Filed: 2/7/2025ACC: 0001568303-25-000002
📋 What this filing means
WEST FAMILY INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 284 equity positions with a total reported market value of $286.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
284
Positions
$286.99M
Total AUM (reported)
10.18M
Total Shares
Allocation by class
COM$158.39M55.2%
ISHARES NEW$26.48M9.2%
US TIPS ETF$11.03M3.8%
20 YR TR BD ETF$10.33M3.6%
SPONSORED ADR$9.52M3.3%
SPONSORED ADS$9.29M3.2%
CL A$8.19M2.9%
Portfolio Concentration
Top 3$48.83M17.0%
4–10$59.26M20.7%
11–25$45.24M15.8%
Rest$133.66M46.6%
Top 3 weight
17.0%
Top 10 weight
37.7%
Voting Authority Distribution
Total shares with voting rights: 10.18M
Sole
Full voting authority
10.18M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole284
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings284
Rows:
ISHARES GOLD TR
SOLEShares534.78K
TypeSH
Market value$26.48M
9.23%
Sole
534.78K
Shared
0.00
None
0.00
APPLE INC
SOLEShares45.21K
TypeSH
Market value$11.32M
3.94%
Sole
45.21K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares426.92K
TypeSH
Market value$11.03M
3.84%
Sole
426.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares118.27K
TypeSH
Market value$10.33M
3.60%
Sole
118.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares75.57K
TypeSH
Market value$10.15M
3.54%
Sole
75.57K
Shared
0.00
None
0.00
LARGO INC
SOLEShares5.57M
TypeSH
Market value$9.58M
3.34%
Sole
5.57M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares21.71K
TypeSH
Market value$9.15M
3.19%
Sole
21.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares81.06K
TypeSH
Market value$7.43M
2.59%
Sole
81.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares33.34K
TypeSH
Market value$6.31M
2.20%
Sole
33.34K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares28.76K
TypeSH
Market value$6.31M
2.20%
Sole
28.76K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares50K
TypeSH
Market value$4.98M
1.73%
Sole
50K
Shared
0.00
None
0.00
EQT CORP
SOLEShares103.50K
TypeSH
Market value$4.77M
1.66%
Sole
103.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.09K
TypeSH
Market value$4.17M
1.45%
Sole
21.09K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.74K
TypeSH
Market value$3.95M
1.38%
Sole
6.74K
Shared
0.00
None
0.00
TESLA INC
SOLEShares8.90K
TypeSH
Market value$3.59M
1.25%
Sole
8.90K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares4.55K
TypeSH
Market value$3.51M
1.22%
Sole
4.55K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares13.43K
TypeSH
Market value$3.11M
1.08%
Sole
13.43K
Shared
0.00
None
0.00
WALMART INC
SOLEShares28.23K
TypeSH
Market value$2.55M
0.89%
Sole
28.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.50K
TypeSH
Market value$2.49M
0.87%
Sole
5.50K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares9.96K
TypeSH
Market value$2.39M
0.83%
Sole
9.96K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares20.07K
TypeSH
Market value$2.36M
0.82%
Sole
20.07K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares11.70K
TypeSH
Market value$1.96M
0.68%
Sole
11.70K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.61K
TypeSH
Market value$1.83M
0.64%
Sole
3.61K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.98K
TypeSH
Market value$1.81M
0.63%
Sole
1.98K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.60K
TypeSH
Market value$1.77M
0.62%
Sole
5.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES GOLD TRSOLE | ISHARES NEW | 534.78K | SH | $26.48M 9.23% | 534.78K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 45.21K | SH | $11.32M 3.94% | 45.21K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 426.92K | SH | $11.03M 3.84% | 426.92K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 118.27K | SH | $10.33M 3.60% | 118.27K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 75.57K | SH | $10.15M 3.54% | 75.57K | 0.00 | 0.00 |
LARGO INCSOLE | COM | 5.57M | SH | $9.58M 3.34% | 5.57M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 21.71K | SH | $9.15M 3.19% | 21.71K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 81.06K | SH | $7.43M 2.59% | 81.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 33.34K | SH | $6.31M 2.20% | 33.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 28.76K | SH | $6.31M 2.20% | 28.76K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 50K | SH | $4.98M 1.73% | 50K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 103.50K | SH | $4.77M 1.66% | 103.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.09K | SH | $4.17M 1.45% | 21.09K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.74K | SH | $3.95M 1.38% | 6.74K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 8.90K | SH | $3.59M 1.25% | 8.90K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 4.55K | SH | $3.51M 1.22% | 4.55K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 13.43K | SH | $3.11M 1.08% | 13.43K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 28.23K | SH | $2.55M 0.89% | 28.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.50K | SH | $2.49M 0.87% | 5.50K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 9.96K | SH | $2.39M 0.83% | 9.96K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 20.07K | SH | $2.36M 0.82% | 20.07K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 11.70K | SH | $1.96M 0.68% | 11.70K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.61K | SH | $1.83M 0.64% | 3.61K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.98K | SH | $1.81M 0.63% | 1.98K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 5.60K | SH | $1.77M 0.62% | 5.60K | 0.00 | 0.00 |
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