West Family Investments, Inc.
CIK Number: 0001568303
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 491.05K | -8.18% | 29.08M | 35.04 | 10.95% | Share |
| 2 | SCHP | Schwab U.S. TIP... | 26.70 | -0.26% | 443.23K | +3.82% | 12.42M | 25.42 | 4.68% | Share |
| 3 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 109.87K | -7.11% | 12.39M | 88.7 | 4.66% | Share |
| 4 | AAPL | Apple Inc. | 232.81 | -0.22% | 46.85K | +3.64% | 10.41M | 200.16 | 3.92% | Share |
| 5 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 22.23K | +2.39% | 8.34M | 318.67 | 3.14% | Share |
| 6 | MBB | iShares MBS ETF | 93.62 | -0.34% | 80.7K | -0.45% | 7.6M | 88.81 | 2.86% | Share |
| 7 | EXE | Expand Energy C... | 94.99 | -1.52% | 50K | 0.00% | 5.57M | 64.52 | 2.10% | Share |
| 8 | EQT | EQT Corporation | 52.06 | +1.13% | 103.5K | 0.00% | 5.53M | 12.83 | 2.08% | Share |
| 9 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 28.94K | +0.64% | 5.51M | 143.56 | 2.07% | Share |
| 10 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 31.08K | -6.78% | 4.81M | 113.61 | 1.81% | Share |
| 11 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 38.62K | -48.89% | 4.19M | 38.68 | 1.58% | Share |
| 12 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 18.63K | -11.68% | 3.09M | 98.39 | 1.16% | Share |
| 13 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 5.42K | -1.33% | 2.89M | 352.3 | 1.09% | Share |
| 14 | META | Meta Platforms,... | 781.96 | +0.24% | 4.23K | -37.22% | 2.44M | 346.88 | 0.92% | Share |
| 15 | WMT | Walmart Inc. | 100.84 | -0.15% | 27.79K | -1.58% | 2.44M | 48.04 | 0.92% | Share |
| 16 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 9.88K | -0.78% | 2.42M | 132.2 | 0.91% | Share |
| 17 | VT | Vanguard Total ... | 133.34 | -0.27% | 19.29K | -3.87% | 2.33M | 93.18 | 0.88% | Share |
| 18 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 8.9K | 0.00% | 2.31M | 229.03 | 0.87% | Share |
| 19 | V | Visa Inc. | 345.40 | +0.83% | 5.76K | +2.84% | 2.02M | 230.29 | 0.76% | Share |
| 20 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 3.82K | +5.84% | 2M | 384.39 | 0.75% | Share |
| 21 | GDXJ | VanEck Junior G... | 72.75 | -0.4% | 34.5K | 0.00% | 1.97M | 38.34 | 0.74% | Share |
| 22 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 11.8K | +9.34% | 1.96M | 158.57 | 0.74% | Share |
| 23 | CHT | Chunghwa Teleco... | 45.08 | +0.24% | 48.01K | +3.85% | 1.88M | 39.34 | 0.71% | Share |
| 24 | PG | The Procter & G... | 153.70 | -1.1% | 11.04K | -5.63% | 1.88M | 141.61 | 0.71% | Share |
| 25 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 9.8K | -27.01% | 1.64M | 97.33 | 0.62% | Share |
| 26 | WM | Waste Managemen... | 225.97 | -1.71% | 7.04K | 0.00% | 1.63M | 141.94 | 0.61% | Share |
| 27 | CVS | CVS Health Corp... | 66.70 | +1.22% | 23.92K | +5.34% | 1.62M | 84.18 | 0.61% | Share |
| 28 | MA | Mastercard Inco... | 583.65 | +0.99% | 2.95K | 0.00% | 1.62M | 349.24 | 0.61% | Share |
| 29 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 13.46K | -1.48% | 1.6M | 53.64 | 0.60% | Share |
