Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | Financial Services | 455,804 | $28.6M | 7.45% | SOLD |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 108,257 | $17.1M | 4.46% | SOLD |
| 3 | MSFT | MICROSOFT CORP | Technology | 33,050 | $16.4M | 4.29% | SOLD |
| 4 | AAPL | APPLE INC | Technology | 68,775 | $14.1M | 3.68% | SOLD |
| 5 | TLT | ISHARES TR | — | 122,410 | $13.5M | 3.53% | SOLD |
| 6 | SCHP | SCHWAB STRATEGIC TR | — | 479,787 | $13.4M | 3.48% | SOLD |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 42,737 | $9.4M | 2.45% | SOLD |
| 8 | GOOGL | ALPHABET INC | Communication Services | 47,497 | $8.4M | 2.18% | SOLD |
| 9 | MBB | ISHARES TR | — | 80,697 | $7.6M | 1.99% | SOLD |
| 10 | META | META PLATFORMS INC | Communication Services | 9,586 | $7.1M | 1.85% | SOLD |
| 11 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 29,285 | $6.6M | 1.73% | SOLD |
| 12 | AVGO | BROADCOM INC | Technology | 18,945 | $5.2M | 1.36% | SOLD |
| 13 | JPM | JPMORGAN CHASE & CO. | Financial Services | 15,150 | $4.4M | 1.15% | SOLD |
| 14 | TSLA | TESLA INC | Consumer Cyclical | 13,730 | $4.4M | 1.14% | SOLD |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 7,788 | $3.8M | 0.99% | SOLD |
| 16 | LLY | ELI LILLY & CO | Healthcare | 4,395 | $3.4M | 0.89% | SOLD |
| 17 | WMT | WALMART INC | Consumer Defensive | 32,899 | $3.2M | 0.84% | SOLD |
| 18 | V | VISA INC | Financial Services | 8,788 | $3.1M | 0.81% | SOLD |
| 19 | NFLX | NETFLIX INC | Communication Services | 2,202 | $2.9M | 0.77% | SOLD |
| 20 | MA | MASTERCARD INCORPORATED | Financial Services | 4,864 | $2.7M | 0.71% | SOLD |
Sector Allocation
Healthcare
100.0%