Portfolio (Quarterly)
Guide ↗
West Family Investments, Inc.
· CIK 0001568303| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | ACN | ACCENTURE PLC IRELAND | Technology | 2,240 | $670K | 0.17% | SOLD |
| 122 | BA | BOEING CO | Industrials | 3,191 | $669K | 0.17% | SOLD |
| 123 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 2,155 | $665K | 0.17% | SOLD |
| 124 | UNP | UNION PAC CORP | Industrials | 2,823 | $650K | 0.17% | SOLD |
| 125 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 248 | $648K | 0.17% | SOLD |
| 126 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 9,551 | $644K | 0.17% | SOLD |
| 127 | GEV | GE VERNOVA INC | Utilities | 1,208 | $639K | 0.17% | SOLD |
| 128 | MFC | MANULIFE FINL CORP | Financial Services | 19,718 | $630K | 0.16% | SOLD |
| 129 | KT | KT CORP | Communication Services | 30,236 | $628K | 0.16% | SOLD |
| 130 | SBUX | STARBUCKS CORP | Consumer Cyclical | 6,804 | $623K | 0.16% | SOLD |
| 131 | WMB | WILLIAMS COS INC | Energy | 9,728 | $611K | 0.16% | SOLD |
| 132 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 13,983 | $606K | 0.16% | SOLD |
| 133 | COF | CAPITAL ONE FINL CORP | Financial Services | 2,844 | $605K | 0.16% | SOLD |
| 134 | LNG | CHENIERE ENERGY INC | Energy | 2,484 | $605K | 0.16% | SOLD |
| 135 | CMCSA | COMCAST CORP NEW | Communication Services | 16,941 | $605K | 0.16% | SOLD |
| 136 | ADBE | ADOBE INC | Technology | 1,562 | $604K | 0.16% | SOLD |
| 137 | VRSN | VERISIGN INC | Technology | 2,062 | $596K | 0.15% | SOLD |
| 138 | DE | DEERE & CO | Industrials | 1,142 | $581K | 0.15% | SOLD |
| 139 | VST | VISTRA CORP | Utilities | 2,917 | $565K | 0.15% | SOLD |
| 140 | NOC | NORTHROP GRUMMAN CORP | Industrials | 1,130 | $565K | 0.15% | SOLD |
Sector Allocation
Healthcare
100.0%