West Family Investments

Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by West Family Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for West Family Investments

West Family Investments holds 236 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.3 $24M 621k 39.33
 View chart
Largo (LGO) 4.4 $13M 5.6M 2.31
 View chart
Newmont Mining Corporation (NEM) 3.4 $10M 154k 66.13
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 3.1 $9.2M 169k 54.29
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.9 $8.7M 72k 121.67
 View chart
Range Resources (RRC) 2.8 $8.3M 274k 30.44
 View chart
Ishares Tr Mbs Etf (MBB) 2.6 $7.6M 81k 94.50
 View chart
Apple (AAPL) 2.5 $7.5M 39k 192.53
 View chart
Etf Managers Tr Prime Cybr Scrty 2.4 $7.0M 117k 60.41
 View chart
UnitedHealth (UNH) 2.3 $6.7M +2% 13k 526.47
 View chart
Barrick Gold Corp (GOLD) 2.2 $6.6M 366k 18.09
 View chart
Microsoft Corporation (MSFT) 2.1 $6.3M 17k 376.04
 View chart
Ishares Silver Tr Ishares (SLV) 2.1 $6.2M 285k 21.78
 View chart
Exxon Mobil Corporation (XOM) 1.9 $5.6M 56k 99.98
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 1.8 $5.3M 170k 31.01
 View chart
EQT Corporation (EQT) 1.8 $5.2M 136k 38.66
 View chart
Anthem (ELV) 1.7 $5.1M 11k 471.56
 View chart
Select Sector Spdr Tr Energy (XLE) 1.6 $4.8M 57k 83.84
 View chart
Chevron Corporation (CVX) 1.4 $4.2M 28k 149.16
 View chart
Alphabet Cap Stk Cl C (GOOGL) 1.3 $4.0M 28k 139.69
 View chart
Chesapeake Energy Corp (CHK) 1.3 $3.8M 50k 76.94
 View chart
Mastercard Incorporated Cl A (MA) 1.2 $3.6M 8.4k 426.51
 View chart
Amazon (AMZN) 1.2 $3.4M 22k 151.94
 View chart
NVIDIA Corporation (NVDA) 1.1 $3.1M 6.4k 495.22
 View chart
Freeport-mcmoran CL B (FCX) 1.0 $3.1M 73k 42.57
 View chart
Kinross Gold Corp (KGC) 1.0 $2.9M 480k 6.05
 View chart
Graham Hldgs Com Cl B (GHC) 1.0 $2.8M 3.5k 814.65
 View chart
Eli Lilly & Co. (LLY) 0.9 $2.5M -4% 4.3k 582.92
 View chart
Novo-nordisk A S Adr (NVO) 0.9 $2.5M 24k 103.45
 View chart
HSBC HLDGS Spon Adr New (HSBC) 0.8 $2.3M -6% 56k 40.54
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $2.2M 21k 106.77
 View chart
Crispr Therapeutics Namen Akt (CRSP) 0.8 $2.2M 36k 62.60
 View chart
Wheaton Precious Metals Corp (WPM) 0.7 $2.2M 44k 49.34
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $2.0M -7% 20k 104.00
 View chart
CVS Caremark Corporation (CVS) 0.6 $1.8M 23k 78.96
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.8M 5.0k 356.66
 View chart
Merck & Co (MRK) 0.6 $1.7M 16k 109.02
 View chart
Meta Platforms Cl A (META) 0.6 $1.7M +2% 4.8k 353.96
 View chart
Tesla Motors (TSLA) 0.6 $1.7M 6.7k 248.48
 View chart
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 9.2k 170.10
 View chart
Pepsi (PEP) 0.5 $1.5M -3% 9.0k 169.84
 View chart
Procter & Gamble Company (PG) 0.5 $1.5M 10k 146.54
 View chart
Johnson & Johnson (JNJ) 0.5 $1.4M +13% 9.1k 156.74
 View chart
Wal-Mart Stores (WMT) 0.5 $1.4M 9.0k 157.65
 View chart
McDonald's Corporation (MCD) 0.5 $1.4M 4.7k 296.51
 View chart
Icici Bank Adr (IBN) 0.5 $1.3M 57k 23.84
 View chart
