOOGLAlphabet$5,278,508$375,153 ▲7.7%31,8271.8%Computer and TechnologyCHKChesapeake Energy$4,112,5000.0%50,0001.4%Oils/EnergyLLYEli Lilly and Company$4,095,701$225,915 ▲5.8%4,6231.4%MedicalMETAMeta Platforms$3,917,779$697,804 ▲21.7%6,8441.3%Computer and TechnologyEQTEQT$3,796,600$1,170,868 ▼-23.6%103,6191.3%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$3,564,577$247,306 ▲7.5%20,5251.2%Computer and TechnologyVTVanguard Total World Stock ETF$2,587,675$1,117 ▼0.0%20,8520.9%ETFBRK.BBerkshire Hathaway$2,559,046$165,694 ▲6.9%5,5600.9%FinanceNVONovo Nordisk A/S$2,483,919$71,561 ▲3.0%20,8610.8%MedicalUNHUnitedHealth Group$2,419,991$5,025,326 ▼-67.5%4,1390.8%MedicalTSLATesla$2,361,472$407,096 ▲20.8%9,0260.8%Auto/Tires/TrucksAVGOBroadcom$2,352,383$2,166,773 ▲1,167.4%13,6370.8%Computer and TechnologyWMTWalmart$2,331,414$123,386 ▲5.6%28,8720.8%Retail/WholesaleJPMJPMorgan Chase & Co.$2,128,421$161,940 ▲8.2%10,0940.7%FinancePGProcter & Gamble$2,033,888$274,695 ▲15.6%11,7430.7%Consumer StaplesMRKMerck & Co., Inc.$1,953,800$101,182 ▲5.5%17,2050.7%MedicalCOSTCostco Wholesale$1,774,813$119,680 ▲7.2%2,0020.6%Retail/WholesaleGDXJVanEck Junior Gold Miners ETF$1,683,9450.0%34,5000.6%ETFCRSPCRISPR Therapeutics$1,667,7900.0%35,5000.6%MedicalPEPPepsiCo$1,644,213$39,452 ▲2.5%9,6690.6%Consumer StaplesIBNICICI Bank$1,628,974$51,342 ▼-3.1%54,5720.6%FinanceCHTChunghwa Telecom$1,604,771$107,307 ▲7.2%40,4530.5%UtilitiesVVisa$1,597,185$281,274 ▲21.4%5,8090.5%Business ServicesJNJJohnson & Johnson$1,575,061$183,776 ▲13.2%9,7190.5%MedicalCVSCVS Health$1,571,497$187,760 ▲13.6%24,9920.5%Retail/WholesaleXOMExxon Mobil$1,511,552$5,384,032 ▼-78.1%12,8950.5%Oils/EnergyWMWaste Management$1,501,986$6,436 ▼-0.4%7,2350.5%Business ServicesRSGRepublic Services$1,500,275$1,406 ▲0.1%7,4700.5%Business ServicesMAMastercard$1,467,574$2,712,938 ▼-64.9%2,9720.5%Business ServicesMCDMcDonald's$1,460,734$35,628 ▲2.5%4,7970.5%Retail/WholesaleABBVAbbVie$1,426,793$139,421 ▲10.8%7,2250.5%MedicalSAPSAP$1,422,940$72,166 ▲5.3%6,2110.5%Computer and TechnologyWITWipro$1,402,946$16,479 ▼-1.2%216,5040.5%Computer and TechnologyHDBHDFC Bank$1,350,045$635,234 ▲88.9%21,5800.5%FinanceSHELShell$1,328,167$56,585 ▲4.4%20,1390.5%Oils/EnergyMSIMotorola Solutions$1,315,617$3,147 ▲0.2%2,9260.4%Computer and TechnologyCSCOCisco Systems$1,297,078$22,778 ▲1.8%24,3720.4%Computer and TechnologyTMUST-Mobile US$1,288,305$238,965 ▲22.8%6,2430.4%Computer and TechnologyREGNRegeneron Pharmaceuticals$1,250,976$5,256 ▲0.4%1,1900.4%MedicalVZVerizon Communications$1,243,288$87,125 ▲7.5%27,6840.4%Computer and TechnologyVRTXVertex Pharmaceuticals$1,238,973$58,600 ▲5.0%2,6640.4%MedicalNFLXNetflix$1,222,072$84,403 ▲7.4%1,7230.4%Consumer DiscretionaryUMCUnited Microelectronics$1,192,786$78,256 ▲7.0%141,6610.4%Computer and TechnologyAZNAstraZeneca$1,162,417$128,006 ▲12.4%14,9200.4%MedicalINFYInfosys$1,142,785$2,361 ▲0.2%51,3150.4%Computer