West Family Investments, Inc. Top Holdings and 13F Report (2025) About West Family Investments, Inc.Investment ActivityWest Family Investments, Inc. has $383.18 million in total holdings as of June 30, 2025.West Family Investments, Inc. owns shares of 368 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 34.16% of the portfolio was purchased this quarter.About 1.51% of the portfolio was sold this quarter.This quarter, West Family Investments, Inc. has purchased 272 new stocks and bought additional shares in 220 stocks.West Family Investments, Inc. sold shares of 19 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Gold Trust $28,561,628NVIDIA $17,103,523Microsoft $16,439,401Apple $14,110,567iShares 20+ Year Treasury Bond ETF $13,529,078 Largest New Holdings this Quarter 040413205 - ARISTA NETWORKS INC $847,945 Holding36828A101 - GE VERNOVA INC $639,213 Holding14040H105 - Capital One Financial $605,089 Holding92840M102 - Vistra $565,344 Holding05946K101 - Banco Bilbao Viscaya Argentaria $532,893 Holding Largest Purchases this Quarter NVIDIA 69,636 shares (about $11.00M)Microsoft 10,820 shares (about $5.38M)Apple 21,922 shares (about $4.50M)Meta Platforms 5,353 shares (about $3.95M)Amazon.com 13,798 shares (about $3.03M) Largest Sales this Quarter iShares Gold Trust 35,242 shares (about $2.21M)PepsiCo 4,089 shares (about $539.91K)Lockheed Martin 214 shares (about $99.11K)EOG Resources 784 shares (about $93.77K)UBS Group 2,724 shares (about $92.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Family Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$28,561,628$2,208,337 ▼-7.2%455,8047.5%FinanceNVDANVIDIA$17,103,523$11,001,791 ▲180.3%108,2574.5%Computer and TechnologyMSFTMicrosoft$16,439,401$5,381,976 ▲48.7%33,0504.3%Computer and TechnologyAAPLApple$14,110,567$4,497,737 ▲46.8%68,7753.7%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$13,529,078$1,386,175 ▲11.4%122,4103.5%ETFSCHPSchwab U.S. TIPS ETF$13,351,419$1,017,385 ▲8.2%479,7873.5%ETFAMZNAmazon.com$9,376,070$3,027,143 ▲47.7%42,7372.4%Retail/WholesaleGOOGLAlphabet$8,370,396$2,893,168 ▲52.8%47,4972.2%Computer and TechnologyMBBiShares MBS ETF$7,610,5360.0%80,6972.0%ETFMETAMeta Platforms$7,075,331$3,950,996 ▲126.5%9,5861.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$6,632,760$2,413,931 ▲57.2%29,2851.7%Computer and TechnologyAVGOBroadcom$5,222,189$2,520,543 ▲93.3%18,9451.4%Computer and TechnologyJPMJPMorgan Chase & Co.$4,392,137$1,528,406 ▲53.4%15,1501.1%FinanceTSLATesla$4,361,472$1,535,569 ▲54.3%13,7301.1%Auto/Tires/TrucksBRK.BBerkshire Hathaway$3,783,177$1,148,846 ▲43.6%7,7881.0%FinanceLLYEli Lilly and Company$3,426,034$2,258,298 ▲193.4%4,3950.9%MedicalWMTWalmart$3,216,864$499,754 ▲18.4%32,8990.8%Retail/WholesaleVVisa$3,120,179$1,074,026 ▲52.5%8,7880.8%Business ServicesNFLXNetflix$2,948,764$2,141,269 ▲265.2%2,2020.8%Consumer DiscretionaryMAMastercard$2,733,276$1,076,115 ▲64.9%4,8640.7%Business ServicesXOMExxon Mobil$2,727,124$1,275,597 ▲87.9%25,2980.7%EnergyVTVanguard Total World Stock ETF$2,583,2520.0%19,2900.7%ETFPGProcter & Gamble$2,457,670$699,255 ▲39.8%15,4260.6%Consumer StaplesCOSTCostco Wholesale$2,282,802$1,650,230 ▲260.9%2,3060.6%Retail/WholesaleCSCOCisco Systems$2,236,603$585,637 ▲35.5%32,2370.6%Computer and TechnologyCHTChunghwa Telecom$2,231,314$6,572 ▼-0.3%47,8720.6%UtilitiesSAPSAP$2,096,161$1,477,622 ▲238.9%6,8930.5%Computer and TechnologyJNJJohnson & Johnson$1,975,669$172,760 ▲9.6%12,9340.5%MedicalHDBHDFC Bank$1,954,625$682,746 ▲53.7%25,4940.5%FinanceRSGRepublic Services$1,948,712$856,723 ▲78.5%7,9020.5%Business ServicesMCDMcDonald's$1,857,909$430,366 ▲30.1%6,3590.5%Retail/WholesaleABBVAbbVie$1,848,775$531,244 ▲40.3%9,9600.5%MedicalIBNICICI Bank$1,809,899$215,296 ▲13.5%53,8020.5%FinanceWMWaste Management$1,806,992$196,556 ▲12.2%7,8970.5%Business ServicesKOCocaCola$1,767,547$459,026 ▲35.1%24,9830.5%Consumer StaplesSHELShell$1,719,271$355,218 ▲26.0%24,4180.4%EnergyWITWipro$1,610,164$437,815 ▲37.3%533,1670.4%Computer and TechnologyMRKMerck & Co., Inc.