Waste Management (WM) 0.4 $1.3M 7.4k 179.10
 View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.4 $1.3M 35k 37.91
 View chart
Shell Spon Ads (SHEL) 0.4 $1.2M 19k 65.80
 View chart
Costco Wholesale Corporation (COST) 0.4 $1.2M 1.9k 660.08
 View chart
Republic Services (RSG) 0.4 $1.2M 7.4k 164.91
 View chart
Wipro Spon Adr 1 Sh (WIT) 0.4 $1.2M +2% 214k 5.57
 View chart
Zoom Video Communications In Cl A (ZM) 0.4 $1.1M 16k 69.98
 View chart
Cisco Systems (CSCO) 0.4 $1.1M -10% 23k 50.52
 View chart
United Microelectronics Corp Spon Adr New (UMC) 0.4 $1.1M -3% 132k 8.46
 View chart
Chunghwa Telecom Spon Adr New11 (CHT) 0.4 $1.1M -27% 28k 39.07
 View chart
Visa Com Cl A (V) 0.4 $1.1M 4.0k 260.35
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.0M 2.5k 406.89
 View chart
Verizon Communications (VZ) 0.3 $1.0M +140% 27k 37.70
 View chart
Regeneron Pharmaceuticals (REGN) 0.3 $999k 1.1k 878.29
 View chart
Abbvie (ABBV) 0.3 $965k -6% 6.2k 154.97
 View chart
Infosys Sponsored Adr (INFY) 0.3 $894k 49k 18.38
 View chart
Gilead Sciences (GILD) 0.3 $881k -4% 11k 81.01
 View chart
Astrazeneca Sponsored Adr (AZN) 0.3 $881k 13k 67.35
 View chart
Motorola Solutions Com New (MSI) 0.3 $880k 2.8k 313.09
 View chart
Sap Se Spon Adr (SAP) 0.3 $872k 5.6k 154.59
 View chart
Kroger (KR) 0.3 $860k 19k 45.71
 View chart
Asml Holding N V N Y Registry Shs (ASML) 0.3 $844k 1.1k 756.92
 View chart
Marsh & McLennan Companies (MMC) 0.3 $838k 4.4k 189.47
 View chart
Consolidated Edison (ED) 0.3 $825k -3% 9.1k 90.97
 View chart
Broadcom (AVGO) 0.3 $818k 733.00 1116.25
 View chart
Dr Reddys Labs Adr (RDY) 0.3 $795k 11k 69.58
 View chart
Netflix (NFLX) 0.3 $781k +3% 1.6k 486.88
 View chart
Linde SHS (LIN) 0.3 $771k 1.9k 410.71
 View chart
Leslies (LESL) 0.3 $767k 111k 6.91
 View chart
Novartis Sponsored Adr (NVS) 0.3 $766k 7.6k 100.97
 View chart
Home Depot (HD) 0.2 $732k -4% 2.1k 346.55
 View chart
Coca-Cola Company (KO) 0.2 $719k +12% 12k 58.93
 View chart
McKesson Corporation (MCK) 0.2 $696k 1.5k 462.98
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.2 $668k 5.3k 125.56
 View chart
Comcast Corp Cl A (CMCSA) 0.2 $663k 15k 43.85
 View chart
Hershey Company (HSY) 0.2 $638k -7% 3.4k 186.44
 View chart
Southern Company (SO) 0.2 $610k -3% 8.7k 70.12
 View chart
Waste Connections (WCN) 0.2 $600k -2% 4.0k 149.27
 View chart
Duke Energy Corp Com New (DUK) 0.2 $598k +80% 6.2k 97.04
 View chart
Thomson Reuters Corp. (TRI) 0.2 $598k 4.1k 146.22
 View chart
Bhp Group Sponsored Ads (BHP) 0.2 $566k +5% 8.3k 68.31
 View chart
BP Sponsored Adr (BP) 0.2 $564k 16k 35.40
 View chart
AutoZone (AZO) 0.2 $564k 218.00 2585.61
 View chart
Roper Industries (ROP) 0.2 $556k +23% 1.0k 545.17
 View chart
CBOE Holdings (CBOE) 0.2 $552k 3.1k 178.56
 View chart
Amgen (AMGN) 0.2 $551k 1.9k 288.02
 View chart
Adobe Systems Incorporated (ADBE) 0.2 $542k 908.00 596.60
 View chart
Amphenol Corp Cl A (APH) 0.2 $519k 5.2k 99.13
 View chart
New Oriental Ed & Technology Spon Adr (EDU) 0.2 $510k 7.0k 73.28
 View chart
O'reilly Automotive (ORLY) 0.2 $509k 536.00 950.08
