West Family Investments

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

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Positions held by West Family Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for West Family Investments

West Family Investments holds 259 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.1 $26M 621k 42.33
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Range Resources (RRC) 2.9 $9.4M 274k 34.43
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Schwab Strategic Tr Us Tips Etf (SCHP) 2.9 $9.2M 169k 54.25
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Largo (LGO) 2.9 $9.2M 5.6M 1.65
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Newmont Mining Corporation (NEM) 2.7 $8.8M +59% 245k 35.84
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.6 $8.4M 72k 117.66
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Microsoft Corporation (MSFT) 2.4 $7.7M +9% 18k 420.72
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Ishares Tr Mbs Etf (MBB) 2.3 $7.5M 81k 92.83
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Amplify Etf Tr Amplify Cybersec (HACK) 2.3 $7.5M NEW 117k 64.11
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Apple (AAPL) 2.1 $6.7M 39k 171.48
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Exxon Mobil Corporation (XOM) 2.0 $6.5M 56k 116.24
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Ishares Silver Tr Ishares (SLV) 2.0 $6.5M 285k 22.75
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UnitedHealth (UNH) 2.0 $6.5M +2% 13k 494.70
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Barrick Gold Corp (GOLD) 1.9 $6.1M 366k 16.64
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NVIDIA Corporation (NVDA) 1.8 $5.9M +3% 6.6k 903.56
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Anthem (ELV) 1.7 $5.6M 11k 518.54
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Select Sector Spdr Tr Energy (XLE) 1.7 $5.4M 57k 94.41
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Vaneck Etf Trust Gold Miners Etf (GDX) 1.7 $5.4M 170k 31.62
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EQT Corporation (EQT) 1.6 $5.0M 136k 37.07
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Chevron Corporation (CVX) 1.4 $4.5M 28k 157.74
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Chesapeake Energy Corp (CHK) 1.4 $4.4M 50k 88.83
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $4.4M +3% 29k 150.93
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Amazon (AMZN) 1.3 $4.3M +5% 24k 180.38
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Mastercard Incorporated Cl A (MA) 1.3 $4.1M 8.5k 481.57
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Freeport-mcmoran CL B (FCX) 1.1 $3.4M 73k 47.02
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Eli Lilly & Co. (LLY) 1.0 $3.4M 4.3k 777.96
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Kinross Gold Corp (KGC) 0.9 $2.9M 480k 6.13
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Novo-nordisk A S Adr (NVO) 0.9 $2.8M -8% 22k 128.40
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Meta Platforms Cl A (META) 0.8 $2.7M +15% 5.5k 485.58
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Graham Hldgs Com Cl B (GHC) 0.8 $2.7M 3.5k 767.68
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $2.6M -2% 19k 136.05
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Crispr Therapeutics Namen Akt (CRSP) 0.8 $2.4M 36k 68.16
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.4M 21k 114.68
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HSBC HLDGS Spon Adr New (HSBC) 0.7 $2.2M +2% 57k 39.36
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.2M +4% 5.2k 420.52
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Merck & Co (MRK) 0.7 $2.2M +2% 16k 131.95
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Wheaton Precious Metals Corp (WPM) 0.6 $2.1M 44k 47.13
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CVS Caremark Corporation (CVS) 0.6 $1.9M 24k 79.76
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JPMorgan Chase & Co. (JPM) 0.6 $1.9M 9.3k 200.30
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Pepsi (PEP) 0.5 $1.7M +6% 9.5k 175.01
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Procter & Gamble Company (PG) 0.5 $1.7M 10k 162.25
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Wal-Mart Stores (WMT) 0.5 $1.6M +202% 27k 60.17
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Waste Management (WM) 0.5 $1.6M 7.3k 213.15
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Icici Bank Adr (IBN) 0.5 $1.5M 57k 26.41
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Chunghwa Telecom Spon Adr New11 (CHT) 0.5 $1.5M +32% 37k 39.14
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Republic Services (RSG) 0.4 $1.4M 7.5k 191.44
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Cisco Systems (CSCO) 0.4 $1.4M +24% 28k 49.91
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Broadcom (AVGO) 0.4 $1.4M +40% 1.0k 1325.41
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Costco Wholesale Corporation (COST) 0.4 $1.4M 1.9k 732.63
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McDonald's Corporation (MCD) 0.4 $1.3M 4.8k 281.95
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.4 $1.3M 35k 38.74
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Shell Spon Ads (SHEL) 0.4 $1.3M +2% 19k 67.04
