West Family Investments, Inc. Top Holdings and 13F Report (2025)

About West Family Investments, Inc.

Investment Activity

West Family Investments, Inc. has $265.55 million in total holdings as of March 31, 2025.
West Family Investments, Inc. owns shares of 272 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 3.80% of the portfolio was purchased this quarter.
About 15.28% of the portfolio was sold this quarter.
This quarter, West Family Investments, Inc. has purchased 284 new stocks and bought additional shares in 54 stocks.
West Family Investments, Inc. sold shares of 113 stocks and completely divested from 41 stocks this quarter.

Largest Holdings

iShares Gold Trust: $29,082,433
Schwab U.S. TIPS ETF: $12,420,948
iShares 20+ Year Treasury Bond ETF: $12,386,270
Apple: $10,407,457
Largo: $8,971,946

Largest New Holdings this Quarter

717081103 - Pfizer: $358,586 Holding
494368103 - Kimberly-Clark: $334,217 Holding
49271V100 - Keurig Dr Pepper: $312,258 Holding
759530108 - Relx: $300,746 Holding
45866F104 - Intercontinental Exchange: $298,253 Holding

Largest Purchases this Quarter

Schwab U.S. TIPS ETF: 16,305 shares (about $456.93K)
Apple: 1,644 shares (about $365.18K)
Pfizer: 14,151 shares (about $358.59K)
Kimberly-Clark: 2,350 shares (about $334.22K)
Keurig Dr Pepper: 9,125 shares (about $312.26K)