| 30 | MCD | McDonald's Corp... | 308.84 | +1.24% | 4.89K | +0.21% | 1.53M | 236.06 | 0.57% | Share |
| 31 | MRK | Merck & Co., In... | 82.74 | +0.04% | 16.68K | +2.70% | 1.5M | 81.86 | 0.56% | Share |
| 32 | IBN | ICICI Bank Limi... | 32.62 | -0.12% | 47.4K | -11.9% | 1.49M | 17.71 | 0.56% | Share |
| 33 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 7.1K | +0.04% | 1.49M | 132.8 | 0.56% | Share |
| 34 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 23.8K | 0.00% | 1.47M | 41.84 | 0.55% | Share |
| 35 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 5.37K | -9.09% | 1.43M | 165.47 | 0.54% | Share |
| 36 | SHEL | Shell plc | 72.64 | -0.15% | 19.37K | -2.15% | 1.42M | 55.72 | 0.53% | Share |
| 37 | KO | The Coca-Cola C... | 69.52 | -1.33% | 18.5K | +17.40% | 1.32M | 62.7 | 0.50% | Share |
| 38 | VZ | Verizon Communi... | 43.49 | -0.49% | 28.55K | +9.19% | 1.3M | 39.76 | 0.49% | Share |
| 39 | KR | The Kroger Co. | 69.23 | -1.56% | 18.56K | 0.00% | 1.26M | 38.66 | 0.47% | Share |
| 40 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 1.5K | -67.08% | 1.24M | 271.44 | 0.47% | Share |
| 41 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 8.2K | -12.17% | 1.23M | 151.46 | 0.46% | Share |
| 42 | MMC | Marsh & McLenna... | 206.96 | -1.14% | 4.88K | 0.00% | 1.19M | 150.74 | 0.45% | Share |
| 43 | WIT | Wipro Limited | 2.71 | -0.92% | 388.19K | -3.01% | 1.19M | 2.62 | 0.45% | Share |
| 44 | NVS | Novartis AG | 122.14 | +0.78% | 10.01K | 0.00% | 1.12M | 87.59 | 0.42% | Share |
| 45 | HDB | HDFC Bank Limit... | 73.83 | -0.23% | 16.59K | -11.33% | 1.1M | 59.21 | 0.42% | Share |
| 46 | NVO | Novo Nordisk A/... | 50.92 | +0.04% | 15.87K | -22.1% | 1.1M | 44.99 | 0.41% | Share |
| 47 | INFY | Infosys Limited | 16.36 | -0.12% | 59.34K | +12.37% | 1.08M | 16.79 | 0.41% | Share |
| 48 | GILD | Gilead Sciences... | 119.00 | -0.95% | 9.64K | 0.00% | 1.08M | 77.07 | 0.41% | Share |
| 49 | T | AT&T Inc. | 28.75 | +1.27% | 37.96K | 0.00% | 1.07M | 19.78 | 0.40% | Share |
| 50 | RSG | Republic Servic... | 232.53 | -0.09% | 4.43K | -39.96% | 1.07M | 111.76 | 0.40% | Share |
| 51 | AZN | AstraZeneca PLC | 78.49 | +0.71% | 14.07K | 0.00% | 1.03M | 72.28 | 0.39% | Share |
| 52 | ED | Consolidated Ed... | 102.86 | -0.78% | 9.24K | +0.35% | 1.02M | 90.52 | 0.39% | Share |
| 53 | UMC | United Microele... | 6.88 | +0.66% | 136.77K | -0.15% | 977.91K | 7.38 | 0.37% | Share |
| 54 | MCK | McKesson Corpor... | 673.84 | +1.61% | 1.43K | -20.77% | 960.36K | 447.9 | 0.36% | Share |
| 55 | SO | The Southern Co... | 94.18 | -0.64% | 10.25K | +8.72% | 942.76K | 68.31 | 0.35% | Share |
| 56 | LIN | Linde plc | 477.49 | +0.39% | 2.02K | 0.00% | 938.26K | 366.71 | 0.35% | Share |
| 57 | IBM | International B... | 237.04 | -1.26% | 3.73K | +0.24% | 927K | 158.6 | 0.35% | Share |
| 58 | CB | Chubb Limited | 275.69 | +0.24% | 3.03K | +9.57% | 916.24K | 215.48 | 0.34% | Share |
| 59 | BABA | Alibaba Group H... | 122.28 | -3.61% | 6.66K | +13.77% | 880.52K | 86.1 | 0.33% | Share |
| 60 | PM | Philip Morris I... | 165.25 | -0.38% | 5.54K | +11.98% | 879.52K | 108.91 | 0.33% | Share |
