West Family Investments, Inc.
CIK: 0001568303SEC EDGAR →
Portfolio Value
$425.0B
Holdings
351
As of
Q4 2025
New Positions
376
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 422,171 | $34.0B | 8.00% |
| 2 | NVIDIA CORPORATION | 107,374 | $20.0B | 4.71% |
| 3 | APPLE INC | 65,355 | $17.0B | 4.00% |
| 4 | SCHWAB STRATEGIC TR | 540,734 | $15.0B | 3.53% |
| 5 | MICROSOFT CORP | 31,687 | $15.0B | 3.53% |
| 6 | ISHARES TR | 133,337 | $14.0B | 3.29% |
| 7 | ALPHABET INC | 44,644 | $13.0B | 3.06% |
| 8 | AMAZON COM INC | 40,997 | $9.0B | 2.12% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 28,455 | $8.0B | 1.88% |
| 10 | ISHARES TR | 80,697 | $7.0B | 1.65% |
Quarterly Changes
Top Buys
New Positions (19)
$2.0B · 88K shares
$0 · 482 shares
$0 · 1K shares
$0 · 14K shares
$0 · 10K shares
$0 · 13K shares
$0 · 7K shares
$0 · 1K shares
$0 · 18K shares
$0 · 4K shares
$0 · 11K shares
$0 · 26K shares
$0 · 2K shares
$0 · 482 shares
$0 · 3K shares
$0 · 17K shares
$0 · 663 shares
$0 · 1K shares
$0 · 14K shares
Closed Positions (45)
$848.9M · 14K shares
$536.4M · 7K shares
$428.2M · 7K shares
$412.3M · 13K shares
$374.8M · 13K shares
$374.4M · 1K shares
$348.6M · 4K shares
$339.6M · 4K shares
$339.3M · 4K shares
$338.6M · 4K shares
$327.5M · 3K shares
$324.9M · 4K shares
$322.8M · 5K shares
$306.5M · 7K shares
$292.9M · 5K shares
$292.3M · 9K shares
$290.1M · 6K shares
$284.0M · 1K shares
$281.5M · 2K shares
$269.1M · 5K shares
$267.7M · 3K shares
$264.2M · 505 shares
$257.7M · 945 shares
$255.7M · 1K shares
$254.8M · 355 shares
$247.0M · 829 shares
$223.3M · 2K shares
$221.5M · 1K shares
$220.9M · 849 shares
$216.0M · 3K shares
$215.4M · 4K shares
$211.4M · 1K shares
$210.8M · 3K shares
$209.6M · 3K shares
$208.3M · 799 shares
$206.3M · 4K shares
$204.6M · 2K shares
$203.9M · 3K shares
$203.8M · 17K shares
$203.7M · 3K shares
$202.3M · 321 shares
$202.1M · 1K shares
$167.7M · 19K shares
$128.4M · 13K shares
$50.9M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 63 | $82.0B | 30.1% |
| Financial Services | 63 | $59.0B | 21.7% |
| Unknown | 25 | $41.0B | 15.1% |
| Communication Services | 16 | $22.0B | 8.1% |
| Healthcare | 38 | $20.0B | 7.4% |
| Consumer Cyclical | 28 | $17.0B | 6.3% |
| Energy | 23 | $15.0B | 5.5% |
| Consumer Defensive | 20 | $7.0B | 2.6% |
| Industrials | 33 | $5.0B | 1.8% |
| Basic Materials | 19 | $3.0B | 1.1% |
| Utilities | 17 | $1.0B | 0.4% |
| Real Estate | 6 | $0 | 0.0% |