West Family Investments
Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, NVDA, AAPL, MSFT, TLT, and represent 23.22% of West Family Investments's stock portfolio.
- Added to shares of these 10 stocks: HDB, NVDA, PEP, HOOD, MSFT, ELV, JNJ, NKE, AVGO, AAPL.
- Started 29 new stock positions in TEL, MGA, ZM, XYZ, ITW, WDC, HOOD, DVN, RCI, DHI.
- Reduced shares in these 10 stocks: LGO, LRCX, CNI, GDDY, KDP, INTC, , TW, ACGL, MKL.
- Sold out of its positions in AMED, AMP, ANSS, BDX, CNI, CNC, GDDY, HRL, JD, JNPR. KDP, LESL, MKL, MKC, ODFL, PAYX, TW, Wolfspeed, ACGL, MNDY.
- West Family Investments was a net buyer of stock by $8.0M.
- West Family Investments has $445M in assets under management (AUM), dropping by 16.09%.
- Central Index Key (CIK): 0001568303
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Portfolio Holdings for West Family Investments
West Family Investments holds 377 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 7.5 | $33M | 456k | 73.12 |
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| NVIDIA Corporation (NVDA) | 4.7 | $21M | +3% | 112k | 186.58 |
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| Apple (AAPL) | 4.0 | $18M | 70k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.9 | $18M | +2% | 34k | 517.95 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.1 | $14M | 122k | 112.71 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 3.1 | $14M | 486k | 28.16 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $12M | 48k | 243.10 |
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| Amazon (AMZN) | 2.2 | $9.6M | +2% | 44k | 219.57 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $8.4M | +2% | 30k | 279.29 |
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| Ishares Tr Mbs Etf (MBB) | 1.7 | $7.7M | 81k | 95.58 |
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| Meta Platforms Cl A (META) | 1.6 | $7.2M | +2% | 9.8k | 734.38 |
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| Largo (LGO) | 1.5 | $6.6M | -21% | 4.4M | 1.50 |
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| Broadcom (AVGO) | 1.5 | $6.5M | +4% | 20k | 329.91 |
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| Tesla Motors (TSLA) | 1.4 | $6.3M | +3% | 14k | 444.72 |
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| EQT Corporation (EQT) | 1.3 | $5.8M | 107k | 54.43 |
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| Chesapeake Energy Corp (EXE) | 1.2 | $5.3M | 50k | 106.24 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $4.8M | 15k | 315.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $3.9M | 7.8k | 502.74 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.8 | $3.4M | 35k | 99.03 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.4M | 4.4k | 763.00 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.4M | 33k | 103.06 |
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| Visa Com Cl A (V) | 0.7 | $3.0M | 8.8k | 341.38 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.9M | +2% | 26k | 112.75 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.8M | 4.9k | 568.81 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.6 | $2.8M | 19k | 143.64 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.7M | +14% | 15k | 185.42 |
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| Netflix (NFLX) | 0.6 | $2.6M | -2% | 2.2k | 1198.92 |
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| Procter & Gamble Company (PG) | 0.5 | $2.4M | 16k | 153.65 |
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| Abbvie (ABBV) | 0.5 | $2.3M | 10k | 231.54 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.5 | $2.3M | 36k | 64.81 |
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| Cisco Systems (CSCO) | 0.5 | $2.2M | 33k | 68.42 |
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| Costco Wholesale Corporation (COST) | 0.5 | $2.2M | +2% | 2.4k | 925.63 |
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.5 | $2.1M | 48k | 43.62 |
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| Oracle Corporation (ORCL) | 0.5 | $2.1M | +7% | 7.4k | 281.24 |
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| McDonald's Corporation (MCD) | 0.4 | $2.0M | +2% | 6.5k | 303.89 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.9M | 2.0k | 968.09 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.9M | 10k | 178.73 |
