West Family Investments, Inc. Portfolio Holdings

West Family Investments, Inc.

  • $435 Million
  • Q3 2025

West Family Investments, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $435 Million distributed in 377 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $33.2M, Nvidia Corp with a value of $20.8M, Apple Inc. with a value of $17.8M, Microsoft Corp with a value of $17.5M, and Schwab Strategic Us Tips ETF with a value of $13.1M.

Examining the 13F form we can see an increase of $41.8M in the current position value, from $393M to 435M.

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 $435 Million
Technology: $116 Million
ETFs: $71.6 Million
Financial Services: $50.5 Million
Healthcare: $37.5 Million
Communication Services: $35.2 Million
Consumer Cyclical: $33.3 Million
Energy: $23.7 Million
Consumer Defensive: $20.7 Million
Other: $46.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$33.2 Million 7.62% of portfolio
455,786
Q3 2025 Reduced -0.0%
$465B
$20.8 Million 4.78% of portfolio
111,533
Q3 2025 Added 3.03%
$4.3T
$17.8 Million 4.09% of portfolio
69,921
Q3 2025 Added 1.67%
$3.78T
$17.5 Million 4.03% of portfolio
33,861
Q3 2025 Added 2.45%
$0
$13.1 Million 3.01% of portfolio
486,068
Q3 2025 Added 1.31%
$1.65T
$11.7 Million 2.69% of portfolio
48,211
Q3 2025 Added 1.5%
$0
$10.9 Million 2.51% of portfolio
122,410
Q2 2025 Added 11.42%
$2.39T
$9.63 Million 2.21% of portfolio
43,836
Q3 2025 Added 2.57%
$1.46T
$8.4 Million 1.93% of portfolio
30,078
Q3 2025 Added 2.71%
$0
$7.68 Million 1.76% of portfolio
80,697
Q1 2025 Reduced 0.45%
$1.37T
$7.2 Million 1.66% of portfolio
9,809
Q3 2025 Added 2.33%
$60.9M
$6.56 Million 1.51% of portfolio
4,371,571
Q3 2025 Reduced 21.55%
$139B
$6.54 Million 1.5% of portfolio
19,835
Q3 2025 Added 4.7%
$1.29T
$6.29 Million 1.45% of portfolio
14,142
Q3 2025 Added 3.0%
$22B
$5.8 Million 1.33% of portfolio
106,510
Q3 2025 Added 0.11%
$881B
$4.82 Million 1.11% of portfolio
15,288
Q3 2025 Added 0.91%
$662B
$3.92 Million 0.9% of portfolio
7,795
Q3 2025 Added 0.09%
$59.8B
$3.6 Million 0.83% of portfolio
19,162
Q3 2025 New
$0
$3.42 Million 0.79% of portfolio
34,500
Q3 2021 New
$971B
$3.37 Million 0.78% of portfolio
4,421
Q3 2025 Added 0.59%
$279B
$3.35 Million 0.77% of portfolio
32,528
Q3 2025 Reduced 1.13%
$533B
$3.02 Million 0.69% of portfolio
8,844
Q3 2025 Added 0.64%
$490B
$2.92 Million 0.67% of portfolio
25,938
Q3 2025 Added 2.53%
$512B
$2.79 Million 0.64% of portfolio
4,908
Q3 2025 Added 0.9%
$522B
$2.74 Million 0.63% of portfolio
14,803
Q3 2025 Added 14.45%
$0
$2.66 Million 0.61% of portfolio
19,288
Q3 2025 Reduced 0.01%
$49.1B
$2.58 Million 0.59% of portfolio
2,151
Q3 2025 Reduced 2.32%
$346B
$2.4 Million 0.55% of portfolio
15,643
Q3 2025 Added 1.41%
$4.32B
$2.3 Million 0.53% of portfolio
35,500
Q2 2025 New
$414B
$2.33 Million 0.53% of portfolio
10,050
Q3 2025 Added 0.9%
$319B
$2.23 Million 0.51% of portfolio
32,640
Q3 2025 Added 1.25%
$404B
$2.18 Million 0.5% of portfolio
2,356
Q3 2025 Added 2.17%
$593B
$2.07 Million 0.48% of portfolio
7,375
Q3 2025 Added 7.71%
$32.9B
$2.1 Million 0.48% of portfolio
48,077
Q3 2025 Added 0.43%
$224B
$1.98 Million 0.46% of portfolio
6,527
Q3 2025 Added 2.64%
$405B
$1.9 Million 0.44% of portfolio
1,960
Q3 2025 Added 1.08%
$103B
$1.86 Million 0.43% of portfolio
24,664
Q2 2025 Added 3.09%
$418B
$1.87 Million 0.43% of portfolio
10,441
Q3 2025 Added 1.33%
$342B
$1.84 Million 0.42% of portfolio
10,096
Q3 2025 Added 4.38%
$306B
$1.77 Million 0.41% of portfolio
26,670
Q3 2025 Added 6.75%
$270B
$1.78 Million 0.41% of portfolio
24,921
Q3 2025 Added 2.06%
$85.9B
$1.77 Million 0.41% of portfolio
8,003
Q3 2025 Added 1.34%
$279B
$1.74 Million 0.4% of portfolio
6,516
Q3 2025 Reduced 5.47%
$68.4B
$1.76 Million 0.4% of portfolio
51,418
Q3 2025 Added 101.69%
$79.6B
$1.72 Million 0.39% of portfolio
13,871
Q3 2025 Added 1.11%
$66.3B
$1.71 Million 0.39% of portfolio
7,470
Q3 2025 Reduced 5.47%
$283B
$1.66 Million 0.38% of portfolio
12,920
Q3 2025 Added 1.21%
$284B
$1.64 Million 0.38% of portfolio
23,057
Q3 2025 Added 0.91%
$109B
$1.65 Million 0.38% of portfolio
54,572
Q3 2025 Added 1.43%

Summary

  • Portfolio
  • No. of Stocks 377
  • Current Value $435 Million
  • Prior Value $393 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 29 stocks
  • Additional Purchases 241 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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