Fund Holdings — West Family Investments, Inc.

Total Portfolio Value
$286.99M
Total Bought
$14.98M
Total Sold
$30.58M
Net Transaction
-$15.61M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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TESLA INC(TSLA)9,0268,896-1302,3613,5931.25%+1,231
ALPHABET INC(GOOG)31,82733,341+1,5145,2796,3112.20%+1,033
EQT CORP(EQT)103,619103,500-1193,7974,7721.66%+976
AMAZON COM INC(AMZN)29,11228,756-3565,4246,3092.20%+884
EXPAND ENERGY CORPORATION(EXE)50,00050,00004,1134,9781.73%+865
NVIDIA CORPORATION(NVDA)77,12475,571-1,5539,36610,1483.54%+782
BROADCOM INC(AVGO)13,63713,427-2102,3523,1131.08%+761
APPLE INC(AAPL)45,72245,209-51310,65311,3213.94%+668
ARISTA NETWORKS INC(ANET)05,572+5,57206160.21%+616
TAIWAN SEMICONDUCTOR MFG LTD(TSM)20,52521,090+5653,5654,1651.45%+600
LAM RESEARCH CORP(LRCX)05,911+5,91104270.15%+427
BOEING CO(BA)02,349+2,34904160.14%+416
PALANTIR TECHNOLOGIES INC(PLTR)04,969+4,96903760.13%+376
AT&T INC(T)22,28137,961+15,6804908640.30%+374
TYSON FOODS INC(TSN)05,862+5,86203370.12%+337
MARVELL TECHNOLOGY INC(MRVL)02,749+2,74903040.11%+304
SERVICENOW INC(NOW)663842+1795938930.31%+300
AFFIRM HLDGS INC(AFRM)04,866+4,86602960.10%+296
NETFLIX INC(NFLX)1,7231,700-231,2221,5150.53%+293
TYLER TECHNOLOGIES INC(TYL)0494+49402850.10%+285
UNITED PARCEL SERVICE(UPS)02,224+2,22402800.10%+280
MICRON TECHNOLOGY INC(MU)03,281+3,28102760.10%+276
WOODSIDE ENERGY GROUP LTD(WDS)017,231+17,23102690.09%+269
INTEL CORP(INTC)013,195+13,19502650.09%+265
YUM BRANDS INC(YUM)01,960+1,96002630.09%+263
JPMORGAN CHASE & CO.(JPM)10,0949,956-1382,1282,3870.83%+258
ARGENX SE(ARGX)0408+40802510.09%+251
HORMEL FOODS CORP(HRL)07,625+7,62502390.08%+239
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,188+3,18802370.08%+237
KINDER MORGAN INC DEL(KMI)08,538+8,53802340.08%+234
FORTINET INC(FTNT)02,474+2,47402340.08%+234
BROOKFIELD CORP(BN)04,026+4,02602310.08%+231
CROWDSTRIKE HLDGS INC(CRWD)0673+67302300.08%+230
WALMART INC(WMT)28,87228,234-6382,3312,5510.89%+220
DOORDASH INC(DASH)01,294+1,29402170.08%+217
ALLSTATE CORP(ALL)01,108+1,10802140.07%+214
CANADIAN NATL RY CO(CNI)02,065+2,06502100.07%+210
KKR & CO INC(KKR)01,396+1,39602060.07%+206
MCKESSON CORP(MCK)1,6601,801+1418211,0260.36%+206
CBRE GROUP INC(CBRE)01,542+1,54202020.07%+202
TAKEDA PHARMACEUTICAL CO LTD(TAK)17,83033,468+15,6382544430.15%+190
VISA INC(V)5,8095,604-2051,5971,7710.62%+174
APPLIED MATLS INC1,1812,498+1,3172394060.14%+168
CHURCH & DWIGHT CO INC(CHD)3,4285,000+1,5723595240.18%+165
DR REDDYS LABS LTD(RDY)13,22576,936+63,7111,0511,2150.42%+164
SALESFORCE INC(CRM)2,8602,816-447839410.33%+159
SHOPIFY INC(SHOP)6,0975,973-1244896350.22%+146
GODADDY INC(GDDY)1,3621,817+4552143590.12%+145
STELLANTIS N.V(STLA)011,008+11,00801440.05%+144