| 61 | COR | Cencora, Inc. | 294.88 | +1.32% | 3.13K | -8.88% | 869.87K | 187.22 | 0.33% | Share |
| 62 | ASML | ASML Holding N.... | 755.11 | -0.06% | 1.3K | 0.00% | 859.43K | 589.54 | 0.32% | Share |
| 63 | RDY | Dr. Reddy's Lab... | 14.12 | -0.98% | 64.6K | -16.04% | 852.06K | 13.39 | 0.32% | Share |
| 64 | ROP | Roper Technolog... | 524.96 | +0.47% | 1.43K | +22.81% | 844.28K | 513.69 | 0.32% | Share |
| 65 | DUK | Duke Energy Cor... | 124.26 | -1.15% | 6.64K | -5.51% | 809.39K | 96.7 | 0.30% | Share |
| 66 | HD | The Home Depot,... | 400.32 | -1.68% | 2.19K | -20.69% | 803.35K | 339.45 | 0.30% | Share |
| 67 | WCN | Waste Connectio... | 184.77 | -0.52% | 4.1K | 0.00% | 800.28K | 126.07 | 0.30% | Share |
| 68 | BAC | Bank of America... | 47.70 | +0.97% | 19.03K | -7.94% | 793.96K | 38.02 | 0.30% | Share |
| 69 | CVX | Chevron Corpora... | 155.20 | -0.43% | 4.65K | -1.15% | 778.23K | 102.03 | 0.29% | Share |
| 70 | ABT | Abbott Laborato... | 129.32 | -0.06% | 5.79K | +13.30% | 768.57K | 116.14 | 0.29% | Share |
| 71 | ACWV | iShares MSCI Gl... | 118.82 | -0.54% | 5.17K | -21.35% | 765.02K | 98.05 | 0.29% | Share |
| 72 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 5.42K | -1.65% | 758.33K | 121.59 | 0.29% | Share |
| 73 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 2.82K | 0.00% | 755.7K | 249.9 | 0.28% | Share |
| 74 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 10.33K | -1.71% | 741.66K | 41.46 | 0.28% | Share |
| 75 | REGN | Regeneron Pharm... | 565.97 | +0.79% | 1.14K | 0.00% | 721.12K | 582.32 | 0.27% | Share |
| 76 | TRI | Thomson Reuters... | 167.81 | -1.13% | 4.14K | -0.36% | 715.48K | 135.93 | 0.27% | Share |
| 77 | APH | Amphenol Corpor... | 110.75 | +0.84% | 10.63K | +5.53% | 697.02K | 45.46 | 0.26% | Share |
| 78 | RTX | RTX Corporation | 155.06 | -0.42% | 5.16K | 0.00% | 683.76K | 89.89 | 0.26% | Share |
| 79 | SONY | Sony Group Corp... | 27.73 | -0.88% | 26.73K | 0.00% | 678.55K | 15.73 | 0.26% | Share |
| 80 | HSBC | HSBC Holdings p... | 65.76 | +1.22% | 11.74K | -4.06% | 674.23K | 29.82 | 0.25% | Share |
| 81 | MSI | Motorola Soluti... | 461.76 | -1.79% | 1.53K | -46.11% | 670.29K | 229 | 0.25% | Share |
| 82 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 1.35K | -49.17% | 653.54K | 236.41 | 0.25% | Share |
| 83 | NOC | Northrop Grumma... | 583.89 | +0.31% | 1.19K | 0.00% | 607.76K | 442.48 | 0.23% | Share |
| 84 | COST | Costco Wholesal... | 975.42 | -0.35% | 639 | -67.68% | 604.35K | 438.04 | 0.23% | Share |
| 85 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 16.2K | +8.65% | 597.63K | 35.7 | 0.23% | Share |
| 86 | ACN | Accenture plc | 246.13 | +0.18% | 1.91K | +1.27% | 595.06K | 320.76 | 0.22% | Share |
| 87 | RY | Royal Bank of C... | 136.57 | +0.49% | 5.21K | 0.00% | 586.82K | 97.74 | 0.22% | Share |
| 88 | AON | Aon plc | 366.34 | -1.23% | 1.47K | 0.00% | 585.07K | 255.27 | 0.22% | Share |
| 89 | AMGN | Amgen Inc. | 290.28 | +0.33% | 1.87K | -12.21% | 582.29K | 232.06 | 0.22% | Share |
| 90 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 716 | -14.96% | 570.04K | 591.96 | 0.21% | Share |