$1,567,051$246,267 ▲18.6%19,7960.4%MedicalVZVerizon Communications$1,565,162$329,717 ▲26.7%36,1720.4%Computer and TechnologyASMLASML$1,553,895$514,492 ▲49.5%1,9390.4%Computer and TechnologyNVSNovartis$1,544,814$333,625 ▲27.5%12,7660.4%MedicalIBMInternational Business Machines$1,527,845$428,905 ▲39.0%5,1830.4%Computer and TechnologyORCLOracle$1,496,960$311,111 ▲26.2%6,8470.4%Computer and TechnologyPMPhilip Morris International$1,485,088$475,906 ▲47.2%8,1540.4%Consumer StaplesNVONovo Nordisk A/S$1,474,405$378,989 ▲34.6%21,3620.4%MedicalTMUST-Mobile US$1,468,396$189,178 ▲14.8%6,1630.4%Computer and TechnologyKRKroger$1,448,444$116,848 ▲8.8%20,1930.4%Retail/WholesaleUMCUnited Microelectronics$1,435,874$389,576 ▲37.2%187,6960.4%Computer and TechnologyMCKMcKesson$1,425,257$379,580 ▲36.3%1,9450.4%MedicalINFYAmerican Noble Gas$1,423,345$323,812 ▲29.4%76,8130.4%Computer and TechnologyMSIMotorola Solutions$1,419,053$775,329 ▲120.4%3,3750.4%Computer and TechnologyHSBCHSBC$1,389,052$675,377 ▲94.6%22,8500.4%FinanceTAT&T$1,369,672$271,081 ▲24.7%47,3280.4%Computer and TechnologyLINDE PLC$1,364,375$418,978 ▲44.3%2,9080.4%SHSAPHAmphenol$1,354,751$305,335 ▲29.1%13,7190.4%Computer and TechnologyGILDGilead Sciences$1,352,281$283,605 ▲26.5%12,1970.4%MedicalBACBank of America$1,345,639$445,329 ▲49.5%28,4370.4%FinanceCVXChevron$1,342,263$676,143 ▲101.5%9,3740.4%EnergyWFCWells Fargo & Company$1,339,687$511,967 ▲61.9%16,7210.3%FinanceAZNAstraZeneca$1,336,036$352,964 ▲35.9%19,1190.3%MedicalUNHUnitedHealth Group$1,331,800$138,827 ▲11.6%4,2690.3%MedicalRDYDr. Reddy's Laboratories$1,331,132$360,209 ▲37.1%88,5650.3%MedicalHDHome Depot$1,330,903$527,228 ▲65.6%3,6300.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$1,318,487$521,697 ▲65.5%9,6720.3%CL AABTAbbott Laboratories$1,291,279$503,237 ▲63.9%9,4940.3%MedicalMMCMarsh & McLennan Companies$1,280,793$214,267 ▲20.1%5,8580.3%FinanceBABAAlibaba Group$1,168,577$413,380 ▲54.7%10,3040.3%Retail/WholesaleSOSouthern$1,142,365$200,832 ▲21.3%12,4400.3%UtilitiesCORCencora$1,126,836$188,905 ▲20.1%3,7580.3%MedicalAZOAutoZone$1,083,971$746,158 ▲220.9%2920.3%Retail/WholesaleMUMicron Technology$1,059,457$706,469 ▲200.1%8,5960.3%Computer and TechnologyCRMSalesforce$1,056,946$289,051 ▲37.6%3,8760.3%Computer and TechnologyVRTXVertex Pharmaceuticals$1,052,008$451,878 ▲75.3%2,3630.3%MedicalRTXRTX$1,051,198$297,443 ▲39.5%7,1990.3%AerospaceEDConsolidated Edison$1,041,332$113,596 ▲12.2%10,3770.3%UtilitiesCBChubb$1,027,347$148,337 ▲16.9%3,5460.3%FinanceGEGE Aerospace$1,022,096$499,594 ▲95.6%3,9710.3%AerospaceDUKDuke Energy$980,934$197,886 ▲25.3%8,3130.3%UtilitiesNOWServiceNow$972,564$236,458 ▲32.1%9460.3%Computer and TechnologyLGOLargo$954,7940.0%5,572,6370.2%EnergyKBKB Financial Group$948,629$162,455 ▲20.7%11,4860.2%FinanceQCOMQUALCOMM$943,456$505,491 ▲115.4%5,9240.2%Computer and TechnologyWCNWaste Connections$942,002$176,450 ▲23.0%5,0450.2%Business ServicesSHOPShopify$932,259$681,719 ▲272.1%8,0820.2%Computer and TechnologyBKNGBooking$932,068$399,458 ▲75.0%1610.2%Retail/WholesaleRYRoyal Bank Of Canada$913,878$229,029 ▲33.4%6,9470.2%FinanceMUFGMitsubishi UFJ Financial Group$901,980$646,116 ▲252.5%65,7420.2%FinanceGSThe Goldman Sachs Group$892,473$481,270 ▲117.0%1,2610.2%FinanceSONYSony$880,933$185,281 ▲26.6%33,8430.2%Consumer DiscretionaryPGRProgressive$876,368$415,501 ▲90.2%3,2840.2%FinanceWFWoori Bank$875,944$262,773 ▲42.9%17,6140.2%FinanceTRIThomson Reuters$856,814$23,934 ▲2.9%4,2600.2%Business ServicesLAM RESEARCH CORP$855,716$333,000 ▲63.7%8,7910.2%COM NEWARISTA NETWORKS INC$847,945$847,945 ▲New Holding8,2880.2%COM SHSCCitigroup$846,178$249,487 ▲41.8%9,9410.2%Financial ServicesCATCaterpillar$839,310$194,105 ▲30.1%2,1620.2%IndustrialsTJXTJX Companies$835,904$317,863 ▲61.4%6,7690.2%Retail/WholesaleCMECME Group$833,751$243,097 ▲41.2%3,0250.2%FinanceULUnilever$827,018$251,164 ▲43.6%13,5200.2%Consumer StaplesHONHoneywell International$809,957$296,456 ▲57.7%3,4780.2%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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