West Family Investments
Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, AAPL, SCHP, TLT, NVDA, and represent 24.15% of West Family Investments's stock portfolio.
- Added to shares of these 10 stocks: SCHP (+$5.9M), TLT, RDY, WIT, Arista Networks, SONY, LRCX, BA, PLTR, T.
- Started 27 new stock positions in AFRM, DASH, INTC, PLTR, BN, LYB, CRWD, TYL, STLA, ARGX.
- Reduced shares in these 10 stocks: ANET, PFE, Lam Research Corporation, ELV, KLAC, MSFT, NKE, ACGL, PKX, .
- Sold out of its positions in AQN, ELV, ANET, CP, KOF, CAG, CEG, CCI, DEO, D.
- West Family Investments was a net buyer of stock by $5.7M.
- West Family Investments has $287M in assets under management (AUM), dropping by -2.30%.
- Central Index Key (CIK): 0001568303
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Portfolio Holdings for West Family Investments
West Family Investments holds 284 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 9.2 | $27M | 535k | 49.51 |
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| Apple (AAPL) | 3.9 | $11M | 45k | 250.42 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.8 | $11M | +116% | 427k | 25.83 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.6 | $10M | +22% | 118k | 87.33 |
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| NVIDIA Corporation (NVDA) | 3.5 | $10M | -2% | 76k | 134.29 |
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| Largo (LGO) | 3.3 | $9.6M | 5.6M | 1.72 |
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| Microsoft Corporation (MSFT) | 3.2 | $9.2M | -3% | 22k | 421.50 |
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| Ishares Tr Mbs Etf (MBB) | 2.6 | $7.4M | 81k | 91.68 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $6.3M | +4% | 33k | 189.30 |
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| Amazon (AMZN) | 2.2 | $6.3M | 29k | 219.39 |
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| Chesapeake Energy Corp (EXE) | 1.7 | $5.0M | 50k | 99.55 |
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| EQT Corporation (EQT) | 1.7 | $4.8M | 104k | 46.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.5 | $4.2M | +2% | 21k | 197.49 |
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| Meta Platforms Cl A (META) | 1.4 | $3.9M | 6.7k | 585.51 |
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| Tesla Motors (TSLA) | 1.3 | $3.6M | 8.9k | 403.84 |
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| Eli Lilly & Co. (LLY) | 1.2 | $3.5M | 4.6k | 772.00 |
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| Broadcom (AVGO) | 1.1 | $3.1M | 13k | 231.84 |
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| Wal-Mart Stores (WMT) | 0.9 | $2.6M | -2% | 28k | 90.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.5M | 5.5k | 453.28 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.4M | 10k | 239.71 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $2.4M | -3% | 20k | 117.48 |
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| Procter & Gamble Company (PG) | 0.7 | $2.0M | 12k | 167.65 |
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| UnitedHealth (UNH) | 0.6 | $1.8M | -12% | 3.6k | 505.86 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.8M | 2.0k | 916.27 |
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| Visa Com Cl A (V) | 0.6 | $1.8M | -3% | 5.6k | 316.04 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.8M | -2% | 20k | 86.02 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.6 | $1.7M | +14% | 46k | 37.65 |
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| Merck & Co (MRK) | 0.6 | $1.6M | -5% | 16k | 99.48 |
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| Icici Bank Adr (IBN) | 0.6 | $1.6M | 54k | 29.86 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.6M | +11% | 11k | 144.62 |
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| MasterCard Incorporated (MA) | 0.5 | $1.6M | 2.9k | 526.57 |
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| Netflix (NFLX) | 0.5 | $1.5M | 1.7k | 891.32 |
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| Sap Se Spon Adr (SAP) | 0.5 | $1.5M | 6.1k | 246.21 |
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| Republic Services (RSG) | 0.5 | $1.5M | 7.4k | 201.18 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.5 | $1.5M | 35k | 42.75 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | +5% | 14k | 107.57 |
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| Waste Management (WM) | 0.5 | $1.4M | -2% | 7.0k | 201.79 |
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| Pepsi (PEP) | 0.5 | $1.4M | -3% | 9.3k | 152.06 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.5 | $1.4M | +84% | 400k | 3.54 |
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| McDonald's Corporation (MCD) | 0.5 | $1.4M | 4.9k | 289.89 |
