West Family Investments, Inc. Incresed Positions in Q1 2025

West Family Investments, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
16.3K
+ 3.82%
$25.69 - $26.89 $419K - $438K
443K $11.9M
CVS
Cvs Health Corp

Healthcare
1.21K
+ 5.34%
$44.22 - $68.64 $53.6K - $83.2K
23.9K $1.62M
JNJ
Johnson & Johnson

Healthcare
1.01K
+ 9.34%
$142.06 - $167.7 $143K - $169K
11.8K $1.96M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
806
+ 13.77%
$80.53 - $147.57 $64.9K - $119K
6.66K $880K
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 17.4%
$60.81 - $72.32 $167K - $198K
18.5K $1.32M
PM
Philip Morris International Inc.

Consumer Defensive
593
+ 11.98%
$117.15 - $158.79 $69.5K - $94.2K
5.54K $879K
VZ
Verizon Communications Inc

Communication Services
2.4K
+ 9.19%
$37.81 - $46.49 $90.9K - $112K
28.6K $1.3M
V
Visa Inc.

Financial Services
159
+ 2.84%
$306.92 - $362.71 $48.8K - $57.7K
5.76K $2.02M
ROP
Roper Technologies Inc

Industrials
266
+ 22.81%
$502.71 - $593.81 $134K - $158K
1.43K $844K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.04%
$169.2 - $216.66 $508 - $650
7.1K $1.49M
TMO
Thermo Fisher Scientific Inc.

Healthcare
409
+ 83.3%
$497.6 - $606.74 $204K - $248K
900 $447K
ABT
Abbott Laboratories

Healthcare
680
+ 13.3%
$111.1 - $140.22 $75.5K - $95.3K
5.79K $768K
UNH
Unitedhealth Group Inc

Healthcare
211
+ 5.84%
$461.52 - $548.18 $97.4K - $116K
3.82K $2M
SO
Southern CO

Utilities
822
+ 8.72%
$80.96 - $92.96 $66.5K - $76.4K
10.3K $942K
CB
Chubb LTD

Financial Services
265
+ 9.57%
$257.71 - $301.99 $68.3K - $80K
3.03K $916K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.78K
+ 3.85%
$36.78 - $39.46 $65.4K - $70.2K
48K $1.88M
VRSN
Verisign Inc

Technology
174
+ 9.22%
$205.1 - $254.74 $35.7K - $44.3K
2.06K $523K
PLTR
Palantir Technologies Inc.

Technology
876
+ 17.63%
$64.98 - $124.62 $56.9K - $109K
5.85K $493K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.21%
$279.74 - $321.29 $2.8K - $3.21K
4.89K $1.53M
LYG
Lloyds Banking Group PLC

Financial Services
22.1K
+ 94.67%
$2.58 - $3.9 $57K - $86.1K
45.4K $173K
IBM
International Business Machines Corp

Technology
9
+ 0.24%
$217.4 - $264.74 $1.96K - $2.38K
3.73K $927K
TSN
Tyson Foods, Inc.

Consumer Defensive
783
+ 13.36%
$54.27 - $63.81 $42.5K - $50K
6.65K $424K
YUM
Yum Brands Inc

Consumer Cyclical
247
+ 12.6%
$123.25 - $162.53 $30.4K - $40.1K
2.21K $347K
CME
Cme Group Inc.

Financial Services
50
+ 2.39%
$225.82 - $266.54 $11.3K - $13.3K
2.14K $568K
CI
Cigna Corp

Healthcare
74
+ 6.89%
$274.49 - $329.0 $20.3K - $24.3K
1.15K $377K
QCOM
Qualcomm Inc

Technology
509
+ 22.71%
$151.94 - $175.86 $77.3K - $89.5K
2.75K $422K
MDT
Medtronic PLC

Healthcare
381
+ 10.5%
$79.84 - $94.5 $30.4K - $36K
4.01K $360K
SBUX
Starbucks Corp

Consumer Cyclical
403
+ 9.31%
$91.75 - $115.81 $37K - $46.7K
4.73K $464K
WEC
Wec Energy Group, Inc.

Utilities
63
+ 1.52%
$92.12 - $108.98 $5.8K - $6.87K
4.22K $459K
AFL
Aflac Inc

Financial Services
389
+ 15.9%
$100.99 - $111.19 $39.3K - $43.3K
2.84K $315K
SPGI
S&P Global Inc.

Financial Services
83
+ 8.36%
$478.26 - $543.77 $39.7K - $45.1K
1.08K $546K
MDLZ
Mondelez International, Inc.

Consumer Defensive
268
+ 8.0%
$56.12 - $68.15 $15K - $18.3K
3.62K $245K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 8.65%
$33.19 - $38.23 $42.8K - $49.3K
16.2K $597K
PHI
Pldt Inc.

Communication Services
1.89K
+ 15.3%
$21.87 - $25.01 $41.3K - $47.3K
14.2K $311K
SLF
Sun Life Financial Inc

Financial Services
816
+ 14.47%
$54.05 - $59.19 $44.1K - $48.3K
6.46K $369K
MS
Morgan Stanley

Financial Services
529
+ 17.94%
$111.68 - $141.08 $59.1K - $74.6K
3.48K $405K
UL
Unilever PLC

Consumer Defensive
80
+ 0.86%
$54.72 - $60.29 $4.38K - $4.82K
9.41K $560K
ALL
Allstate Corp

Financial Services
31
+ 2.8%
$180.99 - $210.18 $5.61K - $6.52K
1.14K $235K
LYB
Lyondell Basell Industries N.V.

Basic Materials
445
+ 13.96%
$69.82 - $78.67 $31.1K - $35K
3.63K $255K
FCX
Freeport Mcmoran Inc

Basic Materials
487
+ 7.13%
$34.5 - $43.01 $16.8K - $20.9K
7.32K $277K
GS
Goldman Sachs Group Inc

Financial Services
52
+ 9.83%
$524.81 - $672.19 $27.3K - $35K
581 $317K
HLN
Haleon PLC

Healthcare
72
+ 0.46%
$9.02 - $10.67 $649 - $768
15.8K $162K
WDAY
Workday, Inc.

Technology
87
+ 10.31%
$233.53 - $277.82 $20.3K - $24.2K
931 $217K
APH
Amphenol Corp

Technology
557
+ 5.53%
$61.62 - $78.55 $34.3K - $43.8K
10.6K $697K
ASX
Ase Technology Holding Co., Ltd.

Technology
2.49K
+ 9.84%
$8.76 - $11.36 $21.8K - $28.2K
27.7K $243K
DIS
Walt Disney CO

Communication Services
498
+ 10.45%
$96.87 - $114.0 $48.2K - $56.8K
5.26K $519K
AMD
Advanced Micro Devices Inc

Technology
216
+ 4.96%
$96.63 - $129.55 $20.9K - $28K
4.58K $470K
ACN
Accenture PLC

Technology
24
+ 1.27%
$300.91 - $398.25 $7.22K - $9.56K
1.91K $595K
INFY
Infosys LTD

Technology
6.53K
+ 12.37%
$18.06 - $22.89 $118K - $150K
59.3K $1.08M
Activity Summary
Buys All Purchases 83 New Holdings 29 Increased Positions 54 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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