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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.5B
$28.4 Million 7.23% of portfolio
455,804
Q2 2025 Reduced 7.18%
$0
$12.8 Million 3.26% of portfolio
479,787
Q2 2025 Added 8.25%
$0
$10.8 Million 2.75% of portfolio
122,410
Q2 2025 Added 11.42%
$0
$7.58 Million 1.93% of portfolio
80,697
Q1 2025 Reduced 0.45%
$0
$2.48 Million 0.63% of portfolio
19,290
Q1 2025 Reduced 3.87%
$0
$2.33 Million 0.59% of portfolio
34,500
Q3 2021 New
$0
$612,000 0.16% of portfolio
5,169
Q1 2025 Reduced 21.35%

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
Track This Portfolio

Track West Family Investments, Inc. Portfolio

Follow West Family Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Family Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Family Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email