West Family Investments
Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, LGO, TLT, SCHP, AAPL, and represent 24.46% of West Family Investments's stock portfolio.
- Added to shares of these 10 stocks: AVGO, MSFT, AAPL, NVDA, AMZN, META, HDB, ABT, UBS, TSLA.
- Started 56 new stock positions in TRP, KLAC, ZTS, BUD, ERIE, D, CCI, KEYS, BMY, RELX.
- Reduced shares in these 10 stocks: NEM (-$10M), , , HACK (-$7.5M), GOLD (-$6.1M), GDX (-$5.8M), XOM (-$5.4M), , ELV (-$5.2M), UNH (-$5.0M).
- Sold out of its positions in HACK, GOLD, GHC, TV, HUM, SLV, MU, NBIX, NEM, RRC. XLE, UPS, GDX, WPM, Ferguson Plc F.
- West Family Investments was a net seller of stock by $-54M.
- West Family Investments has $294M in assets under management (AUM), dropping by -11.93%.
- Central Index Key (CIK): 0001568303
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Portfolio Holdings for West Family Investments
West Family Investments holds 293 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 9.1 | $27M | 533k | 49.91 |
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| Largo (LGO) | 4.0 | $12M | 5.6M | 2.10 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.9 | $12M | 96k | 119.70 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.9 | $11M | 197k | 57.58 |
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| Apple (AAPL) | 3.6 | $11M | +16% | 46k | 233.00 |
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| Microsoft Corporation (MSFT) | 3.3 | $9.7M | +20% | 23k | 430.30 |
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| NVIDIA Corporation (NVDA) | 3.2 | $9.4M | +16% | 77k | 121.44 |
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| Ishares Tr Mbs Etf (MBB) | 2.6 | $7.8M | 81k | 96.24 |
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| Amazon (AMZN) | 1.8 | $5.4M | +21% | 29k | 186.33 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $5.3M | +7% | 32k | 165.85 |
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| Chesapeake Energy Corp (CHK) | 1.4 | $4.1M | 50k | 82.25 |
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| Eli Lilly & Co. (LLY) | 1.4 | $4.1M | +5% | 4.6k | 885.94 |
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| Meta Platforms Cl A (META) | 1.3 | $3.9M | +21% | 6.8k | 572.44 |
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| EQT Corporation (EQT) | 1.3 | $3.8M | -23% | 104k | 36.64 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $3.6M | +7% | 21k | 173.67 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $2.6M | 21k | 124.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | +6% | 5.6k | 460.26 |
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| Novo-nordisk A S Adr (NVO) | 0.8 | $2.5M | +2% | 21k | 119.07 |
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| UnitedHealth (UNH) | 0.8 | $2.4M | -67% | 4.1k | 584.68 |
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| Tesla Motors (TSLA) | 0.8 | $2.4M | +20% | 9.0k | 261.63 |
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| Broadcom (AVGO) | 0.8 | $2.4M | +1167% | 14k | 172.50 |
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| Wal-Mart Stores (WMT) | 0.8 | $2.3M | +5% | 29k | 80.75 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | +8% | 10k | 210.86 |
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| Procter & Gamble Company (PG) | 0.7 | $2.0M | +15% | 12k | 173.20 |
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| Merck & Co (MRK) | 0.7 | $2.0M | +5% | 17k | 113.56 |
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| Costco Wholesale Corporation (COST) | 0.6 | $1.8M | +7% | 2.0k | 886.52 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.6 | $1.7M | 35k | 48.81 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $1.7M | 36k | 46.98 |
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| Pepsi (PEP) | 0.6 | $1.6M | +2% | 9.7k | 170.05 |
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| Icici Bank Adr (IBN) | 0.6 | $1.6M | -3% | 55k | 29.85 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.5 | $1.6M | +7% | 41k | 39.67 |
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| Visa Com Cl A (V) | 0.5 | $1.6M | +21% | 5.8k | 274.95 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.6M | +13% | 9.7k | 162.06 |
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| CVS Caremark Corporation (CVS) | 0.5 | $1.6M | +13% | 25k | 62.88 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | -78% | 13k | 117.22 |
