Fund HoldingsWest Family Investments, Inc.

Total Portfolio Value
$286.99M
Total Bought
$17.06M
Total Sold
$32.49M
Net Transaction
-$15.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MASTERCARD INCORPORATED(MA)02,949+2,94901,5530.54%+1,553
TESLA INC(TSLA)9,0268,896-1302,3613,5931.25%+1,231
ALPHABET INC(GOOG)033,341+33,34106,3112.20%+6,311
EQT CORP(EQT)0103,500+103,50004,7721.66%+4,772
AMAZON COM INC(AMZN)29,11228,756-3565,4246,3092.20%+884
EXPAND ENERGY CORPORATION(EXE)050,000+50,00004,9781.73%+4,978
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)037,961+37,96108640.30%+864
TYSON FOODS INC(TSN)05,862+5,86203370.12%+337
PALO ALTO NETWORKS INC(PANW)01,830+1,83003330.12%+333
MARVELL TECHNOLOGY INC(MRVL)02,749+2,74903040.11%+304
SERVICENOW INC(NOW)0842+84208930.31%+893
AFFIRM HLDGS INC(AFRM)04,866+4,86602960.10%+296
NETFLIX INC(NFLX)01,700+1,70001,5150.53%+1,515
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
SHINHAN FINANCIAL GROUP CO L(SHG)06,292+6,29202070.07%+207
KKR & CO INC(KKR)01,396+1,39602060.07%+206
MCKESSON CORP(MCK)01,801+1,80101,0260.36%+1,026
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 INC02,498+2,49804060.14%+406
CHURCH & DWIGHT CO INC(CHD)05,000+5,00005240.18%+524
DR REDDYS LABS LTD(RDY)076,936+76,93601,2150.42%+1,215
SALESFORCE INC(CRM)2,8602,816-447839410.33%+159
SHOPIFY INC(SHOP)05,973+5,97306350.22%+635
GODADDY INC(GDDY)1,3621,817+4552143590.12%+145
STELLANTIS N.V(STLA)011,008+11,00801440.05%+144
WELLS FARGO CO NEW(WFC)010,511+10,51107380.26%+738
CHUNGHWA TELECOM CO LTD(CHT)046,235+46,23501,7410.61%+1,741
ITAU UNIBANCO HLDG S A(ITUB)025,797+25,79701280.04%+128
TOYOTA MOTOR CORP(TM)03,848+3,84807490.26%+749
CISCO SYS INC(CSCO)023,796+23,79601,4090.49%+1,409
VERISIGN INC01,888+1,88803910.14%+391
SAP SE(SAP)6,2116,144-671,4231,5130.53%+90
TENARIS S A(TS)6,3077,616+1,3092012880.10%+87
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)051,739+51,73906060.21%+606
CHENIERE ENERGY INC(LNG)02,516+2,51605410.19%+541
VISTRA CORP(VST)04,033+4,03305560.19%+556
WEC ENERGY GROUP INC(WEC)04,153+4,15303910.14%+391
BANK AMERICA CORP20,96520,667-2988329080.32%+76
BRITISH AMERN TOB PLC(BTI)6,3948,518+2,1242343090.11%+75
BOOKING HOLDINGS INC(BKNG)094+9404670.16%+467
WILLIAMS COS INC(WMB)08,994+8,99404870.17%+487
GILEAD SCIENCES INC(GILD)09,639+9,63908900.31%+890
ELECTRONIC ARTS INC(EA)03,002+3,00204390.15%+439
NATIONAL GRID PLC(NGG)2,8964,402+1,5062022620.09%+60
ELBIT SYS LTD(ESLT)1,1501,118-322302890.10%+58
MORGAN STANLEY(MS)02,949+2,94903710.13%+371
GARMIN LTD(GRMN)01,956+1,95604030.14%+403
RIO TINTO PLC(RIO)06,505+6,50503830.13%+383
KROGER CO(KR)018,564+18,56401,1350.40%+1,135
CME GROUP INC(CME)02,093+2,09304860.17%+486
FISERV INC(FISV)02,161+2,16104440.15%+444
SUMITOMO MITSUI FINL GROUP I(SMFG)026,905+26,90503900.14%+390
CITIGROUP INC(C)07,010+7,01004930.17%+493
MIZUHO FINANCIAL GROUP INC(MFG)087,123+87,12304260.15%+426
HSBC HLDGS PLC(HSBC)012,237+12,23706050.21%+605
GSK PLC(GSK)5,7808,250+2,4702362790.10%+43
SONY GROUP CORP(SONY)026,725+26,72505660.20%+566
AMERICAN EXPRESS CO(AXP)1,8421,818-245005400.19%+40
PLDT INC(PHI)012,352+12,35202740.10%+274
ACCENTURE PLC IRELAND
SHS CLASS A
01,883+1,88306620.23%+662
COSTCO WHSL CORP NEW(COST)2,0021,977-251,7751,8110.63%+37
SCHWAB CHARLES CORP(SCHW)04,421+4,42103270.11%+327
BOSTON SCIENTIFIC CORP(BSX)05,080+5,08004540.16%+454
ABBOTT LABS4,7725,114+3425445780.20%+34
HONEYWELL INTL INC(HON)02,205+2,20504980.17%+498
TRIP COM GROUP LTD(TCOM)05,143+5,14303530.12%+353
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)01,047+1,04703150.11%+315
PAYPAL HLDGS INC(PYPL)3,5053,451-542732950.10%+21
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