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CIK: 0001568303
Total reported value
$345.0M
$345.0M
284 檔
20.1%
According to the latest 13F quarterly dataset, West Family Investments, Inc. managed an equity portfolio of $345.0M at the end of Q4 2024, spanning 284 distinct U.S. exchange-listed positions.
In Q4 2024, West Family Investments, Inc. adopted a defensive or profit-taking posture, trimming 17 positions and completely liquidating 14 holdings to manage risk exposure.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 9.23% | -11.94% | EXIT | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.02% | -1.12% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.84% | -5.96% | EXIT | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.60% | -5.84% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.54% | +0.49% | -2.01% | |
| 6 | LGO | Largo Inc | Stock-Other | 3.34% | -0.72% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | +0.13% | -3.83% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.59% | -2.70% | EXIT | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.20% | +0.11% | +4.76% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.02% | -1.22% | |
| 11 | EXE | Expand Energy CORP | Stock-Energy | 1.73% | -1.75% | — | |
| 12 | EQT | Eqt CORP | Stock-Energy | 1.66% | -2.29% | -0.11% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | +0.31% | +2.75% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.38% | -0.02% | -1.48% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.25% | +0.17% | -1.44% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.22% | +0.14% | -1.56% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.29% | -1.54% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | -0.24% | -2.21% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.10% | -1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.34% | -1.37% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.82% | -0.94% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.11% | -0.40% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.28% | -12.71% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.14% | -1.25% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.02% | -3.53% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.61% | +0.04% | -2.34% | |
| 27 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.61% | -0.08% | +14.29% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.06% | -5.57% | |
| 29 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.56% | -0.02% | -1.41% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.12% | +11.07% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.07% | -0.77% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.17% | -1.33% | |
| 33 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.53% | +0.07% | -1.08% | |
| 34 | RSG | Republic Services Inc | Stock-Industrials | 0.52% | -0.08% | -1.27% | |
| 35 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.51% | -1.45% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.18% | +5.99% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.49% | -0.11% | -2.72% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | +0.03% | -3.49% | |
| 39 | WIT | Wipro Ltd-adr | Stock-Other | 0.49% | -0.06% | +84.87% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.15% | +1.65% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.16% | -2.36% | |
| 42 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.49% | -0.59% | — | |
| 43 | MSI | Motorola Solutions Inc | Stock-Tech | 0.46% | -0.06% | -2.90% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.45% | -0.08% | -5.40% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.08% | -1.80% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.43% | +0.03% | -1.69% | |
| 47 | RDY | Dr. Reddy's Laboratories-adr | Stock-Other | 0.42% | -0.08% | +481.75% | |
| 48 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.42% | -0.02% | -13.30% | |
| 49 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.40% | -0.24% | +2.90% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.40% | -0.09% | -1.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.5% | -1.44% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +4.76% | Add |
| 3 | EQT | Eqt CORP | +0.4% | -0.11% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.4% | -1.22% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -2.01% | Trim |
| 6 | EXE | Expand Energy CORP | +0.3% | — | Unchanged |
| 7 | AAPL | Apple Inc | +0.3% | -1.12% | Trim |
| 8 | AVGO | Broadcom Inc | +0.3% | -1.54% | Trim |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.75% | Add |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 12 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 14 | T | At&t Inc | +0.1% | +70.37% | Add |
| 15 | TSN | Tyson Foods Inc-cl A | +0.1% | NEW | New buy |
| 16 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 17 | NOW | Servicenow Inc | +0.1% | +27.00% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | -1.33% | Trim |
| 19 | AFRM | Affirm Holdings Inc | +0.1% | NEW | New buy |
| 20 | TYL | Tyler Technologies Inc | +0.1% | NEW | New buy |
| 21 | UPS | United Parcel Service-cl B | +0.1% | NEW | New buy |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 23 | SCHP | Schwab U.s. Tips ETF | 0% | +116.50% | Add |
| 24 | MBB | Ishares Mbs ETF | -0.1% | +0.45% | Add |
| 25 | UMC | United Microelectron-sp Adr | -0.1% | -3.30% | Trim |
| 26 | ALC | Alcon Inc. | -0.1% | EXIT | Sold out |
| 27 | KMB | Kimberly-clark CORP | -0.1% | EXIT | Sold out |
| 28 | MRK | Merck & Co. Inc. | -0.1% | -5.57% | Trim |
| 29 | PKX | Posco Holdings Inc -spon Adr | -0.1% | EXIT | Sold out |
| 30 | PLD | Prologis Inc | -0.1% | EXIT | Sold out |
| 31 | ORANY | Orange-spon Adr | -0.1% | EXIT | Sold out |
| 32 | TD | Toronto-dominion Bank | -0.1% | EXIT | Sold out |
| 33 | AMD | Advanced Micro Devices | -0.1% | -14.71% | Trim |
| 34 | KDP | Keurig Dr Pepper Inc | -0.1% | EXIT | Sold out |
| 35 | MSFT | Microsoft CORP | -0.1% | -3.83% | Trim |
| 36 | NKE | Nike Inc -cl B | -0.1% | EXIT | Sold out |
| 37 | ACGL | Arch Capital Group Ltd. | -0.1% | EXIT | Sold out |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | -53.77% | Trim |
| 39 | KLAC | Kla CORP | -0.1% | EXIT | Sold out |
| 40 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 41 | REGN | Regeneron Pharmaceuticals | -0.2% | -4.45% | Trim |
| 42 | ELV | Elevance Health Inc | -0.2% | EXIT | Sold out |
| 43 | PFE | Pfizer Inc | -0.2% | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | -0.2% | -1.56% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.2% | -12.71% | Trim |
| 46 | CVS | Cvs Health CORP | -0.2% | -9.12% | Trim |
| 47 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -2.34% | Trim |
| 49 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | +22.66% | Add |
| 50 | LGO | Largo Inc | -0.7% | — | Unchanged |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 284 disclosed positions in Q4 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, AAPL, SCHP) accounted for 20.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $615.9K
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $542.0K
During Q4 2024, West Family Investments, Inc.'s top holdings by market value included IAU (9.2%)、AAPL (3.9%)、SCHP (3.8%). The largest single position, IAU, represented 9.2% of total portfolio value.
In Q4 2024, West Family Investments, Inc. made 48 total portfolio adjustments, initiating 10 new buys, adding to 7 positions, trimming 17 holdings, and fully liquidating 14 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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