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| Waste Management (WM) | 0.5 | $1.5M | 7.2k | 207.60 |
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| Republic Services (RSG) | 0.5 | $1.5M | 7.5k | 200.84 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.5M | -64% | 3.0k | 493.80 |
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| McDonald's Corporation (MCD) | 0.5 | $1.5M | +2% | 4.8k | 304.51 |
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| Abbvie (ABBV) | 0.5 | $1.4M | +10% | 7.2k | 197.48 |
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| Sap Se Spon Adr (SAP) | 0.5 | $1.4M | +5% | 6.2k | 229.10 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.5 | $1.4M | 217k | 6.48 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.5 | $1.4M | +88% | 22k | 62.56 |
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| Shell Spon Ads (SHEL) | 0.5 | $1.3M | +4% | 20k | 65.95 |
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| Motorola Solutions Com New (MSI) | 0.4 | $1.3M | 2.9k | 449.63 |
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| Cisco Systems (CSCO) | 0.4 | $1.3M | 24k | 53.22 |
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| Metropcs Communications (TMUS) | 0.4 | $1.3M | +22% | 6.2k | 206.36 |
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| Regeneron Pharmaceuticals (REGN) | 0.4 | $1.3M | 1.2k | 1051.24 |
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| Verizon Communications (VZ) | 0.4 | $1.2M | +7% | 28k | 44.91 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.2M | +4% | 2.7k | 465.08 |
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| Netflix (NFLX) | 0.4 | $1.2M | +7% | 1.7k | 709.27 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.4 | $1.2M | +7% | 142k | 8.42 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $1.2M | +12% | 15k | 77.91 |
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| Infosys Sponsored Adr (INFY) | 0.4 | $1.1M | 51k | 22.27 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.1M | +24% | 9.7k | 115.02 |
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| Marsh & McLennan Companies (MMC) | 0.4 | $1.1M | +6% | 5.0k | 223.09 |
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| Home Depot (HD) | 0.4 | $1.1M | +30% | 2.7k | 405.20 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.1M | +16% | 1.3k | 833.25 |
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| Kroger (KR) | 0.4 | $1.1M | 19k | 57.30 |
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| Dr Reddys Labs Adr (RDY) | 0.4 | $1.1M | +4% | 13k | 79.45 |
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| Coca-Cola Company (KO) | 0.3 | $983k | +7% | 14k | 71.86 |
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| Linde SHS (LIN) | 0.3 | $976k | +10% | 2.0k | 476.86 |
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| Consolidated Edison (ED) | 0.3 | $972k | 9.3k | 104.13 |
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| Oracle Corporation (ORCL) | 0.3 | $968k | +27% | 5.7k | 170.40 |
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| Southern Company (SO) | 0.3 | $846k | 9.4k | 90.18 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $840k | +6% | 7.3k | 115.30 |
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| Advanced Micro Devices (AMD) | 0.3 | $839k | +65% | 5.1k | 164.08 |
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| International Business Machines (IBM) | 0.3 | $832k | +26% | 3.8k | 221.08 |
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| Bank of America Corporation (BAC) | 0.3 | $832k | +29% | 21k | 39.68 |
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| Progressive Corporation (PGR) | 0.3 | $832k | 3.3k | 253.76 |
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| Gilead Sciences (GILD) | 0.3 | $822k | 9.8k | 83.84 |
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| McKesson Corporation (MCK) | 0.3 | $821k | -10% | 1.7k | 494.42 |
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| Chubb (CB) | 0.3 | $797k | +5% | 2.8k | 288.39 |
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| Waste Connections (WCN) | 0.3 | $796k | +9% | 4.5k | 178.82 |
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| Roper Industries (ROP) | 0.3 | $791k | -2% | 1.4k | 556.44 |