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| CVS Caremark Corporation (CVS) | 0.4 | $1.9M | 25k | 75.39 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $1.8M | +4% | 10k | 182.42 |
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| Shell Spon Ads (SHEL) | 0.4 | $1.8M | +2% | 25k | 71.53 |
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| Coca-Cola Company (KO) | 0.4 | $1.8M | +6% | 27k | 66.32 |
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| Waste Management (WM) | 0.4 | $1.8M | 8.0k | 220.83 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.4 | $1.8M | +101% | 51k | 34.16 |
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| Sap Se Spon Adr (SAP) | 0.4 | $1.7M | -5% | 6.5k | 267.21 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.7M | 14k | 123.75 |
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| Republic Services (RSG) | 0.4 | $1.7M | -5% | 7.5k | 229.48 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.7M | 13k | 128.24 |
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| Icici Bank Adr (IBN) | 0.4 | $1.6M | 55k | 30.23 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.4 | $1.6M | 23k | 70.98 |
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| Chevron Corporation (CVX) | 0.4 | $1.6M | +10% | 10k | 155.29 |
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| Verizon Communications (VZ) | 0.4 | $1.6M | 36k | 43.95 |
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| McKesson Corporation (MCK) | 0.4 | $1.6M | +4% | 2.0k | 772.54 |
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| Home Depot (HD) | 0.4 | $1.6M | +6% | 3.9k | 405.19 |
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| Motorola Solutions Com New (MSI) | 0.4 | $1.6M | 3.4k | 457.29 |
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| Merck & Co (MRK) | 0.3 | $1.5M | -9% | 18k | 83.93 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $1.5M | 19k | 76.72 |
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| Bank of America Corporation (BAC) | 0.3 | $1.5M | 29k | 51.59 |
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| Metropcs Communications (TMUS) | 0.3 | $1.5M | 6.2k | 239.38 |
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| International Business Machines (IBM) | 0.3 | $1.5M | 5.2k | 282.16 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $1.4M | 541k | 2.63 |
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| Abbott Laboratories (ABT) | 0.3 | $1.4M | +11% | 11k | 133.94 |
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| Linde SHS (LIN) | 0.3 | $1.4M | 2.9k | 475.00 |
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| Kroger (KR) | 0.3 | $1.4M | 21k | 67.41 |
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| Infosys Sponsored Adr (INFY) | 0.3 | $1.4M | +9% | 85k | 16.27 |
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| Gilead Sciences (GILD) | 0.3 | $1.4M | 12k | 111.00 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.4M | -2% | 16k | 83.82 |
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| At&t (T) | 0.3 | $1.3M | 48k | 28.24 |
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| Philip Morris International (PM) | 0.3 | $1.3M | 8.2k | 162.20 |
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| United Microelectronics Corp Spon Adr New (UMC) | 0.3 | $1.3M | -7% | 173k | 7.58 |
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| Dr Reddys Labs Adr (RDY) | 0.3 | $1.3M | +4% | 93k | 13.98 |
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| AmerisourceBergen (COR) | 0.3 | $1.3M | +8% | 4.1k | 312.53 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.3M | +5% | 4.2k | 300.82 |
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| AutoZone (AZO) | 0.3 | $1.3M | 294.00 | 4290.24 |
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| UnitedHealth (UNH) | 0.3 | $1.3M | -15% | 3.6k | 345.30 |
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| Micron Technology (MU) | 0.3 | $1.2M | -14% | 7.4k | 167.32 |
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| Arista Networks Com Shs (ANET) | 0.3 | $1.2M | 8.4k | 145.71 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 7.3k | 167.33 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.2M | 22k | 55.49 |