WELLS FARGO CO NEW(WFC)10,65810,511-1476027380.26%+136
CHUNGHWA TELECOM CO LTD(CHT)40,45346,235+5,7821,6051,7410.61%+136
ITAU UNIBANCO HLDG S A(ITUB)025,797+25,79701280.04%+128
TOYOTA MOTOR CORP(TM)3,5093,848+3396277490.26%+122
CISCO SYS INC(CSCO)24,37223,796-5761,2971,4090.49%+112
VERISIGN INC1,5371,888+3512923910.14%+99
SAP SE(SAP)6,2116,144-671,4231,5130.53%+90
TENARIS S A(TS)6,3077,616+1,3092012880.10%+87
MASTERCARD INCORPORATED(MA)2,9722,949-231,4681,5530.54%+85
BRISTOL-MYERS SQUIBB CO(BMY)5,7196,711+9922963800.13%+84
WELLTOWER INC(WELL)1,6792,362+6832152980.10%+83
MITSUBISHI UFJ FINL GROUP IN(MUFG)51,73951,73905276060.21%+80
CHENIERE ENERGY INC(LNG)2,5682,516-524625410.19%+79
VISTRA CORP(VST)4,0334,03304785560.19%+78
WEC ENERGY GROUP INC(WEC)3,2554,153+8983133910.14%+77
BANK AMERICA CORP20,96520,667-2988329080.32%+76
BRITISH AMERN TOB PLC(BTI)6,3948,518+2,1242343090.11%+75
BOOKING HOLDINGS INC(BKNG)949403964670.16%+71
WILLIAMS COS INC(WMB)9,1268,994-1324174870.17%+70
GILEAD SCIENCES INC(GILD)9,8049,639-1658228900.31%+68
ELECTRONIC ARTS INC2,6353,002+3673784390.15%+61
NATIONAL GRID PLC(NGG)2,8964,402+1,5062022620.09%+60
ELBIT SYS LTD(ESLT)1,1501,118-322302890.10%+58
MORGAN STANLEY(MS)3,0172,949-683143710.13%+56
GARMIN LTD(GRMN)1,9731,956-173474030.14%+56
RIO TINTO PLC(RIO)4,5996,505+1,9063273830.13%+55
KROGER CO(KR)18,85218,564-2881,0801,1350.40%+55
CME GROUP INC(CME)1,9702,093+1234354860.17%+51
FISERV INC(FISV)2,1912,161-303944440.15%+50
SUMITOMO MITSUI FINL GROUP I(SMFG)26,90526,90503403900.14%+50
CITIGROUP INC(C)7,0867,010-764444930.17%+50
MIZUHO FINANCIAL GROUP INC(MFG)90,96887,123-3,8453804260.15%+46
HSBC HLDGS PLC(HSBC)12,44412,237-2075626050.21%+43
GSK PLC(GSK)5,7808,250+2,4702362790.10%+43
SONY GROUP CORP(SONY)5,42226,725+21,3035245660.20%+42
AMERICAN EXPRESS CO(AXP)1,8421,818-245005400.19%+40
PLDT INC(PHI)8,69312,352+3,6592342740.10%+40
ACCENTURE PLC IRELAND
SHS CLASS A
1,7631,883+1206236620.23%+39
COSTCO WHSL CORP NEW(COST)2,0021,977-251,7751,8110.63%+37
SCHWAB CHARLES CORP(SCHW)4,5004,421-792923270.11%+36
BOSTON SCIENTIFIC CORP(BSX)4,9985,080+824194540.16%+35
ABBOTT LABS4,7725,114+3425445780.20%+34
HONEYWELL INTL INC(HON)2,2462,205-414644980.17%+34
TRIP COM GROUP LTD(TCOM)5,3805,143-2373203530.12%+33
BLACKSTONE INC(BX)1,7951,779-162753070.11%+32
META PLATFORMS INC(META)6,8446,743-1013,9183,9481.38%+30
PHILIP MORRIS INTL I(PM)4,6754,948+2735685950.21%+28
CADENCE DESIGN SYSTEM INC(CDNS)1,0801,047-332933150.11%+22
PAYPAL HLDGS INC(PYPL)3,5053,451-542732950.10%+21
EQUINIX INC(EQIX)390386-43463640.13%+18
INTUITIVE SURGICAL INC968943-254764920.17%+17
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West Family Investments, Inc. — 13F Holdings — Q4 2024 | TickerTrail