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| salesforce (CRM) | 0.3 | $783k | +76% | 2.9k | 273.71 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $762k | 5.3k | 143.30 |
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| AmerisourceBergen (COR) | 0.3 | $761k | +25% | 3.4k | 225.08 |
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| Amphenol Corp Cl A (APH) | 0.3 | $741k | +8% | 11k | 65.16 |
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| AutoZone (AZO) | 0.2 | $731k | +4% | 232.00 | 3150.04 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $719k | +3% | 4.2k | 170.60 |
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| Chevron Corporation (CVX) | 0.2 | $694k | -83% | 4.7k | 147.27 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $688k | +8% | 17k | 41.77 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $687k | +5% | 1.2k | 584.56 |
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| CBOE Holdings (CBOE) | 0.2 | $683k | +7% | 3.3k | 204.87 |
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| O'reilly Automotive (ORLY) | 0.2 | $681k | +8% | 591.00 | 1151.60 |
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| Kb Finl Group Sponsored Adr (KB) | 0.2 | $666k | 11k | 61.75 |
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| Amgen (AMGN) | 0.2 | $666k | +6% | 2.1k | 322.21 |
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| Caterpillar (CAT) | 0.2 | $665k | +10% | 1.7k | 391.12 |
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| Rbc Cad (RY) | 0.2 | $660k | +12% | 5.3k | 124.73 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $660k | +44% | 1.3k | 517.78 |
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| General Mills (GIS) | 0.2 | $657k | -3% | 8.9k | 73.85 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $657k | +85% | 1.1k | 618.57 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $637k | +8% | 1.2k | 528.07 |
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| Hershey Company (HSY) | 0.2 | $628k | 3.3k | 191.78 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $627k | +47% | 3.5k | 178.57 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $625k | +21% | 10k | 62.11 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $624k | +11% | 5.1k | 121.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $623k | +18% | 1.8k | 353.48 |
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| Qualcomm (QCOM) | 0.2 | $618k | +55% | 3.6k | 170.05 |
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| Eaton Corp SHS (ETN) | 0.2 | $617k | +17% | 1.9k | 331.44 |
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| Unilever Spon Adr New (UL) | 0.2 | $617k | +4% | 9.5k | 64.96 |
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| Fair Isaac Corporation (FICO) | 0.2 | $610k | +6% | 314.00 | 1943.52 |
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| Wells Fargo & Company (WFC) | 0.2 | $602k | +12% | 11k | 56.49 |
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| S&p Global (SPGI) | 0.2 | $597k | +11% | 1.2k | 516.62 |
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| Servicenow (NOW) | 0.2 | $593k | +13% | 663.00 | 894.39 |
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| Colgate-Palmolive Company (CL) | 0.2 | $590k | +59% | 5.7k | 103.81 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $579k | +22% | 5.5k | 106.12 |
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| Philip Morris International (PM) | 0.2 | $568k | +33% | 4.7k | 121.40 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $562k | -78% | 12k | 45.19 |
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| Walt Disney Company (DIS) | 0.2 | $546k | +21% | 5.7k | 96.19 |
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| TJX Companies (TJX) | 0.2 | $546k | +7% | 4.6k | 117.54 |
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| Abbott Laboratories (ABT) | 0.2 | $544k | NEW | 4.8k | 114.01 |
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| Arista Networks (ANET) | 0.2 | $542k | +8% | 1.4k | 383.82 |
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| New Oriental Ed & Technology Spon Adr (EDU) | 0.2 | $528k | 7.0k | 75.84 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $527k | +7% | 52k | 10.18 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $524k | +12% | 5.4k | 96.57 |
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| Manulife Finl Corp (MFC) | 0.2 | $520k | +8% | 18k | 29.55 |
