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West Family Investments, Inc.

Q4 2023 · 13F-HR

West Family Investments, Inc.holdings as filed

Filed 2024-02-06 · accession 0001568303-24-000002

$295.3M
Reported value
236
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$24.4M8.26%620,540CommonSOLE
517097101LGOLARGO INC$12.9M4.37%5,572,637CommonSOLE
651639106NEMNEWMONT CORP$10.2M3.44%153,755CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$9.2M3.11%169,365CommonSOLE
464287432TLTISHARES TR$8.7M2.95%71,489CommonSOLE
75281A109RRCRANGE RES CORP$8.3M2.82%274,000CommonSOLE
464288588MBBISHARES TR$7.6M2.58%80,697CommonSOLE
037833100AAPLAPPLE INC$7.5M2.53%38,793CommonSOLE
26924G201HACKUSDETF MANAGERS TR$7.0M2.39%116,600CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.7M2.26%12,684CommonSOLE
067901108ABXBARRICK GOLD CORP$6.6M2.24%366,021CommonSOLE
594918104MSFTMICROSOFT CORP$6.3M2.13%16,728CommonSOLE
46428Q109SLVISHARES SILVER TR$6.2M2.10%285,000CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.6M1.89%55,852CommonSOLE
92189F106GDXVANECK ETF TRUST$5.3M1.79%170,000CommonSOLE
26884L109EQTEQT CORP$5.2M1.78%135,575CommonSOLE
036752103ELVELEVANCE HEALTH INC$5.1M1.72%10,745CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$4.8M1.62%57,000CommonSOLE
166764100CVXCHEVRON CORP NEW$4.2M1.42%28,206CommonSOLE
02079K305GOOGLALPHABET INC$4.0M1.34%28,318CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$3.8M1.30%50,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.6M1.21%8,380CommonSOLE
023135106AMZNAMAZON COM INC$3.4M1.15%22,424CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.1M1.07%6,359CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.1M1.05%72,530CommonSOLE
496902404KGCKINROSS GOLD CORP$2.9M0.98%480,071CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.8M0.96%3,475CommonSOLE
532457108LLYELI LILLY & CO$2.5M0.86%4,346CommonSOLE
670100205NVONOVO-NORDISK A S$2.5M0.85%24,330CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.3M0.76%55,654CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.2M0.75%20,875CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$2.2M0.75%35,500CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.2M0.73%43,849CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M0.69%19,628CommonSOLE
126650100CVSCVS HEALTH CORP$1.8M0.63%23,427CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.8M0.60%4,998CommonSOLE
58933Y105MRKMERCK & CO INC$1.7M0.59%15,938CommonSOLE
30303M102METAMETA PLATFORMS INC$1.7M0.57%4,762CommonSOLE
88160R101TSLATESLA INC$1.7M0.56%6,651CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$1.6M0.53%9,161CommonSOLE
713448108PEPPEPSICO INC$1.5M0.52%8,995CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.5M0.51%10,194CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.4M0.48%9,060CommonSOLE
931142103WMTWALMART INC$1.4M0.48%8,997CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.48%4,749CommonSOLE
45104G104IBNICICI BANK LIMITED$1.3M0.46%56,621CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.3M0.45%7,377CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.3M0.44%34,500CommonSOLE
780259305SHELSHELL PLC$1.2M0.42%18,791CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.2M0.42%1,867CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.2M0.41%7,413CommonSOLE
97651M109WITWIPRO LTD$1.2M0.40%213,737CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$1.1M0.39%16,355CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.39%22,592CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1.1M0.38%132,358CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$1.1M0.37%27,972CommonSOLE
