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West Family Investments, Inc. Top Holdings and 13F Report (2025)

About West Family Investments, Inc.

Investment Activity

  • West 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
$26,476,908
Apple
$11,321,238
NVIDIA
$10,148,430

Largest New Holdings this Quarter

ARISTA NETWORKS INC
$615,873 Holding
LAM RESEARCH CORP
$426,952 Holding
Boeing
$415,773 Holding
PALANTIR TECHNOLOGIES INC
$375,805 Holding
Tyson 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 Time

Map of 500 Largest Holdings ofWest Family Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$26,476,908$92,336 0.3%534,7799.2%Finance
Apple Inc. stock logo
AAPL
Apple
$11,321,238$128,465 -1.1%45,2093.9%Computer and Technology
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$11,027,395$5,933,977 116.5%426,9223.8%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$10,328,694$1,908,423 22.7%118,2723.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$10,148,430$208,552 -2.0%75,5713.5%Computer and Technology
Largo Inc. stock logo
LGO
Largo
$9,584,9360.0%5,572,6373.3%Oils/Energy
Microsoft Co. stock logo
MSFT
Microsoft
$9,151,187$364,176 -3.8%21,7113.2%Computer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$7,431,397$33,096 0.4%81,0582.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,311,451$286,600 4.8%33,3412.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,308,779$78,103 -1.2%28,7562.2%Retail/Wholesale
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$4,977,5000.0%50,0001.7%Oils/Energy
EQT Co. stock logo
EQT
EQT
$4,772,385$5,487 -0.1%103,5001.7%Oils/Energy
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$4,165,064$111,582 2.8%21,0901.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,948,094$59,137 -1.5%6,7431.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,592,561$52,499 -1.4%8,8961.3%Auto/Tires/Trucks
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,513,372$55,584 -1.6%4,5511.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$3,112,916$48,686 -1.5%13,4271.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,550,942$57,643 -2.2%28,2340.9%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,491,227$29,010 -1.2%5,4960.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,386,553$33,080 -1.4%9,9560.8%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,357,354$92,339 -3.8%20,0660.8%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,960,834$7,880 -0.4%11,6960.7%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,827,672$266,082 -12.7%3,6130.6%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,811,466$22,907 -1.2%1,9770.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,771,088$64,788 -3.5%5,6040.6%Business Services
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,752,485$41,978 -2.3%20,3730.6%Medical
Chunghwa Telecom Co., Ltd. stock logo
CHT
Chunghwa Telecom
$1,740,748$217,692 14.3%46,2350.6%Utilities
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,616,152$95,401 -5.6%16,2460.6%Medical
ICICI Bank Limited stock logo
IBN
ICICI Bank
$1,606,528$22,992 -1.4%53,8020.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,561,173$155,611 11.1%10,7950.5%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$1,552,855$12,111 -0.8%2,9490.5%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,515,244$20,500 -1.3%1,7000.5%Consumer Discretionary
SAP SE stock logo
SAP
SAP
$1,512,714$16,496 -1.1%6,1440.5%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$1,483,703$19,112 -1.3%7,3750.5%Business Services
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$1,474,8750.0%34,5000.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,470,159$83,044 6.0%13,6670.5%Oils/Energy
Waste Management, Inc. stock logo
WM
Waste Management
$1,420,198$39,753 -2.7%7,0380.5%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,419,024$51,244 -3.5%9,3320.5%Consumer Staples
Wipro Limited stock logo
WIT
Wipro
$1,416,871$650,447 84.9%400,2460.5%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$1,413,504$22,901 1.6%4,8760.5%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,408,723$34,099 -2.4%23,7960.5%Computer and Technology
CRISPR Therapeutics AG stock logo
CRSP
CRISPR Therapeutics
$1,397,2800.0%35,5000.5%Medical
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,313,195$39,290 -2.9%2,8410.5%Computer and Technology
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,303,631$74,386 -5.4%5,9060.5%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,260,782$23,101 -1.8%7,0950.4%Medical
Shell plc stock logo
SHEL
Shell
$1,240,345$21,364 -1.7%19,7980.4%Oils/Energy
Dr. Reddy's Laboratories Limited stock logo
RDY
