West Family Investments, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), West Family Investments, Inc. reported 284 stock positions worth $287.0 million. Its top holding was iShares Gold Trust (IAU) at 9.2% of the portfolio, followed by Apple (AAPL, 3.9%) and Schwab U.S. Tips ETF (SCHP, 3.8%). Compared with Q3 2024, it opened 25 new positions, sold out of 34, added to 63 and reduced 174. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001568303
- Portfolio Value
- $287.0M (Q4 2024)
- SEC Filing
- 0001568303-25-000002 ↗ filed Feb 7, 2025
Holdings Value
Holdings 284 stocks · $287.0M
| IAU iShares Gold Trust | 9.23% | 534,779 | $26.5M | Add +0.3% |
| AAPL Apple Inc. | 3.94% | 45,209 | $11.3M | Reduce -1.1% |
| SCHP Schwab U.S. Tips ETF | 3.84% | 426,922 | $11.0M | Add +8.3% |
| TLT iShares 20+ Year Treasury BD | 3.60% | 118,272 | $10.3M | Add +22.7% |
| NVDA Nvidia Corp. | 3.54% | 75,571 | $10.1M | Reduce -2.0% |
| LGO Largo Inc. | 3.34% | 5,572,637 | $9.6M | No change |
| MSFT Microsoft Corp. | 3.19% | 21,711 | $9.2M | Reduce -3.8% |
| MBB iShares MBS ETF | 2.59% | 81,058 | $7.4M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.20% | 33,341 | $6.3M | Add +4.8% |
| AMZN Amazon.com Inc. | 2.20% | 28,756 | $6.3M | Reduce -1.2% |
| EXE Expand Energy Corp. | 1.73% | 50,000 | $5.0M | No change |
| EQT Eqt Corp. | 1.66% | 103,500 | $4.8M | Reduce -0.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.45% | 21,090 | $4.2M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.38% | 6,743 | $3.9M | Reduce -1.5% |
| TSLA Tesla Inc. | 1.25% | 8,896 | $3.6M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 1.22% | 4,551 | $3.5M | Reduce -1.6% |
| AVGO Broadcom Inc. | 1.08% | 13,427 | $3.1M | Reduce -1.5% |
| WMT Walmart Inc. | 0.89% | 28,234 | $2.6M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 5,496 | $2.5M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.83% | 9,956 | $2.4M | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 0.82% | 20,066 | $2.4M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.68% | 11,696 | $2.0M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.64% | 3,613 | $1.8M | Reduce -12.7% |
| COST Costco Wholesale Corp. | 0.63% | 1,977 | $1.8M | Reduce -1.3% |
| V Visa Inc. Class A | 0.62% | 5,604 | $1.8M | Reduce -3.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.61% | 20,373 | $1.8M | Reduce -2.3% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.61% | 46,235 | $1.7M | Add +14.3% |
| MRK Merck & Co. Inc. | 0.56% | 16,246 | $1.6M | Reduce -5.6% |
| IBN Icici Bank Ltd.-Spon ADR | 0.56% | 53,802 | $1.6M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.54% | 10,795 | $1.6M | Add +11.1% |
| MA Mastercard Inc. Class A | 0.54% | 2,949 | $1.6M | Reduce -0.8% |
| NFLX Netflix Inc. | 0.53% | 1,700 | $1.5M | Reduce -1.3% |
| SAP Sap SE-Sponsored ADR | 0.53% | 6,144 | $1.5M | Reduce -1.1% |
| RSG Republic Services Inc. | 0.52% | 7,375 | $1.5M | Reduce -1.3% |
| GDXJ Vaneck Junior Gold Miners | 0.51% | 34,500 | $1.5M | No change |
| XOM Exxon Mobil Corp. | 0.51% | 13,667 | $1.5M | Add +6.0% |
| WM Waste Management Inc. | 0.49% | 7,038 | $1.4M | Reduce -2.7% |
| PEP Pepsico Inc. | 0.49% | 9,332 | $1.4M | Reduce -3.5% |
| WIT Wipro Ltd.-ADR | 0.49% | 400,246 | $1.4M | Reduce -7.6% |
| MCD McDonald's Corp. | 0.49% | 4,876 | $1.4M | Add +1.6% |
| CSCO Cisco Systems Inc. | 0.49% | 23,796 | $1.4M | Reduce -2.4% |