92826C839VVISA INC$1.1M0.36%4,040CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.0M0.34%2,494CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.0M0.34%26,671CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$998,6160.34%1,137CommonSOLE
00287Y109ABBVABBVIE INC$964,8430.33%6,226CommonSOLE
456788108INFYINFOSYS LTD$893,5800.30%48,617CommonSOLE
375558103GILDGILEAD SCIENCES INC$881,3890.30%10,880CommonSOLE
046353108AZNNASTRAZENECA PLC$881,0050.30%13,081CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$880,0960.30%2,811CommonSOLE
803054204SAPSAP SE$872,0420.30%5,641CommonSOLE
501044101KRKROGER CO$860,0790.29%18,816CommonSOLE
N07059210ASMLASML HOLDING N V$843,9660.29%1,115CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$837,4570.28%4,420CommonSOLE
209115104EDCONSOLIDATED EDISON INC$824,4610.28%9,063CommonSOLE
11135F101AVGOBROADCOM INC$818,2110.28%733CommonSOLE
256135203RDYDR REDDYS LABS LTD$795,0210.27%11,426CommonSOLE
64110L106NFLXNETFLIX INC$780,9560.26%1,604CommonSOLE
G54950103LINLINDE PLC$771,3130.26%1,878CommonSOLE
527064109LESLIES INC$767,0100.26%111,000CommonSOLE
66987V109NVSNOVARTIS AG$765,8570.26%7,585CommonSOLE
437076102HDHOME DEPOT INC$732,2600.25%2,113CommonSOLE
191216100KOCOCA COLA CO$719,3590.24%12,207CommonSOLE
58155Q103MCKMCKESSON CORP$695,8590.24%1,503CommonSOLE
464286525ACWVISHARES INC$667,8290.23%5,319CommonSOLE
20030N101CMCSACOMCAST CORP NEW$663,1000.22%15,122CommonSOLE
427866108HSYHERSHEY CO$638,1840.22%3,423CommonSOLE
842587107SOSOUTHERN CO$610,1840.21%8,702CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$599,7670.20%4,018CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$598,3490.20%6,166CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$598,0400.20%4,090CommonSOLE
088606108BHPBHP GROUP LTD$566,0170.19%8,286CommonSOLE
055622104BPBP PLC$563,8160.19%15,927CommonSOLE
053332102AZOAUTOZONE INC$563,6630.19%218CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$556,0730.19%1,020CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$551,9290.19%3,091CommonSOLE
031162100AMGNAMGEN INC$550,9820.19%1,913CommonSOLE
00724F101ADBEADOBE INC$541,7130.18%908CommonSOLE
032095101APHAMPHENOL CORP NEW$519,2430.18%5,238CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$509,8090.17%6,957CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$509,2430.17%536CommonSOLE
743315103PGRPROGRESSIVE CORP$476,5660.16%2,992CommonSOLE
29446M102EQNREQUINOR ASA$468,2400.16%14,799CommonSOLE
949746101WMT2WELLS FARGO CO NEW$467,3440.16%9,495CommonSOLE
780087102RYROYAL BK CDA$455,7930.15%4,507CommonSOLE
149123101CATCATERPILLAR INC$455,0360.15%1,539CommonSOLE
835699307SONYSONY GROUP CORP$454,4170.15%4,799CommonSOLE
78409V104SPGIS&P GLOBAL INC$449,3300.15%1,020CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$447,4730.15%2,736CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$447,3890.15%3,035CommonSOLE
715684106TLKP T TELEKOMUNIKASI INDONESIA$445,5960.15%17,298CommonSOLE
48241A105KBKB FINL GROUP INC$444,0660.15%10,734CommonSOLE
904767704UNILEVER PLC$441,9440.15%9,116CommonSOLE
722304102PDDPDD HOLDINGS INC$439,3690.15%3,003CommonSOLE
892331307TMTOYOTA MOTOR CORP$437,1780.15%2,384CommonSOLE
872590104TMUST-MOBILE US INC$436,7390.15%2,724CommonSOLE
68389X105ORCLORACLE CORP$421,6150.14%3,999CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$419,6880.14%1,196CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$418,2610.14%534CommonSOLE
855244109SBUXSTARBUCKS CORP$414,5710.14%4,318CommonSOLE
81762P102NOWSERVICENOW INC$413,2970.14%585CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$411,1450.14%47,752CommonSOLE
