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CIK: 0001568303
Total reported value
$345.0M
$345.0M
272 檔
21.2%
During the Q1 2025 filing period, West Family Investments, Inc. (CIK: 0001568303) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $345.0M across 272 reported positions.
In Q1 2025, West Family Investments, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 10.95% | -11.94% | EXIT | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.68% | -5.96% | EXIT | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.66% | -5.84% | EXIT | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.02% | +3.64% | |
| 5 | LGO | Largo Inc | Stock-Other | 3.38% | -0.72% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | +0.13% | +2.39% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.86% | -2.70% | EXIT | |
| 8 | EXE | Expand Energy CORP | Stock-Energy | 2.10% | -1.75% | — | |
| 9 | EQT | Eqt CORP | Stock-Energy | 2.08% | -2.29% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.02% | +0.64% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.11% | -6.78% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.49% | -48.89% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.16% | +0.31% | -11.68% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.10% | -1.33% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.02% | -37.22% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.24% | -1.58% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.34% | -0.78% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.88% | -0.94% | EXIT | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.17% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.02% | +2.84% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.28% | +5.84% | |
| 22 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.74% | -1.45% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.12% | +9.34% | |
| 24 | CHT | Chunghwa Telecom Lt-spon Adr | Stock-Other | 0.71% | -0.08% | +3.85% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.11% | -5.63% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.29% | -27.01% | |
| 27 | WM | Waste Management Inc | Stock-Industrials | 0.61% | -0.11% | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.61% | -0.53% | +5.34% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.61% | -0.07% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.18% | -1.48% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.15% | +0.21% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.06% | +2.70% | |
| 33 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.56% | -0.02% | -11.90% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.08% | +0.04% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.16% | — | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.54% | -0.08% | -9.09% | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.53% | +0.03% | -2.15% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | -0.02% | +17.40% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.13% | +9.19% | |
| 40 | KR | Kroger Co | Stock-Consumer Staples | 0.47% | -0.09% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.14% | -67.08% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | +0.03% | -12.17% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | -0.04% | — | |
| 44 | WIT | Wipro Ltd-adr | Stock-Other | 0.45% | -0.06% | -3.01% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.42% | -0.06% | — | |
| 46 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.42% | -0.02% | -11.33% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.42% | +0.04% | -22.10% | |
| 48 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 0.41% | -0.24% | +12.37% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.41% | -0.10% | — | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.40% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 2 | SCHP | Schwab U.s. Tips ETF | — | NEW | New buy |
| 3 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | LGO | Largo Inc | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 8 | EXE | Expand Energy CORP | — | NEW | New buy |
| 9 | EQT | Eqt CORP | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | NVDA | Nvidia CORP | — | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 16 | WMT | Walmart Inc | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | VT | Vanguard Tot World Stk ETF | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 21 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 22 | GDXJ | Vaneck Junior Gold Miners | — | NEW | New buy |
| 23 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 24 | CHT | Chunghwa Telecom Lt-spon Adr | — | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 26 | AVGO | Broadcom Inc | — | NEW | New buy |
| 27 | WM | Waste Management Inc | — | NEW | New buy |
| 28 | CVS | Cvs Health CORP | — | NEW | New buy |
| 29 | MA | Mastercard Inc - A | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | IBN | Icici Bank Ltd-spon Adr | — | NEW | New buy |
| 34 | ABBV | Abbvie Inc | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 37 | SHEL | Shell Plc-adr | — | NEW | New buy |
| 38 | KO | Coca-cola Co/the | — | NEW | New buy |
| 39 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 40 | KR | Kroger Co | — | NEW | New buy |
| 41 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 44 | WIT | Wipro Ltd-adr | — | NEW | New buy |
| 45 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 46 | HDB | Hdfc Bank Ltd-adr | — | NEW | New buy |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 48 | INFY | Infosys Ltd-sp Adr | — | NEW | New buy |
| 49 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 50 | T | At&t Inc | — | NEW | New buy |
According to official SEC Form 13F filings, West Family Investments, Inc. reported a total U.S. public equity portfolio value of $345.0M across 272 disclosed positions in Q1 2025.
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, SCHP, TLT) accounted for 21.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $29.1M
During Q1 2025, West Family Investments, Inc.'s top holdings by market value included IAU (10.9%)、SCHP (4.7%)、TLT (4.7%). The largest single position, IAU, represented 10.9% of total portfolio value.
In Q1 2025, West Family Investments, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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