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| Kellogg Company (K) | 0.2 | $515k | 6.4k | 80.71 |
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| Aon Shs Cl A (AON) | 0.2 | $514k | +10% | 1.5k | 345.99 |
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| Ge Aerospace Com New (GE) | 0.2 | $511k | +21% | 2.7k | 188.58 |
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| Nextera Energy (NEE) | 0.2 | $507k | +45% | 6.0k | 84.53 |
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| American Express Company (AXP) | 0.2 | $500k | +62% | 1.8k | 271.20 |
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| Starbucks Corporation (SBUX) | 0.2 | $494k | +21% | 5.1k | 97.49 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $493k | +5% | 2.4k | 206.57 |
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| At&t (T) | 0.2 | $490k | +11% | 22k | 22.00 |
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| Shopify Cl A (SHOP) | 0.2 | $489k | +14% | 6.1k | 80.14 |
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| Stryker Corporation (SYK) | 0.2 | $486k | +7% | 1.3k | 361.26 |
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| Vistra Energy (VST) | 0.2 | $478k | 4.0k | 118.54 |
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| Woori Finl Group Sponsored Ads (WF) | 0.2 | $477k | +11% | 13k | 35.73 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $476k | +32% | 968.00 | 491.27 |
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| Danaher Corporation (DHR) | 0.2 | $470k | +17% | 1.7k | 278.02 |
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| Pfizer (PFE) | 0.2 | $469k | 16k | 28.94 |
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| BP Sponsored Adr (BP) | 0.2 | $468k | -6% | 15k | 31.39 |
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| Honeywell International (HON) | 0.2 | $464k | +9% | 2.2k | 206.71 |
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| Cheniere Energy Com New (LNG) | 0.2 | $462k | 2.6k | 179.84 |
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| Union Pacific Corporation (UNP) | 0.2 | $461k | +13% | 1.9k | 246.48 |
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| Intuit (INTU) | 0.2 | $460k | +64% | 740.00 | 621.00 |
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| Lam Research Corporation (LRCX) | 0.2 | $444k | 544.00 | 816.08 |
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| Citigroup Com New (C) | 0.2 | $444k | +10% | 7.1k | 62.60 |
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| Uber Technologies (UBER) | 0.1 | $435k | +42% | 5.8k | 75.16 |
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| Cme (CME) | 0.1 | $435k | +30% | 2.0k | 220.65 |
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| Automatic Data Processing (ADP) | 0.1 | $431k | +22% | 1.6k | 276.73 |
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| Lowe's Companies (LOW) | 0.1 | $429k | +43% | 1.6k | 270.85 |
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| Anthem (ELV) | 0.1 | $429k | -92% | 824.00 | 520.00 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $424k | +7% | 3.1k | 134.81 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $423k | +106% | 43k | 9.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $420k | +76% | 5.7k | 73.67 |
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| Boston Scientific Corporation (BSX) | 0.1 | $419k | +10% | 5.0k | 83.80 |
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| Cigna Corp (CI) | 0.1 | $419k | 1.2k | 346.44 |
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| Ubs Group SHS (UBS) | 0.1 | $418k | NEW | 14k | 30.91 |
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| Trane Technologies SHS (TT) | 0.1 | $417k | +17% | 1.1k | 388.73 |
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| Williams Companies (WMB) | 0.1 | $417k | +8% | 9.1k | 45.65 |
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| Sun Life Financial (SLF) | 0.1 | $417k | +16% | 7.2k | 58.02 |
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| Analog Devices (ADI) | 0.1 | $404k | +58% | 1.8k | 230.17 |
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| Kla Corp Com New (KLAC) | 0.1 | $402k | NEW | 519.00 | 774.41 |
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| Booking Holdings (BKNG) | 0.1 | $396k | +44% | 94.00 | 4212.12 |