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Visa Com Cl A (V) 0.4 $1.3M +13% 4.6k 279.08
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Tesla Motors (TSLA) 0.4 $1.2M +5% 7.0k 175.79
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Abbvie (ABBV) 0.4 $1.2M +5% 6.5k 182.10
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Wipro Spon Adr 1 Sh (WIT) 0.4 $1.2M -4% 204k 5.75
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Sap Se Spon Adr (SAP) 0.4 $1.1M +4% 5.9k 195.03
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Regeneron Pharmaceuticals (REGN) 0.4 $1.1M +4% 1.2k 962.49
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Verizon Communications (VZ) 0.3 $1.1M 26k 41.96
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Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.1M 1.1k 970.47
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United Microelectronics Corp Spon Adr New (UMC) 0.3 $1.1M 134k 8.09
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Kroger (KR) 0.3 $1.1M 19k 57.13
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.1M 2.5k 418.01
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Motorola Solutions Com New (MSI) 0.3 $1.0M +3% 2.9k 354.98
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Johnson & Johnson (JNJ) 0.3 $1.0M -28% 6.4k 158.19
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Netflix (NFLX) 0.3 $974k 1.6k 607.33
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Marsh & McLennan Companies (MMC) 0.3 $950k +4% 4.6k 205.98
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Hdfc Bank Sponsored Ads (HDB) 0.3 $944k NEW 17k 55.97
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Home Depot (HD) 0.3 $916k +13% 2.4k 383.60
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Infosys Sponsored Adr (INFY) 0.3 $894k +2% 50k 17.93
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Astrazeneca Sponsored Adr (AZN) 0.3 $892k 13k 67.75
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Linde SHS (LIN) 0.3 $862k 1.9k 464.32
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Consolidated Edison (ED) 0.3 $862k +4% 9.5k 90.81
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McKesson Corporation (MCK) 0.3 $855k +5% 1.6k 536.85
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Dr Reddys Labs Adr (RDY) 0.3 $848k 12k 73.35
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Roper Industries (ROP) 0.3 $806k +40% 1.4k 560.84
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Gilead Sciences (GILD) 0.2 $804k 11k 73.25
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Coca-Cola Company (KO) 0.2 $769k +3% 13k 61.18
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Novartis Sponsored Adr (NVS) 0.2 $761k +3% 7.9k 96.73
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Leslies (LESL) 0.2 $722k 111k 6.50
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Ishares Msci Gbl Min Vol (ACWV) 0.2 $701k 5.3k 131.71
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Waste Connections (WCN) 0.2 $691k 4.0k 172.01
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Hershey Company (HSY) 0.2 $691k +3% 3.6k 194.50
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AutoZone (AZO) 0.2 $687k 218.00 3151.65
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Toyota Motor Corp Ads (TM) 0.2 $676k +12% 2.7k 251.68
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Southern Company (SO) 0.2 $670k +7% 9.3k 71.74
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Duke Energy Corp Com New (DUK) 0.2 $660k +10% 6.8k 96.71
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Advanced Micro Devices (AMD) 0.2 $658k +20% 3.6k 180.49
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Comcast Corp Cl A (CMCSA) 0.2 $656k 15k 43.35
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Progressive Corporation (PGR) 0.2 $651k +5% 3.1k 206.82
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General Mills (GIS) 0.2 $641k +61% 9.2k 69.97
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Thomson Reuters Corp. (TRI) 0.2 $637k 4.1k 155.83
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salesforce (CRM) 0.2 $620k +41% 2.1k 301.18
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Bank of America Corporation (BAC) 0.2 $613k NEW 16k 37.92
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O'reilly Automotive (ORLY) 0.2 $605k 536.00 1128.88
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Amphenol Corp Cl A (APH) 0.2 $604k 5.2k 115.35
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New Oriental Ed & Technology Spon Adr (EDU) 0.2 $604k 7.0k 86.82
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BP Sponsored Adr (BP) 0.2 $600k 16k 37.68
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Metropcs Communications (TMUS) 0.2 $577k +29% 3.5k 163.22
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Amgen (AMGN) 0.2 $576k +5% 2.0k 284.32
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Walt Disney Company (DIS) 0.2 $576k +6% 4.7k 122.36
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International Business Machines (IBM) 0.2 $573k +9% 3.0k 190.96
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CBOE Holdings (CBOE) 0.2 $568k 3.1k 183.73
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Caterpillar (CAT) 0.2 $564k 1.5k 366.43
