West Family Investments
Latest statistics and disclosures from West Family Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IAU, SCHP, TLT, NVDA, AAPL, and represent 31.46% of West Family Investments's stock portfolio.
- Added to shares of these 10 stocks: TLT, SCHP, AZN, PKX, COHR, STM, MDLZ, GIB, FIX, DSGX.
- Started 16 new stock positions in CL, VLO, AEM, WDS, STM, COHR, GIB, AZN, MDLZ, DSGX. BMY, FIX, DELL, LPL, FN, O.
- Reduced shares in these 10 stocks: NVDA (-$7.4M), AAPL (-$5.9M), GOOGL (-$5.8M), MSFT, TSM, IAU, AMZN, HTFL, JPM, XOM.
- Sold out of its positions in AFL, ALNY, GOOG, AMT, COLD, AME, BUD, ELV, MT, AstraZeneca.
- West Family Investments was a net seller of stock by $-138M.
- West Family Investments has $285M in assets under management (AUM), dropping by -33.03%.
- Central Index Key (CIK): 0001568303
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Portfolio Holdings for West Family Investments
West Family Investments holds 259 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Gold Tr Ishares New (IAU) | 11.9 | $34M | -8% | 384k | 88.64 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 6.0 | $17M | +12% | 609k | 27.90 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.8 | $17M | +14% | 153k | 109.16 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $11M | -39% | 65k | 174.40 |
|
| Apple (AAPL) | 3.7 | $11M | -35% | 42k | 253.79 |
|
| Ishares Tr Mbs Etf (MBB) | 2.7 | $7.7M | 81k | 95.37 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $7.1M | -39% | 19k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $7.0M | -45% | 25k | 287.56 |
|
| EQT Corporation (EQT) | 2.3 | $6.6M | -2% | 104k | 63.64 |
|
| Chesapeake Energy Corp (EXE) | 1.9 | $5.5M | 50k | 109.78 |
|
|
| Amazon (AMZN) | 1.9 | $5.4M | -36% | 26k | 208.27 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.8 | $5.2M | -46% | 15k | 337.95 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.5 | $4.1M | 35k | 120.04 |
|
|
| Broadcom (AVGO) | 1.3 | $3.7M | -38% | 12k | 309.51 |
|
| Meta Platforms Cl A (META) | 1.1 | $3.2M | -40% | 5.5k | 572.13 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $2.7M | 19k | 144.13 |
|
|
| Tesla Motors (TSLA) | 0.9 | $2.7M | -46% | 7.1k | 371.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.6M | -24% | 5.5k | 479.20 |
|
| Largo (LGO) | 0.9 | $2.5M | 2.2M | 1.12 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $2.4M | -30% | 9.8k | 244.44 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.4M | -41% | 2.6k | 919.77 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.0M | -54% | 12k | 169.66 |
|
| Wal-Mart Stores (WMT) | 0.7 | $2.0M | -48% | 16k | 124.28 |
|
| Micron Technology (MU) | 0.6 | $1.8M | -19% | 5.3k | 337.84 |
|
| Cisco Systems (CSCO) | 0.6 | $1.8M | -25% | 23k | 77.59 |
|
| Visa Com Cl A (V) | 0.6 | $1.7M | -34% | 5.8k | 302.24 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.6 | $1.7M | 36k | 47.57 |
|
|
| CVS Caremark Corporation (CVS) | 0.6 | $1.7M | -5% | 23k | 71.82 |
|
| Waste Management (WM) | 0.6 | $1.6M | -12% | 6.9k | 229.79 |
|
| Merck & Co (MRK) | 0.5 | $1.5M | -17% | 13k | 120.29 |
|
| McDonald's Corporation (MCD) | 0.5 | $1.5M | -13% | 4.8k | 310.79 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.5 | $1.5M | -15% | 35k | 42.24 |
|
| Coca-Cola Company (KO) | 0.5 | $1.5M | -16% | 19k | 76.05 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.5M | -10% | 10k | 144.44 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $1.5M | -40% | 2.9k | 499.66 |
