West Family Investments, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), West Family Investments, Inc. reported 272 stock positions worth $265.5 million. Its top holding was iShares Gold Trust (IAU) at 11.0% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 4.7%) and iShares 20+ Year Treasury BD (TLT, 4.7%). Compared with Q4 2024, it opened 29 new positions, sold out of 41, added to 54 and reduced 113. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +4%) and the biggest sale Nvidia (NVDA, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- CARLSBAD, CA
- CIK
- 0001568303
- Portfolio Value
- $265.5M (Q1 2025)
- SEC Filing
- 0001568303-25-000005 ↗ filed May 2, 2025
Holdings Value
Holdings 272 stocks · $265.5M
| IAU iShares Gold Trust | 10.95% | 491,046 | $29.1M | Reduce -8.2% |
| SCHP Schwab U.S. Tips ETF | 4.68% | 443,227 | $12.4M | Add +3.8% |
| TLT iShares 20+ Year Treasury BD | 4.66% | 109,868 | $12.4M | Reduce -7.1% |
| AAPL Apple Inc. | 3.92% | 46,853 | $10.4M | Add +3.6% |
| LGO Largo Inc. | 3.38% | 5,572,637 | $9.0M | No change |
| MSFT Microsoft Corp. | 3.14% | 22,230 | $8.3M | Add +2.4% |
| MBB iShares MBS ETF | 2.86% | 80,697 | $7.6M | Reduce -0.5% |
| EXE Expand Energy Corp. | 2.10% | 50,000 | $5.6M | No change |
| EQT Eqt Corp. | 2.08% | 103,500 | $5.5M | No change |
| AMZN Amazon.com Inc. | 2.07% | 28,939 | $5.5M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.81% | 31,080 | $4.8M | Reduce -6.8% |
| NVDA Nvidia Corp. | 1.58% | 38,621 | $4.2M | Reduce -48.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.16% | 18,627 | $3.1M | Reduce -11.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 5,423 | $2.9M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.92% | 4,233 | $2.4M | Reduce -37.2% |
| WMT Walmart Inc. | 0.92% | 27,788 | $2.4M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.91% | 9,878 | $2.4M | Reduce -0.8% |
| VT Vanguard Tot World STK ETF | 0.88% | 19,290 | $2.3M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.87% | 8,896 | $2.3M | No change |
| V Visa Inc. Class A | 0.76% | 5,763 | $2.0M | Add +2.8% |
| UNH Unitedhealth Group Inc. | 0.75% | 3,824 | $2.0M | Add +5.8% |
| GDXJ Vaneck Junior Gold Miners | 0.74% | 34,500 | $2.0M | No change |
| JNJ Johnson & Johnson | 0.74% | 11,803 | $2.0M | Add +9.3% |
| CHT Chunghwa Telecom LT-Spon ADR | 0.71% | 48,013 | $1.9M | Add +3.9% |
| PG The Procter & Gamble Co. | 0.71% | 11,037 | $1.9M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.62% | 9,801 | $1.6M | Reduce -27.0% |
| WM Waste Management Inc. | 0.61% | 7,038 | $1.6M | No change |
| CVS CVS Health Corp. | 0.61% | 23,924 | $1.6M | Add +5.3% |
| MA Mastercard Inc. Class A | 0.61% | 2,949 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.60% | 13,465 | $1.6M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.57% | 4,886 | $1.5M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.56% | 16,685 | $1.5M | Add +2.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.56% | 47,402 | $1.5M | Reduce -11.9% |
| ABBV Abbvie Inc. | 0.56% | 7,098 | $1.5M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.55% | 23,796 | $1.5M | No change |
| TMUS T-Mobile US Inc. | 0.54% | 5,369 | $1.4M | Reduce -9.1% |
| SHEL Shell PLC-ADR | 0.53% | 19,373 | $1.4M | Reduce -2.1% |