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| Southern Company (SO) | 0.3 | $1.2M | +2% | 13k | 94.77 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $1.2M | +16% | 9.7k | 123.75 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $1.2M | 8.0k | 148.61 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $1.2M | 5.8k | 201.53 |
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| Pepsi (PEP) | 0.3 | $1.2M | +102% | 8.3k | 140.44 |
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| Caterpillar (CAT) | 0.3 | $1.1M | +9% | 2.4k | 477.15 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.1M | +10% | 9.8k | 107.81 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $1.0M | 66k | 15.94 |
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| Consolidated Edison (ED) | 0.2 | $1.0M | 10k | 100.52 |
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| Rbc Cad (RY) | 0.2 | $1.0M | 7.0k | 147.32 |
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| Servicenow (NOW) | 0.2 | $1.0M | +18% | 1.1k | 920.28 |
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| Goldman Sachs (GS) | 0.2 | $1.0M | 1.3k | 796.35 |
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| Citigroup Com New (C) | 0.2 | $1.0M | 10k | 101.50 |
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| Progressive Corporation (PGR) | 0.2 | $1.0M | +24% | 4.1k | 246.95 |
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| Woori Finl Group Sponsored Ads (WF) | 0.2 | $999k | 18k | 56.15 |
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| Advanced Micro Devices (AMD) | 0.2 | $995k | +13% | 6.1k | 161.79 |
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| salesforce (CRM) | 0.2 | $987k | +7% | 4.2k | 237.00 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $985k | 34k | 28.79 |
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| Kb Finl Group Sponsored Adr (KB) | 0.2 | $968k | 12k | 82.91 |
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| TJX Companies (TJX) | 0.2 | $941k | -3% | 6.5k | 144.54 |
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| Chubb (CB) | 0.2 | $929k | -7% | 3.3k | 282.25 |
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| Intuit (INTU) | 0.2 | $920k | +38% | 1.3k | 682.91 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $910k | 2.3k | 391.64 |
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| Waste Connections (WCN) | 0.2 | $906k | +2% | 5.2k | 175.80 |
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| Booking Holdings (BKNG) | 0.2 | $891k | +2% | 165.00 | 5399.27 |
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| Unilever Spon Adr New (UL) | 0.2 | $849k | +5% | 14k | 59.28 |
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| Qualcomm (QCOM) | 0.2 | $849k | -13% | 5.1k | 166.36 |
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| CBOE Holdings (CBOE) | 0.2 | $835k | +8% | 3.4k | 245.25 |
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| Cme (CME) | 0.2 | $827k | 3.1k | 270.19 |
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| Boeing Company (BA) | 0.2 | $816k | +18% | 3.8k | 215.83 |
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| Toyota Motor Corp Ads (TM) | 0.2 | $804k | -7% | 4.2k | 191.09 |
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| Uber Technologies (UBER) | 0.2 | $803k | +2% | 8.2k | 97.97 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $788k | 5.2k | 152.52 |
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| American Express Company (AXP) | 0.2 | $785k | 2.4k | 332.16 |
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| Amgen (AMGN) | 0.2 | $779k | 2.8k | 282.20 |
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| Walt Disney Company (DIS) | 0.2 | $770k | +10% | 6.7k | 114.50 |
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| Eaton Corp SHS (ETN) | 0.2 | $760k | +2% | 2.0k | 374.25 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $758k | 7.9k | 95.47 |
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| Ge Vernova (GEV) | 0.2 | $750k | 1.2k | 614.90 |
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| S&p Global (SPGI) | 0.2 | $747k | 1.5k | 486.71 |
