West Family Investments

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

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Portfolio Holdings for West Family Investments

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

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

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

View all past filings