Largest Sales this Quarter

NVIDIA: 36,950 shares (about $4.00M)
iShares Gold Trust: 43,733 shares (about $2.59M)
Eli Lilly and Company: 3,053 shares (about $2.52M)
Meta Platforms: 2,510 shares (about $1.45M)
Costco Wholesale: 1,338 shares (about $1.27M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IAU iShares Gold Trust	$29,082,433	$2,590,108 ▼	-8.2%	491,046	11.0%	Finance
SCHP Schwab U.S. TIPS ETF	$12,420,948	$456,930 ▲	3.8%	443,227	4.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$12,386,270	$947,448 ▼	-7.1%	109,868	4.7%	ETF
AAPL Apple	$10,407,457	$365,182 ▲	3.6%	46,853	3.9%	Computer and Technology
LGO Largo	$8,971,946		0.0%	5,572,637	3.4%	Energy
MSFT Microsoft	$8,344,920	$194,827 ▲	2.4%	22,230	3.1%	Computer and Technology
MBB iShares MBS ETF	$7,601,619	$34,006 ▼	-0.4%	80,697	2.9%	ETF
CHK Chesapeake Energy	$5,566,000		0.0%	50,000	2.1%	Energy
EQT EQT	$5,530,005		0.0%	103,500	2.1%	Energy
AMZN Amazon.com	$5,505,934	$34,818 ▲	0.6%	28,939	2.1%	Retail/Wholesale
GOOGL Alphabet	$4,806,211	$349,641 ▼	-6.8%	31,080	1.8%	Computer and Technology
NVDA NVIDIA	$4,185,744	$4,004,641 ▼	-48.9%	38,621	1.6%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$3,092,082	$408,858 ▼	-11.7%	18,627	1.2%	Computer and Technology
BRK.B Berkshire Hathaway	$2,888,181	$38,878 ▼	-1.3%	5,423	1.1%	Finance
META Meta Platforms	$2,439,732	$1,446,664 ▼	-37.2%	4,233	0.9%	Computer and Technology
WMT Walmart	$2,439,509	$39,154 ▼	-1.6%	27,788	0.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$2,423,073	$19,133 ▼	-0.8%	9,878	0.9%	Finance
VT Vanguard Total World Stock ETF	$2,327,232	$93,620 ▼	-3.9%	19,290	0.9%	ETF
TSLA Tesla	$2,305,487		0.0%	8,896	0.9%	Auto/Tires/Trucks
V Visa	$2,019,701	$55,723 ▲	2.8%	5,763	0.8%	Business Services
UNH UnitedHealth Group	$2,002,820	$110,511 ▲	5.8%	3,824	0.8%	Medical
GDXJ VanEck Junior Gold Miners ETF	$1,973,400		0.0%	34,500	0.7%	ETF
JNJ Johnson & Johnson	$1,957,410	$167,167 ▲	9.3%	11,803	0.7%	Medical
CHT Chunghwa Telecom	$1,882,590	$69,715 ▲	3.8%	48,013	0.7%	Utilities
PG Procter & Gamble	$1,880,926	$112,307 ▼	-5.6%	11,037	0.7%	Consumer Staples
AVGO Broadcom	$1,640,981	$607,101 ▼	-27.0%	9,801	0.6%	Computer and Technology
WM Waste Management	$1,629,367		0.0%	7,038	0.6%	Business Services
CVS CVS Health	$1,620,851	$82,113 ▲	5.3%	23,924	0.6%	Medical
MA Mastercard	$1,616,406		0.0%	2,949	0.6%	Business Services
XOM Exxon Mobil	$1,601,392	$24,024 ▼	-1.5%	13,465	0.6%	Energy
MCD McDonald's	$1,526,240	$3,124 ▲	0.2%	4,886	0.6%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,497,646	$39,405 ▲	2.7%	16,685	0.6%	Medical
IBN ICICI Bank	$1,494,111	$201,728 ▼	-11.9%	47,402	0.6%	Finance
ABBV AbbVie	$1,487,173	$629 ▲	0.0%	7,098	0.6%	Medical
CSCO Cisco Systems	$1,468,451		0.0%	23,796	0.6%	Computer and Technology
TMUS T-Mobile US	$1,431,966	$143,223 ▼	-9.1%	5,369	0.5%	Computer and Technology
SHEL Shell	$1,419,653	$31,144 ▼	-2.1%	19,373	0.5%	Energy
KO Coca-Cola	$1,324,612	$196,310 ▲	17.4%	18,495	0.5%	Consumer Staples
VZ Verizon Communications	$1,295,119	$109,045 ▲	9.2%	28,552	0.5%	Computer and Technology
KR Kroger	$1,256,597		0.0%	18,564	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$1,237,213	$2,521,503 ▼	-67.1%	1,498	0.5%	Medical
PEP PepsiCo	$1,228,908	$170,332 ▼	-12.2%	8,196	0.5%	Consumer Staples
MMC Marsh & McLennan Companies	$1,190,378		0.0%	4,878	0.4%	Finance
WIT Wipro	$1,187,877	$36,876 ▼	-3.0%	388,195	0.4%	Computer and Technology
NVS Novartis	$1,115,803		0.0%	10,009	0.4%	Medical
HDB HDFC Bank	$1,102,173	$140,853 ▼	-11.3%	16,589	0.4%	Finance
NVO Novo Nordisk A/S	$1,102,082	$312,619 ▼	-22.1%	15,871	0.4%	Medical
INFY Infosys	$1,082,919	$119,246 ▲	12.4%	59,338	0.4%	Computer and Technology
GILD Gilead Sciences	$1,080,050		0.0%	9,639	0.4%	Medical
T AT&T	$1,073,537		0.0%	37,961	0.4%	Computer and Technology
