Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$322.29M
Total Bought
$45.97M
Total Sold
$19.07M
Net Transaction
+$26.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMPLIFY ETF TR0116,600+116,60007,4752.32%+7,475
ALPHABET INC(GOOG)029,424+29,42404,4411.38%+4,441
NVIDIA CORPORATION(NVDA)6,3596,556+1973,1495,9241.84%+2,775
ISHARES GOLD TR(IAU)620,540620,540024,40326,2668.15%+1,863
MICROSOFT CORP(MSFT)16,72818,284+1,5566,2907,6922.39%+1,402
RANGE RES CORP(RRC)0274,000+274,00009,4342.93%+9,434
META PLATFORMS INC(META)4,7625,499+7371,6862,6700.83%+985
EXXON MOBIL CORP056,255+56,25506,5392.03%+6,539
HDFC BANK LTD(HDB)016,865+16,86509440.29%+944
AMAZON COM INC(AMZN)22,42423,678+1,2543,4074,2711.33%+864
ELI LILLY & CO(LLY)4,3464,349+32,5333,3831.05%+850
BANK AMERICA CORP016,159+16,15906130.19%+613
SELECT SECTOR SPDR TR
ST STR ENERG ETF
057,000+57,00005,3811.67%+5,381
CHESAPEAKE ENERGY CORP(EXE)050,000+50,00004,4421.38%+4,442
TAIWAN SEMICONDUCTOR MFG LTD(TSM)19,62819,176-4522,0412,6090.81%+568
BROADCOM INC(AVGO)7331,033+3008181,3690.42%+551
MASTERCARD INCORPORATED(MA)8,3808,477+973,5744,0821.27%+508
ELEVANCE HEALTH INC(ELV)10,74510,74505,0675,5721.73%+505
PFIZER INC(PFE)015,824+15,82404390.14%+439
MERCK & CO INC(MRK)15,93816,412+4741,7382,1660.67%+428
BERKSHIRE HATHAWAY INC DEL05,246+5,24602,2060.68%+2,206
WEC ENERGY GROUP INC(WEC)05,010+5,01004110.13%+411
ABBOTT LABS03,599+3,59904090.13%+409
ALIBABA GROUP HLDG LTD(BABA)05,620+5,62004070.13%+407
TEXAS INSTRS INC(TXN)02,234+2,23403890.12%+389
CHUNGHWA TELECOM CO LTD(CHT)037,074+37,07401,4510.45%+1,451
MONDELEZ INTL INC(MDLZ)05,090+5,09003560.11%+356
NOVO-NORDISK A S(NVO)24,33022,155-2,1752,5172,8450.88%+328
FREEPORT-MCMORAN INC(FCX)72,53072,53003,0883,4101.06%+323
COLGATE PALMOLIVE CO(CL)03,575+3,57503220.10%+322
JPMORGAN CHASE & CO(JPM)9,1619,326+1651,5581,8680.58%+310
DANAHER CORPORATION(DHR)01,237+1,23703090.10%+309
PETROLEO BRASILEIRO SA PETRO(PBR)020,143+20,14303060.10%+306
TORONTO DOMINION BK ONT(TD)04,990+4,99003010.09%+301
MEDTRONIC PLC(MDT)03,300+3,30002880.09%+288
MICRON TECHNOLOGY INC(MU)02,384+2,38402810.09%+281
SAP SE(SAP)5,6415,896+2558721,1500.36%+278
ISHARES SILVER TR(SLV)285,000285,00006,2076,4842.01%+276
GENERAL MLS INC(GIS)09,165+9,16506410.20%+641
PROLOGIS INC.(PLD)02,043+2,04302660.08%+266
CISCO SYS INC(CSCO)028,152+28,15201,4050.44%+1,405
AMERICAN EXPRESS CO(AXP)01,135+1,13502580.08%+258
CHEVRON CORP NEW(CVX)028,299+28,29904,4641.39%+4,464
ROPER TECHNOLOGIES INC(ROP)1,0201,437+4175568060.25%+250
VISTRA CORP(VST)03,563+3,56302480.08%+248
PHILLIPS 66(PSX)01,515+1,51502470.08%+247
REALTY INCOME CORP(O)04,544+4,54402460.08%+246