| KO The Coca-Cola Co. | 0.50% | 18,495 | $1.3M | Add +17.4% |
| VZ Verizon Communications Inc. | 0.49% | 28,552 | $1.3M | Add +9.2% |
| KR Kroger Co. | 0.47% | 18,564 | $1.3M | No change |
| LLY Eli Lilly & Co. | 0.47% | 1,498 | $1.2M | Reduce -67.1% |
| PEP Pepsico Inc. | 0.46% | 8,196 | $1.2M | Reduce -12.2% |
| MRSH Marsh & McLennan Cos | 0.45% | 4,878 | $1.2M | No change |
| WIT Wipro Ltd.-ADR | 0.45% | 388,195 | $1.2M | Reduce -3.0% |
| NVS Novartis AG-Sponsored ADR | 0.42% | 10,009 | $1.1M | No change |
| HDB HDFC Bank Ltd.-ADR | 0.42% | 16,589 | $1.1M | Reduce -11.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 15,871 | $1.1M | Reduce -22.1% |
| INFY Infosys Ltd.-SP ADR | 0.41% | 59,338 | $1.1M | Add +12.4% |
| GILD Gilead Sciences Inc. | 0.41% | 9,639 | $1.1M | No change |
| T AT&T Inc. | 0.40% | 37,961 | $1.1M | No change |
| RSG Republic Services Inc. | 0.40% | 4,428 | $1.1M | Reduce -40.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.39% | 14,068 | $1.0M | No change |
| ED Consolidated Edison Inc. | 0.39% | 9,245 | $1.0M | Add +0.3% |
| UMC United Microelectron-SP ADR | 0.37% | 136,771 | $978K | Reduce -0.1% |
| MCK McKesson Corp. | 0.36% | 1,427 | $960K | Reduce -20.8% |
| SO The Southern Co. | 0.35% | 10,253 | $943K | Add +8.7% |
| LIN Linde PLC | 0.35% | 2,015 | $938K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,728 | $927K | Add +0.2% |
| CB Chubb Ltd. | 0.34% | 3,034 | $916K | Add +9.6% |
| BABA Alibaba Group Holding-SP ADR | 0.33% | 6,659 | $881K | Add +13.8% |
| PM Philip Morris International | 0.33% | 5,541 | $880K | Add +12.0% |
| COR Cencora Inc. | 0.33% | 3,128 | $870K | Reduce -8.9% |
| ASML ASML Holding NV-NY Reg SHS | 0.32% | 1,297 | $859K | No change |
| RDY Dr. Reddy's Laboratories-ADR | 0.32% | 64,599 | $852K | Reduce -16.0% |
| ROP Roper Technologies Inc. | 0.32% | 1,432 | $844K | Add +22.8% |
| DUK Duke Energy Corp. | 0.30% | 6,636 | $809K | Reduce -5.5% |
| HD Home Depot Inc. | 0.30% | 2,192 | $803K | Reduce -20.7% |
| WCN Waste Connections Inc. | 0.30% | 4,100 | $800K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.30% | 19,026 | $794K | Reduce -7.9% |
| CVX Chevron Corp. | 0.29% | 4,652 | $778K | Reduce -1.1% |
| ABT Abbott Laboratories | 0.29% | 5,794 | $769K | Add +13.3% |
| ACWV iShares MSCI Global Min Vol | 0.29% | 5,169 | $765K | Reduce -21.4% |
| ORCL Oracle Corp. | 0.29% | 5,424 | $758K | Reduce -1.6% |
| CRM Salesforce Inc. | 0.28% | 2,816 | $756K | No change |
| WFC Wells Fargo & Co. | 0.28% | 10,331 | $742K | Reduce -1.7% |
| REGN Regeneron Pharmaceuticals | 0.27% | 1,137 | $721K | No change |
| TRI Thomson Reuters Corp. | 0.27% | 4,141 | $715K | Reduce -0.4% |
| APH Amphenol Corp. Class A | 0.26% | 10,627 | $697K | Add +5.5% |
| RTX RTX Corp. | 0.26% | 5,162 | $684K | No change |
| SONY Sony Group Corp. - SP ADR | 0.26% | 26,725 | $679K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.25% | 11,740 | $674K | Reduce -4.1% |
| MSI Motorola Solutions Inc. | 0.25% | 1,531 | $670K | Reduce -46.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 1,348 | $654K | Reduce -49.2% |
| NOC Northrop Grumman Corp. | 0.23% | 1,187 | $608K | No change |
| COST Costco Wholesale Corp. | 0.23% | 639 | $604K | Reduce -67.7% |
| CMCSA Comcast Corp. Class A | 0.23% | 16,196 | $598K | Add +8.7% |