and TechnologyNVSNovartis$1,120,180$221,644 ▲24.7%9,7390.4%MedicalMMCMarsh & McLennan Companies$1,113,219$64,250 ▲6.1%4,9900.4%FinanceHDHome Depot$1,088,772$257,302 ▲30.9%2,6870.4%Retail/WholesaleASMLASML$1,087,391$149,985 ▲16.0%1,3050.4%Computer and TechnologyKRKroger$1,080,220$2,063 ▲0.2%18,8520.4%Retail/WholesaleRDYDr. Reddy's Laboratories$1,050,726$46,558 ▲4.6%13,2250.4%MedicalKOCoca-Cola$982,901$71,932 ▲7.9%13,6780.3%Consumer StaplesLINDE PLC$976,132$90,603 ▲10.2%2,0470.3%SHSEDConsolidated Edison$972,366$4,478 ▲0.5%9,3380.3%UtilitiesORCLOracle$967,531$208,570 ▲27.5%5,6780.3%Computer and TechnologySOSouthern$846,429$4,148 ▲0.5%9,3860.3%UtilitiesDUKDuke Energy$839,961$52,577 ▲6.7%7,2850.3%UtilitiesAMDAdvanced Micro Devices$838,613$331,113 ▲65.2%5,1110.3%Computer and TechnologyIBMInternational Business Machines$831,924$172,885 ▲26.2%3,7630.3%Computer and TechnologyBACBank of America$831,891$190,702 ▲29.7%20,9650.3%FinancePGRProgressive$831,825$4,060 ▲0.5%3,2780.3%FinanceGILDGilead Sciences$821,967$4,192 ▲0.5%9,8040.3%MedicalMCKMcKesson$820,737$92,457 ▼-10.1%1,6600.3%MedicalCBChubb$796,822$40,086 ▲5.3%2,7630.3%FinanceWCNWaste Connections$796,107$67,952 ▲9.3%4,4520.3%Business ServicesROPRoper Technologies$791,258$17,806 ▼-2.2%1,4220.3%Computer and TechnologyCRMSalesforce$782,811$339,674 ▲76.7%2,8600.3%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$762,1970.0%5,3190.3%ETFCORCencora$760,770$156,656 ▲25.9%3,3800.3%MedicalAPHAmphenol$740,869$58,253 ▲8.5%11,3700.3%Computer and TechnologyAZOAutoZone$730,809$34,650 ▲5.0%2320.2%Retail/WholesaleTRIThomson Reuters$719,250$21,496 ▲3.1%4,2160.2%Business ServicesCVXChevron$693,642$3,487,355 ▼-83.4%4,7100.2%Oils/EnergyCMCSAComcast$688,370$56,724 ▲9.0%16,4800.2%Consumer DiscretionaryLMTLockheed Martin$686,858$35,074 ▲5.4%1,1750.2%AerospaceCBOECboe Global Markets$683,037$49,783 ▲7.9%3,3340.2%Financial ServicesORLYO'Reilly Automotive$680,596$51,822 ▲8.2%5910.2%Retail/WholesaleKBKB Financial Group$666,406$3,582 ▲0.5%10,7920.2%FinanceAMGNAmgen$665,686$39,632 ▲6.3%2,0660.2%MedicalCATCaterpillar$665,295$63,361 ▲10.5%1,7010.2%Industrial ProductsRYRoyal Bank of Canada$660,196$71,096 ▲12.1%5,2930.2%FinanceADBEAdobe$660,170$203,488 ▲44.6%1,2750.2%Computer and TechnologyGISGeneral Mills$657,191$26,512 ▼-3.9%8,8990.2%Consumer StaplesTMOThermo Fisher Scientific$656,921$302,481 ▲85.3%1,0620.2%MedicalNOCNorthrop Grumman$637,380$51,223 ▲8.7%1,2070.2%AerospaceHSYHershey$627,696$1,342 ▲0.2%3,2730.2%Consumer StaplesTMToyota Motor$626,602$200,891 ▲47.2%3,5090.2%Auto/Tires/TrucksBHPBHP Group$625,386$109,065 ▲21.1%10,0690.2%Basic MaterialsRTXRTX$623,732$66,638 ▲12.0%5,1480.2%AerospaceACNAccenture$623,185$95,793 ▲18.2%1,7630.2%Computer and TechnologyQCOMQUALCOMM$617,622$219,705 ▲55.2%3,6320.2%Computer and TechnologyShowing 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. 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