West Family Investments as of Sept. 30, 2022
Portfolio Holdings for West Family Investments
West Family Investments holds 220 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Largo (LGO) | 12.4 | $29M | 5.6M | 5.28 | |
Paypal Holdings (PYPL) | 3.2 | $7.7M | 89k | 86.07 | |
Range Resources (RRC) | 2.9 | $6.9M | 274k | 25.26 | |
Newmont Mining Corporation (NEM) | 2.7 | $6.5M | 155k | 42.03 | |
UnitedHealth (UNH) | 2.6 | $6.2M | 12k | 505.02 | |
Apple (AAPL) | 2.6 | $6.2M | 45k | 138.19 | |
Barrick Gold Corp (GOLD) | 2.5 | $5.9M | 378k | 15.50 | |
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 2.3 | $5.6M | 1.4k | 3927.92 | |
EQT Corporation (EQT) | 2.3 | $5.5M | 136k | 40.75 | |
Etf Managers Tr Prime Cybr Scrty | 2.1 | $5.1M | 117k | 43.37 | |
Ishares Silver Tr Ishares (SLV) | 2.1 | $5.0M | 285k | 17.50 | |
Exxon Mobil Corporation (XOM) | 2.0 | $4.9M | 56k | 87.31 | |
Anthem (ELV) | 2.0 | $4.8M | 11k | 454.25 | |
Chesapeake Energy Corp (CHK) | 2.0 | $4.7M | 50k | 94.22 | |
Microsoft Corporation (MSFT) | 1.9 | $4.5M | 20k | 232.88 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 1.7 | $4.1M | 170k | 24.12 | |
Chevron Corporation (CVX) | 1.7 | $4.0M | 28k | 143.68 | |
Coca-Cola Company (KO) | 1.3 | $3.2M | 56k | 56.02 | |
Sierra Metals (SMTSF) | 1.3 | $3.1M | 6.2M | 0.51 | |
Mastercard Incorporated Cl A (MA) | 1.0 | $2.4M | 8.4k | 284.39 | |
Crispr Therapeutics Namen Akt (CRSP) | 1.0 | $2.3M | 36k | 65.35 | |
Amazon (AMZN) | 0.9 | $2.2M | 19k | 112.98 | |
Freeport-mcmoran CL B (FCX) | 0.8 | $2.0M | 72k | 27.33 | |
Graham Hldgs Com Cl B (GHC) | 0.8 | $1.9M | 3.5k | 537.84 | |
Johnson & Johnson (JNJ) | 0.8 | $1.8M | 11k | 163.35 | |
Kinross Gold Corp (KGC) | 0.8 | $1.8M | 480k | 3.76 | |
Tesla Motors (TSLA) | 0.7 | $1.8M | 6.6k | 265.20 | |
Leslies (LESL) | 0.7 | $1.6M | 111k | 14.71 | |
Procter & Gamble Company (PG) | 0.6 | $1.5M | 12k | 126.25 | |
Eli Lilly & Co. (LLY) | 0.6 | $1.5M | 4.6k | 323.28 | |
Pepsi (PEP) | 0.6 | $1.5M | 9.1k | 163.22 | |
Wheaton Precious Metals Corp (WPM) | 0.6 | $1.5M | 45k | 32.36 | |
HSBC HLDGS Spon Adr New (HSBC) | 0.6 | $1.4M | 54k | 26.07 | |
NVIDIA Corporation (NVDA) | 0.6 | $1.4M | 12k | 121.43 | |
Novo-nordisk A S Adr (NVO) | 0.6 | $1.4M | 14k | 99.66 | |
Merck & Co (MRK) | 0.6 | $1.4M | 16k | 86.12 | |
Global Payments (GPN) | 0.6 | $1.3M | 12k | 108.01 | |
Fidelity National Information Services (FIS) | 0.5 | $1.3M | 17k | 75.57 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.3M | 4.8k | 267.10 | |
Jamf Hldg Corp (JAMF) | 0.5 | $1.3M | 57k | 22.16 | |
Etf Managers Tr Prime Junir Slvr | 0.5 | $1.2M | 133k | 9.12 | |
Zoom Video Communications In Cl A (ZM) | 0.5 | $1.2M | 16k | 73.61 | |
Waste Management (WM) | 0.5 | $1.2M | 7.3k | 160.21 | |
