West Family Investments, Inc. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
West Family Investments, Inc. disclosed 378 US equity positions worth $447.8m in its Q3 2025 13F filing. The largest position was IAU at 7.4% of the reported book, followed by NVDA and AAPL. Against the Q2 2025 filing, it opened 1 new position, added to 33 and reduced 5 among the top 50 holdings.
What did West Family Investments, Inc. own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IAU ISHARES GOLD TR | 7.4% | $33.3m | 455,786 | -0% | held | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 4.6% | $20.8m | 111,533 | 3% | added |
| 3 | AAPL APPLE INC | Technology | 4.0% | $17.8m | 69,921 | 2% | added |
| 4 | MSFT MICROSOFT CORP | Technology | 3.9% | $17.5m | 33,861 | 2% | added |
| 5 | TLT ISHARES TR | 3.1% | $13.8m | 122,410 | 0% | held | |
| 6 | SCHP SCHWAB STRATEGIC TR | 3.1% | $13.7m | 486,068 | 1% | added | |
| 7 | GOOGL ALPHABET INC | Communication Services | 2.6% | $11.7m | 48,211 | 2% | added |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 2.1% | $9.6m | 43,836 | 3% | added |
| 9 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1.9% | $8.4m | 30,078 | 3% | added |
| 10 | MBB ISHARES TR | 1.7% | $7.7m | 80,697 | 0% | held | |
| 11 | META META PLATFORMS INC | Communication Services | 1.6% | $7.2m | 9,809 | 2% | added |
| 12 | LGO LARGO INC | 1.5% | $6.6m | 4,371,571 | -22% | reduced | |
| 13 | AVGO BROADCOM INC | Technology | 1.5% | $6.5m | 19,835 | 5% | added |
| 14 | TSLA TESLA INC | Consumer Cyclical | 1.4% | $6.3m | 14,142 | 3% | added |
| 15 | EQT EQT CORP | Energy | 1.3% | $5.8m | 106,510 | 0% | held |
| 16 | EXE EXPAND ENERGY CORPORATION | Energy | 1.2% | $5.3m | 50,000 | 0% | held |
| 17 | JPM JPMORGAN CHASE & CO. | Financial Services | 1.1% | $4.8m | 15,288 | 1% | added |
| 18 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.9% | $3.9m | 7,795 | 0% | held | |
| 19 | GDXJ VANECK ETF TRUST | 0.8% | $3.4m | 34,500 | 0% | held | |
| 20 | LLY ELI LILLY & CO | Healthcare | 0.8% | $3.4m | 4,421 | 1% | added |
| 21 | WMT WALMART INC | Consumer Defensive | 0.7% | $3.4m | 32,528 | -1% | reduced |
| 22 | V VISA INC | Financial Services | 0.7% | $3.0m | 8,844 | 1% | added |
| 23 | HTFL HEARTFLOW INC | Healthcare | 0.7% | $3.0m | 87,773 | – | new |
| 24 | EXMOC EXXON MOBIL CORP | 0.7% | $2.9m | 25,938 | 3% | added | |
| 25 | MA MASTERCARD INCORPORATED | Financial Services | 0.6% | $2.8m | 4,908 | 1% | added |
| 26 | VT VANGUARD INTL EQUITY INDEX F | 0.6% | $2.8m | 19,288 | -0% | held | |
| 27 | JNJ JOHNSON & JOHNSON | Healthcare | 0.6% | $2.7m | 14,803 | 14% | added |
| 28 | NFLX NETFLIX INC | Communication Services | 0.6% | $2.6m | 2,151 | -2% | reduced |
| 29 | PG PROCTER AND GAMBLE CO | Consumer Defensive | 0.5% | $2.4m | 15,643 | 1% | added |
| 30 | ABBV ABBVIE INC | Healthcare | 0.5% | $2.3m | 10,050 | 1% | added |
| 31 | CRSP CRISPR THERAPEUTICS AG | Healthcare | 0.5% | $2.3m | 35,500 | 0% | held |
| 32 | CSCO CISCO SYS INC | Technology | 0.5% | $2.2m | 32,640 | 1% | added |
| 33 | COST COSTCO WHSL CORP NEW | Consumer Defensive | 0.5% | $2.2m | 2,356 | 2% | added |
| 34 | CHT CHUNGHWA TELECOM CO LTD | Communication Services | 0.5% | $2.1m | 48,077 | 0% | held |
| 35 | ORCL ORACLE CORP | Technology | 0.5% | $2.1m | 7,375 | 8% | added |
| 36 | MCD MCDONALDS CORP | Consumer Cyclical | 0.4% | $2.0m | 6,527 | 3% | added |
| 37 | ASML ASML HOLDING N V | Technology | 0.4% | $1.9m | 1,960 | 1% | added |
| 38 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 0.4% | $1.9m | 10,441 | 1% | added |
| 39 | CVS CVS HEALTH CORP | Healthcare | 0.4% | $1.9m | 24,664 | 0% | held |
| 40 | PLTR PALANTIR TECHNOLOGIES INC | Technology | 0.4% | $1.8m | 10,096 | 4% | added |
| 41 | SHEL SHELL PLC | Energy | 0.4% | $1.8m | 24,921 | 2% | added |
| 42 | KO COCA COLA CO | Consumer Defensive | 0.4% | $1.8m | 26,670 | 7% | added |
| 43 | WM WASTE MGMT INC DEL | Industrials | 0.4% | $1.8m | 8,003 | 1% | added |
| 44 | HDB HDFC BANK LTD | Financial Services | 0.4% | $1.8m | 51,418 | 102% | added |
| 45 | SAP SAP SE | Technology | 0.4% | $1.7m | 6,516 | -5% | reduced |
| 46 | APH AMPHENOL CORP NEW | Technology | 0.4% | $1.7m | 13,871 | 1% | added |
| 47 | RSG REPUBLIC SVCS INC | Industrials | 0.4% | $1.7m | 7,470 | -5% | reduced |
| 48 | NVS NOVARTIS AG | Healthcare | 0.4% | $1.7m | 12,920 | 1% | added |
| 49 | IBN ICICI BANK LIMITED | Financial Services | 0.4% | $1.6m | 54,572 | 1% | added |
| 50 | HSBC HSBC HLDGS PLC | Financial Services | 0.4% | $1.6m | 23,057 | 1% | 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.