| 91 | CME | CME Group Inc. | 274.71 | +0.29% | 2.14K | +2.39% | 568.52K | 202.51 | 0.21% | Share |
| 92 | TM | Toyota Motor Co... | 192.44 | -1.01% | 3.19K | -17.18% | 562.6K | 166.46 | 0.21% | Share |
| 93 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 603 | -64.53% | 562.32K | 223.08 | 0.21% | Share |
| 94 | UL | Unilever PLC | 61.71 | -1.17% | 9.41K | +0.86% | 560.6K | 46.72 | 0.21% | Share |
| 95 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 1.66K | -1.07% | 548.13K | 259.86 | 0.21% | Share |
| 96 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 1.08K | +8.36% | 546.72K | 429.81 | 0.21% | Share |
| 97 | SAP | Sap Se | 278.88 | +0.02% | 2.03K | -66.89% | 546.01K | 127.33 | 0.21% | Share |
| 98 | MFC | Manulife Financ... | 30.59 | +0.38% | 17.44K | 0.00% | 543.32K | 16.73 | 0.20% | Share |
| 99 | HSY | The Hershey Com... | 180.19 | +0.07% | 3.13K | -4.07% | 536.01K | 246.68 | 0.20% | Share |
| 100 | CBOE | Cboe Global Mar... | 243.58 | -0.75% | 2.33K | -23.65% | 526.8K | 130.42 | 0.20% | Share |
| 101 | VRSN | VeriSign, Inc. | 266.82 | -0.25% | 2.06K | +9.22% | 523.48K | 205.74 | 0.20% | Share |
| 102 | LMT | Lockheed Martin... | 437.38 | -1.17% | 1.16K | 0.00% | 519.97K | 426.54 | 0.20% | Share |
| 103 | DIS | The Walt Disney... | 116.33 | -0.27% | 5.26K | +10.45% | 519.36K | 87.05 | 0.20% | Share |
| 104 | KB | KB Financial Gr... | 81.87 | -2.14% | 9.52K | 0.00% | 515.07K | 31.56 | 0.19% | Share |
| 105 | K | Kellanova | 80.08 | -0.14% | 6.21K | 0.00% | 512.59K | 56.24 | 0.19% | Share |
| 106 | TJX | The TJX Compani... | 132.95 | -0.86% | 4.2K | 0.00% | 510.95K | 86.47 | 0.19% | Share |
| 107 | BP | BP p.l.c. | 34.63 | +0.95% | 14.9K | 0.00% | 503.61K | 35.29 | 0.19% | Share |
| 108 | TAK | Takeda Pharmace... | 14.80 | +0.24% | 33.47K | 0.00% | 497.67K | 13.76 | 0.19% | Share |
| 109 | C | Citigroup Inc. | 95.45 | +0.85% | 7.01K | 0.00% | 497.64K | 52.53 | 0.19% | Share |
| 110 | PLTR | Palantir Techno... | 181.00 | -1.83% | 5.84K | +17.63% | 493.32K | 76.94 | 0.19% | Share |
| 111 | SYK | Stryker Corpora... | 378.47 | -0.13% | 1.32K | 0.00% | 491.37K | 223.69 | 0.18% | Share |
| 112 | PGR | The Progressive... | 250.95 | +0.71% | 1.73K | -47.41% | 488.76K | 118.46 | 0.18% | Share |
| 113 | AXP | American Expres... | 307.72 | +0.28% | 1.8K | -1.21% | 483.21K | 244.39 | 0.18% | Share |
| 114 | AMD | Advanced Micro ... | 180.97 | -1.87% | 4.58K | +4.96% | 470.04K | 138.85 | 0.18% | Share |
| 115 | BHP | BHP Group Limit... | 53.84 | -1.64% | 9.62K | -23.24% | 466.95K | 58.19 | 0.18% | Share |
| 116 | HON | Honeywell Inter... | 218.15 | -0.73% | 2.21K | 0.00% | 466.91K | 206.83 | 0.18% | Share |
| 117 | ADP | Automatic Data ... | 301.52 | -1.12% | 1.52K | 0.00% | 465.63K | 230.43 | 0.18% | Share |
| 118 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 4.73K | +9.30% | 464.36K | 101.45 | 0.17% | Share |
| 119 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 931 | -1.27% | 461.1K | 424.45 | 0.17% | Share |
| 120 | WEC | WEC Energy Grou... | 108.15 | -1.63% | 4.22K | +1.52% | 459.46K | 84.98 | 0.17% | Share |