HORMEL FOODS CORP(HRL)06,989+6,98902440.08%+244
ASML HOLDING N V
N Y REGISTRY SHS
1,1151,120+58441,0870.34%+243
MORGAN STANLEY(MS)02,566+2,56602420.07%+242
TOYOTA MOTOR CORP(TM)02,685+2,68506760.21%+676
APPLIED MATLS INC01,156+1,15602380.07%+238
WASTE MGMT INC DEL(WM)7,3777,311-661,3211,5580.48%+237
FERRARI N V
COM
0543+54302370.07%+237
SALESFORCE INC(CRM)02,058+2,05806200.19%+620
INTUITIVE SURGICAL INC0591+59102360.07%+236
TARGET CORP(TGT)01,325+1,32502350.07%+235
EXPEDITORS INTL WASH INC(EXPD)01,930+1,93002350.07%+235
ALTRIA GROUP INC(MO)05,362+5,36202340.07%+234
SMUCKER J M CO(SJM)01,858+1,85802340.07%+234
ABBVIE INC(ABBV)06,545+6,54501,1920.37%+1,192
VISA INC(V)4,0404,582+5421,0521,2790.40%+227
THERMO FISHER SCIENTIFIC INC(TMO)0757+75704400.14%+440
INGERSOLL RAND INC(IR)02,344+2,34402230.07%+223
ULTA BEAUTY INC(ULTA)0425+42502220.07%+222
WALMART INC(WMT)027,204+27,20401,6370.51%+1,637
FEDEX CORP(FDX)0750+75002170.07%+217
CINTAS CORP(CTAS)0314+31402160.07%+216
KROGER CO(KR)018,816+18,81601,0750.33%+1,075
ADVANCED MICRO DEVICES INC(AMD)3,0353,647+6124476580.20%+211
CANADIAN PACIFIC KANSAS CITY(CP)02,375+2,37502090.06%+209
AFLAC INC(AFL)02,422+2,42202080.06%+208
REPUBLIC SVCS INC(RSG)7,4137,463+501,2221,4290.44%+206
NEUROCRINE BIOSCIENCES INC(NBIX)01,484+1,48402050.06%+205
GOLDMAN SACHS GROUP INC(GS)0490+49002050.06%+205
TRUIST FINL CORP(TFC)05,213+5,21302030.06%+203
BANK NOVA SCOTIA HALIFAX03,922+3,92202030.06%+203
CRISPR THERAPEUTICS AG(CRSP)35,50035,50002,2222,4200.75%+197
NETFLIX INC(NFLX)1,6041,60407819740.30%+193
LOCKHEED MARTIN CORP(LMT)01,109+1,10905040.16%+504
HOME DEPOT INC(HD)02,388+2,38809160.28%+916
DISNEY WALT CO(DIS)04,707+4,70705760.18%+576
PROGRESSIVE CORP(PGR)03,149+3,14906510.20%+651
QUALCOMM INC(QCOM)1,5472,300+7532243890.12%+166
PROCTER AND GAMBLE CO(PG)010,220+10,22001,6580.51%+1,658
VANGUARD INTL EQUITY INDEX F20,87520,865-102,2292,3930.74%+164
MCKESSON CORP(MCK)01,593+1,59308550.27%+855
MOTOROLA SOLUTIONS INC(MSI)2,8112,896+858801,0280.32%+148
ICICI BANK LIMITED(IBN)056,621+56,62101,4950.46%+1,495
PEPSICO INC(PEP)09,549+9,54901,6710.52%+1,671
T-MOBILE US INC(TMUS)03,534+3,53405770.18%+577
REGENERON PHARMACEUTICALS(REGN)01,183+1,18301,1390.35%+1,139
COSTCO WHSL CORP NEW(COST)1,8671,86701,2321,3680.42%+135
MARATHON PETE CORP(MPC)02,189+2,18904410.14%+441
ORACLE CORP(ORCL)04,387+4,38705510.17%+551
CENCORA INC1,3561,678+3222784080.13%+129
INTERNATIONAL BUSINESS MACHS(IBM)02,999+2,99905730.18%+573
AUTOZONE INC(AZO)0218+21806870.21%+687
EATON CORP PLC(ETN)01,588+1,58804970.15%+497
KELLANOVA4,7896,759+1,9702683870.12%+119
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