Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$333.54M
Total Bought
$20.70M
Total Sold
$15.26M
Net Transaction
+$5.44M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR096,419+96,419010,7843.23%+10,784
NVIDIA CORPORATION(NVDA)6,55666,043+59,4875,9248,1592.45%+2,235
SCHWAB STRATEGIC0197,190+197,190010,8103.24%+10,810
APPLE INC(AAPL)039,176+39,17608,2512.47%+8,251
NEWMONT CORP(NEM)0245,369+245,369010,2743.08%+10,274
ISHARES SILVER TR(SLV)285,000285,00006,4847,5722.27%+1,089
LARGO INC05,572,637+5,572,637010,2703.08%+10,270
KINROSS GOLD CORP(KGC)0480,071+480,07103,9941.20%+3,994
ALPHABET INC(GOOG)29,42429,565+1414,4415,3851.61%+944
TAIWAN SEMICONDUCTOR MFG LTD(TSM)19,17619,101-752,6093,3201.00%+711
MICROSOFT CORP(MSFT)18,28418,693+4097,6928,3552.50%+662
ELI LILLY & CO(LLY)4,3494,368+193,3833,9551.19%+571
NORTHROP GRUMMAN CORP(NOC)01,110+1,11004840.15%+484
HUMANA INC(HUM)01,164+1,16404350.13%+435
VANECK ETF TRUST
GOLD MINERS ETF
0170,000+170,00005,7681.73%+5,768
AMAZON COM INC(AMZN)23,67823,988+3104,2714,6361.39%+365
BROADCOM INC(AVGO)1,0331,076+431,3691,7280.52%+358
T-MOBILE US INC(TMUS)3,5345,085+1,5515778960.27%+319
NEXTERA ENERGY INC(NEE)04,128+4,12802920.09%+292
PETROLEO BRASILEIRO SA PETRO(PBR)020,143+20,14302920.09%+292
HSBC HLDGS PLC(HSBC)058,153+58,15302,5300.76%+2,530
ELEVANCE HEALTH(ELV)10,74510,788+435,5725,8461.75%+274
BOOKING HOLDINGS INC(BKNG)065+6502570.08%+257
ANALOG DEVICES INC(ADI)01,110+1,11002530.08%+253
TESLA INC(TSLA)07,470+7,47001,4780.44%+1,478
ARCH CAP GROUP LTD
ORD
02,480+2,48002500.08%+250
ASE TECHNOLOGY HLDG CO LTD(ASX)021,016+21,01602400.07%+240
PALO ALTO NETWORKS INC(PANW)0698+69802370.07%+237
JOHNSON & JOHNSON(JNJ)08,585+8,58501,2550.38%+1,255
EXXON MOBIL CORP56,25558,826+2,5716,5396,7722.03%+233
WHEATON PRECIOUS METALS CORP(WPM)043,683+43,68302,2900.69%+2,290
MCKESSON CORP(MCK)1,5931,847+2548551,0790.32%+224
CGI INC(GIB)02,202+2,20202200.07%+220
COSTCO WHSL CORP NEW(COST)1,8671,86701,3681,5870.48%+219
WALMART INC(WMT)27,20427,344+1401,6371,8510.56%+215
UNITED PARCEL SERVICE INC(UPS)01,554+1,55402130.06%+213
JUNIPER NETWORKS INC05,815+5,81502120.06%+212
KIMBERLY-CLARK CORP(KMB)01,508+1,50802080.06%+208
BERKLEY W R CORP02,638+2,63802070.06%+207
VENTAS INC(VTR)04,013+4,01302060.06%+206
CARDINAL HEALTH INC(CAH)02,081+2,08102050.06%+205
CHUBB LIMITED
COM
02,624+2,62406690.20%+669
CENCORA INC1,6782,684+1,0064086050.18%+197
KT CORP(KT)013,888+13,88801900.06%+190
META PLATFORMS INC(META)5,4995,625+1262,6702,8360.85%+166
WIPRO LTD(WIT)0219,047+219,04701,3360.40%+1,336
ASTRAZENECA PLC(AZN)013,277+13,27701,0350.31%+1,035
VERTEX PHARMACEUTICALS INC(VRTX)02,538+2,53801,1900.36%+1,190