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| Honeywell International (HON) | 0.2 | $741k | 3.5k | 210.50 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $716k | +29% | 2.0k | 352.75 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $690k | 1.1k | 609.32 |
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| Aon Shs Cl A (AON) | 0.2 | $676k | 1.9k | 356.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $673k | 2.8k | 243.55 |
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| Union Pacific Corporation (UNP) | 0.2 | $673k | 2.8k | 236.37 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.2 | $672k | 35k | 19.25 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $671k | 4.3k | 155.33 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $651k | 1.3k | 490.38 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $644k | +7% | 12k | 55.75 |
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| Automatic Data Processing (ADP) | 0.1 | $642k | 2.2k | 293.50 |
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| Stryker Corporation (SYK) | 0.1 | $641k | 1.7k | 369.67 |
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| Palo Alto Networks (PANW) | 0.1 | $635k | +13% | 3.1k | 203.62 |
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| Williams Companies (WMB) | 0.1 | $625k | 9.9k | 63.35 |
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| Welltower Inc Com reit (WELL) | 0.1 | $622k | 3.5k | 178.14 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $620k | +12% | 2.5k | 246.60 |
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| Manulife Finl Corp (MFC) | 0.1 | $619k | 20k | 31.15 |
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| Boston Scientific Corporation (BSX) | 0.1 | $617k | 6.3k | 97.63 |
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| Capital One Financial (COF) | 0.1 | $614k | 2.9k | 212.58 |
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| Altria (MO) | 0.1 | $606k | +3% | 9.2k | 66.06 |
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| Roper Industries (ROP) | 0.1 | $604k | -12% | 1.2k | 498.69 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $601k | +16% | 90k | 6.70 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $596k | -8% | 830.00 | 718.54 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $595k | 18k | 32.77 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $591k | 1.3k | 447.23 |
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| Kt Corp Sponsored Adr (KT) | 0.1 | $590k | 30k | 19.50 |
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| Verisign (VRSN) | 0.1 | $587k | 2.1k | 279.57 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $585k | +10% | 53k | 11.09 |
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| Cheniere Energy Com New (LNG) | 0.1 | $585k | 2.5k | 234.98 |
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| Starbucks Corporation (SBUX) | 0.1 | $581k | 6.9k | 84.60 |
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| Travelers Companies (TRV) | 0.1 | $581k | 2.1k | 279.22 |
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| Elbit Sys Ord (ESLT) | 0.1 | $579k | +2% | 1.1k | 509.80 |
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| Enbridge (ENB) | 0.1 | $574k | 11k | 50.46 |
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| MercadoLibre (MELI) | 0.1 | $573k | 245.00 | 2336.94 |
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| Nextera Energy (NEE) | 0.1 | $567k | +37% | 7.5k | 75.49 |
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| Sea Sponsord Ads (SE) | 0.1 | $566k | 3.2k | 178.73 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $555k | 14k | 39.22 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $554k | +4% | 38k | 14.64 |
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| Medtronic SHS (MDT) | 0.1 | $550k | 5.8k | 95.24 |
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| Cadence Design Systems (CDNS) | 0.1 | $548k | +2% | 1.6k | 351.26 |
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| Corning Incorporated (GLW) | 0.1 | $546k | +13% | 6.7k | 82.03 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $543k | 965.00 | 562.27 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $543k | 8.2k | 66.01 |
