West Paces Advisors
Latest statistics and disclosures from West Paces Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, VOO, AVEM, IJR, TDTT, and represent 41.44% of West Paces Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, IEF, VOO, AVEM, JPST, IJH, CAT, TDTT, CMI, AJG.
- Started 21 new stock positions in BIO, Te Connectivity, EVLV, LRGF, Blackrock, PDBC, ITOT, LYB, GSLC, GEM. FNF, AJG, PAYC, KVUE, VXF, TCRT, GSIE, BKLN, TTE, M, BHF.
- Reduced shares in these 10 stocks: IJR, AON, KO, REG, SHY, IEI, USB, WRK, ABT, SBUX.
- Sold out of its positions in WMS, AMG, BBWI, TECH, BLK, MUI, Calamp Corp - US, CSL, CNP, COLB.
- West Paces Advisors was a net buyer of stock by $2.3M.
- West Paces Advisors has $408M in assets under management (AUM), dropping by 6.47%.
- Central Index Key (CIK): 0002004720
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Portfolio Holdings for West Paces Advisors
West Paces Advisors holds 552 positions in its portfolio as reported in the September 2024 quarterly 13F filing
West Paces Advisors has 552 total positions. Only the first 250 positions are shown.
- Sign up to view all of the West Paces Advisors Sept. 30, 2024 positions
- Download the West Paces Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 12.6 | $51M | 824k | 62.32 |
|
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| Vanguard S&p 500 Etf Etf (VOO) | 8.3 | $34M | +3% | 64k | 527.67 |
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| Avantis Emerging Markets Equity Etf Etf (AVEM) | 7.2 | $29M | +3% | 455k | 64.60 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 6.8 | $28M | -10% | 238k | 116.96 |
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| FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT) | 6.6 | $27M | 1.1M | 24.05 |
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| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 5.8 | $24M | +8% | 242k | 98.12 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 5.4 | $22M | 285k | 78.05 |
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| Avantis U.s Small Cap Equity Etf Etf (AVSC) | 3.3 | $14M | +2% | 253k | 54.02 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 2.9 | $12M | 21k | 573.76 |
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|
| Coca Cola Stock (KO) | 2.6 | $11M | -15% | 149k | 71.86 |
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| Schwab International Small-cap Equity Etf Etf (SCHC) | 1.9 | $7.7M | 200k | 38.53 |
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|
| Ishares Russell 3000 Etf Etf (IWV) | 1.5 | $6.2M | 19k | 326.73 |
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| Jpmorgan Ultra-short Income Etf Etf (JPST) | 1.4 | $5.8M | +11% | 115k | 50.74 |
|
| Apple Stock (AAPL) | 1.4 | $5.7M | 24k | 233.00 |
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| Home Depot Stock (HD) | 1.3 | $5.4M | 13k | 405.21 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 1.3 | $5.4M | 19k | 283.16 |
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|
| Vanguard St Inflation Protected Etf Etf (VTIP) | 1.1 | $4.6M | 94k | 49.31 |
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| Microsoft Corp Stock (MSFT) | 0.9 | $3.7M | -4% | 8.6k | 430.32 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.8 | $3.2M | 5.6k | 576.79 |
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| Broadcom Stock (AVGO) | 0.7 | $2.9M | +918% | 17k | 172.50 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.6 | $2.6M | 4.6k | 569.66 |
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| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.6 | $2.5M | 87k | 29.18 |
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| Eli Lilly & Co Stock (LLY) | 0.6 | $2.5M | 2.8k | 885.98 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $2.4M | +5% | 11k | 210.86 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.6 | $2.4M | 35k | 66.52 |
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| Procter And Gamble Stock (PG) | 0.6 | $2.3M | +15% | 14k | 173.19 |
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| Merck & Co Stock (MRK) | 0.5 | $2.2M | 19k | 113.56 |
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| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.5 | $2.2M | 21k | 106.76 |
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| Regency Ctrs Corp Reit (REG) | 0.5 | $2.0M | -23% | 27k | 72.23 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.5 | $1.9M | 47k | 41.12 |
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| Abbvie Stock (ABBV) | 0.5 | $1.9M | -2% | 9.5k | 197.48 |