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Kb Finl Group Sponsored Adr (KB) 0.2 $559k 11k 52.07
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Oracle Corporation (ORCL) 0.2 $551k +9% 4.4k 125.61
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Wells Fargo & Company (WFC) 0.2 $550k 9.5k 57.96
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Lam Research Corporation (LRCX) 0.2 $519k 534.00 971.57
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Adobe Systems Incorporated (ADBE) 0.2 $513k +12% 1.0k 504.60
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Lockheed Martin Corporation (LMT) 0.2 $505k +56% 1.1k 454.87
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Eaton Corp SHS (ETN) 0.2 $497k +2% 1.6k 312.68
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.2 $493k 48k 10.23
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Paccar (PCAR) 0.2 $492k 4.0k 123.89
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Bhp Group Sponsored Ads (BHP) 0.1 $478k 8.3k 57.69
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Rbc Cad (RY) 0.1 $469k +3% 4.6k 100.88
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Chubb (CB) 0.1 $467k +8% 1.8k 259.13
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Aon Shs Cl A (AON) 0.1 $464k 1.4k 333.72
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $464k +11% 1.3k 346.61
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Unilever Spon Adr New (UL) 0.1 $458k 9.1k 50.19
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Orange Sponsored Adr (ORAN) 0.1 $453k +25% 39k 11.77
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Stryker Corporation (SYK) 0.1 $449k +7% 1.3k 357.87
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Raytheon Technologies Corp (RTX) 0.1 $447k +3% 4.6k 97.53
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Servicenow (NOW) 0.1 $446k 585.00 762.40
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Marathon Petroleum Corp (MPC) 0.1 $441k +4% 2.2k 201.50
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Thermo Fisher Scientific (TMO) 0.1 $440k +85% 757.00 581.21
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Pfizer (PFE) 0.1 $439k NEW 16k 27.75
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S&p Global (SPGI) 0.1 $439k 1.0k 425.45
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TJX Companies (TJX) 0.1 $437k +18% 4.3k 101.42
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Honeywell International (HON) 0.1 $419k +14% 2.0k 205.25
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ConocoPhillips (COP) 0.1 $414k 3.3k 127.28
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Sony Group Corp Sponsored Adr (SONY) 0.1 $412k 4.8k 85.74
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Wec Energy Group (WEC) 0.1 $411k NEW 5.0k 82.12
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Shopify Cl A (SHOP) 0.1 $410k +2% 5.3k 77.17
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Abbott Laboratories (ABT) 0.1 $409k NEW 3.6k 113.66
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AmerisourceBergen (COR) 0.1 $408k +23% 1.7k 242.99
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $407k NEW 5.6k 72.36
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Manulife Finl Corp (MFC) 0.1 $406k 16k 24.99
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Citigroup Com New (C) 0.1 $404k 6.4k 63.24
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Union Pacific Corporation (UNP) 0.1 $404k 1.6k 245.93
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Cigna Corp (CI) 0.1 $401k +11% 1.1k 363.19
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Equinor Asa Sponsored Adr (EQNR) 0.1 $400k 15k 27.03
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Starbucks Corporation (SBUX) 0.1 $395k 4.3k 91.39
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General Electric Com New (GE) 0.1 $393k 2.2k 175.53
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P T Telekomunikasi Indonesia Sponsored Adr (TLK) 0.1 $392k 18k 22.26
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Qualcomm (QCOM) 0.1 $389k +48% 2.3k 169.30
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Texas Instruments Incorporated (TXN) 0.1 $389k NEW 2.2k 174.21
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Honda Motor Adr Ech Cnv In 3 (HMC) 0.1 $388k +9% 10k 37.23
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Kellogg Company (K) 0.1 $387k +41% 6.8k 57.29
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Woori Finl Group Sponsored Ads (WF) 0.1 $387k +14% 12k 32.43
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Arista Networks (ANET) 0.1 $377k +2% 1.3k 289.98
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Fair Isaac Corporation (FICO) 0.1 $369k +3% 295.00 1249.61
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Cheniere Energy Com New (LNG) 0.1 $360k +4% 2.2k 161.28
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Mondelez Intl Cl A (MDLZ) 0.1 $356k NEW 5.1k 70.00
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Synopsys (SNPS) 0.1 $354k +9% 619.00 571.50
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Intel Corporation (INTC) 0.1 $351k 7.9k 44.17
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Pdd Holdings Sponsored Ads (PDD) 0.1 $349k 3.0k 116.25
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Diamondback Energy (FANG) 0.1 $344k 1.7k 198.17
