Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$295.26M
Total Bought
$24.97M
Total Sold
$32.27M
Net Transaction
-$7.31M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALPHABET INC(GOOG)028,318+28,31803,9561.34%+3,956
ISHARES GOLD TR(IAU)621,077620,540-53721,90024,4038.26%+2,503
BARRICK GOLD CORP0366,021+366,02106,6212.24%+6,621
NEWMONT CORP(NEM)0153,755+153,755010,1683.44%+10,168
MICROSOFT CORP(MSFT)016,728+16,72806,2902.13%+6,290
ISHARES TR71,48971,48907,6218,6982.95%+1,077
ETF MANAGERS TR116,600116,60006,0177,0442.39%+1,027
APPLE INC(AAPL)038,793+38,79307,4692.53%+7,469
GRAHAM HLDGS CO(GHC)3,4753,47502,0262,8310.96%+805
KINROSS GOLD CORP(KGC)0480,071+480,07102,9040.98%+2,904
VANECK ETF TRUST
GOLD MINERS ETF
0170,000+170,00005,2721.79%+5,272
VERIZON COMMUNICATIONS INC(VZ)11,08126,671+15,5903591,0050.34%+646
CRISPR THERAPEUTICS AG(CRSP)035,500+35,50002,2220.75%+2,222
AMAZON COM INC(AMZN)022,424+22,42403,4071.15%+3,407
ISHARES TR80,69780,69707,1987,6262.58%+428
UNITEDHEALTH GROUP INC(UNH)12,39712,684+2876,2506,6782.26%+427
NVIDIA CORPORATION(NVDA)6,2906,359+692,7363,1491.07%+413
ISHARES SILVER TR(SLV)0285,000+285,00006,2072.10%+6,207
ELEVANCE HEALTH INC(ELV)010,745+10,74505,0671.72%+5,067
WHEATON PRECIOUS METALS CORP(WPM)043,849+43,84902,1640.73%+2,164
NEXTERA ENERGY INC(NEE)06,475+6,47503930.13%+393
FREEPORT-MCMORAN INC(FCX)072,530+72,53003,0881.05%+3,088
CITIGROUP INC(C)06,394+6,39403290.11%+329
SCHWAB STRATEGIC TR169,365169,36508,8949,1953.11%+301
DUKE ENERGY CORP NEW(DUK)06,166+6,16605980.20%+598
HONDA MOTOR LTD(HMC)09,518+9,51802940.10%+294
META PLATFORMS INC(META)4,6584,762+1041,3981,6860.57%+287
KEYSIGHT TECHNOLOGIES INC(KEYS)01,805+1,80502870.10%+287
PHILIP MORRIS INTL INC(PM)03,032+3,03202850.10%+285
HUMANA INC(HUM)0623+62302850.10%+285
PNM RES INC(TXNM)06,798+6,79802830.10%+283
CENCORA INC01,356+1,35602780.09%+278
NOVO-NORDISK A S(NVO)24,71824,330-3882,2482,5170.85%+269
CANADIAN IMPERIAL BK COMM TO(CM)05,568+5,56802680.09%+268
KELLANOVA04,789+4,78902680.09%+268
AT&T INC(T)015,427+15,42702590.09%+259
NORTHROP GRUMMAN CORP(NOC)0552+55202580.09%+258
MASTERCARD INCORPORATED(MA)8,3808,38003,3183,5741.21%+256
JPMORGAN CHASE & CO(JPM)09,161+9,16101,5580.53%+1,558
UBER TECHNOLOGIES INC(UBER)04,078+4,07802510.09%+251
TRAVELERS COMPANIES INC(TRV)01,278+1,27802430.08%+243
KRAFT HEINZ CO(KHC)06,582+6,58202430.08%+243
AMERICAN TOWER CORP NEW(AMT)01,121+1,12102420.08%+242
AFFIRM HLDGS INC(AFRM)04,866+4,86602390.08%+239
VERISIGN INC01,139+1,13902350.08%+235
SHERWIN WILLIAMS CO(SHW)0752+75202350.08%+235
CONAGRA BRANDS INC(CAG)08,173+8,17302340.08%+234
COCA-COLA FEMSA SAB DE CV(KOF)02,434+2,43402300.08%+230
