Now live: Pro — the full 13F research suite for serious investorsSee pricing →
West Family Investments, Inc.

Q2 2024 · 13F-HR

West Family Investments, Inc.holdings as filed

Filed 2024-08-05 · accession 0001568303-24-000005

$333.5M
Reported value
252
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464285204IAUISHARES GOLD TR$23.5M7.05%532,914CommonSOLE
808524870SCHPSCHWAB STRATEGIC$10.8M3.24%197,190CommonSOLE
464287432TLTISHARES TR$10.8M3.23%96,419CommonSOLE
651639106NEMNEWMONT CORP$10.3M3.08%245,369CommonSOLE
517097101LGOLARGO INC$10.3M3.08%5,572,637CommonSOLE
75281A109RRCRANGE RES CORP$9.2M2.75%274,000CommonSOLE
594918104MSFTMICROSOFT CORP$8.4M2.50%18,693CommonSOLE
037833100AAPLAPPLE INC$8.3M2.47%39,176CommonSOLE
67066G104NVDANVIDIA CORPORATION$8.2M2.45%66,043CommonSOLE
46428Q109SLVISHARES SILVER TR$7.6M2.27%285,000CommonSOLE
032108664HACKAMPLIFY ETF TR$7.5M2.26%116,600CommonSOLE
464288588MBBISHARES TR$7.4M2.23%80,697CommonSOLE
30231G102XOMEXXON MOBIL CORP$6.8M2.03%58,826CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$6.5M1.94%12,734CommonSOLE
067901108ABXBARRICK GOLD CORP$6.1M1.83%365,530CommonSOLE
036752103ELVELEVANCE HEALTH$5.8M1.75%10,788CommonSOLE
92189F106GDXVANECK ETF TRUST$5.8M1.73%170,000CommonSOLE
02079K305GOOGLALPHABET INC$5.4M1.61%29,565CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$5.2M1.56%57,000CommonSOLE
26884L109EQTEQT CORP$5.0M1.50%135,575CommonSOLE
023135106AMZNAMAZON COM INC$4.6M1.39%23,988CommonSOLE
166764100CVXCHEVRON CORP NEW$4.4M1.33%28,390CommonSOLE
165167735EXECHESAPEAKE ENERGY CORP$4.1M1.23%50,000CommonSOLE
496902404KGCKINROSS GOLD CORP$4.0M1.20%480,071CommonSOLE
532457108LLYELI LILLY & CO$4.0M1.19%4,368CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.7M1.12%8,466CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$3.5M1.06%72,530CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.3M1.00%19,101CommonSOLE
670100205NVONOVO-NORDISK A S$2.9M0.87%20,260CommonSOLE
30303M102METAMETA PLATFORMS INC$2.8M0.85%5,625CommonSOLE
404280406HSBCHSBC HLDGS PLC$2.5M0.76%58,153CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$2.4M0.73%20,861CommonSOLE
384637104GHCGRAHAM HLDGS CO$2.4M0.73%3,475CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2.3M0.69%43,683CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.63%5,200CommonSOLE
58933Y105MRKMERCK & CO INC$2.0M0.61%16,314CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG$1.9M0.57%35,500CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.9M0.57%9,326CommonSOLE
931142103WMTWALMART INC$1.9M0.56%27,344CommonSOLE
11135F101AVGOBROADCOM INC$1.7M0.52%1,076CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.7M0.50%10,157CommonSOLE
45104G104IBNICICI BANK LIMITED$1.6M0.49%56,292CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.48%1,867CommonSOLE
713448108PEPPEPSICO INC$1.6M0.47%9,437CommonSOLE
94106L109WMWASTE MGMT INC DEL$1.6M0.46%7,266CommonSOLE
88160R101TSLATESLA INC$1.5M0.44%7,470CommonSOLE
17133Q502CHTCHUNGHWA TELECOM CO LTD$1.5M0.44%37,748CommonSOLE
92189F791GDXJVANECK ETF TRUST$1.5M0.44%34,500CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.5M0.43%7,463CommonSOLE
780259305SHELSHELL PLC$1.4M0.42%19,281CommonSOLE
97651M109WITWIPRO LTD$1.3M0.40%219,047CommonSOLE
126650100CVSCVS HEALTH CORP$1.3M0.39%22,006CommonSOLE
92826C839VVISA INC$1.3M0.38%4,786CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.3M0.38%8,585CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$1.2M0.37%1,185CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.36%4,680CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.2M0.36%2,538CommonSOLE
803054204SAPSAP SE$1.2M0.36%5,896CommonSOLE
910873405UMCUNITED MICROELECTRONICS CORP$1.2M0.35%132,367CommonSOLE
N07059210ASMLASML HOLDING N V$1.2M0.34%1,125CommonSOLE
