West Family Investments, Inc. Portfolio Holdings

West Family Investments, Inc.

  • $393 Million
  • Q2 2025

West Family Investments, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $393 Million distributed in 368 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $28.4M, Nvidia Corp with a value of $17.1M, Microsoft Corp with a value of $16.4M, Apple Inc. with a value of $14.1M, and Schwab Strategic Us Tips ETF with a value of $12.8M.

Examining the 13F form we can see an increase of $136M in the current position value, from $257M to 393M.

West Family Investments, Inc. is based out at Carlsbad, CA

Below you can find more details about West Family Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $393 Million
Technology: $100 Million
ETFs: $65 Million
Financial Services: $48.3 Million
Healthcare: $35 Million
Communication Services: $31.4 Million
Consumer Cyclical: $28.2 Million
Energy: $22.8 Million
Consumer Defensive: $21.2 Million
Other: $41.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$17.1 Million 4.35% of portfolio
108,257
Q2 2025 Added 180.31%
$3.95T
$16.4 Million 4.18% of portfolio
33,050
Q2 2025 Added 48.67%
$3.69T
$14.1 Million 3.59% of portfolio
68,775
Q2 2025 Added 46.79%
$2.26T
$9.38 Million 2.38% of portfolio
42,737
Q2 2025 Added 47.68%
$1.21T
$8.37 Million 2.13% of portfolio
47,497
Q2 2025 Added 52.82%
$90.4M
$7.19 Million 1.83% of portfolio
5,572,637
Q2 2023 New
$1.78T
$7.08 Million 1.8% of portfolio
9,586
Q2 2025 Added 126.46%
$1.27T
$6.63 Million 1.69% of portfolio
29,285
Q2 2025 Added 57.22%
$18.8B
$6.2 Million 1.58% of portfolio
106,391
Q2 2025 Added 2.79%
$127B
$5.22 Million 1.33% of portfolio
18,945
Q2 2025 Added 93.3%
$859B
$4.39 Million 1.12% of portfolio
15,150
Q2 2025 Added 53.37%
$1.08T
$4.36 Million 1.11% of portfolio
13,730
Q2 2025 Added 54.34%
$10.4B
$4.29 Million 1.09% of portfolio
50,000
Q4 2021 New
$621B
$3.78 Million 0.96% of portfolio
7,788
Q2 2025 Added 43.61%
$608B
$3.43 Million 0.87% of portfolio
4,395
Q2 2025 Added 193.39%
$281B
$3.22 Million 0.82% of portfolio
32,899
Q2 2025 Added 18.39%
$545B
$2.95 Million 0.75% of portfolio
2,202
Q2 2025 Added 265.17%
$548B
$2.73 Million 0.7% of portfolio
4,864
Q2 2025 Added 64.94%
$442B
$2.73 Million 0.69% of portfolio
25,298
Q2 2025 Added 87.88%
$368B
$2.46 Million 0.62% of portfolio
15,426
Q2 2025 Added 39.77%
$439B
$2.28 Million 0.58% of portfolio
2,306
Q2 2025 Added 260.88%
$293B
$2.24 Million 0.57% of portfolio
32,237
Q2 2025 Added 35.47%
$35.1B
$2.23 Million 0.57% of portfolio
47,872
Q2 2025 Reduced 0.29%
$323B
$2.1 Million 0.53% of portfolio
6,893
Q2 2025 Added 238.89%
$73.8B
$1.95 Million 0.5% of portfolio
7,902
Q2 2025 Added 78.46%
$452B
$1.98 Million 0.5% of portfolio
12,934
Q2 2025 Added 9.58%
$137B
$1.95 Million 0.5% of portfolio
25,494
Q2 2025 Added 53.68%
$351B
$1.85 Million 0.47% of portfolio
9,960
Q2 2025 Added 40.32%
$222B
$1.86 Million 0.47% of portfolio
6,359
Q2 2025 Added 30.15%
$113B
$1.81 Million 0.46% of portfolio
53,802
Q2 2025 Added 13.5%
$95.6B
$1.81 Million 0.46% of portfolio
7,897
Q2 2025 Added 12.21%
$306B
$1.77 Million 0.45% of portfolio
24,983
Q2 2025 Added 35.08%
$258B
$1.72 Million 0.44% of portfolio
24,418
Q2 2025 Added 26.04%
$4.42B
$1.73 Million 0.44% of portfolio
35,500
Q2 2025 New
$86B
$1.7 Million 0.43% of portfolio
24,664
Q2 2025 Added 3.09%
$14.7B
$1.61 Million 0.41% of portfolio
533,167
Q2 2025 Added 37.35%
$182B
$1.57 Million 0.4% of portfolio
36,172
Q2 2025 Added 26.69%
$203B
$1.57 Million 0.4% of portfolio
19,796
Q2 2025 Added 18.65%
$210B
$1.53 Million 0.39% of portfolio
5,183
Q2 2025 Added 39.03%
$257B
$1.54 Million 0.39% of portfolio
12,766
Q2 2025 Added 27.55%
$295B
$1.55 Million 0.39% of portfolio
1,939
Q2 2025 Added 49.5%
$684B
$1.5 Million 0.38% of portfolio
6,847
Q2 2025 Added 26.24%
$261B
$1.49 Million 0.38% of portfolio
8,154
Q2 2025 Added 47.16%
$52.6B
$1.45 Million 0.37% of portfolio
20,193
Q2 2025 Added 8.78%
$112B
$1.47 Million 0.37% of portfolio
21,362
Q2 2025 Added 34.6%
$314B
$1.47 Million 0.37% of portfolio
6,163
Q2 2025 Added 14.79%
$78.6B
$1.42 Million 0.36% of portfolio
3,375
Q2 2025 Added 120.44%
$67.4B
$1.42 Million 0.36% of portfolio
76,813
Q2 2025 Added 29.45%
$94.7B
$1.43 Million 0.36% of portfolio
1,945
Q2 2025 Added 36.3%

Summary

  • Portfolio
  • No. of Stocks 368
  • Current Value $393 Million
  • Prior Value $257 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 107 stocks
  • Additional Purchases 220 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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