ELECTRONIC ARTS INC(EA)01,682+1,68202300.08%+230
FERGUSON PLC NEW01,177+1,17702270.08%+227
DOLLAR GEN CORP NEW(DG)01,668+1,66802270.08%+227
JAMES HARDIE INDS PLC05,838+5,83802260.08%+226
QUALCOMM INC(QCOM)01,547+1,54702240.08%+224
CHECK POINT SOFTWARE TECH LT
ORD
01,443+1,44302200.07%+220
PLDT INC(PHI)09,388+9,38802200.07%+220
US BANCORP DEL(USB)05,078+5,07802200.07%+220
TRANE TECHNOLOGIES PLC(TT)0900+90002200.07%+220
TENARIS S A(TS)06,274+6,27402180.07%+218
BROADCOM INC(AVGO)0733+73308180.28%+818
WORKDAY INC(WDAY)0754+75402080.07%+208
KIMBERLY-CLARK CORP(KMB)01,702+1,70202070.07%+207
GRAINGER W W INC(GWW)0249+24902060.07%+206
CROWN CASTLE INC(CCI)01,780+1,78002050.07%+205
TRIP COM GROUP LTD(TCOM)05,665+5,66502040.07%+204
WASTE MGMT INC DEL(WM)07,377+7,37701,3210.45%+1,321
DEERE & CO(DE)0503+50302010.07%+201
FLOWERS FOODS INC(FLO)08,910+8,91002010.07%+201
TAIWAN SEMICONDUCTOR MFG LTD(TSM)019,628+19,62802,0410.69%+2,041
NETFLIX INC(NFLX)01,604+1,60407810.26%+781
VANECK ETF TRUST
JUNIOR GOLD MINE
034,500+34,50001,3080.44%+1,308
CVS HEALTH CORP(CVS)023,427+23,42701,8500.63%+1,850
ASML HOLDING N V
N Y REGISTRY SHS
01,115+1,11508440.29%+844
WIPRO LTD(WIT)0213,737+213,73701,1910.40%+1,191
JOHNSON & JOHNSON(JNJ)7,9739,060+1,0871,2421,4200.48%+178
COSTCO WHSL CORP NEW(COST)1,8671,86701,0551,2320.42%+178
VANGUARD INTL EQUITY INDEX F21,24620,875-3712,0522,2290.75%+176
MCDONALDS CORP(MCD)04,749+4,74901,4080.48%+1,408
REPUBLIC SVCS INC(RSG)07,413+7,41301,2220.41%+1,222
ROPER TECHNOLOGIES INC(ROP)01,020+1,02005560.19%+556
UNITED MICROELECTRONICS CORP(UMC)0132,358+132,35801,1200.38%+1,120
VERTEX PHARMACEUTICALS INC(VRTX)02,494+2,49401,0150.34%+1,015
PDD HOLDINGS INC(PDD)3,0033,00302954390.15%+145
INTEL CORP(INTC)7,4028,090+6882634070.14%+143
SAP SE(SAP)05,641+5,64108720.30%+872
LESLIES INC0111,000+111,00007670.26%+767
ADVANCED MICRO DEVICES INC(AMD)03,035+3,03504470.15%+447
P T TELEKOMUNIKASI INDONESIA(TLK)017,298+17,29804460.15%+446
MOTOROLA SOLUTIONS INC(MSI)02,811+2,81108800.30%+880
VISA INC(V)04,040+4,04001,0520.36%+1,052
EVERSOURCE ENERGY(ES)3,6955,443+1,7482153360.11%+121
BHP GROUP LTD08,286+8,28605660.19%+566
SHOPIFY INC(SHOP)05,172+5,17204030.14%+403
COCA COLA CO(KO)012,207+12,20707190.24%+719
MERCK & CO INC(MRK)015,938+15,93801,7380.59%+1,738
SERVICENOW INC(NOW)0585+58504130.14%+413
THOMSON REUTERS CORP.(TRI)04,090+4,09005980.20%+598
NEW ORIENTAL ED & TECHNOLOGY(EDU)6,9576,95704075100.17%+102
S&P GLOBAL INC(SPGI)01,020+1,02004490.15%+449
BRISTOL-MYERS SQUIBB CO(BMY)06,096+6,09603130.11%+313
ELI LILLY & CO(LLY)4,5424,346-1962,4402,5330.86%+94
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