Wal-Mart Stores (WMT) | 0.5 | $1.2M | 9.0k | 129.71 | |
Icici Bank Adr (IBN) | 0.5 | $1.2M | 55k | 20.96 | |
McDonald's Corporation (MCD) | 0.5 | $1.1M | 4.8k | 230.79 | |
Illumina (ILMN) | 0.5 | $1.1M | 5.8k | 190.86 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $1.1M | 1.6k | 688.97 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.1M | 11k | 95.68 | |
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.4 | $1.0M | 35k | 29.45 | |
Kroger (KR) | 0.4 | $995k | 23k | 43.74 | |
Republic Services (RSG) | 0.4 | $991k | 7.3k | 136.00 | |
Visa Com Cl A (V) | 0.4 | $983k | 5.5k | 177.73 | |
Shell Spon Ads (SHEL) | 0.4 | $954k | 19k | 49.79 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $933k | 8.9k | 104.47 | |
Home Depot (HD) | 0.4 | $927k | 3.4k | 276.06 | |
Costco Wholesale Corporation (COST) | 0.4 | $926k | 2.0k | 472.21 | |
Pfizer (PFE) | 0.4 | $913k | 21k | 43.76 | |
Novartis Sponsored Adr (NVS) | 0.4 | $904k | 12k | 76.04 | |
Meta Platforms Cl A (META) | 0.4 | $892k | 6.6k | 135.75 | |
Infosys Sponsored Adr (INFY) | 0.4 | $848k | 50k | 16.98 | |
Chunghwa Telecom Spon Adr New11 (CHT) | 0.4 | $847k | 24k | 35.54 | |
Cisco Systems (CSCO) | 0.3 | $815k | 20k | 40.01 | |
Hershey Company (HSY) | 0.3 | $800k | 3.6k | 220.57 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $788k | 12k | 68.54 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $787k | 2.7k | 289.44 | |
Gilead Sciences (GILD) | 0.3 | $783k | 13k | 61.65 | |
Consolidated Edison (ED) | 0.3 | $763k | 8.9k | 85.81 | |
P T Telekomunikasi Indonesia Sponsored Adr (TLK) | 0.3 | $745k | 26k | 28.84 | |
Bristol Myers Squibb (BMY) | 0.3 | $745k | 11k | 71.09 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $728k | 13k | 54.84 | |
Public Storage (PSA) | 0.3 | $727k | 2.5k | 292.91 | |
Abbvie (ABBV) | 0.3 | $726k | 5.4k | 134.27 | |
Wipro Spon Adr 1 Sh (WIT) | 0.3 | $712k | 151k | 4.71 | |
Southern Company (SO) | 0.3 | $681k | 10k | 67.97 | |
Walt Disney Company (DIS) | 0.3 | $678k | 7.2k | 94.32 | |
Dollar General (DG) | 0.3 | $668k | 2.8k | 240.03 | |
Bank of America Corporation (BAC) | 0.3 | $663k | 22k | 30.20 | |
Marsh & McLennan Companies (MMC) | 0.3 | $647k | 4.3k | 149.39 | |
Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.3 | $646k | 28k | 22.98 | |
United Microelectronics Corp Spon Adr New (UMC) | 0.3 | $634k | 114k | 5.57 | |
Motorola Solutions Com New (MSI) | 0.3 | $599k | 2.7k | 224.01 | |
Toyota Motor Corp Ads (TM) | 0.2 | $589k | 4.5k | 130.22 | |
Danaher Corporation (DHR) | 0.2 | $588k | 2.3k | 258.12 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.2 | $584k | 106k | 5.50 | |
Thermo Fisher Scientific (TMO) | 0.2 | $578k | 1.1k | 507.46 | |