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| Cisco Systems (CSCO) | 0.5 | $1.4M | -2% | 24k | 59.20 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $1.4M | 36k | 39.36 |
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| Motorola Solutions Com New (MSI) | 0.5 | $1.3M | -2% | 2.8k | 462.23 |
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| Metropcs Communications (TMUS) | 0.5 | $1.3M | -5% | 5.9k | 220.73 |
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| Abbvie (ABBV) | 0.4 | $1.3M | 7.1k | 177.70 |
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| Shell Spon Ads (SHEL) | 0.4 | $1.2M | 20k | 62.65 |
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| Dr Reddys Labs Adr (RDY) | 0.4 | $1.2M | +481% | 77k | 15.79 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.2M | -13% | 19k | 63.86 |
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| Infosys Sponsored Adr (INFY) | 0.4 | $1.2M | +2% | 53k | 21.92 |
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| Kroger (KR) | 0.4 | $1.1M | 19k | 61.15 |
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| Home Depot (HD) | 0.4 | $1.1M | +2% | 2.8k | 388.99 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.1M | 2.7k | 402.70 |
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| Verizon Communications (VZ) | 0.4 | $1.0M | -5% | 26k | 39.99 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $1.0M | -2% | 4.9k | 212.41 |
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| McKesson Corporation (MCK) | 0.4 | $1.0M | +8% | 1.8k | 569.91 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.0M | -9% | 23k | 44.89 |
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| Coca-Cola Company (KO) | 0.3 | $981k | +15% | 16k | 62.26 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $974k | +2% | 10k | 97.31 |
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| salesforce (CRM) | 0.3 | $942k | 2.8k | 334.33 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $922k | -5% | 14k | 65.52 |
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| Oracle Corporation (ORCL) | 0.3 | $919k | -2% | 5.5k | 166.64 |
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| Bank of America Corporation (BAC) | 0.3 | $908k | 21k | 43.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $899k | 1.3k | 693.08 |
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| Servicenow (NOW) | 0.3 | $893k | +26% | 842.00 | 1060.12 |
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| Gilead Sciences (GILD) | 0.3 | $890k | 9.6k | 92.37 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.3 | $889k | -3% | 137k | 6.49 |
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| At&t (T) | 0.3 | $864k | +70% | 38k | 22.77 |
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| Linde SHS (LIN) | 0.3 | $844k | 2.0k | 418.67 |
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| Consolidated Edison (ED) | 0.3 | $822k | 9.2k | 89.23 |
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| International Business Machines (IBM) | 0.3 | $818k | 3.7k | 219.83 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $810k | -4% | 1.1k | 712.33 |
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| Progressive Corporation (PGR) | 0.3 | $787k | 3.3k | 239.61 |
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| Southern Company (SO) | 0.3 | $776k | 9.4k | 82.32 |
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| AmerisourceBergen (COR) | 0.3 | $771k | 3.4k | 224.68 |
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| Chubb (CB) | 0.3 | $765k | 2.8k | 276.30 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $757k | -3% | 7.0k | 107.74 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $749k | +9% | 3.8k | 194.61 |
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| Wells Fargo & Company (WFC) | 0.3 | $738k | 11k | 70.24 |
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| AutoZone (AZO) | 0.3 | $733k | 229.00 | 3202.00 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $718k | +23% | 6.6k | 109.20 |
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| Waste Connections (WCN) | 0.2 | $704k | -7% | 4.1k | 171.58 |
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| Amphenol Corp Cl A (APH) | 0.2 | $699k | -11% | 10k | 69.45 |
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| O'reilly Automotive (ORLY) | 0.2 | $693k | 584.00 | 1185.80 |
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| Chevron Corporation (CVX) | 0.2 | $682k | 4.7k | 144.84 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $667k | 4.2k | 160.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $662k | +6% | 1.9k | 351.79 |
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| Shopify Cl A (SHOP) | 0.2 | $635k | -2% | 6.0k | 106.33 |
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| Rbc Cad (RY) | 0.2 | $627k | 5.2k | 120.51 |