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Cme (CME) 0.1 $341k -2% 1.6k 215.29
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Sun Life Financial (SLF) 0.1 $335k 6.1k 54.58
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Cadence Design Systems (CDNS) 0.1 $332k 1.1k 311.28
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Mizuho Financial Group Sponsored Adr (MFG) 0.1 $331k 83k 3.98
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Williams Companies (WMB) 0.1 $329k 8.4k 38.97
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Canadian Natural Resources (CNQ) 0.1 $327k 4.3k 76.32
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $322k 27k 11.84
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Electronic Arts (EA) 0.1 $322k +44% 2.4k 132.67
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Colgate-Palmolive Company (CL) 0.1 $322k NEW 3.6k 90.05
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Equinix (EQIX) 0.1 $320k +11% 388.00 825.33
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Travelers Companies (TRV) 0.1 $319k +8% 1.4k 230.14
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Fiserv (FI) 0.1 $317k 2.0k 159.82
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Automatic Data Processing (ADP) 0.1 $316k 1.3k 249.74
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Uber Technologies (UBER) 0.1 $314k 4.1k 76.99
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Arthur J. Gallagher & Co. (AJG) 0.1 $309k +14% 1.2k 250.04
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Danaher Corporation (DHR) 0.1 $309k NEW 1.2k 249.72
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Old Dominion Freight Line (ODFL) 0.1 $308k +119% 1.4k 219.31
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Netease Sponsored Ads (NTES) 0.1 $307k 3.0k 103.47
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Petroleo Brasileiro Sa Petro Sp Adr Non Vtg (PBR) 0.1 $306k +2% 20k 15.21
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Church & Dwight (CHD) 0.1 $304k +13% 2.9k 104.31
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Toronto Dominion Bk Ont Com New (TD) 0.1 $301k NEW 5.0k 60.38
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Boston Scientific Corporation (BSX) 0.1 $300k 4.4k 68.49
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At&t (T) 0.1 $299k +10% 17k 17.60
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Intuit (INTU) 0.1 $298k +4% 459.00 650.00
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Charles Schwab Corporation (SCHW) 0.1 $298k +7% 4.1k 72.34
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Tal Education Group Sponsored Ads (TAL) 0.1 $297k 26k 11.35
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Garmin SHS (GRMN) 0.1 $292k 2.0k 148.87
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Medtronic SHS (MDT) 0.1 $288k NEW 3.3k 87.15
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Campbell Soup Company (CPB) 0.1 $287k -6% 6.5k 44.45
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Rio Tinto Sponsored Adr (RIO) 0.1 $286k +20% 4.5k 63.74
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Nike CL B (NKE) 0.1 $284k +7% 3.0k 93.98
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Cibc Cad (CM) 0.1 $282k 5.6k 50.72
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Shinhan Financial Group Co L Spn Adr Restrd (SHG) 0.1 $281k +2% 7.9k 35.49
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Micron Technology (MU) 0.1 $281k NEW 2.4k 117.89
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Lowe's Companies (LOW) 0.1 $281k 1.1k 254.73
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Pioneer Natural Resources (PXD) 0.1 $280k +3% 1.1k 262.50
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Kraft Heinz (KHC) 0.1 $279k +14% 7.5k 36.90
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Deere & Company (DE) 0.1 $272k +31% 662.00 410.74
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Trane Technologies SHS (TT) 0.1 $270k 900.00 300.20
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Keysight Technologies (KEYS) 0.1 $269k -4% 1.7k 156.38
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Vale S A Sponsored Ads (VALE) 0.1 $266k +14% 22k 12.19
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Prologis (PLD) 0.1 $266k NEW 2.0k 130.22
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Boeing Company (BA) 0.1 $265k +27% 1.4k 192.99
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Moody's Corporation (MCO) 0.1 $265k 675.00 393.03
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Philip Morris International (PM) 0.1 $263k -5% 2.9k 91.62
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Sherwin-Williams Company (SHW) 0.1 $261k 752.00 347.33
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Ferguson SHS (FERG) 0.1 $259k 1.2k 218.43
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American Express Company (AXP) 0.1 $258k NEW 1.1k 227.69
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Xcel Energy (XEL) 0.1 $257k +25% 4.8k 53.75
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W.W. Grainger (GWW) 0.1 $253k 249.00 1017.30
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Check Point Software Tech Lt Ord (CHKP) 0.1 $251k +5% 1.5k 164.01
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $250k +3% 21k 11.77
