West Family Investments, Inc.
Top Portfolio Positions
252 positions ·
$235,266,082 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
384,343 | $33,883,678 | 14.40% | |
| NVDA |
Nvidia Corp
Technology
|
64,933 | $11,324,315 | 4.81% | |
| AAPL |
Apple Inc.
Technology
|
42,092 | $10,682,528 | 4.54% | |
| MSFT |
Microsoft Corp
Technology
|
19,119 | $7,077,280 | 3.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
24,481 | $7,039,756 | 2.99% | |
| EQT |
EQT Corp
Energy
|
103,500 | $6,586,740 | 2.80% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
50,000 | $5,489,000 | 2.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,080 | $5,431,681 | 2.31% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
15,244 | $5,151,709 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
11,998 | $3,713,500 | 1.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIT
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,570 | 191,307 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,307,428 | 460,362 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,422,701 | 540,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,610,164 | 533,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,187,876 | 388,195 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,416,870 | 400,246 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $701,472 | 216,504 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $668,093 | 219,047 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $585,597 | 203,686 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $595,257 | 213,737 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $505,910 | 209,054 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $540,834 | 229,167 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $452,933 | 201,752 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $164,733 | 70,701 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $356,247 | 151,273 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $281,485 | 106,021 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $323,083 | 83,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $438,580 | 89,873 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $443,972 | 100,560 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $364,246 | 93,277 | Shares | Sole | 2022-02-15 | |
| No 13F history on record for this holder in this stock. | ||||||