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| Kellogg Company (K) | 0.1 | $536k | +2% | 6.5k | 82.02 |
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| Hershey Company (HSY) | 0.1 | $534k | 2.9k | 187.05 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $532k | +2% | 4.0k | 132.17 |
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| Deere & Company (DE) | 0.1 | $529k | 1.2k | 457.26 |
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| British Amern Tob Sponsored Adr (BTI) | 0.1 | $518k | 9.8k | 53.08 |
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| Synopsys (SNPS) | 0.1 | $516k | +24% | 1.0k | 493.39 |
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| Banco Santander Adr (SAN) | 0.1 | $516k | +2% | 49k | 10.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $515k | +8% | 1.0k | 499.21 |
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| BP Sponsored Adr (BP) | 0.1 | $514k | 15k | 34.46 |
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| Newmont Mining Corporation (NEM) | 0.1 | $513k | 6.1k | 84.31 |
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| Intel Corporation (INTC) | 0.1 | $513k | -34% | 15k | 33.55 |
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| Cibc Cad (CM) | 0.1 | $505k | 6.3k | 79.89 |
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| Electronic Arts (EA) | 0.1 | $503k | -2% | 2.5k | 201.70 |
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| Bank Of Montreal Cadcom (BMO) | 0.1 | $502k | 3.9k | 130.25 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $499k | 2.6k | 192.74 |
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| Lowe's Companies (LOW) | 0.1 | $495k | 2.0k | 251.31 |
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| Cloudflare Cl A Com (NET) | 0.1 | $494k | 2.3k | 214.59 |
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| Posco Holdings Sponsored Adr (PKX) | 0.1 | $490k | +13% | 10k | 49.21 |
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| Vistra Energy (VST) | 0.1 | $490k | -14% | 2.5k | 195.92 |
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| Wec Energy Group (WEC) | 0.1 | $487k | 4.3k | 114.59 |
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| Garmin SHS (GRMN) | 0.1 | $486k | 2.0k | 246.22 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $485k | +2% | 7.1k | 68.58 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $476k | -13% | 2.1k | 227.73 |
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| Pfizer (PFE) | 0.1 | $475k | +24% | 19k | 25.48 |
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| Netease Sponsored Ads (NTES) | 0.1 | $473k | 3.1k | 151.99 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $473k | 5.9k | 79.95 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $471k | 621.00 | 758.15 |
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| Monster Beverage Corp (MNST) | 0.1 | $469k | +13% | 7.0k | 67.31 |
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| Autodesk (ADSK) | 0.1 | $468k | +33% | 1.5k | 317.67 |
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| Trip Com Group Ads (TCOM) | 0.1 | $466k | +20% | 6.2k | 75.20 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $463k | NEW | 3.2k | 143.18 |
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| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $462k | +21% | 9.2k | 50.37 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $462k | 2.1k | 224.58 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $461k | 13k | 35.41 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $461k | 660.00 | 698.00 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $459k | 2.2k | 206.91 |
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| Applied Materials (AMAT) | 0.1 | $458k | +24% | 2.2k | 204.74 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $457k | 4.2k | 109.95 |
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| ConocoPhillips (COP) | 0.1 | $457k | -18% | 4.8k | 94.59 |
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| American Tower Reit (AMT) | 0.1 | $456k | 2.4k | 192.32 |
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| Doordash Cl A (DASH) | 0.1 | $455k | 1.7k | 271.99 |
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| American Water Works (AWK) | 0.1 | $454k | -6% | 3.3k | 139.19 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $453k | -57% | 3.7k | 122.31 |