17275R102CSCOCISCO SYS INC$1.1M0.34%23,944CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.34%2,919CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.34%6,519CommonSOLE
64110L106NFLXNETFLIX INC$1.1M0.32%1,604CommonSOLE
58155Q103MCKMCKESSON CORP$1.1M0.32%1,847CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.32%25,744CommonSOLE
046353108AZNNASTRAZENECA PLC$1.0M0.31%13,277CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$990,8050.30%4,702CommonSOLE
256135203RDYDR REDDYS LABS LTD$962,9650.29%12,639CommonSOLE
456788108INFYINFOSYS LTD$953,5120.29%51,209CommonSOLE
501044101KRKROGER CO$939,4830.28%18,816CommonSOLE
872590104TMUST-MOBILE US INC$895,8750.27%5,085CommonSOLE
66987V109NVSNOVARTIS AG$831,6660.25%7,812CommonSOLE
209115104EDCONSOLIDATED EDISON INC$831,1590.25%9,295CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$819,5620.25%1,454CommonSOLE
G54950103LINLINDE PLC$814,8700.24%1,857CommonSOLE
191216100KOCOCA COLA CO$806,8910.24%12,677CommonSOLE
40415F101HDBHDFC BANK LTD$735,0350.22%11,426CommonSOLE
842587107SOSOUTHERN CO$724,5040.22%9,340CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$714,0660.21%4,072CommonSOLE
437076102HDHOME DEPOT INC$706,3800.21%2,052CommonSOLE
032095101APHAMPHENOL CORP NEW$705,7680.21%10,476CommonSOLE
464286525ACWVISHARES INC$696,3790.21%5,319CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP.$689,4510.21%4,090CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$684,4710.21%6,829CommonSOLE
743315103PGRPROGRESSIVE CORP$677,5500.20%3,262CommonSOLE
H1467J104CBCHUBB LIMITED$669,3300.20%2,624CommonSOLE
375558103GILDGILEAD SCIENCES INC$669,2220.20%9,754CommonSOLE
053332102AZOAUTOZONE INC$655,0660.20%221CommonSOLE
060505104BACBANK AMERICA CORP$642,6430.19%16,159CommonSOLE
68389X105ORCLORACLE CORP$628,9050.19%4,454CommonSOLE
48241A105KBKB FINL GROUP INC$607,6520.18%10,734CommonSOLE
031162100AMGNAMGEN INC$607,0900.18%1,943CommonSOLE
03073E105CORCENCORA INC$604,7050.18%2,684CommonSOLE
427866108HSYHERSHEY CO$600,3890.18%3,266CommonSOLE
20030N101CMCSACOMCAST CORP NEW$592,1780.18%15,122CommonSOLE
370334104GISGENERAL MLS INC$585,6610.18%9,258CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$576,6090.17%546CommonSOLE
055622104BPBP PLC$574,9650.17%15,927CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$572,8890.17%538CommonSOLE
949746101WMT2WELLS FARGO CO NEW$563,9080.17%9,495CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$540,7680.16%6,957CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC$525,6550.16%3,091CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$520,8170.16%1,115CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$519,7610.16%48,126CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$515,5640.15%2,981CommonSOLE
149123101CATCATERPILLAR INC$512,6410.15%1,539CommonSOLE
780087102RYROYAL BK CDA$502,4330.15%4,723CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$501,7160.15%3,093CommonSOLE
904767704UNILEVER PLC$501,2890.15%9,116CommonSOLE
G29183103ETNEATON CORP PLC$497,9170.15%1,588CommonSOLE
00724F101ADBEADOBE INC$489,9860.15%882CommonSOLE
892331307TMTOYOTA MOTOR CORP$488,6480.15%2,384CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$483,9050.15%1,110CommonSOLE
088606108BHPBHP GROUP LTD$474,5890.14%8,313CommonSOLE
872540109TJXTJX COS INC NEW COM$474,2010.14%4,307CommonSOLE
747525103QCOMQUALCOMM INC$466,0810.14%2,340CommonSOLE
254687106DISDISNEY WALT CO$465,6700.14%4,690CommonSOLE
527064109LESLIES INC$465,0900.14%111,000CommonSOLE
78409V104SPGIS&P GLOBAL INC$463,8400.14%1,040CommonSOLE
75513E101RTXRTX CORPORATION$461,5930.14%4,598CommonSOLE
81762P102NOWSERVICENOW INC$460,2020.14%585CommonSOLE
040413106ANETEURARISTA NETWORKS INC$455,9740.14%1,301CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$452,6880.14%1,492CommonSOLE
16411R208LNGCHENIERE ENERGY INC$448,9630.13%2,568CommonSOLE
717081103PFEPFIZER INC$447,8200.13%16,005CommonSOLE