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| Chevron Corp Stock (CVX) | 0.4 | $1.8M | +6% | 12k | 147.27 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $1.7M | -2% | 10k | 167.19 |
|
| Amazon Stock (AMZN) | 0.4 | $1.7M | 9.2k | 186.33 |
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| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.4 | $1.6M | 28k | 57.22 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.4 | $1.6M | -2% | 31k | 51.50 |
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| Pepsico Stock (PEP) | 0.4 | $1.5M | 9.1k | 170.04 |
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| Nvidia Corporation Stock (NVDA) | 0.4 | $1.5M | +3% | 12k | 121.44 |
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| Mcdonalds Corp Stock (MCD) | 0.4 | $1.5M | -2% | 4.8k | 304.52 |
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| Nextera Energy Stock (NEE) | 0.3 | $1.3M | 16k | 84.53 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.3 | $1.3M | 15k | 88.14 |
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| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.3 | $1.3M | -26% | 16k | 83.15 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.3 | $1.2M | 17k | 73.67 |
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| Texas Instrs Stock (TXN) | 0.3 | $1.2M | 5.9k | 206.58 |
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| Costco Whsl Corp Stock (COST) | 0.3 | $1.2M | 1.3k | 886.28 |
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| Eaton Corp Stock (ETN) | 0.3 | $1.2M | -8% | 3.6k | 331.44 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.3 | $1.2M | +3% | 5.3k | 223.07 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $1.1M | 6.8k | 165.85 |
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| Starbucks Corp Stock (SBUX) | 0.3 | $1.1M | -14% | 11k | 97.49 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.3 | $1.0M | -2% | 5.7k | 184.84 |
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| Travelers Companies Stock (TRV) | 0.2 | $992k | +8% | 4.2k | 234.09 |
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| Unitedhealth Group Stock (UNH) | 0.2 | $962k | 1.6k | 584.68 |
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| Lockheed Martin Corp Stock (LMT) | 0.2 | $932k | -4% | 1.6k | 584.38 |
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| Williams Cos Stock (WMB) | 0.2 | $912k | +9% | 20k | 45.65 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $893k | -3% | 2.8k | 314.39 |
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| Cisco Sys Stock (CSCO) | 0.2 | $873k | 16k | 53.22 |
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| Bank America Corp Stock (BAC) | 0.2 | $841k | 21k | 39.68 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $828k | 3.0k | 274.95 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $826k | +2% | 7.0k | 117.21 |
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| Aon Plc Shs Cl A Stock (AON) | 0.2 | $825k | -76% | 2.4k | 345.99 |
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| Sempra Stock (SRE) | 0.2 | $798k | -6% | 9.5k | 83.63 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $796k | 2.9k | 276.77 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $734k | -4% | 2.0k | 375.38 |
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| Facebook Cl A Stock (META) | 0.2 | $716k | 1.3k | 572.44 |
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| Southstate Corporation Stock (SSB) | 0.2 | $700k | 7.2k | 97.18 |
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| Air Prods & Chems Stock (APD) | 0.2 | $658k | -15% | 2.2k | 297.74 |
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| Caterpillar Stock (CAT) | 0.2 | $642k | +572% | 1.6k | 391.12 |
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| Walt Disney Stock (DIS) | 0.2 | $633k | -3% | 6.6k | 96.18 |
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| Phillips 66 Stock (PSX) | 0.2 | $615k | 4.7k | 131.45 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $609k | +18% | 6.4k | 95.75 |
|
| Qualcomm Stock (QCOM) | 0.1 | $579k | 3.4k | 170.07 |
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| Realty Income Corp Reit (O) | 0.1 | $565k | +9% | 8.9k | 63.42 |
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| Danaher Corporation Stock (DHR) | 0.1 | $549k | 2.0k | 278.02 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $547k | 11k | 49.70 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $546k | +2% | 2.1k | 262.11 |
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| Amgen Stock (AMGN) | 0.1 | $543k | -8% | 1.7k | 322.24 |
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| Paychex Stock (PAYX) | 0.1 | $531k | -3% | 4.0k | 134.19 |
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| Corning Stock (GLW) | 0.1 | $517k | 11k | 45.15 |
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| Keurig Dr Pepper Stock (KDP) | 0.1 | $516k | -3% | 14k | 37.48 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $510k | -2% | 1.1k | 460.26 |
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| Cme Group Stock (CME) | 0.1 | $509k | +2% | 2.3k | 220.67 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $508k | +14% | 4.3k | 118.55 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $508k | -2% | 2.1k | 243.06 |
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| Walmart Stock (WMT) | 0.1 | $500k | +26% | 6.2k | 80.75 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $497k | 3.5k | 142.04 |
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| Rtx Corporation Stock (RTX) | 0.1 | $493k | -10% | 4.1k | 121.15 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $485k | 2.2k | 220.89 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $472k | 3.5k | 135.07 |
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| Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.1 | $472k | 3.8k | 124.17 |
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| Southern Stock (SO) | 0.1 | $470k | +116% | 5.2k | 90.18 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $460k | -3% | 2.8k | 162.06 |
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| Oracle Corp Stock (ORCL) | 0.1 | $454k | -4% | 2.7k | 170.40 |
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| Northern Tr Corp Stock (NTRS) | 0.1 | $451k | 5.0k | 90.03 |
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| Cummins Stock (CMI) | 0.1 | $448k | +2670% | 1.4k | 323.79 |
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| Prologis Reit (PLD) | 0.1 | $442k | -16% | 3.5k | 126.29 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $427k | +80% | 3.7k | 115.30 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $423k | 2.1k | 198.06 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $422k | NEW | 1.5k | 281.37 |
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| Union Pac Corp Stock (UNP) | 0.1 | $415k | -2% | 1.7k | 246.48 |
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| Wec Energy Group Stock (WEC) | 0.1 | $410k | -6% | 4.3k | 96.19 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.1 | $407k | 4.9k | 83.09 |
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| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $399k | -43% | 3.3k | 119.61 |
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| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.1 | $374k | 7.4k | 50.60 |
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| Trane Technologies Stock (TT) | 0.1 | $374k | 961.00 | 388.73 |
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| Roper Technologies Stock (ROP) | 0.1 | $352k | 633.00 | 556.44 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $338k | -6% | 1.4k | 240.01 |
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| International Business Machs Stock (IBM) | 0.1 | $336k | +588% | 1.5k | 221.08 |
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| HP Stock (HPQ) | 0.1 | $335k | +365% | 9.3k | 35.87 |
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| Emerson Elec Stock (EMR) | 0.1 | $323k | +564% | 3.0k | 109.37 |
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| Thermo Fisher Scientific Stock (TMO) | 0.1 | $310k | 501.00 | 618.57 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $292k | 595.00 | 491.27 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $279k | 3.3k | 83.63 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $273k | -29% | 2.0k | 136.35 |
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| Us Bancorp Del Stock (USB) | 0.1 | $273k | -51% | 6.0k | 45.73 |
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| Mckesson Corp Stock (MCK) | 0.1 | $272k | 550.00 | 494.42 |
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| Genuine Parts Stock (GPC) | 0.1 | $267k | -2% | 1.9k | 139.68 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $254k | -6% | 2.3k | 110.47 |
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| Nucor Corp Stock (NUE) | 0.1 | $250k | +4276% | 1.7k | 150.34 |
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| Tesla Stock (TSLA) | 0.1 | $241k | +2% | 921.00 | 261.63 |
