West Family Investments, Inc. Portfolio Holdings by Sector
West Family Investments, Inc.
- $393 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SCHP TLT MBB VT GDXJ ACWV 7 stocks |
$65,023
16.54% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO UMC MU QCOM AMD NXPI 16 stocks |
$36,545
9.29% of portfolio
|
16
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR CRWD ADBE VRSN PANW CHKP 12 stocks |
$23,673
6.02% of portfolio
|
11
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG DASH 5 stocks |
$16,840
4.28% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK NVS GILD AZN AMGN 11 stocks |
$15,112
3.84% of portfolio
|
11
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$14,990
3.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM HSBC BAC WFC RY MUFG C BBVA 15 stocks |
$14,234
3.62% of portfolio
|
14
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI SE PDD JD 6 stocks |
$12,304
3.13% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT CHK COP RRC CNQ EOG FANG 7 stocks |
$12,279
3.12% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP CRM NOW SHOP INTU UBER FICO CDNS 16 stocks |
$9,831
2.5% of portfolio
|
16
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CHT VZ TMUS T KT CMCSA SKM TLK 10 stocks |
$9,177
2.33% of portfolio
|
8
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
LGO BHP RIO VALE 4 stocks |
$8,375
2.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HDB IBN KB WF MFG USB DB TFC 14 stocks |
$8,227
2.09% of portfolio
|
14
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF PYPL 5 stocks |
$7,439
1.89% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX BP EQNR TTE PBR 7 stocks |
$7,187
1.83% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM RACE HMC GM XPEV F NIO 8 stocks |
$6,599
1.68% of portfolio
|
8
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
WIT IBM INFY ACN FISV GIB 6 stocks |
$5,840
1.49% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG 3 stocks |
$5,737
1.46% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO ED DUK WEC NEE XEL AEP EXC 11 stocks |
$5,339
1.36% of portfolio
|
9
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRSP NVO VRTX REGN ARGX ALNY 6 stocks |
$5,318
1.35% of portfolio
|
5
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM WCN 3 stocks |
$4,696
1.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF ACGL AIG 4 stocks |
$4,686
1.19% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL CHD KMB COTY 6 stocks |
$4,459
1.13% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA NOC ESLT LMT AXON GD HWM 9 stocks |
$4,269
1.09% of portfolio
|
7
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI JNPR NOK 4 stocks |
$4,082
1.04% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CVS UNH CI CNC 4 stocks |
$3,823
0.97% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,703
0.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK BSX MDT PHG EW 6 stocks |
$3,646
0.93% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR TRV ALL WRB MKL 6 stocks |
$3,322
0.84% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI CBOE MCO ICE 5 stocks |
$3,229
0.82% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST KDP KOF 5 stocks |
$3,215
0.82% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW TW IBKR NMR 6 stocks |
$3,003
0.76% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROP ETN PH 4 stocks |
$2,952
0.75% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX YUM 3 stocks |
$2,806
0.71% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI RLX 4 stocks |
$2,551
0.65% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB LNG ENB TRP KMI 5 stocks |
$2,509
0.64% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC CAH 3 stocks |
$2,421
0.62% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON AJG 3 stocks |
$2,413
0.61% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML KLAC AMAT 3 stocks |
$2,248
0.57% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY ULTA LESL 4 stocks |
$2,178
0.55% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
RDY TAK HLN 3 stocks |
$2,042
0.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW JBL 3 stocks |
$1,899
0.48% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$1,841
0.47% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,759
0.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL TCOM 3 stocks |
$1,625
0.41% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,448
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES EA TTWO RBLX 4 stocks |
$1,343
0.34% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K GIS HRL MKC 4 stocks |
$1,290
0.33% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CNI NSC 3 stocks |
$1,230
0.31% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1,199
0.3% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX DLR 3 stocks |
$1,168
0.3% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC BDX 3 stocks |
$1,155
0.29% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,118
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC AFL 2 stocks |
$928
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI 2 stocks |
$890
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$881
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR 2 stocks |
$862
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$835
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD ECL 3 stocks |
$793
0.2% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM WPM KGC 3 stocks |
$791
0.2% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$788
0.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP APO 3 stocks |
$771
0.2% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN TDY 2 stocks |
$763
0.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
PKX MT GGB 3 stocks |
$710
0.18% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU TAL 2 stocks |
$636
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$606
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$565
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC UGP 2 stocks |
$539
0.14% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$486
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA AMED 2 stocks |
$454
0.12% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD ABEV 2 stocks |
$442
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG STX 2 stocks |
$429
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$324
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$322
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$307
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$295
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$295
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$289
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$278
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$269
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$259
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$252
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
TS 1 stocks |
$242
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
NTR 1 stocks |
$240
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$238
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$228
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
ELP CIG 2 stocks |
$213
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$209
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$203
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX CRH.L 2 stocks |
$101
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MLCO 1 stocks |
$90
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|