| CRSP Crispr Therapeutics AG | 0.49% | 35,500 | $1.4M | No change |
| MSI Motorola Solutions Inc. | 0.46% | 2,841 | $1.3M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.45% | 5,906 | $1.3M | Reduce -5.4% |
| ABBV Abbvie Inc. | 0.44% | 7,095 | $1.3M | Reduce -1.8% |
| SHEL Shell PLC-ADR | 0.43% | 19,798 | $1.2M | Reduce -1.7% |
| RDY Dr. Reddy's Laboratories-ADR | 0.42% | 76,936 | $1.2M | Add +16.4% |
| HDB HDFC Bank Ltd.-ADR | 0.42% | 18,709 | $1.2M | Reduce -13.3% |
| INFY Infosys Ltd.-SP ADR | 0.40% | 52,804 | $1.2M | Add +2.9% |
| KR Kroger Co. | 0.40% | 18,564 | $1.1M | Reduce -1.5% |
| HD Home Depot Inc. | 0.37% | 2,764 | $1.1M | Add +2.9% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 2,652 | $1.1M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.36% | 26,148 | $1.0M | Reduce -5.5% |
| MRSH Marsh & McLennan Cos | 0.36% | 4,878 | $1.0M | Reduce -2.2% |
| MCK McKesson Corp. | 0.36% | 1,801 | $1.0M | Add +8.5% |
| CVS CVS Health Corp. | 0.36% | 22,712 | $1.0M | Reduce -9.1% |
| KO The Coca-Cola Co. | 0.34% | 15,754 | $981K | Add +15.2% |
| NVS Novartis AG-Sponsored ADR | 0.34% | 10,009 | $974K | Add +2.8% |
| CRM Salesforce Inc. | 0.33% | 2,816 | $941K | Reduce -1.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.32% | 14,068 | $922K | Reduce -5.7% |
| ORCL Oracle Corp. | 0.32% | 5,515 | $919K | Reduce -2.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 20,667 | $908K | Reduce -1.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.31% | 1,297 | $899K | Reduce -0.6% |
| NOW ServiceNow Inc. | 0.31% | 842 | $893K | Add +27.0% |
| GILD Gilead Sciences Inc. | 0.31% | 9,639 | $890K | Reduce -1.7% |
| UMC United Microelectron-SP ADR | 0.31% | 136,983 | $889K | Reduce -3.3% |
| T AT&T Inc. | 0.30% | 37,961 | $864K | Add +70.4% |
| LIN Linde PLC | 0.29% | 2,015 | $844K | Reduce -1.6% |
| ED Consolidated Edison Inc. | 0.29% | 9,213 | $822K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,719 | $818K | Reduce -1.2% |
| REGN Regeneron Pharmaceuticals | 0.28% | 1,137 | $810K | Reduce -4.5% |
| PGR Progressive Corp. | 0.27% | 3,284 | $787K | Add +0.2% |
| SO The Southern Co. | 0.27% | 9,431 | $776K | Add +0.5% |
| COR Cencora Inc. | 0.27% | 3,433 | $771K | Add +1.6% |
| CB Chubb Ltd. | 0.27% | 2,769 | $765K | Add +0.2% |
| DUK Duke Energy Corp. | 0.26% | 7,023 | $757K | Reduce -3.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.26% | 3,848 | $749K | Add +9.7% |
| WFC Wells Fargo & Co. | 0.26% | 10,511 | $738K | Reduce -1.4% |
| AZO AutoZone Inc. | 0.26% | 229 | $733K | Reduce -1.3% |
| ACWV iShares MSCI Global Min Vol | 0.25% | 6,572 | $718K | Add +23.6% |
| WCN Waste Connections Inc. | 0.25% | 4,100 | $703K | Reduce -7.9% |
| APH Amphenol Corp. Class A | 0.24% | 10,070 | $699K | Reduce -11.4% |
| ORLY O'reilly Automotive Inc. | 0.24% | 584 | $693K | Reduce -1.2% |
| CVX Chevron Corp. | 0.24% | 4,706 | $682K | Reduce -0.1% |
| TRI Thomson Reuters Corp. | 0.23% | 4,156 | $667K | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.23% | 1,883 | $662K | Add +6.8% |
| SHOP Shopify Inc. Class A | 0.22% | 5,973 | $635K | Reduce -2.0% |
| RY Royal Bank of Canada | 0.22% | 5,206 | $627K | Reduce -1.6% |
| FICO Fair Isaac Corp. | 0.22% | 314 | $625K | No change |
| ANET Arista Networks Inc. | 0.21% | 5,572 | $616K | Reduce -1.4% |
| BHP BHP Group Ltd.-Spon ADR | 0.21% | 12,533 | $612K | Add +24.5% |