| 121 | CHD | Church & Dwight... | 92.61 | -1.15% | 4.1K | -17.98% | 451.48K | 102.22 | 0.17% | Share |
| 122 | ETN | Eaton Corporati... | 355.05 | -0.68% | 1.66K | -8.95% | 450.69K | 190.88 | 0.17% | Share |
| 123 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 900 | +83.30% | 447.84K | 540.99 | 0.17% | Share |
| 124 | UNP | Union Pacific C... | 221.35 | -0.82% | 1.85K | 0.00% | 436.33K | 210.2 | 0.16% | Share |
| 125 | FI | Fiserv, Inc. | 134.58 | +0.22% | 1.92K | -10.97% | 424.88K | 131.37 | 0.16% | Share |
| 126 | TSN | Tyson Foods, In... | 56.30 | -2.41% | 6.64K | +13.36% | 424.02K | 58.19 | 0.16% | Share |
| 127 | BKNG | Booking Holding... | 5485.75 | +0.69% | 92 | -2.13% | 423.84K | 3985.83 | 0.16% | Share |
| 128 | CHKP | Check Point Sof... | 185.24 | -1.53% | 1.86K | 0.00% | 423.48K | 155.96 | 0.16% | Share |
| 129 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 2.75K | +22.71% | 422.43K | 158.73 | 0.16% | Share |
| 130 | TXN | Texas Instrumen... | 193.71 | +0.22% | 2.34K | -9.77% | 419.96K | 176.15 | 0.16% | Share |
| 131 | TRV | The Travelers C... | 268.64 | -0.25% | 1.58K | 0.00% | 417.85K | 200.52 | 0.16% | Share |
| 132 | WF | Woori Financial... | 55.10 | -0.67% | 12.33K | 0.00% | 411.57K | 25.97 | 0.15% | Share |
| 133 | GE | GE Aerospace | 269.72 | +0.32% | 2.03K | -23.66% | 406.31K | 107.25 | 0.15% | Share |
| 134 | MS | Morgan Stanley | 148.51 | +0.51% | 3.48K | +17.94% | 405.78K | 98.37 | 0.15% | Share |
| 135 | BA | The Boeing Comp... | 233.18 | -0.08% | 2.35K | 0.00% | 400.62K | 177 | 0.15% | Share |
| 136 | COP | ConocoPhillips | 95.63 | -0.26% | 3.81K | -1.78% | 400.34K | 80.77 | 0.15% | Share |
| 137 | EQNR | Equinor ASA | 24.51 | -0.33% | 14.9K | 0.00% | 394.24K | 21.69 | 0.15% | Share |
| 138 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 4.18K | -33.73% | 391.76K | 94.18 | 0.15% | Share |
| 139 | LRCX | Lam Research Co... | 107.35 | +0.57% | 5.37K | -9.15% | 390.4K | 72.23 | 0.15% | Share |
| 140 | PCAR | PACCAR Inc | 99.69 | -0.96% | 3.92K | 0.00% | 381.3K | 52.91 | 0.14% | Share |
| 141 | ADBE | Adobe Inc. | 348.58 | -0.71% | 985 | -3.43% | 377.78K | 460.51 | 0.14% | Share |
| 142 | CI | The Cigna Group | 290.40 | +1.15% | 1.15K | +6.89% | 377.69K | 295.59 | 0.14% | Share |
| 143 | MO | Altria Group, I... | 65.54 | +0.06% | 6.2K | 0.00% | 371.88K | 44.27 | 0.14% | Share |
| 144 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 6.09K | -9.24% | 371.49K | 52.45 | 0.14% | Share |
| 145 | SLF | Sun Life Financ... | 58.06 | +0.17% | 6.46K | +14.47% | 369.61K | 44.28 | 0.14% | Share |
| 146 | EOG | EOG Resources, ... | 119.79 | +0.27% | 2.82K | -0.88% | 361.25K | 122.93 | 0.14% | Share |
| 147 | WELL | Welltower Inc. | 161.96 | -0.66% | 2.35K | -0.38% | 360.5K | 127.45 | 0.14% | Share |
| 148 | MDT | Medtronic plc | 91.95 | -1.03% | 4.01K | +10.50% | 360.34K | 90.01 | 0.14% | Share |
| 149 | PDD | PDD Holdings In... | 114.74 | -1.62% | 3.03K | 0.00% | 359.07K | 85.07 | 0.14% | Share |
| 150 | PFE | Pfizer Inc. | 25.11 | -0.22% | 14.15K | +100.00% | 358.59K | 25.34 | 0.14% | Share |