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| Fiserv (FI) | 0.1 | $394k | +10% | 2.2k | 179.65 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $392k | +10% | 2.4k | 162.91 |
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| Paccar (PCAR) | 0.1 | $392k | 4.0k | 98.68 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $380k | +13% | 91k | 4.18 |
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| Electronic Arts (EA) | 0.1 | $378k | +6% | 2.6k | 143.44 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $378k | 15k | 25.33 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $377k | 2.0k | 192.81 |
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| Travelers Companies (TRV) | 0.1 | $374k | +21% | 1.6k | 234.12 |
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| ConocoPhillips (COP) | 0.1 | $368k | +8% | 3.5k | 105.28 |
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| Church & Dwight (CHD) | 0.1 | $359k | +19% | 3.4k | 104.72 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $358k | +50% | 6.2k | 57.63 |
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| Goldman Sachs (GS) | 0.1 | $353k | +16% | 712.00 | 495.11 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $351k | 1.2k | 281.37 |
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| Leslies (LESL) | 0.1 | $351k | 111k | 3.16 |
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| EOG Resources (EOG) | 0.1 | $350k | NEW | 2.8k | 122.93 |
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| Garmin SHS (GRMN) | 0.1 | $347k | 2.0k | 176.03 |
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| Cibc Cad (CM) | 0.1 | $347k | 5.7k | 61.34 |
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| Equinix (EQIX) | 0.1 | $346k | 390.00 | 887.63 |
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| Medtronic SHS (MDT) | 0.1 | $344k | NEW | 3.8k | 90.03 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $343k | +14% | 32k | 10.84 |
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| Nike CL B (NKE) | 0.1 | $343k | NEW | 3.9k | 88.40 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $340k | +4% | 27k | 12.63 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $339k | 8.0k | 42.37 |
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| Arch Cap Group Ord (ACGL) | 0.1 | $338k | +21% | 3.0k | 111.88 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $335k | 11k | 31.73 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $335k | NEW | 4.8k | 69.99 |
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| Canadian Natural Resources (CNQ) | 0.1 | $332k | +16% | 10k | 33.21 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $327k | +2% | 4.6k | 71.17 |
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| Campbell Soup Company (CPB) | 0.1 | $326k | 6.7k | 48.92 |
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| Prologis (PLD) | 0.1 | $324k | NEW | 2.6k | 126.28 |
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| Palo Alto Networks (PANW) | 0.1 | $324k | +35% | 948.00 | 341.80 |
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| Moody's Corporation (MCO) | 0.1 | $323k | 681.00 | 474.59 |
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| Deere & Company (DE) | 0.1 | $322k | +16% | 771.00 | 417.33 |
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| American Tower Reit (AMT) | 0.1 | $321k | +16% | 1.4k | 232.56 |
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| Trip Com Group Ads (TCOM) | 0.1 | $320k | 5.4k | 59.43 |
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| Diamondback Energy (FANG) | 0.1 | $319k | +3% | 1.9k | 172.40 |
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| Ferrari Nv Ord (RACE) | 0.1 | $319k | +20% | 678.00 | 470.11 |
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| Synopsys (SNPS) | 0.1 | $317k | 625.00 | 506.39 |
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| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $316k | +8% | 22k | 14.41 |
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| Orange Sponsored Adr (ORAN) | 0.1 | $316k | +24% | 28k | 11.48 |
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| Morgan Stanley Com New (MS) | 0.1 | $315k | +16% | 3.0k | 104.24 |
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| Toronto Dominion Bk Ont Toronto Dominion Bk Ont (TD) | 0.1 | $314k | +6% | 5.0k | 63.26 |