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Vistra Energy (VST) 0.1 $248k NEW 3.6k 69.65
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Phillips 66 (PSX) 0.1 $248k NEW 1.5k 163.34
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Tenaris S A Sponsored Ads (TS) 0.1 $246k 6.3k 39.27
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Realty Income (O) 0.1 $246k NEW 4.5k 54.10
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Verisign (VRSN) 0.1 $245k +13% 1.3k 189.51
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Bristol Myers Squibb (BMY) 0.1 $245k -26% 4.5k 54.23
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Hormel Foods Corporation (HRL) 0.1 $244k NEW 7.0k 34.89
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Morgan Stanley Com New (MS) 0.1 $242k NEW 2.6k 94.16
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Applied Materials (AMAT) 0.1 $238k NEW 1.2k 206.23
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Ferrari Nv Ord (RACE) 0.1 $237k NEW 543.00 435.94
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Coca-cola Femsa Sab De Cv Sponsord Adr Rep (KOF) 0.1 $237k 2.4k 97.20
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James Hardie Inds Sponsored Adr (JHX) 0.1 $236k 5.8k 40.46
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Trip Com Group Ads (TCOM) 0.1 $236k -5% 5.4k 43.89
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Intuitive Surgical Com New (ISRG) 0.1 $236k NEW 591.00 399.09
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Becton, Dickinson and (BDX) 0.1 $236k -8% 952.00 247.45
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American Tower Reit (AMT) 0.1 $236k +6% 1.2k 197.59
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Target Corporation (TGT) 0.1 $235k NEW 1.3k 177.21
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Expeditors International of Washington (EXPD) 0.1 $235k NEW 1.9k 121.57
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Altria (MO) 0.1 $234k NEW 5.4k 43.62
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Smucker J M Com New (SJM) 0.1 $234k NEW 1.9k 125.87
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Us Bancorp Del Com New (USB) 0.1 $232k +2% 5.2k 44.70
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Diageo Spon Adr New (DEO) 0.1 $232k +11% 1.6k 148.74
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ConAgra Foods (CAG) 0.1 $225k -7% 7.6k 29.64
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PLDT Sponsored Adr (PHI) 0.1 $224k -3% 9.1k 24.66
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Ingersoll Rand (IR) 0.1 $223k NEW 2.3k 94.95
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $222k NEW 425.00 522.88
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Flowers Foods (FLO) 0.1 $220k +3% 9.2k 23.75
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FedEx Corporation (FDX) 0.1 $217k NEW 750.00 289.74
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Cintas Corporation (CTAS) 0.1 $216k NEW 314.00 687.03
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Canadian Pacific Kansas City (CP) 0.1 $209k NEW 2.4k 88.17
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Sanofi Sponsored Adr (SNY) 0.1 $209k 4.3k 48.60
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AFLAC Incorporated (AFL) 0.1 $208k NEW 2.4k 85.86
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Workday Cl A (WDAY) 0.1 $206k 754.00 272.75
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Neurocrine Biosciences (NBIX) 0.1 $205k NEW 1.5k 137.92
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Goldman Sachs (GS) 0.1 $205k NEW 490.00 417.69
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Truist Financial Corp equities (TFC) 0.1 $203k NEW 5.2k 38.98
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Bk Nova Cad (BNS) 0.1 $203k NEW 3.9k 51.78
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Turkcell Iletisim Hizmetleri Spon Adr New (TKC) 0.1 $175k +4% 34k 5.19
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Banco Santander Adr (SAN) 0.0 $138k 29k 4.84
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Nomura Hldgs Sponsored Adr (NMR) 0.0 $135k 21k 6.42
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Korea Elec Pwr Corp Sponsored Adr (KEP) 0.0 $120k 14k 8.33
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Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $114k 46k 2.47
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Algonquin Power & Utilities equs (AQN) 0.0 $103k +43% 16k 6.32
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Melco Resorts And Entmnt Adr (MLCO) 0.0 $93k 13k 7.21
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Sasol Sponsored Adr (SSL) 0.0 $90k NEW 12k 7.81
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Haleon Spon Ads (HLN) 0.0 $85k NEW 10k 8.49
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Rlx Technology Sponsored Ads (RLX) 0.0 $83k 43k 1.92
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Grupo Televisa S A B Spon Adr Rep Ord (TV) 0.0 $65k 20k 3.20
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Nio Spon Ads (NIO) 0.0 $62k NEW 14k 4.50
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $55k +3% 21k 2.59
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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