438516106HONHONEYWELL INTL INC$439,8920.13%2,060CommonSOLE
882508104TXNTEXAS INSTRS INC$439,2490.13%2,258CommonSOLE
303250104FICOFAIR ISAAC CORP$439,1550.13%295CommonSOLE
444859102HUMHUMANA INC$434,9290.13%1,164CommonSOLE
56501R106MFCMANULIFE FINL CORP$432,6550.13%16,253CommonSOLE
863667101SYKSTRYKER CORPORATION$427,0140.13%1,255CommonSOLE
29446M102EQNREQUINOR ASA$422,6590.13%14,799CommonSOLE
79466L302CRMSALESFORCE INC$416,2450.12%1,619CommonSOLE
693718108PCARPACCAR INC$408,3630.12%3,967CommonSOLE
835699307SONYSONY GROUP CORP$407,6750.12%4,799CommonSOLE
172967424CCITIGROUP INC$405,7630.12%6,394CommonSOLE
125523100CITHE CIGNA GROUP$405,2790.12%1,226CommonSOLE
G0403H108AONAON PLC$395,4520.12%1,347CommonSOLE
722304102PDDPDD HOLDINGS INC$390,3410.12%2,936CommonSOLE
981064108WFWOORI FINL GROUP INC$382,2050.11%11,929CommonSOLE
00206R102TAT&T INC$380,7670.11%19,925CommonSOLE
56585A102MPCMARATHON PETE CORP$376,7990.11%2,172CommonSOLE
907818108UNPUNION PAC CORP$371,9710.11%1,644CommonSOLE
487836108KKELLANOVA$370,8250.11%6,429CommonSOLE
871607107SNPSSYNOPSYS INC$368,3420.11%619CommonSOLE
20825C104COPCONOCOPHILLIPS$367,5030.11%3,213CommonSOLE
235851102DHRDANAHER CORPORATION$360,5340.11%1,443CommonSOLE
969457100WMBWILLIAMS COS INC$359,0400.11%8,448CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$358,5400.11%1,791CommonSOLE
369604301GEGE AEROSPACE$355,7750.11%2,238CommonSOLE
718172109PMPHILIP MORRIS INTL INC$354,4520.11%3,498CommonSOLE
82509L107SHOPSHOPIFY INC$352,3770.11%5,335CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$347,1610.10%4,508CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$346,9180.10%3,575CommonSOLE
285512109EAELECTRONIC ARTS INC$345,3990.10%2,479CommonSOLE
438128308HMCHONDA MOTOR LTD$344,5490.10%10,687CommonSOLE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$344,4360.10%25,685CommonSOLE
92840M102VSTVISTRA CORP$343,1460.10%3,991CommonSOLE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$339,7540.10%80,320CommonSOLE
038222105AMATAPPLIED MATLS INC$329,6780.10%1,397CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$328,3690.10%1,067CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$325,1850.10%731CommonSOLE
855244109SBUXSTARBUCKS CORP$323,7780.10%4,159CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$322,7400.10%1,956CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$320,4720.10%4,451CommonSOLE
H2906T109GRMNGARMIN LTD$319,6490.10%1,962CommonSOLE
595112103MUMICRON TECHNOLOGY INC$318,9600.10%2,425CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$317,9140.10%1,226CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$316,8690.10%573CommonSOLE
136385101CNQCANADIAN NAT RES LTD$305,3060.09%8,576CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$303,0870.09%4,113CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$302,1820.09%1,266CommonSOLE
134429109CPBCAMPBELL SOUP CO$301,5530.09%6,673CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$300,9710.09%915CommonSOLE
866796105SLFSUN LIFE FINANCIAL INC.$300,7990.09%6,140CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$297,0430.09%2,865CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$296,3890.09%4,078CommonSOLE
12572Q105CMECME GROUP INC$295,6860.09%1,504CommonSOLE
337738108FISVFISERV INC$295,3970.09%1,982CommonSOLE
767204100RIORIO TINTO PLC$295,3000.09%4,479CommonSOLE
461202103INTUINTUIT$295,0870.09%449CommonSOLE
29444U700EQIXEQUINIX INC$293,5610.09%388CommonSOLE
65339F101NEENEXTERA ENERGY INC$292,3040.09%4,128CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$291,8720.09%20,143CommonSOLE
615369105MCOMOODYS CORP$284,1280.09%675CommonSOLE
874080104TALTAL EDUCATION GROUP$279,4690.08%26,192CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$277,2720.08%613CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$276,5970.08%27,577CommonSOLE