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| Target Corp Stock (TGT) | 0.1 | $239k | +205% | 1.5k | 155.86 |
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| Humana Stock (HUM) | 0.1 | $238k | 752.00 | 316.74 |
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| General Dynamics Corp Stock (GD) | 0.1 | $234k | +77% | 775.00 | 302.20 |
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| Sysco Corp Stock (SYY) | 0.1 | $233k | +1473% | 3.0k | 78.06 |
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| Nike Inc Cl B Stock (NKE) | 0.1 | $232k | -30% | 2.6k | 88.39 |
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| Netflix Stock (NFLX) | 0.1 | $231k | -2% | 326.00 | 709.27 |
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| Intercontinental Exchange Stock (ICE) | 0.1 | $228k | +2% | 1.4k | 160.64 |
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| Abbott Labs Stock (ABT) | 0.1 | $223k | -48% | 2.0k | 114.03 |
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| The Cigna Group Stock (CI) | 0.1 | $222k | 641.00 | 346.44 |
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| Oneok Stock (OKE) | 0.1 | $220k | +1980% | 2.4k | 91.13 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $218k | -10% | 9.9k | 22.09 |
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| Ppl Corp Stock (PPL) | 0.1 | $218k | +57% | 6.6k | 33.08 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $217k | -7% | 1.3k | 164.08 |
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| Adobe Stock (ADBE) | 0.1 | $216k | 418.00 | 517.78 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $214k | 433.00 | 493.96 |
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| Salesforce Stock (CRM) | 0.1 | $211k | 771.00 | 273.71 |
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| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.1 | $211k | NEW | 2.2k | 95.90 |
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| Fastenal Stock (FAST) | 0.1 | $208k | -14% | 2.9k | 71.41 |
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| Kimberly-clark Corp Stock (KMB) | 0.0 | $203k | +533% | 1.4k | 142.28 |
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| Regions Financial Corp Stock (RF) | 0.0 | $201k | +901% | 8.6k | 23.33 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $192k | 501.00 | 383.93 |
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| Gilead Sciences Stock (GILD) | 0.0 | $188k | 2.2k | 83.84 |
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| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $187k | 1.2k | 155.84 |
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| Ecolab Stock (ECL) | 0.0 | $186k | 730.00 | 255.33 |
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| Fidelity National Financial In Fnf Group Stock (FNF) | 0.0 | $186k | NEW | 3.0k | 62.06 |
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| Boston Scientific Corp Stock (BSX) | 0.0 | $185k | -5% | 2.2k | 83.80 |
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| Ishares Core Msci Europe Etf Etf (IEUR) | 0.0 | $183k | 3.0k | 60.93 |
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| Consolidated Edison Stock (ED) | 0.0 | $181k | +1142% | 1.7k | 104.13 |
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| Norfolk Southn Corp Stock (NSC) | 0.0 | $181k | +2% | 728.00 | 248.50 |
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| Tractor Supply Stock (TSCO) | 0.0 | $178k | -11% | 612.00 | 290.93 |
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| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $176k | -10% | 1.8k | 97.97 |
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| Unilever Adr (UL) | 0.0 | $175k | +1250% | 2.7k | 64.96 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $175k | 844.00 | 207.50 |
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| Ge Aerospace Stock (GE) | 0.0 | $172k | 911.00 | 188.58 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $169k | 2.1k | 80.37 |
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| Allstate Corp Stock (ALL) | 0.0 | $167k | 880.00 | 189.65 |
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| Linde Stock (LIN) | 0.0 | $166k | 349.00 | 476.86 |
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| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $166k | 4.0k | 41.77 |
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| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $164k | 816.00 | 200.70 |
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| Analog Devices Stock (ADI) | 0.0 | $163k | -4% | 710.00 | 230.17 |
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| RPC Stock (RES) | 0.0 | $162k | 26k | 6.36 |
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| Blackrock Stock | 0.0 | $161k | NEW | 169.00 | 949.51 |
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| Wells Fargo Stock (WFC) | 0.0 | $158k | 2.8k | 56.49 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $155k | 1.7k | 91.93 |
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| Honeywell Intl Stock (HON) | 0.0 | $152k | -10% | 733.00 | 206.71 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $150k | 2.3k | 64.74 |
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| Kla Corp Stock (KLAC) | 0.0 | $150k | 193.00 | 774.41 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $149k | 1.9k | 78.37 |
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| Conocophillips Stock (COP) | 0.0 | $148k | -3% | 1.4k | 105.28 |
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| Philip Morris Intl Stock (PM) | 0.0 | $147k | -13% | 1.2k | 121.40 |
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| American Express Stock (AXP) | 0.0 | $146k | -2% | 540.00 | 271.20 |
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| Waste Connections Stock (WCN) | 0.0 | $141k | 787.00 | 178.82 |
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| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $140k | 1.6k | 89.21 |
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| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $133k | 159.00 | 833.25 |
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| Pfizer Stock (PFE) | 0.0 | $131k | 4.5k | 28.94 |
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| Lowes Cos Stock (LOW) | 0.0 | $129k | 477.00 | 270.85 |
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| Elevance Health Stock (ELV) | 0.0 | $126k | 243.00 | 520.00 |
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| Morgan Stanley Stock (MS) | 0.0 | $126k | 1.2k | 104.24 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $126k | 1.5k | 84.55 |
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| Stryker Corporation Stock (SYK) | 0.0 | $126k | 348.00 | 361.26 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $123k | 195.00 | 631.82 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $123k | -6% | 821.00 | 149.73 |
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| Blackstone Stock (BX) | 0.0 | $123k | 800.00 | 153.13 |
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| Totalenergies Se Adr (TTE) | 0.0 | $120k | NEW | 1.9k | 64.62 |
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| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $116k | 1.3k | 87.82 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $114k | -16% | 505.00 | 225.76 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $108k | 650.00 | 166.82 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $108k | 568.00 | 189.80 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $107k | +5% | 302.00 | 353.48 |
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| Henry Jack & Assoc Stock (JKHY) | 0.0 | $103k | 585.00 | 176.54 |
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| Northrop Grumman Corp Stock (NOC) | 0.0 | $100k | 190.00 | 528.07 |
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| Autozone Stock (AZO) | 0.0 | $98k | 31.00 | 3150.03 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $97k | 1.7k | 57.41 |
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| Applied Matls Stock (AMAT) | 0.0 | $97k | 479.00 | 202.05 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $95k | 2.0k | 47.85 |
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| Tjx Cos Stock (TJX) | 0.0 | $93k | 794.00 | 117.54 |
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| S&p Global Stock (SPGI) | 0.0 | $92k | -11% | 178.00 | 516.62 |
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| Quanta Svcs Stock (PWR) | 0.0 | $91k | 305.00 | 298.15 |
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| Intel Corp Stock (INTC) | 0.0 | $91k | -15% | 3.9k | 23.46 |
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| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $89k | -31% | 1.7k | 50.94 |
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| Constellation Energy Corp Stock (CEG) | 0.0 | $87k | -13% | 334.00 | 260.02 |
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| Synovus Finl Corp Stock (SNV) | 0.0 | $85k | +109% | 1.9k | 44.47 |