RSG Republic Services	$1,072,284	$713,645 ▼	-40.0%	4,428	0.4%	Business Services
AZN AstraZeneca	$1,033,998		0.0%	14,068	0.4%	Medical
ED Consolidated Edison	$1,022,405	$3,539 ▲	0.3%	9,245	0.4%	Utilities
UMC United Microelectronics	$977,913	$1,516 ▼	-0.2%	136,771	0.4%	Computer and Technology
MCK McKesson	$960,357	$251,698 ▼	-20.8%	1,427	0.4%	Medical
SO Southern	$942,763	$75,583 ▲	8.7%	10,253	0.4%	Utilities
LINDE PLC	$938,265		0.0%	2,015	0.4%	SHS
IBM International Business Machines	$927,004	$2,238 ▲	0.2%	3,728	0.3%	Computer and Technology
CB Chubb	$916,238	$80,027 ▲	9.6%	3,034	0.3%	Finance
BABA Alibaba Group	$880,520	$106,577 ▲	13.8%	6,659	0.3%	Retail/Wholesale
PM Philip Morris International	$879,523	$94,127 ▲	12.0%	5,541	0.3%	Consumer Staples
COR Cencora	$869,866	$84,817 ▼	-8.9%	3,128	0.3%	Medical
ASML ASML	$859,431		0.0%	1,297	0.3%	Computer and Technology
RDY Dr. Reddy's Laboratories	$852,061	$162,725 ▼	-16.0%	64,599	0.3%	Medical
ROP Roper Technologies	$844,279	$156,828 ▲	22.8%	1,432	0.3%	Computer and Technology
DUK Duke Energy	$809,393	$47,202 ▼	-5.5%	6,636	0.3%	Utilities
HD Home Depot	$803,346	$209,632 ▼	-20.7%	2,192	0.3%	Retail/Wholesale
WCN Waste Connections	$800,279		0.0%	4,100	0.3%	Business Services
BAC Bank of America	$793,955	$68,479 ▼	-7.9%	19,026	0.3%	Finance
CVX Chevron	$778,233	$9,034 ▼	-1.1%	4,652	0.3%	Energy
ABT Abbott Laboratories	$768,574	$90,202 ▲	13.3%	5,794	0.3%	Medical
ACWV iShares MSCI Global Min Vol Factor ETF	$765,016	$207,645 ▼	-21.3%	5,169	0.3%	ETF
ORCL Oracle	$758,329	$12,723 ▼	-1.7%	5,424	0.3%	Computer and Technology
CRM Salesforce	$755,702		0.0%	2,816	0.3%	Computer and Technology
WFC Wells Fargo & Company	$741,662	$12,922 ▼	-1.7%	10,331	0.3%	Finance
REGN Regeneron Pharmaceuticals	$721,120		0.0%	1,137	0.3%	Medical
TRI Thomson Reuters	$715,482	$2,592 ▼	-0.4%	4,141	0.3%	Business Services
APH Amphenol	$697,025	$36,534 ▲	5.5%	10,627	0.3%	Computer and Technology
RTX RTX	$683,759		0.0%	5,162	0.3%	Aerospace
SONY Sony Group	$678,548		0.0%	26,725	0.3%	Consumer Staples
HSBC HSBC	$674,228	$28,543 ▼	-4.1%	11,740	0.3%	Finance
MSI Motorola Solutions	$670,287	$573,531 ▼	-46.1%	1,531	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$653,537	$632,205 ▼	-49.2%	1,348	0.2%	Medical
NOC Northrop Grumman	$607,756		0.0%	1,187	0.2%	Aerospace
COST Costco Wholesale	$604,353	$1,265,453 ▼	-67.7%	639	0.2%	Retail/Wholesale
CMCSA Comcast	$597,632	$47,564 ▲	8.6%	16,196	0.2%	Consumer Discretionary
ACN Accenture	$595,060	$7,489 ▲	1.3%	1,907	0.2%	Computer and Technology
RY Royal Bank of Canada	$586,820		0.0%	5,206	0.2%	Finance
AON AON	$585,066		0.0%	1,466	0.2%	Finance
AMGN Amgen	$582,287	$81,003 ▼	-12.2%	1,869	0.2%	Medical
NOW ServiceNow	$570,036	$100,314 ▼	-15.0%	716	0.2%	Computer and Technology
CME CME Group	$568,516	$13,264 ▲	2.4%	2,143	0.2%	Finance
TM Toyota Motor	$562,601	$116,686 ▼	-17.2%	3,187	0.2%	Auto/Tires/Trucks
NFLX Netflix	$562,316	$1,022,986 ▼	-64.5%	603	0.2%	Consumer Discretionary
UL Unilever	$560,604	$4,764 ▲	0.9%	9,414	0.2%	Consumer Staples
CAT Caterpillar	$548,128	$5,936 ▼	-1.1%	1,662	0.2%	Industrials
SPGI S&P Global	$546,716	$42,172 ▲	8.4%	1,076	0.2%	Business Services
SAP SAP	$546,007	$1,103,288 ▼	-66.9%	2,034	0.2%	Computer and Technology
MFC Manulife Financial	$543,318		0.0%	17,442	0.2%	Finance
HSY Hershey	$536,008	$22,747 ▼	-4.1%	3,134	0.2%	Consumer Staples

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

West Family Investments, Inc. Top Holdings and 13F Report (2025)

About West Family Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

West Family Investments, Inc. Top Holdings and 13F Report (2025)

About West Family Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Family Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools