StockDriftsStockDriftsTop 50 West Family Investments, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 11.94% | 384.3K | $34.1M | -8.96%(-37.83K) | $33.12(+134.04%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 5.96% | 609.3K | $17.0M | +12.68%(+68.54K) | $26.15(+0.53%) | 2026-03-31 | |
| TLT | ISHARES TR | 5.84% | 152.6K | $16.7M | +14.47%(+19.30K) | $95.06(-10.04%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.97% | 64.9K | $11.3M | -39.53%(-42.44K) | $101.50(+91.95%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.74% | 42.1K | $10.7M | -35.59%(-23.26K) | $169.74(+81.83%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.7% | 80.7K | $7.7M | +0.00%(+0) | $92.17(+2.12%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.48% | 19.1K | $7.1M | -39.66%(-12.57K) | $255.29(+52.96%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.47% | 24.5K | $7.0M | -45.16%(-20.16K) | $132.89(+170.84%) | 2026-03-31 | |
| EQT | EQT CORP | 2.31% | 103.5K | $6.6M | -2.83%(-3.01K) | $16.87(+211.94%) | 2026-03-31 | |
| EXE | EXPAND ENERGY CORPORATION | 1.92% | 50.0K | $5.5M | +0.00%(+0) | $63.05(+43.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.61% | +31.69% |
| Top 20 Holdings Unweighted | +13.57% | +46.48% |
Sign up free to track West Family Investments, Inc., compare funds side by side, and get alerts the moment positions change.