West Paces Advisors
Latest statistics and disclosures from West Paces Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IJH, VIG, AVEM, TDTT, and represent 43.72% of West Paces Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG, VIG, KO, TDTT, Exxon Mobil Corp, DFIS, IJH, IWF, EFA, VOO.
- Started 570 new stock positions in SPCX, BLOK, CLX, SWK, RVTY, WST, AVAV, FTV, PRU, HWM.
- Reduced shares in these 10 stocks: IEF, Onestream, , AVEM, SCHC, IJR, LMT, GLW, IVV, MRSH.
- Sold out of its positions in XOM, Onestream.
- West Paces Advisors was a net buyer of stock by $25M.
- West Paces Advisors has $596M in assets under management (AUM), dropping by 15.47%.
- Central Index Key (CIK): 0002004720
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Portfolio Holdings for West Paces Advisors
West Paces Advisors holds 765 positions in its portfolio as reported in the June 2026 quarterly 13F filing
West Paces Advisors has 765 total positions. Only the first 250 positions are shown.
- Sign up to view all of the West Paces Advisors June 30, 2026 positions
- Download the West Paces Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&p 500 Etf Etf (VOO) | 12.9 | $77M | 112k | 686.81 |
|
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 11.0 | $66M | 853k | 77.11 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 7.7 | $46M | +4% | 193k | 236.62 |
|
| Avantis Emerging Markets Equity Etf Etf (AVEM) | 6.5 | $39M | -2% | 401k | 96.49 |
|
| FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT) | 5.6 | $34M | +5% | 1.4M | 23.91 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 4.6 | $27M | -2% | 185k | 148.31 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 4.4 | $26M | 271k | 96.58 |
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|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 4.3 | $26M | -10% | 272k | 94.57 |
|
| Avantis U.s Small Cap Equity Etf Etf (AVSC) | 3.1 | $19M | 255k | 73.34 |
|
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 2.9 | $17M | 23k | 746.76 |
|
|
| Coca Cola Stock (KO) | 1.8 | $11M | +19% | 132k | 81.27 |
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 1.4 | $8.6M | +3% | 170k | 50.57 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 1.3 | $7.6M | 18k | 426.40 |
|
|
| Vanguard Total Stock Market Etf Etf (VTI) | 1.3 | $7.5M | +2% | 20k | 370.03 |
|
| Schwab International Small-cap Equity Etf Etf (SCHC) | 1.2 | $7.1M | -7% | 148k | 48.12 |
|
| Apple Stock (AAPL) | 1.0 | $5.8M | -2% | 20k | 289.36 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.9 | $5.1M | -4% | 6.9k | 748.94 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.8 | $4.6M | NEW | 47k | 98.98 |
|
| Microsoft Corp Stock (MSFT) | 0.7 | $4.2M | +2% | 11k | 373.03 |
|
| Vanguard St Inflation Protected Etf Etf (VTIP) | 0.7 | $4.1M | 82k | 50.23 |
|
|
| Broadcom Stock (AVGO) | 0.6 | $3.8M | 10k | 377.75 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $3.7M | +2% | 11k | 327.33 |
|
| Csx Corp Stock (CSX) | 0.6 | $3.7M | 77k | 47.53 |
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|
| Home Depot Stock (HD) | 0.6 | $3.6M | 10k | 352.68 |
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| Norfolk Southn Corp Stock (NSC) | 0.6 | $3.4M | 11k | 314.59 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.6 | $3.4M | 9.5k | 353.31 |
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| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.6 | $3.3M | +2% | 4.7k | 703.41 |
|
| Southern Stock (SO) | 0.5 | $3.2M | 34k | 95.71 |
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|
| Eli Lilly & Co Stock (LLY) | 0.5 | $2.9M | -2% | 2.4k | 1199.56 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.5 | $2.8M | 97k | 28.96 |
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|
| Nvidia Corporation Stock (NVDA) | 0.5 | $2.7M | +12% | 14k | 200.09 |
|
| Dfa International Small Cap Etf Etf (DFIS) | 0.5 | $2.7M | +84% | 77k | 35.03 |
|
| Schwab International Equity Etf Etf (SCHF) | 0.4 | $2.5M | 92k | 27.70 |
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|
| Johnson & Johnson Stock (JNJ) | 0.4 | $2.5M | -3% | 9.8k | 253.97 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $2.4M | 6.8k | 357.37 |
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|
| Ishares Msci Acwi Ex U.s. Etf Etf (ACWX) | 0.4 | $2.4M | 31k | 76.11 |
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| Amazon Stock (AMZN) | 0.4 | $2.3M | +3% | 9.7k | 238.34 |
|
| Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.4 | $2.2M | 59k | 36.26 |