Metropcs Communications (TMUS) | 0.2 | $573k | 4.3k | 134.10 | |
Dominion Resources (D) | 0.2 | $572k | 8.3k | 69.12 | |
Activision Blizzard | 0.2 | $561k | 7.6k | 74.29 | |
Dr Reddys Labs Adr (RDY) | 0.2 | $547k | 11k | 52.31 | |
Waste Connections (WCN) | 0.2 | $544k | 4.0k | 135.12 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $539k | 2.1k | 257.28 | |
Abbott Laboratories (ABT) | 0.2 | $538k | 5.6k | 96.85 | |
Duke Energy Corp Com New (DUK) | 0.2 | $537k | 5.8k | 92.94 | |
Xcel Energy (XEL) | 0.2 | $536k | 8.4k | 63.99 | |
Franco-Nevada Corporation (FNV) | 0.2 | $515k | 4.3k | 119.41 | |
Medtronic SHS (MDT) | 0.2 | $511k | 6.3k | 80.69 | |
Bhp Group Sponsored Ads (BHP) | 0.2 | $509k | 10k | 50.02 | |
Linde SHS | 0.2 | $493k | 1.8k | 269.55 | |
Equinor Asa Sponsored Adr (EQNR) | 0.2 | $490k | 15k | 33.11 | |
Thomson Reuters Corp. Com New | 0.2 | $483k | 4.7k | 102.61 | |
Bce Com New (BCE) | 0.2 | $480k | 12k | 41.92 | |
Keysight Technologies (KEYS) | 0.2 | $471k | 3.0k | 157.37 | |
Texas Instruments Incorporated (TXN) | 0.2 | $464k | 3.0k | 154.77 | |
Amgen (AMGN) | 0.2 | $463k | 2.1k | 225.30 | |
AutoZone (AZO) | 0.2 | $456k | 213.00 | 2140.85 | |
BP Sponsored Adr (BP) | 0.2 | $455k | 16k | 28.57 | |
Sap Se Spon Adr (SAP) | 0.2 | $446k | 5.5k | 81.18 | |
Tata Mtrs Sponsored Adr | 0.2 | $437k | 18k | 24.27 | |
Wec Energy Group (WEC) | 0.2 | $418k | 4.7k | 89.53 | |
Qualcomm (QCOM) | 0.2 | $410k | 3.6k | 112.85 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $410k | 1.5k | 275.35 | |
Citrix Systems | 0.2 | $399k | 3.8k | 103.93 | |
Becton, Dickinson and (BDX) | 0.2 | $395k | 1.8k | 222.79 | |
Kellogg Company (K) | 0.2 | $395k | 5.7k | 69.60 | |
CVS Caremark Corporation (CVS) | 0.2 | $384k | 4.0k | 95.29 | |
Honeywell International (HON) | 0.2 | $383k | 2.3k | 167.03 | |
Cme (CME) | 0.2 | $381k | 2.2k | 177.13 | |
Goldman Sachs (GS) | 0.2 | $380k | 1.3k | 292.76 | |
Unilever Spon Adr New (UL) | 0.2 | $378k | 8.6k | 43.90 | |
Morgan Stanley Com New (MS) | 0.2 | $376k | 4.8k | 79.09 | |
S&p Global (SPGI) | 0.2 | $375k | 1.2k | 305.13 | |
Automatic Data Processing (ADP) | 0.2 | $368k | 1.6k | 226.46 | |
Intel Corporation (INTC) | 0.2 | $367k | 14k | 25.75 | |
O'reilly Automotive (ORLY) | 0.2 | $367k | 522.00 | 703.07 | |
Nike CL B (NKE) | 0.2 | $365k | 4.4k | 83.03 | |
Starbucks Corporation (SBUX) | 0.2 | $364k | 4.3k | 84.30 | |
Netflix (NFLX) | 0.2 | $364k | 1.5k | 235.14 | |
Aon Shs Cl A (AON) | 0.2 | $362k | 1.4k | 268.15 | |
Paychex (PAYX) | 0.2 | $361k | 3.2k | 112.36 | |
American Electric Power Company (AEP) | 0.2 | $360k | 4.2k | 86.43 | |
Raytheon Technologies Corp (RTX) | 0.2 | $359k | 4.4k | 81.89 | |
Kb Finl Group Sponsored Adr (KB) | 0.1 | $355k | 12k | 30.15 | |
