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CIK: 0001568303
Total reported value
$345.0M
$345.0M
293 檔
20.8%
In Q3 2024, West Family Investments, Inc.'s U.S. equity holdings reached a combined market value of $345.0M, distributed across 293 disclosed stock positions.
West Family Investments, Inc. executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 10 holdings and trimming 9 positions.
In terms of portfolio concentration, the top 5 core holdings (including IAU, LGO, TLT) accounted for 20.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
ABT
市值: $544.1K
Top Position Liquidated / Trimmed
NEM
前期市值: $10.3M
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.06% | -11.94% | EXIT | |
| 2 | LGO | Largo Inc | Stock-Other | 3.99% | -0.72% | — | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.93% | -5.84% | EXIT | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.87% | -5.96% | EXIT | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.63% | -0.02% | +16.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | +0.13% | +20.77% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | +0.49% | +16.78% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.64% | -2.70% | EXIT | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.02% | +21.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.11% | +7.65% | |
| 11 | EXE | Expand Energy CORP | Stock-Energy | 1.40% | -1.75% | — | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.14% | +5.84% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.02% | +21.67% | |
| 14 | EQT | Eqt CORP | Stock-Energy | 1.29% | -2.29% | -23.57% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.31% | +7.46% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.88% | -0.94% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.10% | +6.92% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.85% | +0.04% | +2.97% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.82% | +0.28% | -67.50% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.17% | +20.83% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.29% | +1167.38% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.24% | +5.59% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.34% | +8.23% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.69% | -0.11% | +15.61% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | -0.06% | +5.46% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.14% | +7.23% | |
| 27 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.57% | -1.45% | — | |
| 28 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.57% | -0.59% | — | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | +0.03% | +2.46% | |
| 30 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.55% | -0.02% | -3.06% | |
| 31 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.55% | -0.08% | +7.17% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.02% | +21.37% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.12% | +13.21% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.53% | -0.53% | +13.57% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.18% | -78.08% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.51% | -0.11% | -0.43% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.51% | -0.08% | +0.09% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.07% | -64.89% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.15% | +2.50% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.08% | +10.83% | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.48% | +0.07% | +5.34% | |
| 42 | WIT | Wipro Ltd-adr | Stock-Other | 0.48% | -0.06% | -1.16% | |
| 43 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.46% | -0.02% | +88.87% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.45% | +0.03% | +4.45% | |
| 45 | MSI | Motorola Solutions Inc | Stock-Tech | 0.45% | -0.06% | +0.24% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.16% | +1.79% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.44% | -0.08% | +22.77% | |
| 48 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.43% | +0.02% | +0.42% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.13% | +7.54% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.42% | +0.04% | +4.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +2% | — | Unchanged |
| 2 | AAPL | Apple Inc | +1.2% | +16.71% | Add |
| 3 | LGO | Largo Inc | +0.9% | — | Unchanged |
| 4 | MSFT | Microsoft CORP | +0.8% | +20.77% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +16.78% | Add |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | — | Unchanged |
| 7 | SCHP | Schwab U.s. Tips ETF | +0.6% | — | Unchanged |
| 8 | META | Meta Platforms Inc-class A | +0.5% | +21.67% | Add |
| 9 | AMZN | Amazon.com Inc | +0.5% | +21.36% | Add |
| 10 | MBB | Ishares Mbs ETF | +0.4% | — | Unchanged |
| 11 | TSLA | Tesla Inc | +0.4% | +20.83% | Add |
| 12 | AVGO | Broadcom Inc | +0.3% | +1167.38% | Add |
| 13 | HDB | Hdfc Bank Ltd-adr | +0.2% | +88.87% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +6.92% | Add |
| 15 | WMT | Walmart Inc | +0.2% | +5.59% | Add |
| 16 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | +0.2% | +15.61% | Add |
| 18 | TMUS | T-mobile US Inc | +0.2% | +22.77% | Add |
| 19 | HD | Home Depot Inc | +0.2% | +30.95% | Add |
| 20 | V | Visa Inc-class A Shares | +0.2% | +21.37% | Add |
| 21 | CRM | Salesforce Inc | +0.2% | +76.65% | Add |
| 22 | UBS | UBS Group AG | +0.1% | NEW | New buy |
| 23 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 24 | ORCL | Oracle CORP | +0.1% | +27.48% | Add |
| 25 | AMD | Advanced Micro Devices | +0.1% | +65.24% | Add |
| 26 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 27 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 28 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +85.34% | Add |
| 30 | PKX | Posco Holdings Inc -spon Adr | +0.1% | NEW | New buy |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 0% | +2.97% | Add |
| 32 | HUM | Humana Inc | -0.1% | EXIT | Sold out |
| 33 | EQT | Eqt CORP | -0.2% | -23.57% | Trim |
| 34 | HSBC | Hsbc Holdings Plc-spons Adr | -0.6% | -78.60% | Trim |
| 35 | MA | Mastercard Inc - A | -0.6% | -64.89% | Trim |
| 36 | WPM | Wheaton Precious Metals CORP | -0.7% | EXIT | Sold out |
| 37 | GHC | Graham Holdings Co-class B | -0.7% | EXIT | Sold out |
| 38 | FCX | Freeport-mcmoran Inc | -1% | -91.60% | Trim |
| 39 | CVX | Chevron CORP | -1.1% | -83.41% | Trim |
| 40 | UNH | Unitedhealth Group Inc | -1.1% | -67.50% | Trim |
| 41 | KGC | Kinross Gold CORP | -1.2% | -96.48% | Trim |
| 42 | XOM | Exxon Mobil CORP | -1.5% | -78.08% | Trim |
| 43 | XLE | Ss Energy Select Sector | -1.6% | EXIT | Sold out |
| 44 | ELV | Elevance Health Inc | -1.6% | -92.36% | Trim |
| 45 | GDX | Vaneck Gold Miners ETF | -1.7% | EXIT | Sold out |
| 46 | ABX | Barrick Gold CORP | -1.8% | EXIT | Sold out |
| 47 | HACK | Amplify Cybersecurity ETF | -2.3% | EXIT | Sold out |
| 48 | SLV | Ishares Silver Trust | -2.3% | EXIT | Sold out |
| 49 | RRC | Range Resources CORP | -2.8% | EXIT | Sold out |
| 50 | NEM | Newmont CORP | -3.1% | 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 293 disclosed positions in Q3 2024.
During Q3 2024, West Family Investments, Inc.'s top holdings by market value included IAU (9.1%)、LGO (4.0%)、TLT (3.9%). The largest single position, IAU, represented 9.1% of total portfolio value.
In Q3 2024, West Family Investments, Inc. made 45 total portfolio adjustments, initiating 7 new buys, adding to 19 positions, trimming 9 holdings, and fully liquidating 10 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.
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