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| Cisco Sys Stock (CSCO) | 0.4 | $2.1M | +8% | 18k | 117.46 |
|
| Abbvie Stock (ABBV) | 0.3 | $2.0M | 8.1k | 251.65 |
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| Procter & Gamble Stock (PG) | 0.3 | $2.0M | 14k | 146.64 |
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|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.3 | $2.0M | +11% | 14k | 137.53 |
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.3 | $1.8M | +11% | 16k | 110.32 |
|
| Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.3 | $1.7M | +51% | 30k | 56.16 |
|
| Chevron Corporation Stock (CVX) | 0.3 | $1.7M | +7% | 10k | 165.77 |
|
| Unitedhealth Group Stock (UNH) | 0.3 | $1.6M | +22% | 4.0k | 415.66 |
|
| Cummins Stock (CMI) | 0.3 | $1.6M | +50% | 2.2k | 713.25 |
|
| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.3 | $1.5M | -8% | 43k | 36.13 |
|
| Caterpillar Stock (CAT) | 0.2 | $1.4M | -4% | 1.3k | 1064.90 |
|
| Regency Ctrs Corp Reit (REG) | 0.2 | $1.4M | -12% | 18k | 79.74 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.2 | $1.4M | +40% | 5.6k | 246.21 |
|
| Nextera Energy Stock (NEE) | 0.2 | $1.4M | 15k | 87.77 |
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| Williams Cos Stock (WMB) | 0.2 | $1.3M | 18k | 74.34 |
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| Exxonmobil Holdings Corp Stock | 0.2 | $1.3M | NEW | 9.8k | 136.72 |
|
| Taiwan Semi Manufacturing Adr (TSM) | 0.2 | $1.3M | +10% | 2.8k | 477.57 |
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| Bank Of Amer Corp Stock (BAC) | 0.2 | $1.3M | 22k | 56.98 |
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| Corning Stock (GLW) | 0.2 | $1.2M | -17% | 4.9k | 255.44 |
|
| Travelers Companies Stock (TRV) | 0.2 | $1.2M | -12% | 3.7k | 330.08 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.2 | $1.2M | +2% | 15k | 82.11 |
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $1.2M | 2.8k | 409.50 |
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| Costco Wholesale Corporation Stock (COST) | 0.2 | $1.2M | -2% | 1.2k | 935.28 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $1.1M | +275% | 9.0k | 124.17 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.2 | $1.1M | +251% | 11k | 103.88 |
|
| Nucor Corp Stock (NUE) | 0.2 | $1.1M | 4.9k | 222.75 |
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| Micron Technology Stock (MU) | 0.2 | $1.0M | -4% | 894.00 | 1154.31 |
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| Visa Inc Com Cl A Stock (V) | 0.2 | $1.0M | 3.0k | 343.09 |
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| Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.2 | $1.0M | 28k | 36.87 |
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| Texas Instrs Stock (TXN) | 0.2 | $950k | -12% | 3.2k | 298.08 |
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| Mcdonalds Corp Stock (MCD) | 0.2 | $943k | -6% | 3.5k | 270.33 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $876k | +132% | 8.2k | 106.47 |
|
| Northern Tr Corp Stock (NTRS) | 0.1 | $871k | 5.0k | 173.84 |
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| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.1 | $868k | 15k | 58.20 |
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| Walmart Stock (WMT) | 0.1 | $864k | 7.6k | 113.26 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $864k | -10% | 17k | 49.82 |
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| Merck & Co Stock (MRK) | 0.1 | $863k | -11% | 6.7k | 128.50 |
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| Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG) | 0.1 | $858k | -4% | 12k | 74.25 |
|
| Eaton Corp Stock (ETN) | 0.1 | $847k | -6% | 2.0k | 426.12 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $833k | -7% | 14k | 57.84 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $832k | -4% | 2.3k | 368.38 |
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| Advanced Micro Devices Stock (AMD) | 0.1 | $792k | -4% | 1.4k | 580.91 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $792k | 10k | 79.03 |
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| Sempra Stock (SRE) | 0.1 | $747k | +10% | 8.1k | 92.71 |
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| Facebook Cl A Stock (META) | 0.1 | $740k | 1.3k | 563.29 |
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| Rtx Corporation Stock (RTX) | 0.1 | $727k | 3.8k | 189.71 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $719k | +168% | 12k | 59.69 |