| CAT Caterpillar Inc. | 0.21% | 1,680 | $609K | Reduce -1.2% |
| MUFG Mitsubishi Ufj Finl-Spon ADR | 0.21% | 51,739 | $606K | No change |
| ROP Roper Technologies Inc. | 0.21% | 1,166 | $606K | Reduce -18.0% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.21% | 12,237 | $605K | Reduce -1.7% |
| ETN Eaton Corp. PLC | 0.21% | 1,821 | $604K | Reduce -2.2% |
| RTX RTX Corp. | 0.21% | 5,162 | $597K | Add +0.3% |
| CBOE Cboe Global Markets Inc. | 0.21% | 3,049 | $596K | Reduce -8.6% |
| PM Philip Morris International | 0.21% | 4,948 | $595K | Add +5.8% |
| ABT Abbott Laboratories | 0.20% | 5,114 | $578K | Add +7.2% |
Portfolio Sells Q3 2024 → Q4 2024
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -2.3% | 0.61% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -12.7% | 0.64% | −0.19 |
| CVS CVS Health Corp. | Reduce -9.1% | 0.36% | −0.18 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 1.22% | −0.17 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.16 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.15 |
| REGN Regeneron Pharmaceuticals | Reduce -4.5% | 0.28% | −0.14 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -53.8% | 0.09% | −0.13 |
| MSFT Microsoft Corp. | Reduce -3.8% | 3.19% | −0.12 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.12 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.12 |
| PKX Posco Holdings Inc. -Spon ADR | Sold out | 0.00% | −0.11 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.11 |
| ORANY Orange-Spon ADR | Sold out | 0.00% | −0.11 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.11 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.11 |
| AMD Advanced Micro Devices | Reduce -14.7% | 0.18% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -5.6% | 0.56% | −0.10 |
| ALC Alcon Inc. | Sold out | 0.00% | −0.10 |
| UMC United Microelectron-SP ADR | Reduce -3.3% | 0.31% | −0.10 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -38.3% | 0.12% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -44.8% | 0.08% | −0.09 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.09 |
| CCI Crown Castle Inc. | Sold out | 0.00% | −0.09 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.09 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.09 |
| PHG Koninklijke Philips NVR- NY | Sold out | 0.00% | −0.09 |
| RELX Relx PLC - Spon ADR | Sold out | 0.00% | −0.08 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.08 |
| JHX James Hardie Ord | Sold out | 0.00% | −0.08 |
| VALE Vale SA-SP ADR | Sold out | 0.00% | −0.08 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.08 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -5.7% | 0.32% | −0.07 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.07 |
| CEG Constellation Energy | Sold out | 0.00% | −0.07 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -41.3% | 0.07% | −0.07 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.07 |
| PSX Phillips 66 | Sold out | 0.00% | −0.07 |
| TGT Target Corp. | Sold out | 0.00% | −0.07 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.07 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.07 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.07 |
| ADI Analog Devices Inc. | Reduce -45.9% | 0.07% | −0.07 |
| ADBE Adobe Inc. | Reduce -20.0% | 0.16% | −0.07 |
| PEP Pepsico Inc. | Reduce -3.5% | 0.49% | −0.07 |