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| Trane Technologies SHS (TT) | 0.1 | $452k | +2% | 1.1k | 421.96 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $452k | 2.5k | 183.73 |
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| Moody's Corporation (MCO) | 0.1 | $450k | 945.00 | 476.48 |
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| Kla Corp Com New (KLAC) | 0.1 | $448k | 415.00 | 1078.60 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $447k | +9% | 763.00 | 586.04 |
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| Sk Telecom Sponsored Adr (SKM) | 0.1 | $443k | +15% | 21k | 21.60 |
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| Tc Energy Corp (TRP) | 0.1 | $443k | 8.1k | 54.41 |
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| Paccar (PCAR) | 0.1 | $442k | 4.5k | 98.32 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $440k | 9.1k | 48.33 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $440k | 10k | 43.16 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $436k | +2% | 9.2k | 47.20 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $433k | 892.00 | 485.22 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $428k | -28% | 6.9k | 62.47 |
|
| Cigna Corp (CI) | 0.1 | $424k | -7% | 1.5k | 288.25 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $412k | -22% | 13k | 31.42 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $411k | 13k | 31.96 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $410k | 1.3k | 323.58 |
|
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $405k | +5% | 549.00 | 737.56 |
|
| 3M Company (MMM) | 0.1 | $403k | 2.6k | 155.18 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $402k | 24k | 16.74 |
|
|
| Analog Devices (ADI) | 0.1 | $398k | +2% | 1.6k | 245.70 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $398k | +30% | 2.9k | 138.52 |
|
| Equinix (EQIX) | 0.1 | $394k | 503.00 | 783.24 |
|
|
| Sun Life Financial (SLF) | 0.1 | $393k | 6.5k | 60.03 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $392k | -12% | 1.3k | 309.74 |
|
| Anthem (ELV) | 0.1 | $389k | NEW | 1.2k | 323.12 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $388k | 2.3k | 170.85 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $387k | -32% | 797.00 | 485.02 |
|
| Constellation Energy (CEG) | 0.1 | $384k | +27% | 1.2k | 329.07 |
|
| Kinder Morgan (KMI) | 0.1 | $381k | +2% | 14k | 28.31 |
|
| Range Resources (RRC) | 0.1 | $379k | 10k | 37.64 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $375k | 822.00 | 456.00 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $375k | +3% | 13k | 28.26 |
|
| Strategy Cl A New (MSTR) | 0.1 | $374k | +19% | 1.2k | 322.21 |
|
| Ventas (VTR) | 0.1 | $374k | 5.3k | 69.99 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $373k | +2% | 2.2k | 168.48 |
|
| Workday Cl A (WDAY) | 0.1 | $371k | +22% | 1.5k | 240.73 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $369k | 7.0k | 53.07 |
|
|
| Vertiv Holdings Com Cl (VRT) | 0.1 | $368k | 2.4k | 150.86 |
|
|
| Xcel Energy (XEL) | 0.1 | $367k | 4.6k | 80.65 |
|
|
| P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.1 | $367k | -19% | 20k | 18.82 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $364k | -12% | 243.00 | 1496.53 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $363k | 15k | 24.38 |
|
|
| Church & Dwight (CHD) | 0.1 | $363k | +3% | 4.1k | 87.63 |
|
| Kinross Gold Corp (KGC) | 0.1 | $361k | +17% | 15k | 24.85 |
|
| Ubs Group SHS (UBS) | 0.1 | $360k | +29% | 8.8k | 41.00 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $351k | 2.2k | 157.56 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $349k | -12% | 4.4k | 79.94 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.1 | $348k | +25% | 28k | 12.66 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $347k | +3% | 1.0k | 337.49 |
|
| Danaher Corporation (DHR) | 0.1 | $346k | +12% | 1.7k | 198.26 |
|
| Hca Holdings (HCA) | 0.1 | $344k | +31% | 806.00 | 426.20 |
|
| Microchip Technology (MCHP) | 0.1 | $343k | +16% | 5.3k | 64.22 |
|