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| Wec Energy Group (WEC) | 0.1 | $313k | +3% | 3.3k | 96.18 |
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| Altria (MO) | 0.1 | $312k | +13% | 6.1k | 51.04 |
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| Kt Corp Sponsored Adr (KT) | 0.1 | $311k | +45% | 20k | 15.38 |
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| Tal Education Group Sponsored Ads (TAL) | 0.1 | $310k | 26k | 11.84 |
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| Keurig Dr Pepper (KDP) | 0.1 | $310k | NEW | 8.3k | 37.48 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $304k | -91% | 6.1k | 49.92 |
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| Keysight Technologies (KEYS) | 0.1 | $304k | NEW | 1.9k | 158.93 |
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| Realty Income (O) | 0.1 | $303k | +7% | 4.8k | 63.42 |
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| Bristol Myers Squibb (BMY) | 0.1 | $296k | NEW | 5.7k | 51.74 |
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| Cadence Design Systems (CDNS) | 0.1 | $293k | 1.1k | 271.03 |
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| Verisign (VRSN) | 0.1 | $292k | +3% | 1.5k | 189.96 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $292k | +9% | 4.5k | 64.81 |
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| Sherwin-Williams Company (SHW) | 0.1 | $291k | 762.00 | 381.67 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $289k | NEW | 4.4k | 66.29 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $289k | +21% | 6.3k | 45.73 |
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $285k | +22% | 42k | 6.88 |
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| Carrier Global Corporation (CARR) | 0.1 | $285k | NEW | 3.5k | 80.49 |
|
| Juniper Networks (JNPR) | 0.1 | $285k | +25% | 7.3k | 38.98 |
|
| Alcon Ord Shs (ALC) | 0.1 | $284k | NEW | 2.8k | 100.07 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $281k | 1.4k | 198.64 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $281k | +30% | 2.0k | 142.28 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $275k | NEW | 1.8k | 153.13 |
|
| Paypal Holdings (PYPL) | 0.1 | $274k | NEW | 3.5k | 78.03 |
|
| AFLAC Incorporated (AFL) | 0.1 | $274k | 2.4k | 111.80 |
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| 3M Company (MMM) | 0.1 | $273k | NEW | 2.0k | 136.70 |
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| Enbridge (ENB) | 0.1 | $267k | NEW | 6.6k | 40.61 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $267k | +5% | 2.3k | 114.96 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $263k | NEW | 1.9k | 140.34 |
|
| Cintas Corporation (CTAS) | 0.1 | $262k | +305% | 1.3k | 205.88 |
|
| Becton, Dickinson and (BDX) | 0.1 | $260k | +13% | 1.1k | 241.10 |
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| Crown Castle Intl (CCI) | 0.1 | $259k | NEW | 2.2k | 118.63 |
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| W.W. Grainger (GWW) | 0.1 | $259k | 249.00 | 1038.81 |
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| Ventas (VTR) | 0.1 | $258k | 4.0k | 64.13 |
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| ConAgra Foods (CAG) | 0.1 | $257k | 7.9k | 32.52 |
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| Bk Nova Cad (BNS) | 0.1 | $256k | -8% | 4.7k | 54.49 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $254k | NEW | 18k | 14.22 |
|
| Zoetis Cl A (ZTS) | 0.1 | $253k | NEW | 1.3k | 195.38 |
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $252k | NEW | 7.7k | 32.72 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $250k | NEW | 1.3k | 198.57 |
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| Relx Sponsored Adr (RELX) | 0.1 | $246k | NEW | 5.2k | 47.46 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $245k | NEW | 2.9k | 85.54 |
|
| Air Products & Chemicals (APD) | 0.1 | $240k | NEW | 806.00 | 297.74 |
|
| Applied Materials (AMAT) | 0.1 | $239k | -15% | 1.2k | 202.05 |
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| James Hardie Inds Sponsored Adr (JHX) | 0.1 | $237k | NEW | 5.9k | 40.15 |
|
| Dow (DOW) | 0.1 | $237k | NEW | 4.3k | 54.63 |
|
| Vale S A Sponsored Ads (VALE) | 0.1 | $237k | +20% | 20k | 11.68 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $236k | NEW | 5.8k | 40.88 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $234k | NEW | 6.4k | 36.58 |
|
