West Family Investments, Inc. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
West Family Investments, Inc. disclosed 272 US equity positions worth $265.5m in its Q1 2025 13F filing. The largest position was IAU at 11.0% of the reported book, followed by SCHP and TLT. Against the Q4 2024 filing, it opened 0 new positions, added to 13 and reduced 21 among the top 50 holdings.
What did West Family Investments, Inc. own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | 11.0% | $29.1m | 491,046 | -8% | reduced | |
| 2 | SCHP SCHWAB STRATEGIC TR | 4.7% | $12.4m | 443,227 | 4% | added | |
| 3 | TLT ISHARES TR | 4.7% | $12.4m | 109,868 | -7% | reduced | |
| 4 | AAPL APPLE INC | Technology | 3.9% | $10.4m | 46,853 | 4% | added |
| 5 | LGO LARGO INC | 3.4% | $9.0m | 5,572,637 | 0% | held | |
| 6 | MSFT MICROSOFT CORP | Technology | 3.1% | $8.3m | 22,230 | 2% | added |
| 7 | MBB ISHARES TR | 2.9% | $7.6m | 80,697 | -0% | held | |
| 8 | EXE EXPAND ENERGY CORPORATION | Energy | 2.1% | $5.6m | 50,000 | 0% | held |
| 9 | EQT EQT CORP | Energy | 2.1% | $5.5m | 103,500 | 0% | held |
| 10 | AMZN AMAZON COM INC | Consumer Cyclical | 2.1% | $5.5m | 28,939 | 1% | added |
| 11 | GOOGL ALPHABET INC | Communication Services | 1.8% | $4.8m | 31,080 | -7% | reduced |
| 12 | NVDA NVIDIA CORPORATION | Technology | 1.6% | $4.2m | 38,621 | -49% | reduced |
| 13 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.2% | $3.1m | 18,627 | -12% | reduced |
| 14 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.1% | $2.9m | 5,423 | -1% | reduced | |
| 15 | META META PLATFORMS INC | Communication Services | 0.9% | $2.4m | 4,233 | -37% | reduced |
| 16 | WMT WALMART INC | Consumer Defensive | 0.9% | $2.4m | 27,788 | -2% | reduced |
| 17 | JPM JPMORGAN CHASE & CO. | Financial Services | 0.9% | $2.4m | 9,878 | -1% | reduced |
| 18 | VT VANGUARD INTL EQUITY INDEX F | 0.9% | $2.3m | 19,290 | -4% | reduced | |
| 19 | TSLA TESLA INC | Consumer Cyclical | 0.9% | $2.3m | 8,896 | 0% | held |
| 20 | V VISA INC | Financial Services | 0.8% | $2.0m | 5,763 | 3% | added |
| 21 | UNH UNITEDHEALTH GROUP INC | Healthcare | 0.8% | $2.0m | 3,824 | 6% | added |
| 22 | GDXJ VANECK ETF TRUST | 0.7% | $2.0m | 34,500 | 0% | held | |
| 23 | JNJ JOHNSON & JOHNSON | Healthcare | 0.7% | $2.0m | 11,803 | 9% | added |
| 24 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.7% | $1.9m | 48,013 | 4% | added |
| 25 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.7% | $1.9m | 11,037 | -6% | reduced |
| 26 | AVGO BROADCOM INC | Technology | 0.6% | $1.6m | 9,801 | -27% | reduced |
| 27 | WM WASTE MGMT INC DEL | Industrials | 0.6% | $1.6m | 7,038 | 0% | held |
| 28 | CVS CVS HEALTH CORP | Healthcare | 0.6% | $1.6m | 23,924 | 5% | added |
| 29 | MA MASTERCARD INCORPORATED | Financial Services | 0.6% | $1.6m | 2,949 | 0% | held |
| 30 | EXMOC EXXON MOBIL CORP | 0.6% | $1.6m | 13,465 | -1% | reduced | |
| 31 | MCD MCDONALDS CORP | Consumer Cyclical | 0.6% | $1.5m | 4,886 | 0% | held |
| 32 | MRK MERCK & CO INC | Healthcare | 0.6% | $1.5m | 16,685 | 3% | added |
| 33 | IBN ICICI BANK LIMITED | Financial Services | 0.6% | $1.5m | 47,402 | -12% | reduced |
| 34 | ABBV ABBVIE INC | Healthcare | 0.6% | $1.5m | 7,098 | 0% | held |
| 35 | CSCO CISCO SYS INC | Technology | 0.6% | $1.5m | 23,796 | 0% | held |
| 36 | TMUS T-MOBILE US INC | Communication Services | 0.5% | $1.4m | 5,369 | -9% | reduced |
| 37 | SHEL SHELL PLC | Energy | 0.5% | $1.4m | 19,373 | -2% | reduced |
| 38 | KO COCA COLA CO | Consumer Defensive | 0.5% | $1.3m | 18,495 | 17% | added |
| 39 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.5% | $1.3m | 28,552 | 9% | added |
| 40 | KR KROGER CO | Consumer Defensive | 0.5% | $1.3m | 18,564 | 0% | held |
| 41 | LLY ELI LILLY & CO | Healthcare | 0.5% | $1.2m | 1,498 | -67% | reduced |
| 42 | PEP PEPSICO INC | Consumer Defensive | 0.5% | $1.2m | 8,196 | -12% | reduced |
| 43 | MRSH MARSH & MCLENNAN COS INC | Financial Services | 0.4% | $1.2m | 4,878 | 0% | held |
| 44 | WIT WIPRO LTD | Technology | 0.4% | $1.2m | 388,195 | -3% | reduced |
| 45 | NVS NOVARTIS AG | Healthcare | 0.4% | $1.1m | 10,009 | 0% | held |
| 46 | HDB HDFC BANK LTD | Financial Services | 0.4% | $1.1m | 16,589 | -11% | reduced |
| 47 | NVO NOVO-NORDISK A S | Healthcare | 0.4% | $1.1m | 15,871 | -22% | reduced |
| 48 | INFY INFOSYS LTD | Technology | 0.4% | $1.1m | 59,338 | 12% | added |
| 49 | GILD GILEAD SCIENCES INC | Healthcare | 0.4% | $1.1m | 9,639 | 0% | held |
| 50 | T AT&T INC | Communication Services | 0.4% | $1.1m | 37,961 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.