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| Fair Isaac Corporation (FICO) | 0.2 | $625k | 314.00 | 1990.93 |
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| Arista Networks Com Shs | 0.2 | $616k | NEW | 5.6k | 110.53 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $612k | +24% | 13k | 48.83 |
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| Caterpillar (CAT) | 0.2 | $609k | 1.7k | 362.76 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $606k | 52k | 11.72 |
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| Roper Industries (ROP) | 0.2 | $606k | -18% | 1.2k | 519.85 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $605k | 12k | 49.46 |
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| Eaton Corp SHS (ETN) | 0.2 | $604k | -2% | 1.8k | 331.87 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $597k | 5.2k | 115.72 |
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| CBOE Holdings (CBOE) | 0.2 | $596k | -8% | 3.0k | 195.40 |
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| Philip Morris International (PM) | 0.2 | $596k | +5% | 4.9k | 120.35 |
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| Abbott Laboratories (ABT) | 0.2 | $578k | +7% | 5.1k | 113.11 |
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| Colgate-Palmolive Company (CL) | 0.2 | $574k | +10% | 6.3k | 90.91 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $566k | 1.2k | 485.94 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $566k | +392% | 27k | 21.16 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $560k | -9% | 15k | 37.53 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $557k | 1.2k | 469.29 |
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| Vistra Energy (VST) | 0.2 | $556k | 4.0k | 137.87 |
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| Amgen (AMGN) | 0.2 | $555k | +3% | 2.1k | 260.64 |
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| Hershey Company (HSY) | 0.2 | $553k | 3.3k | 169.35 |
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| Kb Finl Group Sponsored Adr (KB) | 0.2 | $542k | -11% | 9.5k | 56.90 |
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| Cheniere Energy Com New (LNG) | 0.2 | $541k | -2% | 2.5k | 214.87 |
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| American Express Company (AXP) | 0.2 | $540k | 1.8k | 296.79 |
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| Manulife Finl Corp (MFC) | 0.2 | $536k | 17k | 30.71 |
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| Walt Disney Company (DIS) | 0.2 | $531k | -16% | 4.8k | 111.35 |
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| Unilever Spon Adr New (UL) | 0.2 | $529k | 9.3k | 56.70 |
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| Aon Shs Cl A (AON) | 0.2 | $527k | 1.5k | 359.16 |
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| Advanced Micro Devices (AMD) | 0.2 | $527k | -14% | 4.4k | 120.79 |
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| Church & Dwight (CHD) | 0.2 | $524k | +45% | 5.0k | 104.71 |
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| General Mills (GIS) | 0.2 | $522k | -8% | 8.2k | 63.77 |
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| TJX Companies (TJX) | 0.2 | $507k | -9% | 4.2k | 120.81 |
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| Kellogg Company (K) | 0.2 | $503k | -2% | 6.2k | 80.97 |
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| Honeywell International (HON) | 0.2 | $498k | 2.2k | 225.89 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $496k | +7% | 5.9k | 84.79 |
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| S&p Global (SPGI) | 0.2 | $495k | -14% | 993.00 | 498.03 |
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| Citigroup Com New (C) | 0.2 | $493k | 7.0k | 70.39 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $492k | -2% | 943.00 | 521.96 |
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| Williams Companies (WMB) | 0.2 | $487k | 9.0k | 54.12 |
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| Cme (CME) | 0.2 | $486k | +6% | 2.1k | 232.23 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $486k | +8% | 2.6k | 187.51 |
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| Stryker Corporation (SYK) | 0.2 | $475k | 1.3k | 360.05 |
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| Booking Holdings (BKNG) | 0.2 | $467k | 94.00 | 4968.41 |
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| Boston Scientific Corporation (BSX) | 0.2 | $454k | 5.1k | 89.32 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $454k | -20% | 1.0k | 444.68 |
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| Automatic Data Processing (ADP) | 0.2 | $446k | -2% | 1.5k | 292.73 |
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| Fiserv (FI) | 0.2 | $444k | 2.2k | 205.42 |
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| Ge Aerospace Com New (GE) | 0.2 | $444k | 2.7k | 166.79 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.2 | $443k | +87% | 34k | 13.24 |
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| BP Sponsored Adr (BP) | 0.2 | $441k | 15k | 29.56 |
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| New Oriental Ed & Technology Spon Adr (EDU) | 0.2 | $440k | 6.9k | 64.18 |
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| Electronic Arts (EA) | 0.2 | $439k | +13% | 3.0k | 146.30 |
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| Lam Research (LRCX) | 0.1 | $427k | NEW | 5.9k | 72.23 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $426k | -4% | 87k | 4.89 |
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| Union Pacific Corporation (UNP) | 0.1 | $421k | 1.8k | 228.04 |
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| Boeing Company (BA) | 0.1 | $416k | NEW | 2.3k | 177.00 |
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| Danaher Corporation (DHR) | 0.1 | $411k | +5% | 1.8k | 229.55 |
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| Ubs Group SHS (UBS) | 0.1 | $408k | 13k | 30.32 |
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| Paccar (PCAR) | 0.1 | $407k | 3.9k | 104.02 |
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| Applied Materials (AMAT) | 0.1 | $406k | +111% | 2.5k | 162.63 |
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| Garmin SHS (GRMN) | 0.1 | $403k | 2.0k | 206.26 |
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| Starbucks Corporation (SBUX) | 0.1 | $395k | -14% | 4.3k | 91.25 |
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| Verisign (VRSN) | 0.1 | $391k | +22% | 1.9k | 206.96 |
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| Wec Energy Group (WEC) | 0.1 | $391k | +27% | 4.2k | 94.04 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $390k | 27k | 14.49 |
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| Trane Technologies SHS (TT) | 0.1 | $387k | -2% | 1.0k | 369.35 |
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| Woori Finl Group Sponsored Ads (WF) | 0.1 | $385k | -7% | 12k | 31.25 |
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| ConocoPhillips (COP) | 0.1 | $385k | +10% | 3.9k | 99.17 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $383k | +41% | 6.5k | 58.81 |
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| Lowe's Companies (LOW) | 0.1 | $382k | -2% | 1.5k | 246.80 |
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| Travelers Companies (TRV) | 0.1 | $381k | 1.6k | 240.89 |
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| Bristol Myers Squibb (BMY) | 0.1 | $380k | +17% | 6.7k | 56.56 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $376k | NEW | 5.0k | 75.63 |
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| Morgan Stanley Com New (MS) | 0.1 | $371k | -2% | 2.9k | 125.72 |
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| Equinix (EQIX) | 0.1 | $364k | 386.00 | 942.89 |
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| Godaddy Cl A (GDDY) | 0.1 | $359k | +33% | 1.8k | 197.37 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $354k | +18% | 7.3k | 48.23 |
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| Trip Com Group Ads (TCOM) | 0.1 | $353k | -4% | 5.1k | 68.66 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $353k | 15k | 23.69 |
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| Cibc Cad (CM) | 0.1 | $351k | 5.5k | 63.23 |
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| EOG Resources (EOG) | 0.1 | $348k | 2.8k | 122.58 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $348k | 1.2k | 283.85 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $347k | -5% | 1.9k | 186.70 |
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| Uber Technologies (UBER) | 0.1 | $344k | 5.7k | 60.32 |
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| Qualcomm (QCOM) | 0.1 | $344k | -38% | 2.2k | 153.62 |
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| Tyson Foods Cl A (TSN) | 0.1 | $337k | NEW | 5.9k | 57.44 |
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| Sun Life Financial (SLF) | 0.1 | $335k | -21% | 5.6k | 59.34 |
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| Palo Alto Networks Palo Alto Networks Inc (PANW) | 0.1 | $333k | +93% | 1.8k | 181.96 |
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| American Tower Reit (AMT) | 0.1 | $328k | +29% | 1.8k | 183.41 |
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| Intuit (INTU) | 0.1 | $328k | -29% | 522.00 | 628.50 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $327k | 4.4k | 74.01 |
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| Altria (MO) | 0.1 | $324k | 6.2k | 52.29 |
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| Deere & Company (DE) | 0.1 | $321k | 757.00 | 423.70 |