| PLDT Sponsored Adr (PHI) | 0.1 | $234k | -4% | 8.7k | 26.88 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $234k | NEW | 3.0k | 77.61 |
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| Ingersoll Rand (IR) | 0.1 | $232k | 2.4k | 98.16 |
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| Elbit Sys Ord (ESLT) | 0.1 | $230k | NEW | 1.2k | 200.10 |
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| MercadoLibre (MELI) | 0.1 | $228k | NEW | 111.00 | 2051.96 |
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| Truist Financial Corp equities (TFC) | 0.1 | $227k | 5.3k | 42.77 |
|
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| W.R. Berkley Corporation (WRB) | 0.1 | $224k | +49% | 4.0k | 56.73 |
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| Cardinal Health (CAH) | 0.1 | $220k | -4% | 2.0k | 110.52 |
|
| Netease Sponsored Ads (NTES) | 0.1 | $218k | -11% | 2.3k | 93.51 |
|
| General Dynamics Corporation (GD) | 0.1 | $216k | NEW | 716.00 | 302.20 |
|
| Constellation Energy (CEG) | 0.1 | $216k | NEW | 832.00 | 260.02 |
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| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $216k | 2.4k | 88.72 |
|
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| Tc Energy Corp (TRP) | 0.1 | $216k | NEW | 4.5k | 47.55 |
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| Welltower Inc Com reit (WELL) | 0.1 | $215k | NEW | 1.7k | 128.03 |
|
| Intercontinental Exchange (ICE) | 0.1 | $215k | NEW | 1.3k | 160.64 |
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $214k | NEW | 2.4k | 90.20 |
|
| Godaddy Cl A (GDDY) | 0.1 | $214k | NEW | 1.4k | 156.78 |
|
| Phillips 66 (PSX) | 0.1 | $212k | +6% | 1.6k | 131.45 |
|
| Cl A (WDAY) | 0.1 | $211k | NEW | 863.00 | 244.41 |
|
| CRH Ord (CRH) | 0.1 | $211k | NEW | 2.3k | 92.74 |
|
| Target Corporation (TGT) | 0.1 | $210k | NEW | 1.3k | 155.86 |
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| FedEx Corporation (FDX) | 0.1 | $208k | 759.00 | 273.68 |
|
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| Tradeweb Mkts Cl A (TW) | 0.1 | $207k | NEW | 1.7k | 123.67 |
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| Erie Indty Cl A (ERIE) | 0.1 | $206k | NEW | 382.00 | 539.82 |
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| Dominion Resources (D) | 0.1 | $204k | NEW | 3.5k | 57.79 |
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| Microchip Technology (MCHP) | 0.1 | $203k | NEW | 2.5k | 80.29 |
|
| Corning Incorporated (GLW) | 0.1 | $203k | NEW | 4.5k | 45.15 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.1 | $202k | NEW | 2.9k | 69.67 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.1 | $201k | +176% | 76k | 2.66 |
|
| Tenaris S A Sponsored Ads (TS) | 0.1 | $201k | NEW | 6.3k | 31.79 |
|
| Banco Santander Adr (SAN) | 0.1 | $197k | +35% | 39k | 5.10 |
|
| Kinross Gold Corp (KGC) | 0.1 | $158k | -96% | 17k | 9.36 |
|
| Haleon Spon Ads (HLN) | 0.0 | $143k | NEW | 14k | 10.58 |
|
| Nio Spon Ads (NIO) | 0.0 | $138k | NEW | 21k | 6.68 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $135k | +333% | 55k | 2.44 |
|
| Amcor Ord (AMCR) | 0.0 | $132k | NEW | 12k | 11.33 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $123k | 60k | 2.06 |
|
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $115k | NEW | 26k | 4.37 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $112k | 21k | 5.22 |
|
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| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $112k | 14k | 7.76 |
|
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| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $100k | 13k | 7.79 |
|
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| Algonquin Power & Utilities equs (AQN) | 0.0 | $89k | 16k | 5.45 |
|
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| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $85k | NEW | 24k | 3.50 |
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| Rlx Technology Sponsored Ads (RLX) | 0.0 | $78k | 43k | 1.81 |
|
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $75k | +12% | 24k | 3.12 |
|
| Lucid Group (LCID) | 0.0 | $67k | 19k | 3.53 |
|
Past Filings by West Family Investments
SEC 13F filings are viewable for West Family Investments going back to 2012
- 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
- West Family Investments 2021 Q3 amended filed Feb. 15, 2022