Dr. Reddy's Laboratories
$1,214,819$1,005,996 481.7%76,9360.4%Medical
HDFC Bank Limited stock logo
HDB
HDFC Bank
$1,194,757$183,342 -13.3%18,7090.4%Finance
Infosys Limited stock logo
INFY
Infosys
$1,157,464$32,639 2.9%52,8040.4%Computer and Technology
The Kroger Co. stock logo
KR
Kroger
$1,135,189$17,611 -1.5%18,5640.4%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$1,075,168$29,952 2.9%2,7640.4%Retail/Wholesale
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,067,960$4,832 -0.5%2,6520.4%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,045,659$61,425 -5.5%26,1480.4%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$1,036,136$23,790 -2.2%4,8780.4%Finance
McKesson Co. stock logo
MCK
McKesson
$1,026,408$80,357 8.5%1,8010.4%Medical
CVS Health Co. stock logo
CVS
CVS Health
$1,019,542$102,349 -9.1%22,7120.4%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$980,844$129,252 15.2%15,7540.3%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$973,976$26,274 2.8%10,0090.3%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$941,473$14,711 -1.5%2,8160.3%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$921,735$55,823 -5.7%14,0680.3%Medical
Oracle Co. stock logo
ORCL
Oracle
$919,020$27,162 -2.9%5,5150.3%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$908,315$13,097 -1.4%20,6670.3%Finance
ASML Holding stock logo
ASML
ASML
$898,925$5,545 -0.6%1,2970.3%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$892,621$189,761 27.0%8420.3%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$890,354$15,241 -1.7%9,6390.3%Medical
United Microelectronics Co. stock logo
UMC
United Microelectronics
$889,020$30,360 -3.3%136,9830.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$864,372$357,034 70.4%37,9610.3%Computer and Technology
LINDE PLC
$843,620$13,397 -1.6%2,0150.3%SHS
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$822,076$11,154 -1.3%9,2130.3%Utilities
International Business Machines Co. stock logo
IBM
International Business Machines
$817,548$9,673 -1.2%3,7190.3%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$809,919$37,753 -4.5%1,1370.3%Medical
The Progressive Co. stock logo
PGR
Progressive
$786,879$1,438 0.2%3,2840.3%Finance
The Southern Company stock logo
SO
Southern
$776,360$3,704 0.5%9,4310.3%Utilities
Cencora, Inc. stock logo
COR
Cencora
$771,326$11,908 1.6%3,4330.3%Medical
Chubb Limited stock logo
CB
Chubb
$765,075$1,658 0.2%2,7690.3%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$756,658$28,228 -3.6%7,0230.3%Utilities
Toyota Motor Co. stock logo
TM
Toyota Motor
$748,859$65,973 9.7%3,8480.3%Auto/Tires/Trucks
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$738,293$10,325 -1.4%10,5110.3%Finance
AutoZone, Inc. stock logo
AZO
AutoZone
$733,258$9,606 -1.3%2290.3%Retail/Wholesale
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$717,662$136,828 23.6%6,5720.3%ETF
Waste Connections, Inc. stock logo
WCN
Waste Connections
$703,478$60,396 -7.9%4,1000.2%Business Services
Amphenol Co. stock logo
APH
Amphenol
$699,362$90,285 -11.4%10,0700.2%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$692,507$8,301 -1.2%5840.2%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$681,617$579 -0.1%4,7060.2%Oils/Energy
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$666,539$9,623 -1.4%4,1560.2%Business Services
Accenture plc stock logo
ACN
Accenture
$662,421$42,215 6.8%1,8830.2%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$635,109$13,185 -2.0%5,9730.2%Computer and Technology
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$627,375$10,484 -1.6%5,2060.2%Finance
Fair Isaac Co. stock logo
FICO
Fair Isaac
$625,1520.0%3140.2%Computer and Technology
ARISTA NETWORKS INC
$615,873$615,873 New Holding5,5720.2%COM SHS
BHP Group Limited stock logo
BHP
BHP Group
$611,986$120,317 24.5%12,5330.2%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$609,437$7,618 -1.2%1,6800.2%Industrial Products
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$606,3810.0%51,7390.2%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$606,145$133,082 -18.0%1,1660.2%Computer and Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$605,242$10,238 -1.7%12,2370.2%Finance
Eaton Co. plc stock logo
ETN
Eaton
$604,335$13,607 -2.2%1,8210.2%Industrial Products
RTX Co. stock logo
RTX
RTX
$597,347$1,620 0.3%5,1620.2%Aerospace
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$595,775$55,689 -8.5%3,0490.2%Financial Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$595,492$32,856 5.8%4,9480.2%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$578,445$38,684 7.2%5,1140.2%Medical

Showing largest 100 holdings. View all holdings.
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