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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.6B
$1.45 Million 0.37% of portfolio
20,193
Q2 2025 Added 8.78%
$112B
$1.47 Million 0.37% of portfolio
21,362
Q2 2025 Added 34.6%
$314B
$1.47 Million 0.37% of portfolio
6,163
Q2 2025 Added 14.79%
$78.6B
$1.42 Million 0.36% of portfolio
3,375
Q2 2025 Added 120.44%
$67.4B
$1.42 Million 0.36% of portfolio
76,813
Q2 2025 Added 29.45%
$94.7B
$1.43 Million 0.36% of portfolio
1,945
Q2 2025 Added 36.3%
$17B
$1.44 Million 0.36% of portfolio
187,696
Q2 2025 Added 37.23%
$259B
$1.39 Million 0.35% of portfolio
22,850
Q2 2025 Added 94.63%
$203B
$1.37 Million 0.35% of portfolio
47,328
Q2 2025 Added 24.68%
$150B
$1.35 Million 0.34% of portfolio
12,197
Q2 2025 Added 26.54%
$2.31B
$1.33 Million 0.34% of portfolio
88,565
Q2 2025 Added 37.1%
$367B
$1.32 Million 0.34% of portfolio
9,672
Q2 2025 Added 65.47%
$66.5B
$1.35 Million 0.34% of portfolio
13,719
Q2 2025 Added 29.1%
$302B
$1.34 Million 0.34% of portfolio
16,721
Q2 2025 Added 61.85%
$233B
$1.34 Million 0.34% of portfolio
19,119
Q2 2025 Added 35.9%
$245B
$1.33 Million 0.34% of portfolio
4,269
Q2 2025 Added 11.64%
$302B
$1.34 Million 0.34% of portfolio
9,374
Q2 2025 Added 101.5%
$381B
$1.35 Million 0.34% of portfolio
28,437
Q2 2025 Added 49.46%
$101B
$1.28 Million 0.33% of portfolio
5,858
Q2 2025 Added 20.09%
$229B
$1.29 Million 0.33% of portfolio
9,494
Q2 2025 Added 63.86%
$324B
$1.17 Million 0.3% of portfolio
10,304
Q2 2025 Added 54.74%
$102B
$1.14 Million 0.29% of portfolio
12,440
Q2 2025 Added 21.33%
$75.9B
$1.08 Million 0.28% of portfolio
292
Q2 2025 Added 220.88%
$99.5B
$1.05 Million 0.27% of portfolio
2,363
Q2 2025 Added 75.3%
$139B
$1.06 Million 0.27% of portfolio
8,596
Q2 2025 Added 200.14%
$229B
$1.05 Million 0.27% of portfolio
7,199
Q2 2025 Added 39.46%
$232B
$1.06 Million 0.27% of portfolio
3,876
Q2 2025 Added 37.64%
$36.8B
$1.04 Million 0.26% of portfolio
10,377
Q2 2025 Added 12.24%
$112B
$1.03 Million 0.26% of portfolio
3,546
Q2 2025 Added 16.88%
$306B
$1.02 Million 0.26% of portfolio
3,971
Q2 2025 Added 95.62%
$95.8B
$980,000 0.25% of portfolio
8,313
Q2 2025 Added 25.27%
$172B
$972,000 0.25% of portfolio
946
Q2 2025 Added 32.12%
$178B
$932,000 0.24% of portfolio
8,082
Q2 2025 Added 272.1%
$217B
$932,000 0.24% of portfolio
161
Q2 2025 Added 75.0%
$32.2B
$948,000 0.24% of portfolio
11,486
Q2 2025 Added 20.66%
$173B
$943,000 0.24% of portfolio
5,924
Q2 2025 Added 115.42%
$48.2B
$942,000 0.24% of portfolio
5,045
Q2 2025 Added 23.05%
$254B
$892,000 0.23% of portfolio
1,261
Q2 2025 Added 117.04%
$186B
$901,000 0.23% of portfolio
65,742
Q2 2025 Added 252.52%
$188B
$913,000 0.23% of portfolio
6,947
Q2 2025 Added 33.44%
$142B
$876,000 0.22% of portfolio
3,284
Q2 2025 Added 90.16%
$33.7B
$880,000 0.22% of portfolio
33,843
Q2 2025 Added 26.63%
$13.3B
$875,000 0.22% of portfolio
17,614
Q2 2025 Added 42.85%
$185B
$846,000 0.22% of portfolio
9,941
Q2 2025 Added 41.81%
$99.2B
$833,000 0.21% of portfolio
3,025
Q2 2025 Added 41.16%
$218B
$839,000 0.21% of portfolio
2,162
Q2 2025 Added 30.08%
$146B
$809,000 0.21% of portfolio
3,478
Q2 2025 Added 57.73%
$155B
$827,000 0.21% of portfolio
13,520
Q2 2025 Added 43.62%
$155B
$835,000 0.21% of portfolio
6,769
Q2 2025 Added 61.36%

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
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