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 Market Cap. of $200 Billions or more
