West Family Investments, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $282 Million distributed in 284 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, Apple Inc. with a value of $11.3M, Schwab Strategic Us Tips ETF with a value of $11M, Ishares Barclays 20+ Year Trea with a value of $10.3M, and Nvidia Corp with a value of $10.1M.
Examining the 13F form we can see an decrease of $4.86M in the current position value, from $287M to 282M.
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
$282 Million
Technology: $62.8 Million
ETFs: $59.8 Million
Financial Services: $29.4 Million
Healthcare: $27.4 Million
Communication Services: $19.5 Million
Consumer Cyclical: $18.8 Million
Energy: $17.4 Million
Consumer Defensive: $16.5 Million
Other: $30.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