 View chart
Progressive Corporation (PGR) 0.2 $477k +2% 3.0k 159.28
 View chart
Equinor Asa Sponsored Adr (EQNR) 0.2 $468k 15k 31.64
 View chart
Wells Fargo & Company (WFC) 0.2 $467k 9.5k 49.22
 View chart
Rbc Cad (RY) 0.2 $456k +8% 4.5k 101.13
 View chart
Caterpillar (CAT) 0.2 $455k 1.5k 295.67
 View chart
Sony Group Corp Sponsored Adr (SONY) 0.2 $454k 4.8k 94.69
 View chart
S&p Global (SPGI) 0.2 $449k +6% 1.0k 440.52
 View chart
International Business Machines (IBM) 0.2 $448k +7% 2.7k 163.55
 View chart
Advanced Micro Devices (AMD) 0.2 $447k 3.0k 147.41
 View chart
P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.2 $446k +32% 17k 25.76
 View chart
Kb Finl Group Sponsored Adr (KB) 0.2 $444k 11k 41.37
 View chart
Unilever Spon Adr New (UL) 0.1 $442k +9% 9.1k 48.48
 View chart
Pdd Holdings Sponsored Ads (PDD) 0.1 $439k 3.0k 146.31
 View chart
Toyota Motor Corp Ads (TM) 0.1 $437k 2.4k 183.38
 View chart
Metropcs Communications (TMUS) 0.1 $437k +2% 2.7k 160.33
 View chart
Oracle Corporation (ORCL) 0.1 $422k 4.0k 105.43
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $420k +4% 1.2k 350.91
 View chart
Lam Research Corporation (LRCX) 0.1 $418k 534.00 783.26
 View chart
Starbucks Corporation (SBUX) 0.1 $415k 4.3k 96.01
 View chart
Servicenow (NOW) 0.1 $413k +6% 585.00 706.49
 View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $411k 48k 8.61
 View chart
Intel Corporation (INTC) 0.1 $407k +9% 8.1k 50.25
 View chart
Union Pacific Corporation (UNP) 0.1 $404k 1.6k 245.62
 View chart
Shopify Cl A (SHOP) 0.1 $403k 5.2k 77.90
 View chart
Aon Shs Cl A (AON) 0.1 $400k 1.4k 291.02
 View chart
Walt Disney Company (DIS) 0.1 $399k 4.4k 90.29
 View chart
Dominion Resources (D) 0.1 $397k +2% 8.5k 47.00
 View chart
Nextera Energy (NEE) 0.1 $393k NEW 6.5k 60.74
 View chart
Paccar (PCAR) 0.1 $387k 4.0k 97.65
 View chart
salesforce (CRM) 0.1 $384k 1.5k 263.14
 View chart
Chubb (CB) 0.1 $374k +20% 1.7k 226.00
 View chart
Honeywell International (HON) 0.1 $374k -13% 1.8k 209.71
 View chart
Eaton Corp SHS (ETN) 0.1 $373k +7% 1.6k 240.82
 View chart
ConocoPhillips (COP) 0.1 $373k 3.2k 116.07
 View chart
Raytheon Technologies Corp (RTX) 0.1 $371k +3% 4.4k 84.14
 View chart
General Mills (GIS) 0.1 $369k +7% 5.7k 65.14
 View chart
Cheniere Energy Com New (LNG) 0.1 $365k +2% 2.1k 170.71
 View chart
Manulife Finl Corp (MFC) 0.1 $359k 16k 22.10
 View chart
Orange Sponsored Adr (ORAN) 0.1 $351k 31k 11.43
 View chart
Stryker Corporation (SYK) 0.1 $350k 1.2k 299.46
 View chart
Cme (CME) 0.1 $342k +3% 1.6k 210.60
 View chart
TJX Companies (TJX) 0.1 $340k +12% 3.6k 93.81
 View chart
Eversource Energy (ES) 0.1 $336k +47% 5.4k 61.72
 View chart
Tal Education Group Sponsored Ads (TAL) 0.1 $331k 26k 12.63
 View chart
Fair Isaac Corporation (FICO) 0.1 $331k -10% 284.00 1164.01
 View chart
Citigroup Com New (C) 0.1 $329k NEW 6.4k 51.44
 View chart
Lockheed Martin Corporation (LMT) 0.1 $320k -6% 707.00 453.24
 View chart
Sun Life Financial (SLF) 0.1 $318k 6.1k 51.86
 View chart
Woori Finl Group Sponsored Ads (WF) 0.1 $315k 10k 30.22