458140100INTCINTEL CORP$406,5230.14%8,090CommonSOLE
907818108UNPUNION PAC CORP$403,7990.14%1,644CommonSOLE
82509L107SHOPSHOPIFY INC$402,8990.14%5,172CommonSOLE
G0403H108AONAON PLC$400,1530.14%1,375CommonSOLE
254687106DISDISNEY WALT CO$398,4500.13%4,413CommonSOLE
25746U109DDOMINION ENERGY INC$397,3850.13%8,455CommonSOLE
65339F101NEENEXTERA ENERGY INC$393,2920.13%6,475CommonSOLE
693718108PCARPACCAR INC$387,3780.13%3,967CommonSOLE
79466L302CRMSALESFORCE INC$383,9210.13%1,459CommonSOLE
H1467J104CBCHUBB LIMITED$374,2560.13%1,656CommonSOLE
438516106HONHONEYWELL INTL INC$374,1230.13%1,784CommonSOLE
G29183103ETNEATON CORP PLC$373,2710.13%1,550CommonSOLE
20825C104COPCONOCOPHILLIPS$372,9330.13%3,213CommonSOLE
75513E101RTXRTX CORPORATION$370,5530.13%4,404CommonSOLE
370334104GISGENERAL MLS INC$368,6920.12%5,660CommonSOLE
16411R208LNGCHENIERE ENERGY INC$365,1490.12%2,139CommonSOLE
56501R106MFCMANULIFE FINL CORP$359,1910.12%16,253CommonSOLE
684060106ORANYORANGE$350,9810.12%30,707CommonSOLE
863667101SYKSTRYKER CORPORATION$349,7690.12%1,168CommonSOLE
12572Q105CMECME GROUP INC$342,4360.12%1,626CommonSOLE
872540109TJXTJX COS INC NEW$340,3430.12%3,628CommonSOLE
30040W108ESEVERSOURCE ENERGY$335,9420.11%5,443CommonSOLE
874080104TALTAL EDUCATION GROUP$330,8050.11%26,192CommonSOLE
303250104FICOFAIR ISAAC CORP$330,5790.11%284CommonSOLE
172967424CCITIGROUP INC$328,9070.11%6,394CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$320,4410.11%707CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$318,4200.11%6,140CommonSOLE
981064108WFWOORI FINL GROUP INC$314,5300.11%10,408CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$313,2680.11%19,616CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$312,7860.11%6,096CommonSOLE
56585A102MPCMARATHON PETE CORP$309,6270.10%2,087CommonSOLE
654106103NKENIKE INC$305,7330.10%2,816CommonSOLE
91912E105VALEVALE S A$301,1970.10%18,991CommonSOLE
134429109CPBCAMPBELL SOUP CO$298,8920.10%6,914CommonSOLE
040413106ANETEURARISTA NETWORKS INC$298,3910.10%1,267CommonSOLE
125523100CITHE CIGNA GROUP$295,5570.10%987CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$294,9400.10%1,266CommonSOLE
438128308HMCHONDA MOTOR LTD$294,2010.10%9,518CommonSOLE
871607107SNPSSYNOPSYS INC$290,9240.10%565CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$290,6190.10%1,067CommonSOLE
969457100WMBWILLIAMS COS INC$289,4020.10%8,309CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$289,1150.10%84,045CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$287,1570.10%1,805CommonSOLE
718172109PMPHILIP MORRIS INTL INC$285,2510.10%3,032CommonSOLE
444859102HUMHUMANA INC$285,2160.10%623CommonSOLE
69349H107TXNMPNM RES INC$282,7970.10%6,798CommonSOLE
29444U700EQIXEQUINIX INC$281,0810.10%349CommonSOLE
136385101CNQCANADIAN NAT RES LTD$280,9500.10%4,288CommonSOLE
369604301GEGENERAL ELECTRIC CO$280,6580.10%2,199CommonSOLE
097023105BABOEING CO$280,4700.09%1,076CommonSOLE
03073E105CORCENCORA INC$278,4950.09%1,356CommonSOLE
767204100RIORIO TINTO PLC$277,6610.09%3,729CommonSOLE
64110W102NTESNETEASE INC$276,5920.09%2,969CommonSOLE
461202103INTUINTUIT$275,6380.09%441CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$269,3740.09%1,737CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$268,0440.09%5,568CommonSOLE
487836108KKELLANOVA$267,7530.09%4,789CommonSOLE
337738108FISVFISERV INC$263,2890.09%1,982CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$262,6780.09%3,818CommonSOLE
615369105MCOMOODYS CORP$261,2850.09%669CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$259,8170.09%641CommonSOLE
00206R102TAT&T INC$258,8650.09%15,427CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$258,4130.09%552CommonSOLE
