West Family Investments, Inc.
Top Portfolio Positions
251 positions ·
$232,841,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
384,343 | $33,883,678 | 14.55% | |
| NVDA |
Nvidia Corp
Technology
|
64,933 | $11,324,315 | 4.86% | |
| AAPL |
Apple Inc.
Technology
|
42,092 | $10,682,528 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
19,119 | $7,077,280 | 3.04% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,481 | $7,039,756 | 3.02% | |
| EQT |
EQT Corp
Energy
|
103,500 | $6,586,740 | 2.83% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
50,000 | $5,489,000 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,080 | $5,431,681 | 2.33% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
15,244 | $5,151,709 | 2.21% | |
| AVGO |
Broadcom Inc.
Technology
|
11,998 | $3,713,500 | 1.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WF
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,787 | 9,186 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,044,698 | 17,770 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $999,020 | 17,792 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $875,944 | 17,614 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $411,575 | 12,330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $385,312 | 12,330 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $476,602 | 13,339 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $382,205 | 11,929 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $386,857 | 11,929 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $314,529 | 10,408 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $281,987 | 10,284 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $368,352 | 13,668 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $307,934 | 11,713 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $340,298 | 12,361 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $225,387 | 10,098 | Shares | Sole | 2022-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||