 View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $313k 20k 15.97
 View chart
Bristol Myers Squibb (BMY) 0.1 $313k +64% 6.1k 51.31
 View chart
Marathon Petroleum Corp (MPC) 0.1 $310k -3% 2.1k 148.36
 View chart
Nike CL B (NKE) 0.1 $306k +4% 2.8k 108.57
 View chart
Vale S A Sponsored Ads (VALE) 0.1 $301k -2% 19k 15.86
 View chart
Campbell Soup Company (CPB) 0.1 $299k +13% 6.9k 43.23
 View chart
Arista Networks (ANET) 0.1 $298k +3% 1.3k 235.51
 View chart
Cigna Corp (CI) 0.1 $296k 987.00 299.45
 View chart
Automatic Data Processing (ADP) 0.1 $295k 1.3k 232.97
 View chart
Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $294k -2% 9.5k 30.91
 View chart
Synopsys (SNPS) 0.1 $291k 565.00 514.91
 View chart
Cadence Design Systems (CDNS) 0.1 $291k 1.1k 272.37
 View chart
Williams Companies (WMB) 0.1 $289k 8.3k 34.83
 View chart
Mizuho Financial Group Sponsored Adr (MFG) 0.1 $289k 84k 3.44
 View chart
Keysight Technologies (KEYS) 0.1 $287k NEW 1.8k 159.09
 View chart
Philip Morris International (PM) 0.1 $285k NEW 3.0k 94.08
 View chart
Humana (HUM) 0.1 $285k NEW 623.00 457.81
 View chart
PNM Resources (PNM) 0.1 $283k NEW 6.8k 41.60
 View chart
Equinix (EQIX) 0.1 $281k 349.00 805.39
 View chart
Canadian Natural Resources (CNQ) 0.1 $281k +10% 4.3k 65.52
 View chart
General Electric Com New (GE) 0.1 $281k +13% 2.2k 127.63
 View chart
Boeing Company (BA) 0.1 $281k 1.1k 260.66
 View chart
AmerisourceBergen (COR) 0.1 $279k NEW 1.4k 205.38
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $278k +11% 3.7k 74.46
 View chart
Netease Sponsored Ads (NTES) 0.1 $277k -7% 3.0k 93.16
 View chart
Intuit (INTU) 0.1 $276k 441.00 625.03
 View chart
Diamondback Energy (FANG) 0.1 $269k 1.7k 155.08
 View chart
Cibc Cad (CM) 0.1 $268k NEW 5.6k 48.14
 View chart
Kellogg Company (K) 0.1 $268k NEW 4.8k 55.91
 View chart
Fiserv (FI) 0.1 $263k 2.0k 132.84
 View chart
Charles Schwab Corporation (SCHW) 0.1 $263k -7% 3.8k 68.80
 View chart
Moody's Corporation (MCO) 0.1 $261k +2% 669.00 390.56
 View chart
Old Dominion Freight Line (ODFL) 0.1 $260k -17% 641.00 405.33
 View chart
At&t (T) 0.1 $259k NEW 15k 16.78
 View chart
Northrop Grumman Corporation (NOC) 0.1 $258k NEW 552.00 468.14
 View chart
Becton, Dickinson and (BDX) 0.1 $253k 1.0k 243.83
 View chart
Garmin SHS (GRMN) 0.1 $252k 2.0k 128.54
 View chart
Boston Scientific Corporation (BSX) 0.1 $252k +12% 4.4k 57.81
 View chart
Uber Technologies (UBER) 0.1 $251k NEW 4.1k 61.57
 View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $247k +12% 27k 9.11
 View chart
Travelers Companies (TRV) 0.1 $243k NEW 1.3k 190.49
 View chart
Kraft Heinz (KHC) 0.1 $243k NEW 6.6k 36.98
 View chart
Church & Dwight (CHD) 0.1 $243k -2% 2.6k 94.56
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $243k +6% 1.1k 224.88
 View chart
American Tower Reit (AMT) 0.1 $242k NEW 1.1k 215.88
 View chart
Lowe's Companies (LOW) 0.1 $241k -34% 1.1k 222.55
 View chart
Affirm Hldgs (AFRM) 0.1 $239k NEW 4.9k 49.14
 View chart
Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $239k -31% 7.8k 30.78