|
| Astrazeneca Ord (AZN) | 0.5 | $1.4M | NEW | 7.1k | 197.22 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $1.3M | -44% | 968.00 | 1320.83 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.3M | -66% | 4.3k | 294.16 |
|
| Verizon Communications Verizon Communications Inc (VZ) | 0.4 | $1.2M | 25k | 50.20 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | -46% | 1.2k | 996.43 |
|
| Icici Bank Adr (IBN) | 0.4 | $1.2M | -13% | 46k | 25.90 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.4 | $1.1M | -17% | 125k | 8.98 |
|
| Abbvie (ABBV) | 0.4 | $1.1M | -46% | 4.9k | 217.49 |
|
| Southern Company (SO) | 0.4 | $1.0M | 11k | 96.52 |
|
|
| AmerisourceBergen (COR) | 0.4 | $1.0M | -14% | 3.3k | 314.14 |
|
| Consolidated Edison (ED) | 0.4 | $1.0M | 9.0k | 113.18 |
|
|
| Linde SHS (LIN) | 0.3 | $988k | -15% | 2.0k | 495.76 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $957k | -36% | 6.5k | 146.28 |
|
| Chevron Corporation (CVX) | 0.3 | $952k | -52% | 4.6k | 206.90 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $948k | -51% | 6.2k | 152.75 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $928k | -17% | 7.1k | 130.94 |
|
| McKesson Corporation (MCK) | 0.3 | $904k | -45% | 1.0k | 865.36 |
|
| Philip Morris International (PM) | 0.3 | $897k | -33% | 5.4k | 165.34 |
|
| Posco Holdings Sponsored Adr (PKX) | 0.3 | $891k | +66% | 15k | 58.49 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $886k | -31% | 7.1k | 125.46 |
|
| International Business Machines (IBM) | 0.3 | $886k | -29% | 3.7k | 242.39 |
|
| Infosys Sponsored Adr (INFY) | 0.3 | $884k | +5% | 65k | 13.51 |
|
| Dr Reddys Labs Adr (RDY) | 0.3 | $883k | -17% | 64k | 13.85 |
|
| Caterpillar (CAT) | 0.3 | $871k | -44% | 1.2k | 708.46 |
|
| Metropcs Communications (TMUS) | 0.3 | $855k | -17% | 4.1k | 210.03 |
|
| At&t (T) | 0.3 | $849k | -25% | 29k | 28.99 |
|
| Netflix (NFLX) | 0.3 | $849k | -57% | 8.8k | 96.15 |
|
| Bank of America Corporation (BAC) | 0.3 | $836k | -31% | 17k | 48.75 |
|
| Pepsi (PEP) | 0.3 | $826k | +4% | 5.3k | 155.29 |
|
| Rbc Cad (RY) | 0.3 | $807k | -29% | 5.0k | 161.78 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $805k | 5.2k | 155.69 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.3 | $800k | 4.6k | 173.45 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.3 | $780k | -58% | 9.5k | 82.49 |
|
| Wells Fargo & Company (WFC) | 0.3 | $776k | -40% | 9.7k | 79.61 |
|
| Oracle Corporation (ORCL) | 0.3 | $759k | +4% | 5.2k | 147.11 |
|
| Kroger (KR) | 0.3 | $728k | -50% | 10k | 72.36 |
|
| Home Depot (HD) | 0.3 | $721k | -14% | 2.2k | 328.89 |
|
| Ge Aerospace Com New (GE) | 0.3 | $717k | -42% | 2.5k | 283.77 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $709k | -50% | 1.6k | 433.97 |
|
| Sk Telecom Sponsored Adr (SKM) | 0.2 | $693k | 24k | 29.29 |
|
|
| BP Sponsored Adr (BP) | 0.2 | $691k | -2% | 15k | 47.00 |
|
| Shell Spon Ads (SHEL) | 0.2 | $689k | -64% | 7.4k | 93.00 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $669k | -49% | 3.1k | 213.66 |
|
| Gilead Sciences (GILD) | 0.2 | $658k | -61% | 4.7k | 139.37 |
|
| Waste Connections (WCN) | 0.2 | $643k | -21% | 4.0k | 162.44 |
|
| Ge Vernova (GEV) | 0.2 | $638k | -40% | 731.00 | 872.90 |
|
| Amgen (AMGN) | 0.2 | $634k | -23% | 1.8k | 351.85 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $631k | -7% | 925.00 | 682.24 |