| ACN Accenture PLC Class A | 0.22% | 1,907 | $595K | Add +1.3% |
| RY Royal Bank of Canada | 0.22% | 5,206 | $587K | No change |
| AON Aon PLC Class A | 0.22% | 1,466 | $585K | No change |
| AMGN Amgen Inc. | 0.22% | 1,869 | $582K | Reduce -12.2% |
| NOW ServiceNow Inc. | 0.21% | 716 | $570K | Reduce -15.0% |
| CME Cme Group Inc. | 0.21% | 2,143 | $569K | Add +2.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.21% | 3,187 | $563K | Reduce -17.2% |
| NFLX Netflix Inc. | 0.21% | 603 | $562K | Reduce -64.5% |
| UL Unilever PLC | 0.21% | 9,414 | $561K | Add +0.9% |
| CAT Caterpillar Inc. | 0.21% | 1,662 | $548K | Reduce -1.1% |
| SPGI S&P Global Inc. | 0.21% | 1,076 | $547K | Add +8.4% |
| SAP Sap SE-Sponsored ADR | 0.21% | 2,034 | $546K | Reduce -66.9% |
| MFC Manulife Financial Corp. | 0.20% | 17,442 | $543K | No change |
| HSY The Hershey Co. | 0.20% | 3,134 | $536K | Reduce -4.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -48.9% | 1.58% | −1.96 |
| LLY Eli Lilly & Co. | Reduce -67.1% | 0.47% | −0.76 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.49 |
| AVGO Broadcom Inc. | Reduce -27.0% | 0.62% | −0.47 |
| META Meta Platforms Inc. Class A | Reduce -37.2% | 0.92% | −0.46 |
| COST Costco Wholesale Corp. | Reduce -67.7% | 0.23% | −0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 1.81% | −0.39 |
| SAP Sap SE-Sponsored ADR | Reduce -66.9% | 0.21% | −0.32 |
| NFLX Netflix Inc. | Reduce -64.5% | 0.21% | −0.32 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -11.7% | 1.16% | −0.29 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.22 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.21 |
| MSI Motorola Solutions Inc. | Reduce -46.1% | 0.25% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -22.1% | 0.41% | −0.20 |
| VST Vistra Corp. | Sold out | 0.00% | −0.19 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.14 |
| SHOP Shopify Inc. Class A | Reduce -63.6% | 0.08% | −0.14 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.14 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.14 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -49.2% | 0.25% | −0.13 |
| AZO AutoZone Inc. | Reduce -60.3% | 0.13% | −0.12 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.12 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Reduce -64.0% | 0.10% | −0.12 |
| RSG Republic Services Inc. | Reduce -40.0% | 0.40% | −0.11 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.11 |
| ORLY O'reilly Automotive Inc. | Reduce -57.2% | 0.13% | −0.11 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.11 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.10 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.10 |
| RDY Dr. Reddy's Laboratories-ADR | Reduce -16.0% | 0.32% | −0.10 |
| GIS General Mills Inc. | Reduce -55.9% | 0.08% | −0.10 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.10 |
| LNG Cheniere Energy Inc. | Reduce -58.6% | 0.09% | −0.10 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.10 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.10 |
| RACE Ferrari NV | Sold out | 0.00% | −0.10 |
| NOW ServiceNow Inc. | Reduce -15.0% | 0.21% | −0.10 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.09 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.09 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Sold out | 0.00% | −0.09 |