| VT Vanguard Tot World STK ETF | Reduce -3.8% | 0.82% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -5.5% | 0.36% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +4.8% | 2.20% | +0.40 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.8% | 1.45% | +0.24 |
| IAU iShares Gold Trust | Add +0.3% | 9.23% | +0.17 |
| BA The Boeing Co. | New | 0.14% | +0.14 |
| T AT&T Inc. | Add +70.4% | 0.30% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| TSN Tyson Foods Inc. Class A | New | 0.12% | +0.12 |
| NOW ServiceNow Inc. | Add +27.0% | 0.31% | +0.11 |
| MRVL Marvell Technology Inc. | New | 0.11% | +0.11 |
| AFRM Affirm Holdings Inc. | New | 0.10% | +0.10 |
| TYL Tyler Technologies Inc. | New | 0.10% | +0.10 |
| UPS United Parcel Service Class B | New | 0.10% | +0.10 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| WDS Woodside Energy Group-ADR | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| YUM Yum! Brands Inc. | New | 0.09% | +0.09 |
| ARGX Argenx SE - ADR | New | 0.09% | +0.09 |
| HRL Hormel Foods Corp. | New | 0.08% | +0.08 |
| LYB Lyondellbasell Indu Class A | New | 0.08% | +0.08 |
| KMI Kinder Morgan Inc. | New | 0.08% | +0.08 |
| FTNT Fortinet Inc. | New | 0.08% | +0.08 |
| BN Brookfield Corp. | New | 0.08% | +0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.08% | +0.08 |
| MCK McKesson Corp. | Add +8.5% | 0.36% | +0.08 |
| DASH DoorDash Inc. Class A | New | 0.08% | +0.08 |
| ALL Allstate Corp. | New | 0.07% | +0.07 |
| CNI Canadian Natl Railway Co. | New | 0.07% | +0.07 |
| KKR KKR & Co. Inc. | New | 0.07% | +0.07 |
| CBRE CBRE Group Inc. Class A | New | 0.07% | +0.07 |
| TAK Takeda Pharmaceutic-SP ADR | Add +87.7% | 0.15% | +0.07 |
| RDY Dr. Reddy's Laboratories-ADR | Add +16.4% | 0.42% | +0.07 |
| AMAT Applied Materials Inc. | Add +111.5% | 0.14% | +0.06 |
| CHT Chunghwa Telecom LT-Spon ADR | Add +14.3% | 0.61% | +0.06 |
| CHD Church & Dwight Co. Inc. | Add +45.9% | 0.18% | +0.06 |
| GDDY GoDaddy Inc. Class A | Add +33.4% | 0.13% | +0.05 |
| STLA Stellantis NV | New | 0.05% | +0.05 |
| TM Toyota Motor Corp. -Spon ADR | Add +9.7% | 0.26% | +0.05 |
| ITUB Itau Unibanco H-Spon PRF ADR | New | 0.04% | +0.04 |
| VRSN Verisign Inc. | Add +22.8% | 0.14% | +0.04 |
| TS Tenaris SA-ADR | Add +20.8% | 0.10% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +17.4% | 0.13% | +0.03 |
| WELL Welltower Inc. | Add +40.7% | 0.10% | +0.03 |
| WEC WEC Energy Group Inc. | Add +27.6% | 0.14% | +0.03 |
| BTI British American Tob-SP ADR | Add +33.2% | 0.11% | +0.03 |
| EA Electronic Arts Inc. | Add +13.9% | 0.15% | +0.02 |
| NGG National Grid PLC-SP ADR | Add +52.0% | 0.09% | +0.02 |
| RIO Rio Tinto PLC-Spon ADR | Add +41.4% | 0.13% | +0.02 |
| CME Cme Group Inc. | Add +6.2% | 0.17% | +0.02 |
| ACN Accenture PLC Class A | Add +6.8% | 0.23% | +0.02 |
| GSK GSK PLC-Spon ADR | Add +42.7% | 0.10% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 468 | $345.0M | NVDA, IEMG, AAPL, MSFT, GOOGL |
| Q1 2026 | 259 | $285.2M | IAU, SCHP, TLT, NVDA, AAPL |
| Q4 2025 | 351 | $425.9M | IAU, NVDA, AAPL, MSFT, SCHP |
| Q3 2025Amended | 378 | $447.8M | IAU, NVDA, AAPL, MSFT, TLT |
| Q2 2025 | 368 | $383.2M | IAU, NVDA, MSFT, AAPL, TLT |
| Q1 2025 | 272 | $265.5M | IAU, SCHP, TLT, AAPL, LGO |
| Q4 2024 | 284 | $287.0M | IAU, AAPL, SCHP, TLT, NVDA |
| Q3 2024 | 293 | $293.7M | IAU, LGO, TLT, SCHP, AAPL |
| Q2 2024 | 252 | $333.5M | IAU, SCHP, TLT, NEM, LGO |
| Q1 2024 | 259 | $322.3M | IAU, RRC, SCHP, LGO, NEM |