West Family Investments, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WF West Family Investments, Inc. | Institutional Filer | ▼ 33.03% | $285.2M | 259 |
Current Portfolio Holdings
Showing all 259 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | — | 384K | $34.1M | 11.94% |
| 2 | SCHP | SCHWAB STRATEGIC TR | — | 609K | $17.0M | 5.96% |
| 3 | TLT | ISHARES TR | — | 153K | $16.7M | 5.84% |
| 4 | NVDA | NVIDIA Corporation | Technology | 65K | $11.3M | 3.97% |
| 5 | AAPL | Apple Inc. | Technology | 42K | $10.7M | 3.74% |
| 6 | MBB | ISHARES TR | — | 81K | $7.7M | 2.70% |
| 7 | MSFT | Microsoft Corporation | Technology | 19K | $7.1M | 2.48% |
| 8 | GOOGL | Alphabet Inc. | Technology | 24K | $7.0M | 2.47% |
| 9 | EQT | EQT Corporation | Energy | 104K | $6.6M | 2.31% |
| 10 | EXE | Expand Energy Corporation | Energy | 50K | $5.5M | 1.92% |
| 11 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 26K | $5.4M | 1.90% |
| 12 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 15K | $5.2M | 1.81% |
| 13 | GDXJ | VANECK ETF TRUST | — | 35K | $4.1M | 1.45% |
| 14 | AVGO | Broadcom Inc. | Technology | 12K | $3.7M | 1.30% |
| 15 | META | Meta Platforms, Inc. | Technology | 6K | $3.2M | 1.11% |
Showing 1 to 15 of 259 holdings