|
| Republic Services (RSG) | 0.2 | $628k | -64% | 2.9k | 219.02 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.2 | $625k | -42% | 6.3k | 99.73 |
|
| Equinor Asa Sponsored Adr (EQNR) | 0.2 | $625k | -2% | 15k | 42.20 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.2 | $620k | -47% | 37k | 16.97 |
|
| Cme (CME) | 0.2 | $620k | -27% | 2.1k | 295.35 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.2 | $612k | -48% | 9.2k | 66.60 |
|
| Ab Active Etfs California Inter (CAM) | 0.2 | $607k | 18k | 33.03 |
|
|
| TJX Companies (TJX) | 0.2 | $597k | -39% | 3.7k | 159.70 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $590k | -50% | 3.1k | 192.90 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.2 | $574k | -29% | 27k | 21.68 |
|
| Chubb (CB) | 0.2 | $570k | -27% | 1.7k | 325.93 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $569k | -45% | 1.3k | 446.54 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $568k | -44% | 4.6k | 122.78 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $558k | -27% | 6.0k | 93.29 |
|
| Applied Materials (AMAT) | 0.2 | $550k | -22% | 1.6k | 341.79 |
|
| salesforce (CRM) | 0.2 | $529k | -5% | 2.8k | 186.67 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.2 | $522k | 8.5k | 61.32 |
|
|
| Toyota Motor Corp Ads (TM) | 0.2 | $520k | -25% | 2.5k | 206.09 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $518k | -26% | 25k | 20.70 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $516k | -45% | 4.4k | 118.62 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.2 | $515k | -38% | 7.1k | 72.74 |
|
| Boeing Company (BA) | 0.2 | $513k | -21% | 2.6k | 199.03 |
|
| Advanced Micro Devices (AMD) | 0.2 | $504k | -61% | 2.5k | 203.43 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $504k | -2% | 833.00 | 604.39 |
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| Welltower Inc Com reit (WELL) | 0.2 | $498k | -27% | 2.5k | 197.71 |
|
| Honeywell International (HON) | 0.2 | $498k | 2.2k | 226.03 |
|
|
| Amphenol Corporation (APH) | 0.2 | $493k | -66% | 3.9k | 126.35 |
|
| Intuit (INTU) | 0.2 | $492k | -12% | 1.1k | 432.38 |
|
| ConocoPhillips (COP) | 0.2 | $483k | -24% | 3.7k | 132.00 |
|
| Unilever Spon Adr New (UL) | 0.2 | $478k | -19% | 8.4k | 56.97 |
|
| Morgan Stanley Com New (MS) | 0.2 | $475k | -48% | 2.9k | 164.57 |
|
| CBOE Holdings (CBOE) | 0.2 | $466k | -54% | 1.7k | 281.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $459k | -24% | 594.00 | 772.64 |
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| S&p Global (SPGI) | 0.2 | $458k | 1.1k | 425.34 |
|
|
| Travelers Companies (TRV) | 0.2 | $458k | -24% | 1.6k | 291.68 |
|
| Anglogold Ashanti Com Shs (AU) | 0.2 | $455k | 4.7k | 97.36 |
|
|
| Verisign (VRSN) | 0.2 | $449k | -4% | 1.8k | 248.36 |
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| Union Pacific Corporation (UNP) | 0.2 | $448k | -12% | 1.8k | 242.62 |
|
| Wec Energy Group (WEC) | 0.2 | $446k | 3.9k | 115.77 |
|
|
| Aon Shs Cl A (AON) | 0.2 | $446k | -23% | 1.4k | 322.78 |
|
| American Express Company (AXP) | 0.2 | $444k | -30% | 1.5k | 302.48 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.2 | $442k | -43% | 56k | 7.94 |
|
| Monster Beverage Corp (MNST) | 0.2 | $441k | -19% | 6.1k | 72.46 |
|
| Elbit Sys Ord (ESLT) | 0.2 | $438k | -60% | 516.00 | 849.09 |
|
| Nextera Energy Nextera Energy Inc (NEE) | 0.2 | $438k | -18% | 4.7k | 92.88 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $436k | -28% | 945.00 | 460.99 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $426k | -42% | 4.5k | 93.98 |
|
| Deere & Company (DE) | 0.1 | $419k | -35% | 744.00 | 563.30 |
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| Starbucks Corporation (SBUX) | 0.1 | $418k | 4.7k | 89.59 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $418k | -31% | 1.7k | 250.58 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.1 | $406k | -58% | 191k | 2.12 |
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| Sun Life Financial (SLF) | 0.1 | $404k | 6.5k | 62.56 |
|
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| Servicenow (NOW) | 0.1 | $399k | -13% | 3.8k | 104.55 |
|
| Altria (MO) | 0.1 | $397k | -29% | 6.0k | 65.99 |
|
| Stryker Corporation (SYK) | 0.1 | $395k | -3% | 1.2k | 328.59 |
|
| O'reilly Automotive (ORLY) | 0.1 | $391k | -56% | 4.2k | 92.31 |
|
| Hershey Company (HSY) | 0.1 | $389k | -20% | 1.9k | 207.89 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.1 | $388k | 6.9k | 56.63 |
|
|
| Booking Holdings (BKNG) | 0.1 | $387k | -43% | 92.00 | 4210.32 |
|
| Goldman Sachs (GS) | 0.1 | $383k | -68% | 453.00 | 845.99 |
|
| Intel Corporation (INTC) | 0.1 | $380k | -45% | 8.6k | 44.13 |
|
| Equinix (EQIX) | 0.1 | $378k | 386.00 | 980.24 |
|
|
| Kt Corp Sponsored Adr (KT) | 0.1 | $377k | -41% | 18k | 21.45 |
|
| Kla Corp Com New (KLAC) | 0.1 | $374k | -30% | 254.00 | 1472.41 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $372k | -32% | 4.0k | 93.31 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $369k | -35% | 6.3k | 58.47 |
|
| GSK Sponsored Adr (GSK) | 0.1 | $361k | -35% | 6.5k | 55.19 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $361k | -41% | 18k | 19.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $355k | +54% | 1.8k | 198.29 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $353k | -71% | 2.1k | 171.21 |
|
| Electronic Arts (EA) | 0.1 | $350k | -26% | 1.7k | 203.87 |
|
| American Water Works (AWK) | 0.1 | $347k | -36% | 2.5k | 136.09 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $344k | -44% | 31k | 11.28 |
|
| Totalenergies Se Act (TTE) | 0.1 | $343k | -15% | 3.8k | 90.98 |
|
| Tc Energy Corp (TRP) | 0.1 | $335k | -34% | 5.3k | 62.60 |
|
| Enbridge (ENB) | 0.1 | $329k | -46% | 6.1k | 54.14 |
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| Citigroup Com New (C) | 0.1 | $324k | -59% | 2.9k | 113.41 |
|
| Walt Disney Company (DIS) | 0.1 | $324k | -50% | 3.4k | 96.38 |
|
| Coherent Corp (COHR) | 0.1 | $322k | NEW | 1.4k | 238.21 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $322k | -73% | 13k | 24.88 |
|
| Western Digital (WDC) | 0.1 | $314k | -50% | 1.2k | 270.49 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $312k | -54% | 1.1k | 283.76 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $310k | -3% | 3.0k | 102.18 |
|
| Lowe's Companies (LOW) | 0.1 | $309k | -33% | 1.3k | 236.28 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $307k | +9% | 7.6k | 40.47 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $302k | -47% | 614.00 | 491.53 |
|
| Moody's Corporation (MCO) | 0.1 | $301k | -26% | 691.00 | 436.25 |
|
| Church & Dwight (CHD) | 0.1 | $301k | -7% | 3.2k | 93.32 |
|
| AutoZone (AZO) | 0.1 | $301k | -66% | 89.00 | 3377.78 |
|