ICICI BANK LIMITED(IBN)56,62156,292-3291,4951,6220.49%+126
VANECK ETF TRUST
JUNIOR GOLD MINE
034,500+34,50001,4530.44%+1,453
DR REDDYS LABS LTD(RDY)012,639+12,63909630.29%+963
FREEPORT-MCMORAN INC(FCX)72,53072,53003,4103,5251.06%+115
NETFLIX INC(NFLX)1,6041,60409741,0830.32%+108
REGENERON PHARMACEUTICALS(REGN)1,1831,185+21,1391,2450.37%+107
AMPHENOL CORP NEW010,476+10,47607060.21%+706
SHELL PLC(SHEL)019,281+19,28101,3920.42%+1,392
MOTOROLA SOLUTIONS INC(MSI)2,8962,919+231,0281,1270.34%+99
VISTRA CORP(VST)3,5633,991+4282483430.10%+95
SUMITOMO MITSUI FINL GROUP I(SMFG)025,685+25,68503440.10%+344
PHILIP MORRIS INTL INC(PM)03,498+3,49803540.11%+354
APPLIED MATLS INC1,1561,397+2412383300.10%+91
INTUITIVE SURGICAL INC591731+1402363250.10%+89
CHENIERE ENERGY INC(LNG)02,568+2,56804490.13%+449
AT&T INC(T)019,925+19,92503810.11%+381
TURKCELL ILETISIM HIZMETLERI(TKC)033,745+33,74502560.08%+256
UNITED MICROELECTRONICS CORP(UMC)0132,367+132,36701,1600.35%+1,160
ARISTA NETWORKS INC01,301+1,30104560.14%+456
ORACLE CORP(ORCL)4,3874,454+675516290.19%+78
QUALCOMM INC(QCOM)2,3002,340+403894660.14%+77
GOLDMAN SACHS GROUP INC(GS)490613+1232052770.08%+73
AMPLIFY ETF TR116,600116,60007,4757,5482.26%+72
CHECK POINT SOFTWARE TECH LT
ORD
01,956+1,95603230.10%+323
FAIR ISAAC CORP(FICO)0295+29504390.13%+439
NOVARTIS AG(NVS)07,812+7,81208320.25%+832
ASML HOLDING N V
N Y REGISTRY SHS
1,1201,125+51,0871,1510.34%+64
BANCO BRADESCO S A027,301+27,3010610.02%+61
INFOSYS LTD(INFY)051,209+51,20909540.29%+954
SOUTHERN CO(SO)09,340+9,34007250.22%+725
LAM RESEARCH CORP(LRCX)0538+53805730.17%+573
THOMSON REUTERS CORP.(TRI)04,090+4,09006890.21%+689
DANAHER CORPORATION(DHR)1,2371,443+2063093610.11%+52
TEXAS INSTRS INC(TXN)2,2342,258+243894390.13%+50
LUCID GROUP INC(LCID)018,886+18,8860490.01%+49
KB FINL GROUP INC(KB)010,734+10,73406080.18%+608
NOVO-NORDISK A S(NVO)22,15520,260-1,8952,8452,8920.87%+47
BOSTON SCIENTIFIC CORP(BSX)04,508+4,50803470.10%+347
VANGUARD INTL EQUITY INDEX F20,86520,861-42,3932,4380.73%+46
UNILEVER PLC(UL)09,116+9,11605010.15%+501
PDD HOLDINGS INC(PDD)02,936+2,93603900.12%+390
MARSH & MCLENNAN COS INC(MRSH)04,702+4,70209910.30%+991
SAP SE(SAP)5,8965,89601,1501,1890.36%+39
MICRON TECHNOLOGY INC(MU)2,3842,425+412813190.10%+38
COCA COLA CO(KO)012,677+12,67708070.24%+807
TJX COS INC NEW COM(TJX)04,307+4,30704740.14%+474
ROYAL BK CDA(RY)04,723+4,72305020.15%+502
BANK NOVA SCOTIA HALIFAX3,9225,163+1,2412032360.07%+33
AMGEN INC(AMGN)01,943+1,94306070.18%+607
TRANE TECHNOLOGIES PLC(TT)0915+91503010.09%+301
BANK AMERICA CORP16,15916,15906136430.19%+30
WILLIAMS COS INC(WMB)08,448+8,44803590.11%+359
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