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| Enterprise Prods Partners Stock (EPD) | 0.0 | $84k | 2.9k | 29.11 |
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| Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $82k | -2% | 1.4k | 56.60 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $79k | 1.5k | 52.66 |
|
|
| Delta Air Lines Stock (DAL) | 0.0 | $74k | 1.5k | 50.79 |
|
|
| American Wtr Wks Stock (AWK) | 0.0 | $67k | 460.00 | 146.24 |
|
|
| Idex Corp Stock (IEX) | 0.0 | $67k | -6% | 310.00 | 214.50 |
|
| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $63k | 286.00 | 220.05 |
|
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $63k | +4% | 653.00 | 95.95 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $61k | -39% | 216.00 | 284.00 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $61k | 400.00 | 151.62 |
|
|
| Dupont De Nemours Stock (DD) | 0.0 | $60k | 677.00 | 89.11 |
|
|
| Invesco Senior Loan Etf Etf (BKLN) | 0.0 | $60k | NEW | 2.9k | 21.01 |
|
| Fiserv Stock (FI) | 0.0 | $60k | 334.00 | 179.65 |
|
|
| Ameriprise Finl Stock (AMP) | 0.0 | $59k | -11% | 126.00 | 469.81 |
|
| Charter Communications Inc New Cl A Stock (CHTR) | 0.0 | $58k | 180.00 | 324.08 |
|
|
| John Hancock Multifactor Small Cap Etf Etf (JHSC) | 0.0 | $58k | 1.5k | 40.14 |
|
|
| Agilent Technologies Stock (A) | 0.0 | $58k | 391.00 | 148.48 |
|
|
| At&t Stock (T) | 0.0 | $58k | -31% | 2.6k | 22.00 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $57k | -33% | 906.00 | 62.88 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $57k | -11% | 1.5k | 37.20 |
|
| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.0 | $57k | 500.00 | 112.98 |
|
|
| Ishares Msci Japan Etf Etf (EWJ) | 0.0 | $56k | -20% | 781.00 | 71.54 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $55k | 13.00 | 4212.15 |
|
|
| Fortive Corp Stock (FTV) | 0.0 | $55k | -17% | 690.00 | 78.93 |
|
| Metlife Stock (MET) | 0.0 | $54k | 652.00 | 82.53 |
|
|
| Verizon Communications Stock (VZ) | 0.0 | $53k | 1.2k | 44.91 |
|
|
| Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $53k | 204.00 | 258.02 |
|
|
| Ishares U.s. Industrials Etf Etf (IYJ) | 0.0 | $52k | 390.00 | 133.67 |
|
|
| American Tower Corp Reit (AMT) | 0.0 | $52k | -4% | 223.00 | 232.56 |
|
| Flexshares Us Market Tilt Etf Etf (TILT) | 0.0 | $52k | 243.00 | 212.84 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.0 | $51k | 707.00 | 71.86 |
|
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $51k | +779% | 879.00 | 57.62 |
|
| Ingersoll Rand Stock (IR) | 0.0 | $50k | 509.00 | 98.16 |
|
|
| Synchrony Financial Stock (SYF) | 0.0 | $49k | 990.00 | 49.88 |
|
|
| Deere & Co Stock (DE) | 0.0 | $49k | 118.00 | 417.33 |
|
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $48k | 611.00 | 78.69 |
|
|
| Fedex Corp Stock (FDX) | 0.0 | $48k | 175.00 | 273.68 |
|
|
| Motorola Solutions Stock (MSI) | 0.0 | $47k | 104.00 | 449.63 |
|
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $47k | 882.00 | 52.81 |
|
|
| Goldman Sachs Group Stock (GS) | 0.0 | $47k | 94.00 | 495.11 |
|
|
| Truist Finl Corp Stock (TFC) | 0.0 | $46k | 1.1k | 42.77 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $46k | 589.00 | 78.03 |
|
|
| Marathon Pete Corp Stock (MPC) | 0.0 | $46k | 281.00 | 162.91 |
|
|
| Citigroup Stock (C) | 0.0 | $46k | 731.00 | 62.60 |
|
|
| Csx Corp Stock (CSX) | 0.0 | $46k | -10% | 1.3k | 34.53 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $45k | 118.00 | 381.67 |
|
|
| Arista Networks Stock (ANET) | 0.0 | $45k | 117.00 | 383.82 |
|
|
| Intuit Stock (INTU) | 0.0 | $45k | 72.00 | 621.00 |
|
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $45k | 427.00 | 104.19 |
|
Past Filings by West Paces Advisors
SEC 13F filings are viewable for West Paces Advisors going back to 2023
- West Paces Advisors 2024 Q3 filed Oct. 15, 2024
- West Paces Advisors 2024 Q2 filed July 17, 2024
- West Paces Advisors 2024 Q1 filed April 15, 2024
- West Paces Advisors 2023 Q4 filed Jan. 30, 2024
- West Paces Advisors 2016 Q4 filed Dec. 22, 2023
- West Paces Advisors 2017 Q2 filed Dec. 22, 2023
- West Paces Advisors 2017 Q3 filed Dec. 22, 2023
- West Paces Advisors 2017 Q1 filed Dec. 22, 2023
- West Paces Advisors 2017 Q4 filed Dec. 22, 2023
- West Paces Advisors 2018 Q1 filed Dec. 22, 2023
- West Paces Advisors 2018 Q2 filed Dec. 22, 2023
- West Paces Advisors 2018 Q4 filed Dec. 22, 2023
- West Paces Advisors 2019 Q2 filed Dec. 22, 2023
- West Paces Advisors 2019 Q1 filed Dec. 22, 2023
- West Paces Advisors 2019 Q3 filed Dec. 22, 2023
- West Paces Advisors 2019 Q4 filed Dec. 22, 2023