 View chart
Xcel Energy (XEL) 0.1 $235k -59% 3.8k 61.91
 View chart
Verisign (VRSN) 0.1 $235k NEW 1.1k 205.96
 View chart
Sherwin-Williams Company (SHW) 0.1 $235k NEW 752.00 311.90
 View chart
ConAgra Foods (CAG) 0.1 $234k NEW 8.2k 28.66
 View chart
Pioneer Natural Resources (PXD) 0.1 $232k +14% 1.0k 224.88
 View chart
Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $230k NEW 2.4k 94.64
 View chart
Electronic Arts (EA) 0.1 $230k NEW 1.7k 136.81
 View chart
Ferguson SHS (FERG) 0.1 $227k NEW 1.2k 193.07
 View chart
Dollar General (DG) 0.1 $227k NEW 1.7k 135.95
 View chart
James Hardie Inds Sponsored Adr (JHX) 0.1 $226k NEW 5.8k 38.67
 View chart
Franco-Nevada Corporation (FNV) 0.1 $224k -18% 2.0k 110.81
 View chart
Qualcomm (QCOM) 0.1 $224k NEW 1.5k 144.63
 View chart
Check Point Software Tech Lt Ord (CHKP) 0.1 $221k NEW 1.4k 152.79
 View chart
PLDT Sponsored Adr (PHI) 0.1 $220k NEW 9.4k 23.43
 View chart
Us Bancorp Del Com New (USB) 0.1 $220k NEW 5.1k 43.28
 View chart
Trane Technologies SHS (TT) 0.1 $220k NEW 900.00 243.90
 View chart
Tenaris S A Sponsored Ads (TS) 0.1 $218k NEW 6.3k 34.76
 View chart
Thermo Fisher Scientific (TMO) 0.1 $217k 408.00 530.79
 View chart
Sanofi Sponsored Adr (SNY) 0.1 $214k 4.3k 49.73
 View chart
Posco Holdings Sponsored Adr (PKX) 0.1 $209k -23% 2.2k 95.11
 View chart
Workday Cl A (WDAY) 0.1 $208k NEW 754.00 276.06
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $207k NEW 1.7k 121.51
 View chart
W.W. Grainger (GWW) 0.1 $206k NEW 249.00 828.69
 View chart
Crown Castle Intl (CCI) 0.1 $205k NEW 1.8k 115.19
 View chart
Trip Com Group Ads (TCOM) 0.1 $204k NEW 5.7k 36.01
 View chart
Diageo Spon Adr New (DEO) 0.1 $203k 1.4k 145.66
 View chart
Keurig Dr Pepper (KDP) 0.1 $202k -45% 6.1k 33.32
 View chart
Deere & Company (DE) 0.1 $201k NEW 503.00 399.87
 View chart
Flowers Foods (FLO) 0.1 $201k NEW 8.9k 22.51
 View chart
United Parcel Service CL B (UPS) 0.1 $200k 1.3k 157.23
 View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $198k +17% 21k 9.68
 View chart
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $155k +63% 32k 4.81
 View chart
Banco Santander Adr (SAN) 0.0 $118k 29k 4.14
 View chart
Melco Resorts And Entmnt Adr (MLCO) 0.0 $114k 13k 8.87
 View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $107k 46k 2.32
 View chart
Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $104k -6% 14k 7.25
 View chart
Nomura Hldgs Sponsored Adr (NMR) 0.0 $95k +6% 21k 4.51
 View chart
Natura &co Hldg S A Ads (NTCOY) 0.0 $92k 13k 6.84
 View chart
Rlx Technology Sponsored Ads (RLX) 0.0 $87k 43k 2.00
 View chart
Algonquin Power & Utilities equs (AQN) 0.0 $72k NEW 11k 6.32
 View chart
Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.0 $68k NEW 20k 3.34
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $49k +13% 21k 2.39
 View chart
Ambev Sa Sponsored Adr (ABEV) 0.0 $39k +12% 14k 2.80
 View chart

Past Filings by West Family Investments

SEC 13F filings are viewable for West Family Investments going back to 2012

View all past filings