| Yum! Brands (YUM) | 0.1 | $341k | 2.2k | 152.00 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.1 | $341k | 13k | 27.26 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $341k | +2% | 370.00 | 920.64 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $340k | 4.1k | 83.81 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $339k | +21% | 3.6k | 95.43 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $339k | +96% | 3.8k | 89.13 |
|
| American Electric Power Company (AEP) | 0.1 | $339k | +22% | 3.0k | 112.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $337k | +2% | 1.4k | 236.06 |
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $336k | 4.8k | 70.33 |
|
|
| Nio Spon Ads (NIO) | 0.1 | $330k | +10% | 43k | 7.62 |
|
| Barclays Adr (BCS) | 0.1 | $328k | 16k | 20.67 |
|
|
| Fiserv (FI) | 0.1 | $328k | -22% | 2.5k | 128.93 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $326k | 4.3k | 76.62 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $325k | 4.4k | 74.49 |
|
|
| Nike CL B (NKE) | 0.1 | $323k | NEW | 4.6k | 69.73 |
|
| CRH Ord (CRH) | 0.1 | $323k | 2.7k | 119.90 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $320k | +20% | 4.6k | 68.81 |
|
| AFLAC Incorporated (AFL) | 0.1 | $317k | 2.8k | 111.70 |
|
|
| Take-Two Interactive Software (TTWO) | 0.1 | $315k | 1.2k | 258.36 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $315k | +2% | 2.8k | 111.84 |
|
| Norfolk Southern (NSC) | 0.1 | $309k | 1.0k | 300.41 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $308k | 902.00 | 341.00 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $307k | -37% | 6.8k | 45.10 |
|
| Morgan Stanley Com New (MS) | 0.1 | $307k | +22% | 6.8k | 45.10 |
|
| Credicorp (BAP) | 0.1 | $307k | 1.2k | 266.28 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $302k | 6.6k | 45.72 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $297k | 1.4k | 205.26 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $295k | 540.00 | 546.75 |
|
|
| FedEx Corporation (FDX) | 0.1 | $294k | 1.2k | 235.81 |
|
|
| Tal Education Group Sponsored Ads (TAL) | 0.1 | $293k | 26k | 11.20 |
|
|
| Realty Income (O) | 0.1 | $293k | +2% | 4.8k | 60.79 |
|
| Vici Pptys (VICI) | 0.1 | $292k | 9.0k | 32.61 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $290k | 6.1k | 47.76 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $286k | 4.8k | 59.61 |
|
|
| Allstate Corporation (ALL) | 0.1 | $284k | -16% | 1.3k | 214.65 |
|
| Cardinal Health (CAH) | 0.1 | $284k | 1.8k | 156.96 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $282k | +3% | 2.3k | 124.34 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $279k | 806.00 | 346.26 |
|
|
| Prologis (PLD) | 0.1 | $279k | 2.4k | 114.52 |
|
|
| General Motors Company (GM) | 0.1 | $279k | 4.6k | 60.97 |
|
|
| Fortis (FTS) | 0.1 | $276k | +4% | 5.4k | 50.74 |
|
| Howmet Aerospace (HWM) | 0.1 | $273k | 1.4k | 196.23 |
|
|
| PLDT Sponsored Adr (PHI) | 0.1 | $271k | +22% | 15k | 18.70 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $269k | 4.5k | 59.69 |
|
|
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.1 | $268k | 2.8k | 95.22 |
|
|
| Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.1 | $265k | +14% | 44k | 6.02 |
|
| Tyler Technologies (TYL) | 0.1 | $264k | +29% | 505.00 | 523.16 |
|
| Ecolab (ECL) | 0.1 | $264k | 964.00 | 273.86 |
|
|
| Exelon Corporation (EXC) | 0.1 | $262k | 5.8k | 45.01 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $258k | 945.00 | 272.72 |
|
|
| Te Connectivity Ord S (TEL) | 0.1 | $257k | NEW | 1.2k | 219.53 |
|
| Digital Realty Trust (DLR) | 0.1 | $256k | 1.5k | 172.88 |
|
|
| Axon Enterprise (AXON) | 0.1 | $255k | 355.00 | 717.64 |
|
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $249k | 4.8k | 51.94 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $247k | 829.00 | 297.91 |
|
|
| PNC Financial Services (PNC) | 0.1 | $243k | +2% | 1.2k | 200.93 |
|
| Nutrien (NTR) | 0.1 | $242k | 4.1k | 58.71 |
|
|
| Arcelormittal Sa Luxembourg Ny Registry Sh (MT) | 0.1 | $240k | +3% | 6.6k | 36.15 |
|
| W.W. Grainger (GWW) | 0.1 | $237k | 249.00 | 952.96 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $236k | NEW | 370.00 | 638.89 |
|
| Jabil Circuit (JBL) | 0.1 | $236k | 1.1k | 217.17 |
|
|
| Western Digital (WDC) | 0.1 | $234k | NEW | 2.0k | 120.06 |
|
| Tenaris S A Sponsored Ads (TS) | 0.1 | $232k | 6.5k | 35.77 |
|
|
