West Family Investments, Inc.
260 holdingsFiling period: 2026-03-31Current AUM: $301.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 384.3K | $34.1M | $29.4M | 9.78% | -37,828 | 2026-03-31 |
| 2 | SCHP | SCHWAB STRATEGIC TR | 609.3K | $17.0M | $16.7M | 5.54% | +68.5K | 2026-03-31 |
| 3 | TLT | ISHARES TR | 152.6K | $16.7M | $15.8M | 5.25% | +19.3K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 64.9K | $11.3M | $13.0M | 4.33% | -42,441 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 42.1K | $10.7M | $13.0M | 4.32% | -23,263 | 2026-03-31 |
| 6 | MBB | ISHARES TR | 80.7K | $7.7M | $7.5M | 2.50% | -- | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 19.1K | $7.1M | $8.9M | 2.95% | -12,568 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 24.5K | $7.0M | $8.7M | 2.90% | -20,163 | 2026-03-31 |
| 9 | EQT | EQT CORP | 103.5K | $6.6M | $5.5M | 1.83% | -3,010 | 2026-03-31 |
| 10 | EXE | EXPAND ENERGY CORPORATION | 50.0K | $5.5M | $4.7M | 1.56% | -- | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 26.1K | $5.4M | $7.1M | 2.35% | -14,917 | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.2K | $5.2M | $6.2M | 2.05% | -13,211 | 2026-03-31 |
| 13 | GDXJ | VANECK ETF TRUST | 34.5K | $4.1M | $3.3M | 1.09% | -- | 2026-03-31 |
| 14 | AVGO | BROADCOM INC | 12.0K | $3.7M | $4.7M | 1.55% | -7,376 | 2026-03-31 |
| 15 | META | META PLATFORMS INC | 5.5K | $3.2M | $3.1M | 1.02% | -3,685 | 2026-03-31 |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | 18.6K | $2.7M | $3.0M | 1.00% | -- | 2026-03-31 |
| 17 | TSLA | TESLA INC | 7.1K | $2.6M | $2.2M | 0.74% | -6,085 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.5K | $2.6M | $2.6M | 0.88% | -1,788 | 2026-03-31 |
| 19 | LGO | LARGO INC | 2.20M | $2.5M | $1.3M | 0.43% | -- | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 9.8K | $2.4M | $2.5M | 0.83% | -4,307 | 2026-03-31 |
| 21 | LLY | ELI LILLY & CO | 2.6K | $2.4M | $3.0M | 0.99% | -1,853 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 11.6K | $2.0M | $1.8M | 0.60% | -13,765 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 11.6K | $2.0M | $1.8M | 0.60% | -13,765 | 2026-03-31 |
| 24 | WMT | WALMART INC | 15.7K | $2.0M | $1.8M | 0.58% | -14,645 | 2026-03-31 |
| 25 | MU | MICRON TECHNOLOGY INC | 5.3K | $1.8M | $4.3M | 1.44% | -1,303 | 2026-03-31 |
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