Amphenol Corp Cl A (APH) | 0.1 | $345k | 5.2k | 66.98 | |
Philip Morris International (PM) | 0.1 | $344k | 4.1k | 82.99 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $344k | 4.3k | 80.02 | |
Realty Income (O) | 0.1 | $341k | 5.9k | 58.20 | |
Intuit (INTU) | 0.1 | $340k | 879.00 | 386.80 | |
Jack Henry & Associates (JKHY) | 0.1 | $337k | 1.9k | 182.16 | |
Progressive Corporation (PGR) | 0.1 | $337k | 2.9k | 116.05 | |
Sun Life Financial (SLF) | 0.1 | $329k | 8.3k | 39.80 | |
Mccormick & Co Com Non Vtg (MKC) | 0.1 | $326k | 4.6k | 71.18 | |
International Business Machines (IBM) | 0.1 | $324k | 2.7k | 118.94 | |
Canon Sponsored Adr (CAJPY) | 0.1 | $324k | 15k | 21.79 | |
Target Corporation (TGT) | 0.1 | $323k | 2.2k | 148.37 | |
PLDT Sponsored Adr (PHI) | 0.1 | $322k | 13k | 25.26 | |
Two Hbrs Invt Corp Com New | 0.1 | $321k | 97k | 3.32 | |
ConocoPhillips (COP) | 0.1 | $321k | 3.1k | 102.26 | |
Lowe's Companies (LOW) | 0.1 | $320k | 1.7k | 188.01 | |
Nutrien (NTR) | 0.1 | $317k | 3.8k | 83.42 | |
CBOE Holdings (CBOE) | 0.1 | $317k | 2.7k | 117.32 | |
Diageo Spon Adr New (DEO) | 0.1 | $316k | 1.9k | 170.08 | |
Enbridge (ENB) | 0.1 | $314k | 8.5k | 37.12 | |
Hormel Foods Corporation (HRL) | 0.1 | $312k | 6.9k | 45.51 | |
Cheniere Energy Com New (LNG) | 0.1 | $311k | 1.9k | 165.78 | |
General Mills (GIS) | 0.1 | $310k | 4.1k | 76.54 | |
Broadcom (AVGO) | 0.1 | $309k | 696.00 | 443.97 | |
Charles Schwab Corporation (SCHW) | 0.1 | $308k | 4.3k | 71.83 | |
Bk Nova Cad (BNS) | 0.1 | $291k | 6.1k | 47.52 | |
Chubb (CB) | 0.1 | $290k | 1.6k | 181.93 | |
Cibc Cad (CM) | 0.1 | $286k | 6.5k | 43.77 | |
Verizon Communications (VZ) | 0.1 | $285k | 7.5k | 37.93 | |
Abb Sponsored Adr (ABBNY) | 0.1 | $284k | 11k | 25.69 | |
Manulife Finl Corp (MFC) | 0.1 | $282k | 18k | 15.66 | |
Charter Communications Inc N Cl A (CHTR) | 0.1 | $278k | 917.00 | 303.16 | |
Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $276k | 21k | 12.95 | |
Electronic Arts (EA) | 0.1 | $269k | 2.3k | 115.60 | |
Broadridge Financial Solutions (BR) | 0.1 | $268k | 1.9k | 144.40 | |
Extra Space Storage (EXR) | 0.1 | $268k | 1.6k | 172.46 | |
Lam Research Corporation (LRCX) | 0.1 | $262k | 717.00 | 365.41 | |
Crown Castle Intl (CCI) | 0.1 | $259k | 1.8k | 144.45 | |
Campbell Soup Company (CPB) | 0.1 | $257k | 5.5k | 47.11 | |
Rio Tinto Sponsored Adr (RIO) | 0.1 | $252k | 4.6k | 55.07 | |
Caterpillar (CAT) | 0.1 | $249k | 1.5k | 164.03 | |
C H Robinson Worldwide Com New (CHRW) | 0.1 | $248k | 2.6k | 96.50 | |
Deere & Company (DE) | 0.1 | $247k | 741.00 | 333.33 | |
Fiserv (FI) | 0.1 | $243k | 2.6k | 93.46 | |
Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR) | 0.1 | $242k | 20k | 12.34 | |
