West Family Investments, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$382M
Signature - Title
Marc Harper - Director and Treasurer
Location
Carlsbad, CA
Summary
This page shows a list of all the recent 13F filings made by West Family Investments, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Family Investments, Inc. reported 367 stock holdings with total value $382M as of Q2 2025. Top holdings included IAU, NVDA, MSFT, AAPL, and TLT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 367 $382M +$131M -$5.85M +$125M IAU, NVDA, MSFT, AAPL, TLT 13F-HR 8/13/2025, 10:12 AM
Q1 2025 272 $266M +$10.1M -$40.6M -$30.5M IAU, SCHP, TLT, AAPL, LGO 13F-HR 5/2/2025, 08:56 AM
Q4 2024 284 $287M +$21.9M -$16.2M +$5.72M IAU, AAPL, SCHP, TLT, NVDA 13F-HR 2/6/2025, 05:42 PM
Q3 2024 293 $294M +$37.2M -$90.9M -$53.6M IAU, LGO, TLT, SCHP, AAPL 13F-HR 11/8/2024, 12:11 PM
Q2 2024 252 $322M +$17M -$13M +$4.07M IAU, SCHP, NEM, LGO, RRC 13F-HR 8/5/2024, 11:48 AM
Q1 2024 257 $313M +$27.6M -$13.1M +$14.5M IAU, RRC, SCHP, LGO, NEM 13F-HR 5/13/2024, 12:53 PM
Q4 2023 233 $276M +$12.3M -$21.9M -$9.64M IAU, LGO, SCHP, RRC, MBB 13F-HR 2/6/2024, 08:47 AM
Q3 2023 257 $269M +$49.4M -$14.4M +$35M IAU, LGO, SCHP, RRC, MBB 13F-HR 11/2/2023, 03:24 PM
Q2 2023 268 $247M +$69.8M -$73.4M -$3.61M LGO, RRC, AAPL, GOLD, UNH 13F-HR 8/15/2023, 08:55 PM
Q1 2023 192 $252M +$22.2M -$4.14M +$18.1M IAU, SCHP, TLT, NEM, MBB 13F-HR 5/3/2023, 09:10 AM
Q4 2022 233 $292M +$66.8M -$11M +$55.8M LGO, IAU, SCHP, TLT, NEM 13F-HR 2/8/2023, 03:44 PM
Q3 2022 1 $2M CVS New Holdings 2/8/2023, 03:35 PM
Q3 2022 220 $240M +$35.9M -$11.1M +$24.9M LGO, PYPL, RRC, NEM, UNH 13F-HR 11/4/2022, 10:45 AM
Q2 2022 1 $1.95M CVS New Holdings 2/8/2023, 03:24 PM
Q2 2022 224 $251M +$29.7M -$12.9M +$16.8M LGO, ELV, NEM, RRC, UNH 13F-HR 8/12/2022, 01:36 PM
Q1 2022 290 $352M +$40.2M -$9.15M +$31.1M LGO, NEM, GOLD, AAPL, RRC 13F-HR 5/13/2022, 11:00 AM
Q4 2021 1 $3.23M CHK New Holdings 2/15/2022, 12:34 PM
Q4 2021 314 $305M +$30.3M -$64.1M -$33.8M IAU, SCHP, TLT, NEM, AAPL Restatement 2/15/2022, 12:31 PM
Q3 2021 15 $42.8M $0 $0 HACKXXXX, GOLD, RRC, ELV, KO New Holdings 2/15/2022, 01:23 PM
Q3 2021 317 $334M +$77.6M -$61.3M +$16.3M LGOXXXX, IAU, SMTSF, SCHP, TLT Restatement 2/15/2022, 01:11 PM
Q2 2021 340 $358M +$281M -$196M +$85.4M LGOXXXX, SMTSF, NEM, MBB, HACKXXXX Restatement 2/15/2022, 01:03 PM
Q1 2021 75 $265M +$34.2M -$72.3M -$38.1M CIMXXXX, SYK, EPD, GOLD, NEM 13F-HR 5/12/2021, 01:31 PM
Q4 2020 113 $307M +$82.8M -$103M -$19.8M SYK, CIM, EPD, BBDC, GOLD 13F-HR 2/16/2021, 12:14 PM
Q3 2020 87 $257M PTON, TSLA, SYK, CIM, LUMNXXXX 13F-HR 11/12/2020, 01:16 PM
