West Family Investments, Inc. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
West Family Investments, Inc. disclosed 367 US equity positions worth $383.2m in its Q2 2025 13F filing. The largest position was IAU at 7.5% of the reported book, followed by NVDA and MSFT. Against the Q1 2025 filing, it opened 0 new positions, added to 46 and reduced 1 among the top 50 holdings.
What did West Family Investments, Inc. own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | 7.5% | $28.6m | 455,804 | -7% | reduced | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 4.5% | $17.1m | 108,257 | 180% | added |
| 3 | MSFT MICROSOFT CORP | Technology | 4.3% | $16.4m | 33,050 | 49% | added |
| 4 | AAPL APPLE INC | Technology | 3.7% | $14.1m | 68,775 | 47% | added |
| 5 | TLT ISHARES TR | 3.5% | $13.5m | 122,410 | 11% | added | |
| 6 | SCHP SCHWAB STRATEGIC TR | 3.5% | $13.4m | 479,787 | 8% | added | |
| 7 | AMZN AMAZON COM INC | Consumer Cyclical | 2.4% | $9.4m | 42,737 | 48% | added |
| 8 | GOOGL ALPHABET INC | Communication Services | 2.2% | $8.4m | 47,497 | 53% | added |
| 9 | MBB ISHARES TR | 2.0% | $7.6m | 80,697 | 0% | held | |
| 10 | META META PLATFORMS INC | Communication Services | 1.8% | $7.1m | 9,586 | 126% | added |
| 11 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.7% | $6.6m | 29,285 | 57% | added |
| 12 | AVGO BROADCOM INC | Technology | 1.4% | $5.2m | 18,945 | 93% | added |
| 13 | JPM JPMORGAN CHASE & CO. | Financial Services | 1.1% | $4.4m | 15,150 | 53% | added |
| 14 | TSLA TESLA INC | Consumer Cyclical | 1.1% | $4.4m | 13,730 | 54% | added |
| 15 | BRK/B BERKSHIRE HATHAWAY INC DEL | 1.0% | $3.8m | 7,788 | 44% | added | |
| 16 | LLY ELI LILLY & CO | Healthcare | 0.9% | $3.4m | 4,395 | 193% | added |
| 17 | WMT WALMART INC | Consumer Defensive | 0.8% | $3.2m | 32,899 | 18% | added |
| 18 | V VISA INC | Financial Services | 0.8% | $3.1m | 8,788 | 52% | added |
| 19 | NFLX NETFLIX INC | Communication Services | 0.8% | $2.9m | 2,202 | 265% | added |
| 20 | MA MASTERCARD INCORPORATED | Financial Services | 0.7% | $2.7m | 4,864 | 65% | added |
| 21 | EXMOC EXXON MOBIL CORP | 0.7% | $2.7m | 25,298 | 88% | added | |
| 22 | VT VANGUARD INTL EQUITY INDEX F | 0.7% | $2.6m | 19,290 | 0% | held | |
| 23 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.6% | $2.5m | 15,426 | 40% | added |
| 24 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.6% | $2.3m | 2,306 | 261% | added |
| 25 | CSCO CISCO SYS INC | Technology | 0.6% | $2.2m | 32,237 | 35% | added |
| 26 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.6% | $2.2m | 47,872 | -0% | held |
| 27 | SAP SAP SE | Technology | 0.5% | $2.1m | 6,893 | 239% | added |
| 28 | JNJ JOHNSON & JOHNSON | Healthcare | 0.5% | $2.0m | 12,934 | 10% | added |
| 29 | HDB HDFC BANK LTD | Financial Services | 0.5% | $2.0m | 25,494 | 54% | added |
| 30 | RSG REPUBLIC SVCS INC | Industrials | 0.5% | $1.9m | 7,902 | 78% | added |
| 31 | MCD MCDONALDS CORP | Consumer Cyclical | 0.5% | $1.9m | 6,359 | 30% | added |
| 32 | ABBV ABBVIE INC | Healthcare | 0.5% | $1.8m | 9,960 | 40% | added |
| 33 | IBN ICICI BANK LIMITED | Financial Services | 0.5% | $1.8m | 53,802 | 14% | added |
| 34 | WM WASTE MGMT INC DEL | Industrials | 0.5% | $1.8m | 7,897 | 12% | added |
| 35 | KO COCA COLA CO | Consumer Defensive | 0.5% | $1.8m | 24,983 | 35% | added |
| 36 | SHEL SHELL PLC | Energy | 0.4% | $1.7m | 24,418 | 26% | added |
| 37 | WIT WIPRO LTD | Technology | 0.4% | $1.6m | 533,167 | 37% | added |
| 38 | MRK MERCK & CO INC | Healthcare | 0.4% | $1.6m | 19,796 | 19% | added |
| 39 | VZ VERIZON COMMUNICATIONS INC | Communication Services | 0.4% | $1.6m | 36,172 | 27% | added |
| 40 | ASML ASML HOLDING N V | Technology | 0.4% | $1.6m | 1,939 | 49% | added |
| 41 | NVS NOVARTIS AG | Healthcare | 0.4% | $1.5m | 12,766 | 28% | added |
| 42 | IBM INTERNATIONAL BUSINESS MACHS | Technology | 0.4% | $1.5m | 5,183 | 39% | added |
| 43 | ORCL ORACLE CORP | Technology | 0.4% | $1.5m | 6,847 | 26% | added |
| 44 | PM PHILIP MORRIS INTL INC | Consumer Defensive | 0.4% | $1.5m | 8,154 | 47% | added |
| 45 | NVO NOVO-NORDISK A S | Healthcare | 0.4% | $1.5m | 21,362 | 35% | added |
| 46 | TMUS T-MOBILE US INC | Communication Services | 0.4% | $1.5m | 6,163 | 15% | added |
| 47 | KR KROGER CO | Consumer Defensive | 0.4% | $1.4m | 20,193 | 9% | added |
| 48 | UMC UNITED MICROELECTRONICS CORP | Technology | 0.4% | $1.4m | 187,696 | 37% | added |
| 49 | MCK MCKESSON CORP | Healthcare | 0.4% | $1.4m | 1,945 | 36% | added |
| 50 | INFY INFOSYS LTD | Technology | 0.4% | $1.4m | 76,813 | 29% | added |
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.