British Amern Tob Sponsored Adr (BTI) | 0.1 | $242k | 6.8k | 35.44 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $242k | 73k | 3.30 | |
Church & Dwight (CHD) | 0.1 | $237k | 3.3k | 71.47 | |
Moody's Corporation (MCO) | 0.1 | $234k | 964.00 | 242.74 | |
Stryker Corporation (SYK) | 0.1 | $233k | 1.1k | 202.78 | |
Cidara Therapeutics Inc Common Stock Usd 0.0001 | 0.1 | $232k | 369k | 0.63 | |
Incyte Corporation (INCY) | 0.1 | $231k | 3.5k | 66.71 | |
Devon Energy Corporation (DVN) | 0.1 | $231k | 3.8k | 60.20 | |
Lockheed Martin Corporation (LMT) | 0.1 | $231k | 599.00 | 385.64 | |
Marathon Petroleum Corp (MPC) | 0.1 | $230k | 2.3k | 99.44 | |
CMS Energy Corporation (CMS) | 0.1 | $230k | 3.9k | 58.24 | |
Smucker J M Com New (SJM) | 0.1 | $229k | 1.7k | 137.13 | |
Sun Communities (SUI) | 0.1 | $226k | 1.7k | 135.57 | |
Seagen | 0.1 | $225k | 1.6k | 136.53 | |
Woori Finl Group Sponsored Ads (WF) | 0.1 | $225k | 10k | 22.28 | |
3M Company (MMM) | 0.1 | $222k | 2.0k | 110.34 | |
Paccar (PCAR) | 0.1 | $221k | 2.6k | 83.55 | |
Vale S A Sponsored Ads (VALE) | 0.1 | $216k | 16k | 13.29 | |
Keurig Dr Pepper (KDP) | 0.1 | $216k | 6.0k | 35.85 | |
Nextera Energy Coms (NEE) | 0.1 | $212k | 2.7k | 78.58 | |
Baidu Spon Adr Rep A (BIDU) | 0.1 | $211k | 1.8k | 117.42 | |
Humana (HUM) | 0.1 | $209k | 431.00 | 484.92 | |
Equinix (EQIX) | 0.1 | $207k | 364.00 | 568.68 | |
Akamai Technologies (AKAM) | 0.1 | $204k | 2.5k | 80.31 | |
Jd.com Spon Adr Cl A (JD) | 0.1 | $203k | 4.0k | 50.20 | |
Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.1 | $185k | 27k | 6.81 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $138k | 62k | 2.21 | |
Nokia Corp Sponsored Adr (NOK) | 0.1 | $137k | 32k | 4.27 | |
Tal Education Group Sponsored Ads (TAL) | 0.1 | $129k | 26k | 4.93 | |
Sibanye Stillwater Sponsored Adr (SBSW) | 0.0 | $110k | 12k | 9.33 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $107k | 24k | 4.44 | |
JetBlue Airways Corporation (JBLU) | 0.0 | $96k | 15k | 6.61 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $93k | 23k | 4.05 | |
Vipshop Holdings Sponsored Ads A (VIPS) | 0.0 | $90k | 11k | 8.38 | |
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.0 | $89k | 44k | 2.01 | |
Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $85k | 13k | 6.62 | |
Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $82k | 22k | 3.68 | |
Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $67k | 12k | 5.67 | |
Turkcell Iletisim Hizmetleri Spon Adr New (TKC) | 0.0 | $65k | 24k | 2.67 | |
Rlx Technology Sponsored Ads (RLX) | 0.0 | $59k | 56k | 1.05 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $52k | 12k | 4.51 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $40k | 22k | 1.79 |