West Family Investments, Inc. has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $287 Million distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $26.5M, Largo Inc. with a value of $11.6M, Apple Inc. with a value of $10.6M, Schwab Strategic Us Tips ETF with a value of $10.6M, and Microsoft Corp with a value of $9.71M.
Examining the 13F form we can see an decrease of $34.1M in the current position value, from $321M to 287M.
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
$287 Million
Technology: $60.6 Million
ETFs: $59 Million
Healthcare: $33 Million
Financial Services: $29.9 Million
Communication Services: $18.3 Million
Consumer Defensive: $17.9 Million
Consumer Cyclical: $17.6 Million
Energy: $16.1 Million
Other: $34.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