| Progressive Corporation (PGR) | 0.1 | $300k | -52% | 1.5k | 198.24 |
|
| Palo Alto Networks (PANW) | 0.1 | $300k | -25% | 1.9k | 160.32 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $299k | -54% | 764.00 | 391.76 |
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| Tal Ed Group Sponsored Ads (TAL) | 0.1 | $298k | 26k | 11.37 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.1 | $295k | -43% | 2.2k | 135.34 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $293k | 268.00 | 1093.35 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $290k | -56% | 812.00 | 357.67 |
|
| Yum! Brands (YUM) | 0.1 | $290k | -12% | 1.9k | 155.48 |
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $289k | +3% | 16k | 18.52 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $288k | NEW | 8.3k | 34.55 |
|
| American Electric Power Company (AEP) | 0.1 | $286k | -27% | 2.2k | 131.08 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $285k | -45% | 729.00 | 390.41 |
|
| Kinder Morgan (KMI) | 0.1 | $281k | -4% | 8.4k | 33.53 |
|
| Hca Holdings (HCA) | 0.1 | $280k | -26% | 592.00 | 473.24 |
|
| Us Bancorp Com New (USB) | 0.1 | $277k | -41% | 5.3k | 52.01 |
|
| Telekomunikasi Ind Sponsored Adr (TLK) | 0.1 | $277k | -23% | 15k | 18.68 |
|
| Medtronic SHS (MDT) | 0.1 | $276k | -45% | 3.2k | 86.65 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $276k | -43% | 5.7k | 48.73 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $275k | NEW | 4.8k | 57.64 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $275k | -20% | 690.00 | 398.00 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $275k | -4% | 463.00 | 592.98 |
|
| Intercontinental Exchange (ICE) | 0.1 | $272k | -3% | 1.7k | 157.28 |
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| Automatic Data Processing (ADP) | 0.1 | $272k | -5% | 1.3k | 203.18 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $272k | NEW | 3.7k | 73.10 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $270k | -36% | 370.00 | 730.25 |
|
| UnitedHealth (UNH) | 0.1 | $267k | -78% | 985.00 | 270.59 |
|
| Comfort Systems USA (FIX) | 0.1 | $266k | NEW | 193.00 | 1378.99 |
|
| Uber Technologies (UBER) | 0.1 | $264k | -54% | 3.7k | 71.93 |
|
| General Dynamics Corporation (GD) | 0.1 | $263k | -15% | 765.00 | 343.22 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $261k | -68% | 12k | 21.66 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $256k | NEW | 3.6k | 71.56 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $255k | 1.3k | 195.40 |
|
|
| Synopsys (SNPS) | 0.1 | $255k | -4% | 642.00 | 396.48 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $252k | -12% | 31k | 8.04 |
|
| Williams Companies (WMB) | 0.1 | $249k | -65% | 3.4k | 72.78 |
|
| Cibc Cad (CM) | 0.1 | $248k | -58% | 2.6k | 94.75 |
|
| 3M Company (MMM) | 0.1 | $244k | -35% | 1.7k | 145.23 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $243k | -64% | 6.6k | 36.75 |
|
| Pfizer (PFE) | 0.1 | $242k | -13% | 8.6k | 28.08 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $242k | 5.3k | 45.97 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $241k | 752.00 | 320.55 |
|
|
| Capital One Financial (COF) | 0.1 | $239k | -54% | 1.3k | 182.43 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $238k | -43% | 394.00 | 605.01 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $236k | -58% | 2.2k | 108.25 |
|