824596100SHGSHINHAN FINANCIAL GROUP CO L$275,9040.08%7,926CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$268,4090.08%1,320CommonSOLE
136069101CMCANADIAN IMPERIAL BK COMM TO$264,7030.08%5,568CommonSOLE
92343E102VRSNVERISIGN INC$263,1440.08%1,480CommonSOLE
025816109AXPAMERICAN EXPRESS CO$262,3460.08%1,133CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$257,4980.08%65CommonSOLE
891160509TDTORONTO DOMINION BK ONT$256,3880.08%4,665CommonSOLE
900111204TKCTURKCELL ILETISIM HIZMETLERI$255,7870.08%33,745CommonSOLE
032654105ADIANALOG DEVICES INC$253,3690.08%1,110CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$252,8600.08%5,380CommonSOLE
617446448MSMORGAN STANLEY$252,0140.08%2,593CommonSOLE
64110W102NTESNETEASE INC$250,5150.08%2,621CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$250,2070.08%2,480CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$248,3000.07%1,406CommonSOLE
92939U106WECWEC ENERGY GROUP INC$247,4630.07%3,154CommonSOLE
244199105DEDEERE & CO$247,3430.07%662CommonSOLE
02209S103MOALTRIA GROUP INC$245,4230.07%5,388CommonSOLE
548661107LOWLOWES COS INC$243,1670.07%1,103CommonSOLE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$240,0030.07%21,016CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$236,6290.07%698CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$236,0520.07%5,163CommonSOLE
756109104OREALTY INCOME CORP$235,6830.07%4,462CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$231,3120.07%1,190CommonSOLE
N3167Y103RACEFERRARI N V$229,0960.07%561CommonSOLE
205887102CAGCONAGRA BRANDS INC$224,9440.07%7,915CommonSOLE
31428X106FDXFEDEX CORP$224,8800.07%750CommonSOLE
384802104GWWGRAINGER W W INC$224,6580.07%249CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$224,4190.07%752CommonSOLE
075887109BDXBECTON DICKINSON & CO$222,9590.07%954CommonSOLE
69344D408PHIPLDT INC$222,8080.07%9,072CommonSOLE
684060106ORANYORANGE$220,6590.07%22,088CommonSOLE
172908105CTASCINTAS CORP$219,8820.07%314CommonSOLE
12532H104GIBCGI INC$219,7820.07%2,202CommonSOLE
G3421J106FERG1GBXFERGUSON PLC NEW$218,8250.07%1,130CommonSOLE
001055102AFLAFLAC INC$216,3090.06%2,422CommonSOLE
718546104PSXPHILLIPS 66$213,8730.06%1,515CommonSOLE
45687V106IRINGERSOLL RAND INC$212,9290.06%2,344CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$212,6650.06%1,554CommonSOLE
609207105MDLZMONDELEZ INTL INC$212,0910.06%3,241CommonSOLE
48203R104JNPJUNIPER NETWORKS INC$212,0150.06%5,815CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$208,9350.06%2,434CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$208,4060.06%1,508CommonSOLE
084423102WRBBERKLEY W R CORP$207,2940.06%2,638CommonSOLE
902973304USBUS BANCORP DEL$206,1620.06%5,193CommonSOLE
92276F100VTRVENTAS INC$205,7060.06%4,013CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$204,6040.06%2,081CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$204,3020.06%1,484CommonSOLE
89832Q109TFCTRUIST FINL CORP$202,5250.06%5,213CommonSOLE
80105N105SNYSANOFI$200,8730.06%4,140CommonSOLE
48268K101KTKT CORP$189,8490.06%13,888CommonSOLE
91912E105VALEVALE S A$187,9350.06%16,825CommonSOLE
05964H105SANBANCO SANTANDER S.A.$131,9500.04%28,499CommonSOLE
65535H208NMRNOMURA HLDGS INC$121,6290.04%21,043CommonSOLE
204409601CIGCIA ENERGETICA DE MINAS GERA$105,3010.03%59,830CommonSOLE
500631106KEPKOREA ELEC PWR CORP$102,0680.03%14,396CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$95,8460.03%12,848CommonSOLE
015857105AQNALGONQUIN PWR UTILS CORP$95,3770.03%16,276CommonSOLE
74969N103RLXRLX TECHNOLOGY INC$79,6020.02%43,262CommonSOLE
059460303BBDBANCO BRADESCO S A$61,1540.02%27,301CommonSOLE
539439109LYGLLOYDS BANKING GROUP PLC$58,0970.02%21,281CommonSOLE
40049J206TVGRUPO TELEVISA S A B$56,5380.02%20,411CommonSOLE
549498103CCIVGBPLUCID GROUP INC$49,2920.01%18,886CommonSOLE
02319V103ABEVAMBEV SA$26,1050.01%12,734CommonSOLE

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.