075887109BDXBECTON DICKINSON & CO$252,6080.09%1,036CommonSOLE
H2906T109GRMNGARMIN LTD$252,1950.09%1,962CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$251,7050.09%4,354CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$251,0820.09%4,078CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$246,5070.08%27,059CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$243,4460.08%1,278CommonSOLE
500754106KHCKRAFT HEINZ CO$243,4020.08%6,582CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$243,2080.08%2,572CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$243,0950.08%1,081CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$242,0010.08%1,121CommonSOLE
548661107LOWLOWES COS INC$240,5770.08%1,081CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$239,1150.08%4,866CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$238,8220.08%7,759CommonSOLE
98389B100XELXCEL ENERGY INC$234,7010.08%3,791CommonSOLE
92343E102VRSNVERISIGN INC$234,5880.08%1,139CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$234,5490.08%752CommonSOLE
205887102CAGCONAGRA BRANDS INC$234,2380.08%8,173CommonSOLE
723787107PXDEURPIONEER NAT RES CO$232,3010.08%1,033CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$230,3540.08%2,434CommonSOLE
285512109EAELECTRONIC ARTS INC$230,1140.08%1,682CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$227,2430.08%1,177CommonSOLE
256677105DGDOLLAR GEN CORP NEW$226,7650.08%1,668CommonSOLE
47030M106JAMES HARDIE INDS PLC$225,7550.08%5,838CommonSOLE
351858105FNVFRANCO NEV CORP$223,8360.08%2,020CommonSOLE
747525103QCOMQUALCOMM INC$223,7430.08%1,547CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$220,4760.07%1,443CommonSOLE
69344D408PHIPLDT INC$219,9610.07%9,388CommonSOLE
902973304USBUS BANCORP DEL$219,7760.07%5,078CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$219,5100.07%900CommonSOLE
88031M109TSTENARIS S A$218,0840.07%6,274CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$216,5620.07%408CommonSOLE
80105N105SNYSANOFI$214,0380.07%4,304CommonSOLE
693483109PKXPOSCO HOLDINGS INC$209,2420.07%2,200CommonSOLE
98138H101WDAYWORKDAY INC$208,1490.07%754CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$206,8100.07%1,702CommonSOLE
384802104GWWGRAINGER W W INC$206,3440.07%249CommonSOLE
22822V101CCICROWN CASTLE INC$205,0380.07%1,780CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$203,9970.07%5,665CommonSOLE
25243Q205DEODIAGEO PLC$202,9040.07%1,393CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$201,8190.07%6,057CommonSOLE
244199105DEDEERE & CO$201,1350.07%503CommonSOLE
343498101FLOFLOWERS FOODS INC$200,5640.07%8,910CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$200,3110.07%1,274CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$198,4400.07%20,500CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$154,6900.05%32,160CommonSOLE
05964H105SANBANCO SANTANDER S.A.$117,9860.04%28,499CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$113,9620.04%12,848CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$106,7760.04%46,024CommonSOLE
500631106KEPKOREA ELEC PWR CORP$104,3710.04%14,396CommonSOLE
65535H208NMRNOMURA HLDGS INC$94,9040.03%21,043CommonSOLE
63884N108NATURA &CO HLDG S A$91,6010.03%13,392CommonSOLE
74969N103RLXRLX TECHNOLOGY INC$86,5240.03%43,262CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$71,8520.02%11,369CommonSOLE
40049J206TVGRUPO TELEVISA S A B$68,1730.02%20,411CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$49,2870.02%20,622CommonSOLE
02319V103ABEVAMBEV SA$38,7600.01%13,843CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.