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| Moody's Corporation (MCO) | 0.1 | $320k | 675.00 | 473.37 |
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| Cadence Design Systems (CDNS) | 0.1 | $315k | -3% | 1.0k | 300.46 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $314k | -6% | 2.3k | 139.50 |
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| Kt Corp Sponsored Adr (KT) | 0.1 | $313k | 20k | 15.52 |
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| Realty Income (O) | 0.1 | $310k | +21% | 5.8k | 53.41 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $309k | +33% | 8.5k | 36.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $307k | 1.8k | 172.42 |
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| Marvell Technology (MRVL) | 0.1 | $304k | NEW | 2.7k | 110.45 |
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| Goldman Sachs (GS) | 0.1 | $303k | -25% | 529.00 | 572.62 |
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| Canadian Natural Resources (CNQ) | 0.1 | $301k | -2% | 9.8k | 30.87 |
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| Synopsys (SNPS) | 0.1 | $299k | 616.00 | 485.36 |
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| Us Bancorp Del Com New (USB) | 0.1 | $298k | 6.2k | 47.83 |
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| Welltower Inc Com reit (WELL) | 0.1 | $298k | +40% | 2.4k | 126.03 |
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| Cigna Corp (CI) | 0.1 | $297k | -11% | 1.1k | 276.14 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $296k | NEW | 4.9k | 60.90 |
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| Paypal Holdings (PYPL) | 0.1 | $295k | 3.5k | 85.35 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $294k | -3% | 3.0k | 96.99 |
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| Diamondback Energy (FANG) | 0.1 | $292k | -3% | 1.8k | 163.83 |
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| Medtronic SHS (MDT) | 0.1 | $290k | -4% | 3.6k | 79.88 |
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| Elbit Sys Ord (ESLT) | 0.1 | $289k | -2% | 1.1k | 258.07 |
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| Tenaris S A Sponsored Ads (TS) | 0.1 | $288k | +20% | 7.6k | 37.79 |
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| Tyler Technologies (TYL) | 0.1 | $285k | NEW | 494.00 | 576.64 |
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| United Parcel Service CL B (UPS) | 0.1 | $280k | NEW | 2.2k | 126.10 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $279k | +27% | 5.6k | 50.07 |
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| GSK Sponsored Adr (GSK) | 0.1 | $279k | +42% | 8.3k | 33.82 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $279k | 22k | 12.86 |
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| Ferrari Nv Ord (RACE) | 0.1 | $277k | -3% | 652.00 | 424.84 |
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| Micron Technology (MU) | 0.1 | $276k | NEW | 3.3k | 84.16 |
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| PLDT Sponsored Adr (PHI) | 0.1 | $274k | +42% | 12k | 22.15 |
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| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $269k | NEW | 17k | 15.60 |
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| Becton, Dickinson and (BDX) | 0.1 | $267k | +8% | 1.2k | 226.87 |
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| Intel Corporation (INTC) | 0.1 | $265k | NEW | 13k | 20.05 |
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| Yum Brands Yum Brands Inc (YUM) | 0.1 | $263k | NEW | 2.0k | 134.16 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $263k | -12% | 9.2k | 28.55 |
|
| W.W. Grainger (GWW) | 0.1 | $263k | 249.00 | 1054.05 |
|
|
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $262k | 26k | 10.02 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $262k | +52% | 4.4k | 59.42 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $260k | +12% | 6.8k | 38.08 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $259k | -15% | 27k | 9.72 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $256k | 752.00 | 339.93 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $255k | -53% | 491.00 | 520.23 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $254k | -41% | 25k | 10.07 |
|
| 3M Company (MMM) | 0.1 | $253k | 2.0k | 129.09 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $253k | 2.4k | 103.44 |
|
|
| Bk Nova Cad (BNS) | 0.1 | $253k | 4.7k | 53.72 |
|
|
| Campbell Soup Company (CPB) | 0.1 | $252k | -9% | 6.0k | 41.88 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $251k | NEW | 408.00 | 615.00 |
|
| Leslies (LESL) | 0.1 | $248k | 111k | 2.23 |
|
|
| Old Dominion Freight Line (ODFL) | 0.1 | $247k | 1.4k | 176.40 |
|
|
| Hormel Foods Corporation (HRL) | 0.1 | $239k | NEW | 7.6k | 31.37 |