| Zoom Communications Cl A (ZM) | 0.1 | $232k | NEW | 2.8k | 82.50 |
|
| Rogers Communications CL B (RCI) | 0.1 | $231k | NEW | 6.7k | 34.47 |
|
| Hologic (HOLX) | 0.1 | $229k | NEW | 3.4k | 67.49 |
|
| EOG Resources (EOG) | 0.1 | $229k | 2.0k | 112.12 |
|
|
| Atmos Energy Corporation (ATO) | 0.1 | $228k | 1.3k | 170.75 |
|
|
| Ross Stores (ROST) | 0.1 | $226k | NEW | 1.5k | 152.39 |
|
| General Mills (GIS) | 0.1 | $225k | -30% | 4.5k | 50.42 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $223k | NEW | 1.7k | 131.77 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $223k | -20% | 7.2k | 30.80 |
|
| D.R. Horton (DHI) | 0.0 | $222k | NEW | 1.3k | 169.47 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $221k | 49k | 4.54 |
|
|
| Diamondback Energy (FANG) | 0.0 | $221k | 1.5k | 143.10 |
|
|
| Humana (HUM) | 0.0 | $221k | NEW | 849.00 | 260.17 |
|
| Gold Fields Sponsored Adr (GFI) | 0.0 | $221k | NEW | 5.3k | 41.96 |
|
| Paypal Holdings (PYPL) | 0.0 | $216k | 3.2k | 67.06 |
|
|
| Dominion Resources (D) | 0.0 | $216k | NEW | 3.5k | 61.17 |
|
| Dollar General (DG) | 0.0 | $216k | 2.1k | 103.35 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $215k | NEW | 3.6k | 59.70 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $214k | NEW | 8.2k | 26.08 |
|
| Keysight Technologies (KEYS) | 0.0 | $213k | NEW | 1.2k | 174.92 |
|
| Wix SHS (WIX) | 0.0 | $211k | NEW | 1.2k | 177.63 |
|
| Echostar Corp Cl A (SATS) | 0.0 | $211k | NEW | 2.8k | 76.36 |
|
| Alcon Ord Shs (ALC) | 0.0 | $210k | 2.8k | 74.51 |
|
|
| Xpeng Ads (XPEV) | 0.0 | $209k | -27% | 8.9k | 23.42 |
|
| Illinois Tool Works (ITW) | 0.0 | $208k | NEW | 799.00 | 260.76 |
|
| Fortinet (FTNT) | 0.0 | $208k | -11% | 2.5k | 84.08 |
|
| Edwards Lifesciences (EW) | 0.0 | $207k | 2.7k | 77.77 |
|
|
| Magna Intl Inc cl a (MGA) | 0.0 | $206k | NEW | 4.4k | 47.38 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $206k | 156.00 | 1318.02 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $205k | 1.5k | 133.27 |
|
|
| Block Cl A (XYZ) | 0.0 | $204k | NEW | 2.8k | 72.27 |
|
| Ford Motor Company (F) | 0.0 | $204k | 17k | 11.96 |
|
|
| United Therapeutics Corporation (UTHR) | 0.0 | $204k | NEW | 486.00 | 419.21 |
|
| American Intl Group Com New (AIG) | 0.0 | $204k | 2.6k | 78.54 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $202k | NEW | 321.00 | 630.28 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.0 | $202k | 2.4k | 83.10 |
|
|
| Phillips 66 (PSX) | 0.0 | $202k | NEW | 1.5k | 136.02 |
|
| Loews Corporation (L) | 0.0 | $200k | NEW | 2.0k | 100.39 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $188k | +3% | 14k | 13.05 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $180k | 37k | 4.81 |
|
|
| Simon Property (SPG) | 0.0 | $168k | NEW | 19k | 8.75 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $156k | 21k | 7.27 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $137k | +3% | 15k | 8.99 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $136k | 33k | 4.10 |
|
|
| Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.0 | $132k | 13k | 9.92 |
|
|
| Companhia Paranaense De Ener Spon Ads (ELP) | 0.0 | $128k | 13k | 9.80 |
|
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $127k | 17k | 7.34 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $126k | -4% | 14k | 8.97 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $118k | +2% | 13k | 9.17 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $116k | +10% | 52k | 2.23 |
|
| Rlx Technology Sponsored Ads (RLX) | 0.0 | $109k | 42k | 2.63 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $109k | -49% | 10k | 10.86 |
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $101k | 48k | 2.11 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $100k | 30k | 3.38 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $95k | NEW | 11k | 8.61 |
|
| Gerdau Sa Spon Adr Rep Pfd (GGB) | 0.0 | $87k | 28k | 3.10 |
|
|
| Coty Com Cl A (COTY) | 0.0 | $51k | 13k | 4.04 |
|
Past Filings by West Family Investments
SEC 13F filings are viewable for West Family Investments going back to 2012
- West Family Investments 2025 Q3 filed Nov. 12, 2025
- West Family Investments 2025 Q2 filed Aug. 13, 2025
- West Family Investments 2025 Q1 filed May 2, 2025
- 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