Q2 2020 22 $65.5M SYK, GS, CSCO, CMCSA, HACK 13F-HR 8/12/2020, 02:19 PM
Q1 2020 87 $250M +$32.2M -$2.42M +$29.8M LUMNXXXX, CIM, SYK, XLV, EPD 13F-HR 5/8/2020, 10:02 AM
Q4 2019 85 $412M +$19.5M -$18.3M +$1.16M CIM, LUMNXXXX, SYK, TWOXXXX, EPD 13F-HR 2/14/2020, 08:33 AM
Q3 2019 77 $402M +$7.63M -$2.27M +$5.36M CIM, LUMNXXXX, SYK, EPD, TWOXXXX 13F-HR 11/13/2019, 01:14 PM
Q2 2019 80 $397M +$513K -$438K +$75.4K CIM, LUMNXXXX, SYK, EPD, TWOXXXX 13F-HR 8/8/2019, 12:58 PM
Q1 2019 85 $400M +$14.9M -$2.37M +$12.6M CIM, LUMNXXXX, SYK, EPD, TWOXXXX 13F-HR 5/13/2019, 03:13 PM
Q4 2018 1 $18K NVCN New Holdings 5/13/2019, 02:52 PM
Q4 2018 90 $386M +$43M -$2.27M +$40.7M CIM, LUMNXXXX, TWOXXXX, SYK, EPD 13F-HR 2/7/2019, 10:53 AM
Q3 2018 87 $421M +$25.2M -$11.3M +$14M LUMNXXXX, CIM, TWOXXXX, EPD, SYK 13F-HR 11/13/2018, 09:48 AM
Q2 2018 83 $405M +$12M +$12M CIM, LUMNXXXX, EPD, CYS, SYK 13F-HR 8/9/2018, 04:24 PM
Q1 2018 81 $378M +$31.4M -$913K +$30.5M CIM, LUMNXXXX, EPD, CYS, SYK 13F-HR 5/10/2018, 10:01 AM
Q4 2017 84 $388M +$79.8M -$10.9M +$68.9M CIM, LUMNXXXX, EPD, CYS, SYK Restatement 2/21/2018, 02:44 PM
Q3 2017 84 $436M +$50.4M -$26.9M +$23.5M LVLT, CIM, CYS, EPD, NLYXXXX 13F-HR 11/13/2017, 02:19 PM
Q2 2017 88 $434M +$20.7M -$57.5M -$36.9M LVLT, CIM, WSTC, EPD, CYS 13F-HR 8/3/2017, 01:58 PM
Q1 2017 87 $519M +$10.9M -$43.7M -$32.7M LVLT, CIM, WSTC, EPD, CYS 13F-HR 5/3/2017, 12:45 PM
Q4 2016 104 $565M +$31M -$24.7M +$6.25M LVLT, CIM, WSTC, SPXCXXXX, SUI 13F-HR 2/13/2017, 08:43 AM
Q3 2016 99 $532M +$5.27M -$15.4M -$10.1M LVLT, CIM, SUI, WSTC, SPXCXXXX 13F-HR 11/14/2016, 10:51 AM
Q2 2016 107 $547M +$6.57M -$625K +$5.95M LVLT, CIM, SUI, WSTC, EPD 13F-HR 8/12/2016, 01:19 PM
Q1 2016 113 $442M +$61.2M -$3.15M +$58M CIM, SPXCXXXX, WSTC, SUI, CYS 13F-HR 5/12/2016, 09:36 AM
Q4 2015 107 $378M +$29.3M -$15.3M +$14M CIM, WSTC, SUI, EPD, CYS 13F-HR 2/11/2016, 04:05 PM
Q3 2015 104 $450M +$51.5M -$1.22M +$50.3M LVLT, CIM, WSTC, SUI, EPD 13F-HR 11/10/2015, 09:22 AM
Q2 2015 104 $469M +$65.5M -$2.85M +$62.6M LVLT, CIM, BKD, EPD, CYS 13F-HR 8/13/2015, 05:02 PM
Q1 2015 108 $486M +$21.7M -$50.7M -$29.1M LVLT, CIMXXXX, BKD, EPD, CYS 13F-HR 5/14/2015, 10:02 AM
Q4 2014 104 $507M +$29.7M -$4.99M +$24.7M LVLT, CIMXXXX, EPD, BKD, CYS 13F-HR 2/13/2015, 03:48 PM
Q3 2014 103 $478M +$31M -$10.8M +$20.2M LVLT, CIMXXXX, EPD, BKD, CYS 13F-HR 11/14/2014, 09:30 AM
Q2 2014 101 $481M +$13.9M -$12.3M +$1.58M LVLT, CIMXXXX, EPD, BKD, CYS 13F-HR 8/13/2014, 03:29 PM
Q1 2014 101 $456M +$20.7M -$14.6M +$6.11M LVLT, CIMXXXX, BKD, EPD, CYS 13F-HR 5/14/2014, 11:24 AM
Q4 2013 99 $431M LVLT, CIMXXXX, EPD, BKD, GS 13F-HR 2/10/2014, 03:23 PM