|
| Carrier Global Corporation (CARR) | 0.1 | $239k | 3.5k | 68.26 |
|
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $237k | -6% | 2.2k | 109.32 |
|
| Nextera Energy (NEE) | 0.1 | $237k | -44% | 3.3k | 71.69 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $237k | NEW | 3.2k | 74.27 |
|
| Juniper Networks (JNPR) | 0.1 | $235k | -14% | 6.3k | 37.45 |
|
| Kinder Morgan (KMI) | 0.1 | $234k | NEW | 8.5k | 27.40 |
|
| Fortinet (FTNT) | 0.1 | $234k | NEW | 2.5k | 94.48 |
|
| Cardinal Health (CAH) | 0.1 | $234k | 2.0k | 118.27 |
|
|
| Ventas (VTR) | 0.1 | $234k | 4.0k | 58.89 |
|
|
| Keysight Technologies (KEYS) | 0.1 | $233k | -24% | 1.5k | 160.63 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $233k | 2.9k | 78.93 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $232k | 1.3k | 182.70 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $231k | NEW | 4.0k | 57.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $230k | NEW | 673.00 | 342.16 |
|
| Air Products & Chemicals (APD) | 0.1 | $229k | -2% | 789.00 | 290.04 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $228k | 5.3k | 43.38 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $227k | -2% | 3.9k | 58.52 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $221k | -4% | 2.3k | 97.05 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $220k | -18% | 34k | 6.51 |
|
| Enbridge (ENB) | 0.1 | $219k | -21% | 5.2k | 42.43 |
|
| Workday Cl A (WDAY) | 0.1 | $218k | -2% | 844.00 | 258.03 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $217k | 1.3k | 173.57 |
|
|
| Doordash Cl A (DASH) | 0.1 | $217k | NEW | 1.3k | 167.75 |
|
| Ingersoll Rand (IR) | 0.1 | $214k | 2.4k | 90.46 |
|
|
| Allstate Corporation (ALL) | 0.1 | $214k | NEW | 1.1k | 192.79 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $212k | -2% | 1.6k | 130.92 |
|
| Corning Incorporated (GLW) | 0.1 | $210k | 4.4k | 47.52 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $210k | NEW | 2.1k | 101.51 |
|
| Tc Energy Corp (TRP) | 0.1 | $209k | 4.5k | 46.53 |
|
|
| FedEx Corporation (FDX) | 0.1 | $208k | -2% | 739.00 | 281.33 |
|
| CRH Ord (CRH) | 0.1 | $207k | 2.2k | 92.52 |
|
|
| Shinhan Financial Group Co L Shinhan Financial Group Co L (SHG) | 0.1 | $207k | -21% | 6.3k | 32.88 |
|
| Kkr & Co (KKR) | 0.1 | $207k | NEW | 1.4k | 147.91 |
|
| Dow (DOW) | 0.1 | $203k | +16% | 5.1k | 40.13 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $203k | -2% | 2.3k | 89.21 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $202k | NEW | 1.5k | 131.29 |
|
| Analog Devices (ADI) | 0.1 | $202k | -45% | 951.00 | 212.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $200k | -41% | 3.3k | 59.73 |
|
| Banco Santander Adr (SAN) | 0.1 | $172k | -2% | 38k | 4.56 |
|
| Kinross Gold Corp (KGC) | 0.1 | $157k | 17k | 9.27 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $150k | +16% | 16k | 9.54 |
|
| Stellantis SHS (STLA) | 0.1 | $144k | NEW | 11k | 13.05 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $128k | NEW | 26k | 4.96 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $124k | 21k | 5.79 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $113k | -3% | 25k | 4.43 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $107k | +4% | 58k | 1.85 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $106k | 60k | 1.77 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $99k | -31% | 52k | 1.91 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $96k | -3% | 14k | 6.88 |
|
| Rlx Technology Sponsored Ads (RLX) | 0.0 | $90k | -3% | 42k | 2.16 |
|
| Nio Spon Ads (NIO) | 0.0 | $84k | -7% | 19k | 4.36 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $73k | -2% | 13k | 5.79 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $70k | 24k | 2.88 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $63k | -2% | 23k | 2.72 |
|
Past Filings by West Family Investments
SEC 13F filings are viewable for West Family Investments going back to 2012
- West Family Investments 2024 Q4 filed Feb. 7, 2025
- West Family Investments 2024 Q3 filed Nov. 8, 2024
- West Family Investments 2024 Q2 filed Aug. 5, 2024
- West Family Investments 2024 Q1 filed May 13, 2024
- West Family Investments 2023 Q4 filed Feb. 6, 2024
- West Family Investments 2023 Q3 filed Nov. 2, 2023
- West Family Investments 2023 Q2 filed Aug. 16, 2023
- West Family Investments 2023 Q1 filed May 3, 2023
- West Family Investments 2022 Q2 amended filed Feb. 8, 2023
- West Family Investments 2022 Q3 amended filed Feb. 8, 2023
- West Family Investments 2022 Q4 filed Feb. 8, 2023
- West Family Investments 2022 Q3 filed Nov. 4, 2022
- West Family Investments 2022 Q2 filed Aug. 12, 2022
- West Family Investments 2022 Q1 filed May 13, 2022
- West Family Investments 2021 Q2 restated filed Feb. 15, 2022
- West Family Investments 2021 Q3 restated filed Feb. 15, 2022