| Cigna Corp (CI) | 0.1 | $235k | -4% | 882.00 | 266.75 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $234k | -9% | 3.5k | 66.28 |
|
| Prologis (PLD) | 0.1 | $234k | -42% | 1.8k | 132.18 |
|
| Qualcomm (QCOM) | 0.1 | $233k | -52% | 1.8k | 128.78 |
|
| Corning Incorporated (GLW) | 0.1 | $229k | -60% | 1.7k | 135.97 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $228k | -6% | 45k | 5.03 |
|
| Realty Income (O) | 0.1 | $228k | NEW | 3.7k | 61.18 |
|
| Constellation Energy (CEG) | 0.1 | $227k | -10% | 811.00 | 279.25 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $226k | -40% | 931.00 | 243.08 |
|
| Range Resources (RRC) | 0.1 | $226k | -50% | 5.0k | 45.18 |
|
| Agnico (AEM) | 0.1 | $224k | NEW | 1.1k | 202.98 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $224k | -31% | 1.1k | 206.34 |
|
| Valero Energy Corporation (VLO) | 0.1 | $223k | NEW | 901.00 | 247.08 |
|
| Fabrinet SHS (FN) | 0.1 | $220k | NEW | 421.00 | 521.52 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $220k | -32% | 4.6k | 48.18 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $219k | -66% | 5.4k | 40.79 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $219k | NEW | 2.6k | 85.23 |
|
| Ubs Group SHS (UBS) | 0.1 | $217k | -42% | 5.6k | 39.07 |
|
| Abbott Laboratories (ABT) | 0.1 | $216k | -76% | 2.1k | 102.67 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $214k | NEW | 3.5k | 60.65 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $213k | -60% | 1.6k | 130.95 |
|
| Fortis (FTS) | 0.1 | $213k | -26% | 3.8k | 55.79 |
|
| Howmet Aerospace (HWM) | 0.1 | $210k | -46% | 912.00 | 230.46 |
|
| Cadence Design Systems (CDNS) | 0.1 | $210k | -42% | 755.00 | 277.87 |
|
| Dominion Resources (D) | 0.1 | $208k | -4% | 3.4k | 61.82 |
|
| Woodside Energy Group Sponsored Adr (WDS) | 0.1 | $208k | NEW | 8.7k | 23.88 |
|
| Analog Devices (ADI) | 0.1 | $207k | -59% | 652.00 | 318.14 |
|
| Loews Corporation (L) | 0.1 | $207k | -2% | 1.9k | 106.74 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $206k | -41% | 747.00 | 275.18 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $205k | -63% | 229.00 | 895.24 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $200k | -75% | 3.4k | 58.78 |
|
| Dell Technologies CL C (DELL) | 0.1 | $200k | NEW | 1.2k | 164.13 |
|
| Turkcell Iletisim Spon Adr New (TKC) | 0.1 | $194k | -30% | 32k | 6.03 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.1 | $183k | 33k | 5.51 |
|
|
| Lg Display Spons Adr Rep (LPL) | 0.1 | $165k | NEW | 43k | 3.88 |
|
| Companhia Paranaense De Ener Sponsored Ads (ELPC) | 0.1 | $165k | 14k | 11.94 |
|
|
| Nio Spon Ads (NIO) | 0.1 | $161k | -36% | 27k | 6.03 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $134k | -20% | 17k | 7.89 |
|
| Haleon Spon Ads (HLN) | 0.0 | $133k | 13k | 10.01 |
|
|
| Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $115k | 48k | 2.39 |
|
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $76k | -29% | 21k | 3.65 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $74k | -50% | 25k | 2.92 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $71k | -2% | 13k | 5.68 |
|
Past Filings by West Family Investments
SEC 13F filings are viewable for West Family Investments going back to 2012
- West Family Investments 2026 Q1 filed May 7, 2026
- West Family Investments 2025 Q4 filed Feb. 11, 2026
- West Family Investments 2025 Q3 amended filed Feb. 10, 2026
- 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