| PGR Progressive Corp. | Reduce -47.4% | 0.18% | −0.09 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.09 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.09 |
| ARGX Argenx SE - ADR | Sold out | 0.00% | −0.09 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −0.08 |
| WMB Williams Cos Inc. | Reduce -56.7% | 0.09% | −0.08 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.08 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.08 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHP Schwab U.S. Tips ETF | Add +3.8% | 4.68% | +0.83 |
| CVS CVS Health Corp. | Add +5.3% | 0.61% | +0.26 |
| JNJ Johnson & Johnson | Add +9.3% | 0.74% | +0.19 |
| BABA Alibaba Group Holding-SP ADR | Add +13.8% | 0.33% | +0.16 |
| KO The Coca-Cola Co. | Add +17.4% | 0.50% | +0.16 |
| V Visa Inc. Class A | Add +2.8% | 0.76% | +0.14 |
| PFE Pfizer Inc. | New | 0.14% | +0.14 |
| KMB Kimberly-Clark Corp. | New | 0.13% | +0.13 |
| PM Philip Morris International | Add +12.0% | 0.33% | +0.12 |
| VZ Verizon Communications Inc. | Add +9.2% | 0.49% | +0.12 |
| ABBV Abbvie Inc. | Add +0.0% | 0.56% | +0.12 |
| KDP Keurig Dr Pepper Inc. | New | 0.12% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +5.8% | 0.75% | +0.12 |
| RELX Relx PLC - Spon ADR | New | 0.11% | +0.11 |
| ICE Intercontinental Exchange Inc. | New | 0.11% | +0.11 |
| ROP Roper Technologies Inc. | Add +22.8% | 0.32% | +0.11 |
| CHT Chunghwa Telecom LT-Spon ADR | Add +3.9% | 0.71% | +0.10 |
| ED Consolidated Edison Inc. | Add +0.3% | 0.39% | +0.10 |
| PKX Posco Holdings Inc. -Spon ADR | New | 0.09% | +0.09 |
| SE Sea Ltd.-ADR | New | 0.09% | +0.09 |
| KLAC KLA Corp. | New | 0.09% | +0.09 |
| ABT Abbott Laboratories | Add +13.3% | 0.29% | +0.09 |
| ACGL Arch Capital Group Ltd. | New | 0.09% | +0.09 |
| SO The Southern Co. | Add +8.7% | 0.35% | +0.08 |
| SPOT Spotify Technology SA | New | 0.08% | +0.08 |
| KOF Coca-Cola Femsa Sab-SP ADR | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | Add +0.2% | 0.57% | +0.08 |
| TD Toronto-Dominion Bank | New | 0.08% | +0.08 |
| GD General Dynamics Corp. | New | 0.08% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +83.3% | 0.17% | +0.08 |
| CMS CMS Energy Corp. | New | 0.08% | +0.08 |
| VICI Vici Properties Inc. | New | 0.08% | +0.08 |
| CB Chubb Ltd. | Add +9.6% | 0.34% | +0.08 |
| MKL Markel Group Inc. | New | 0.08% | +0.08 |
| ALC Alcon Inc. | New | 0.08% | +0.08 |
| MELI MercadoLibre Inc. | New | 0.08% | +0.08 |
| NKE Nike Inc. Class B | New | 0.08% | +0.08 |
| SJM The JM Smucker Co. | New | 0.08% | +0.08 |
| PSX Phillips 66 | New | 0.08% | +0.08 |
| CP Canadian Pacific Kansas City | New | 0.08% | +0.08 |
| MNST Monster Beverage Corp. | New | 0.08% | +0.08 |
| TLK Telkom Indonesia Persero-ADR | New | 0.07% | +0.07 |
| CJPRY Central Japan Rai-Unspon ADR | New | 0.07% | +0.07 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.35% | +0.06 |
| VRSN Verisign Inc. | Add +9.2% | 0.20% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +17.6% | 0.19% | +0.05 |
| CSANY Cosan SA -ADR | New | 0.04% | +0.04 |
| CME Cme Group Inc. | Add +2.4% | 0.21% | +0.04 |
| LYG Lloyds Banking Group PLC-ADR | Add +94.7% | 0.07% | +0.04 |
| TSN Tyson Foods Inc. Class A | Add +13.4% | 0.16% | +0.04 |
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 |