13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001568303
Total reported value
$345.0M
$345.0M
259 檔
18.2%
At the close of Q1 2024, West Family Investments, Inc. disclosed equity holdings valued at approximately $345.0M, spread across 259 reported holdings.
In Q1 2024, West Family Investments, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.15% | -11.94% | EXIT | |
| 2 | RRC | Range Resources CORP | Stock-Energy | 2.93% | -0.08% | EXIT | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.85% | -5.96% | EXIT | |
| 4 | LGO | Largo Inc | Stock-Other | 2.85% | -0.72% | — | |
| 5 | NEM | Newmont CORP | Stock-Materials | 2.73% | -0.02% | +59.58% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.61% | -5.84% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.13% | +9.30% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.32% | -2.70% | EXIT | |
| 9 | HACK | Amplify Cybersecurity ETF | ETF-Other | 2.32% | — | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.08% | -0.02% | +0.89% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.18% | +0.72% | |
| 12 | SLV | Ishares Silver Trust | ETF-Commodities | 2.01% | — | — | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.00% | +0.28% | +2.91% | |
| 14 | ABX | Barrick Gold CORP | Stock-Financials | 1.89% | — | -0.07% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.49% | +3.10% | |
| 16 | ELV | Elevance Health Inc | Stock-Healthcare | 1.73% | +0.10% | NEW | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.67% | — | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.67% | — | — | |
| 19 | EQT | Eqt CORP | Stock-Energy | 1.56% | -2.29% | — | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.39% | +0.04% | +0.33% | |
| 21 | EXE | Expand Energy CORP | Stock-Energy | 1.38% | -1.75% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.11% | +3.91% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.02% | +5.59% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 1.27% | -0.07% | +1.16% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.06% | +0.13% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.14% | +0.07% | |
| 27 | KGC | Kinross Gold CORP | Stock-Materials | 0.91% | — | — | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.88% | +0.04% | -8.94% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.02% | +15.48% | |
| 30 | GHC | Graham Holdings Co-class B | Stock-Industrials | 0.83% | — | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.31% | -2.30% | |
| 32 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.75% | -0.59% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.74% | -0.94% | EXIT | |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.70% | +0.07% | +2.39% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.68% | -0.10% | +4.96% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.06% | +2.97% | |
| 37 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.64% | — | -0.38% | |
| 38 | CVS | Cvs Health CORP | Stock-Healthcare | 0.59% | -0.53% | +0.93% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.34% | +1.80% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | +0.03% | +6.16% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.11% | +0.26% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.24% | +202.37% | |
| 43 | WM | Waste Management Inc | Stock-Industrials | 0.48% | -0.11% | -0.89% | |
| 44 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.46% | -0.02% | — | |
| 45 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.45% | -0.08% | +32.54% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.44% | -0.08% | +0.67% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.16% | +24.61% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.29% | +40.93% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.14% | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.15% | +0.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HACK | Amplify Cybersecurity ETF | +2.3% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.8% | +3.10% | Add |
| 3 | HDB | Hdfc Bank Ltd-adr | +0.3% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.3% | +9.30% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +15.48% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +0.07% | Add |
| 7 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | +0.2% | +5.59% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.72% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | +40.93% | Add |
| 11 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 12 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 13 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.1% | NEW | New buy |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.30% | Trim |
| 16 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 17 | RRC | Range Resources CORP | +0.1% | — | Unchanged |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 19 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 20 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 21 | TD | Toronto-dominion Bank | +0.1% | NEW | New buy |
| 22 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 24 | EXE | Expand Energy CORP | +0.1% | — | Unchanged |
| 25 | MRK | Merck & Co. Inc. | +0.1% | +2.97% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +4.96% | Add |
| 27 | CHT | Chunghwa Telecom Lt-spon Adr | +0.1% | +32.54% | Add |
| 28 | MA | Mastercard Inc - A | +0.1% | +1.16% | Add |
| 29 | SAP | Sap Se-sponsored Adr | +0.1% | +4.52% | Add |
| 30 | XLE | Ss Energy Select Sector | +0.1% | — | Unchanged |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +1.80% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +3.91% | Add |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 0% | -8.94% | Trim |
| 34 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 35 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 36 | HUM | Humana Inc | -0.1% | EXIT | Sold out |
| 37 | TXNM | Txnm Energy Inc | -0.1% | EXIT | Sold out |
| 38 | IAU | Ishares Gold Trust | -0.1% | — | Unchanged |
| 39 | ES | Eversource Energy | -0.1% | EXIT | Sold out |
| 40 | D | Dominion Energy Inc | -0.1% | EXIT | Sold out |
| 41 | NEE | Nextera Energy Inc | -0.1% | EXIT | Sold out |
| 42 | JNJ | Johnson & Johnson | -0.2% | -28.89% | Trim |
| 43 | TSLA | Tesla Inc | -0.2% | +5.01% | Add |
| 44 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | — | Unchanged |
| 45 | ABX | Barrick Gold CORP | -0.4% | -0.07% | Trim |
| 46 | ZM | Zoom Communications Inc | -0.4% | EXIT | Sold out |
| 47 | AAPL | Apple Inc | -0.5% | +0.89% | Add |
| 48 | NEM | Newmont CORP | -0.7% | +59.58% | Add |
| 49 | LGO | Largo Inc | -1.5% | — | Unchanged |
| 50 | HACKUSD | Etfmg Prime Cyber Security E | -2.4% | EXIT | Sold out |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 259 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, RRC, SCHP) accounted for 18.2% of total reported equity market value during Q1 2024.
Top New Position Initiated
HACK
市值: $7.5M
Top Position Liquidated / Trimmed
HACKUSD
前期市值: $7.0M
During Q1 2024, West Family Investments, Inc.'s top holdings by market value included IAU (8.2%)、RRC (2.9%)、SCHP (2.9%). The largest single position, IAU, represented 8.2% of total portfolio value.
In Q1 2024, West Family Investments, Inc. made 42 total portfolio adjustments, initiating 14 new buys, adding to 17 positions, trimming 4 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.