West Family Investments, Inc. Reduced Holdings in Q1 2025

West Family Investments, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-37K
- 48.89%
$106.98 - $149.43 $3.95M - $5.52M
38.6K $4.19M
LLY
Eli Lilly & CO

Healthcare
-3.05K
- 67.08%
$725.72 - $929.72 $2.22M - $2.84M
1.5K $1.24M
META
Meta Platforms, Inc.

Communication Services
-2.51K
- 37.22%
$576.36 - $736.67 $1.45M - $1.85M
4.23K $2.44M
GOOGL
Alphabet Inc.

Communication Services
-2.26K
- 6.78%
$154.33 - $206.19 $349K - $466K
31.1K $4.81M
AVGO
Broadcom Inc.

Technology
-3.63K
- 27.01%
$167.43 - $244.7 $607K - $887K
9.8K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
-1.34K
- 67.68%
$890.62 - $1076.86 $1.19M - $1.44M
639 $604K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.46K
- 11.68%
$165.25 - $224.62 $407K - $553K
18.6K $3.09M
SAP
Sap Se

Technology
-4.11K
- 66.89%
$241.4 - $293.69 $992K - $1.21M
2.03K $546K
NFLX
Netflix Inc

Communication Services
-1.1K
- 64.53%
$828.4 - $1058.6 $909K - $1.16M
603 $562K
NVO
Novo Nordisk A S

Healthcare
-4.5K
- 22.1%
$69.3 - $90.95 $312K - $409K
15.9K $1.1M
SHOP
Shopify Inc.

Technology
-3.8K
- 63.64%
$90.59 - $129.31 $344K - $492K
2.17K $207K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.3K
- 49.17%
$402.49 - $513.76 $525K - $670K
1.35K $653K
RSG
Republic Services, Inc.

Industrials
-2.95K
- 39.96%
$200.09 - $242.16 $590K - $714K
4.43K $1.07M
AZO
Autozone Inc

Consumer Cyclical
-138
- 60.26%
$3193.96 - $3828.11 $441K - $528K
91 $346K
RDY
Dr Reddys Laboratories LTD

Healthcare
-12.3K
- 16.04%
$12.53 - $15.81 $155K - $195K
64.6K $852K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-33.1K
- 63.96%
$11.66 - $14.98 $386K - $496K
18.6K $254K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-334
- 57.19%
$1187.71 - $1432.58 $397K - $478K
250 $358K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.4K
- 7.11%
$85.29 - $92.57 $717K - $778K
110K $10M
NOW
Service Now, Inc.

Technology
-126
- 14.96%
$783.83 - $1170.39 $98.8K - $147K
716 $570K
GIS
General Mills Inc

Consumer Defensive
-4.57K
- 55.86%
$57.56 - $65.3 $263K - $298K
3.61K $215K
LNG
Cheniere Energy, Inc.

Energy
-1.48K
- 58.62%
$209.32 - $253.66 $309K - $374K
1.04K $240K
PGR
Progressive Corp

Financial Services
-1.56K
- 47.41%
$235.61 - $291.22 $367K - $453K
1.73K $488K
HD
Home Depot, Inc.

Consumer Cyclical
-572
- 20.69%
$347.25 - $424.87 $199K - $243K
2.19K $803K
WMB
Williams Companies, Inc.

Energy
-5.1K
- 56.66%
$54.02 - $61.09 $275K - $311K
3.9K $232K
WIT
Wipro LTD

Technology
-12.1K
- 3.01%
$3.0 - $3.77 $36.2K - $45.4K
388K $1.19M
BSX
Boston Scientific Corp

Healthcare
-2.69K
- 52.99%
$89.38 - $106.18 $241K - $286K
2.39K $240K
PEP
Pepsico Inc

Consumer Defensive
-1.14K
- 12.17%
$142.64 - $156.42 $162K - $178K
8.2K $1.23M
TM
Toyota Motor Corp

Consumer Cyclical
-661
- 17.18%
$176.53 - $195.35 $117K - $129K
3.19K $562K
CL
Colgate Palmolive CO

Consumer Defensive
-2.13K
- 33.73%
$85.68 - $97.5 $182K - $207K
4.18K $391K
EA
Electronic Arts Inc.

Communication Services
-1.18K
- 39.24%
$116.53 - $146.29 $137K - $172K
1.82K $263K
ORCL
Oracle Corp

Technology
-91
- 1.65%
$139.81 - $186.47 $12.7K - $17K
5.42K $758K
ETN
Eaton Corp PLC

Industrials
-163
- 8.95%
$271.83 - $371.23 $44.3K - $60.5K
1.66K $450K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-11.6K
- 43.02%
$14.13 - $16.72 $164K - $194K
15.3K $237K
BHP
Bhp Group LTD

Basic Materials
-2.91K
- 23.24%
$48.18 - $52.11 $140K - $152K
9.62K $466K
MFG
Mizuho Financial Group Inc

Financial Services
-33.2K
- 38.16%
$4.83 - $6.04 $161K - $201K
53.9K $296K
LOW
Lowes Companies Inc

Consumer Cyclical
-468
- 30.21%
$222.66 - $268.42 $104K - $126K
1.08K $252K
VT
Vanguard Total World Stk Index

ETFs
-776
- 3.87%
$115.08 - $123.97 $89.3K - $96.2K
19.3K $2.24M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-1.4K
- 21.35%
$107.24 - $116.37 $150K - $163K
5.17K $601K
BAC
Bank Of America Corp

Financial Services
-1.64K
- 7.94%
$39.61 - $47.74 $65K - $78.3K
19K $793K
UBS
Ubs Group Ag

Financial Services
-3.91K
- 29.07%
$30.28 - $35.78 $118K - $140K
9.53K $292K
IBN
Icici Bank LTD

Financial Services
-6.4K
- 11.9%
$27.55 - $31.67 $176K - $203K
47.4K $1.49M
WMT
Walmart Inc.

Consumer Defensive
-446
- 1.58%
$84.5 - $105.05 $37.7K - $46.9K
27.8K $2.44M
RIO
Rio Tinto PLC

Basic Materials
-1.94K
- 29.87%
$58.19 - $64.29 $113K - $125K
4.56K $274K
AJG
Arthur J. Gallagher & Co.

Financial Services
-527
- 42.99%
$275.89 - $345.24 $145K - $182K
699 $241K
WDS
Woodside Energy Group LTD

Energy
-5.6K
- 32.5%
$14.15 - $16.33 $79.2K - $91.4K
11.6K $168K
O
Realty Income Corp

Real Estate
-2.06K
- 35.51%
$51.67 - $58.49 $106K - $120K
3.74K $217K
HDB
Hdfc Bank LTD

Financial Services
-2.12K
- 11.33%
$58.06 - $66.85 $123K - $142K
16.6K $1.1M
GDDY
Go Daddy Inc.

Technology
-334
- 18.38%
$172.13 - $214.35 $57.5K - $71.6K
1.48K $267K
PG
Procter & Gamble CO

Consumer Defensive
-659
- 5.63%
$158.56 - $176.26 $104K - $116K
11K $1.88M
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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