|
| Targa Res Corp Stock (TRGP) | 0.1 | $688k | +49% | 2.6k | 268.14 |
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| Union Pac Corp Stock (UNP) | 0.1 | $662k | 2.4k | 272.00 |
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| General Dynamics Corp Stock (GD) | 0.1 | $657k | +15% | 1.9k | 354.24 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $631k | 2.8k | 223.98 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $624k | +15% | 2.1k | 300.39 |
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| Pepsico Stock (PEP) | 0.1 | $614k | -4% | 4.5k | 135.39 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.1 | $581k | 3.7k | 156.30 |
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| Philip Morris Intl Stock (PM) | 0.1 | $580k | +11% | 3.2k | 180.91 |
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| Cme Group Stock (CME) | 0.1 | $573k | +2% | 2.6k | 220.84 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $570k | 1.1k | 500.39 |
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| State Street Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $563k | 3.7k | 152.18 |
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| Illinois Tool Wks Stock (ITW) | 0.1 | $549k | +2% | 2.0k | 270.51 |
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| Te Connectivity Plc Ord Stock (TEL) | 0.1 | $544k | +12% | 2.7k | 201.61 |
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| Garmin Stock (GRMN) | 0.1 | $539k | +88% | 2.3k | 237.54 |
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| Wec Energy Group Stock (WEC) | 0.1 | $534k | 4.6k | 116.78 |
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| Ishares Gold Trust Etf (IAU) | 0.1 | $524k | +44% | 6.9k | 75.51 |
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| Darden Restaurants Stock (DRI) | 0.1 | $523k | +48% | 2.5k | 206.01 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $520k | -12% | 1.2k | 431.46 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $489k | +479% | 5.7k | 86.14 |
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| Ppl Corp Stock (PPL) | 0.1 | $483k | +2% | 13k | 36.35 |
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| Starbucks Corp Stock (SBUX) | 0.1 | $468k | 4.6k | 102.19 |
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| Hartford Insurance Group Stock (HIG) | 0.1 | $463k | 3.5k | 132.52 |
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| Vici Pptys Reit (VICI) | 0.1 | $462k | -4% | 17k | 26.55 |
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| Walt Disney Stock (DIS) | 0.1 | $458k | 4.8k | 96.26 |
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| Fastenal Stock (FAST) | 0.1 | $456k | +14% | 9.5k | 48.03 |
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| Tesla Stock (TSLA) | 0.1 | $442k | +12% | 1.1k | 420.60 |
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| Emerson Elec Stock (EMR) | 0.1 | $441k | 3.1k | 143.15 |
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| Apollo Global Mgmt Stock (APO) | 0.1 | $439k | +69% | 3.7k | 118.31 |
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| Trane Technologies Stock (TT) | 0.1 | $436k | -2% | 888.00 | 491.16 |
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| Kla Corp Stock (KLAC) | 0.1 | $421k | +829% | 1.4k | 301.71 |
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| Amgen Stock (AMGN) | 0.1 | $408k | 1.1k | 362.12 |
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| Applied Matls Stock (AMAT) | 0.1 | $398k | NEW | 551.00 | 723.00 |
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| Duke Energy Corp Stock (DUK) | 0.1 | $391k | -2% | 3.1k | 126.58 |
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| International Business Machs Stock (IBM) | 0.1 | $379k | 1.3k | 281.21 |
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| Oracle Corp Stock (ORCL) | 0.1 | $376k | 2.6k | 146.55 |
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| Avalonbay Cmntys Reit (AVB) | 0.1 | $370k | -3% | 2.0k | 188.69 |
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| Marathon Pete Corp Stock (MPC) | 0.1 | $367k | 1.4k | 255.67 |
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| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $361k | +17% | 3.3k | 109.43 |
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| Southstate Bk Corp Stock (SSB) | 0.1 | $360k | 3.6k | 99.90 |
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| Mckesson Corp Stock (MCK) | 0.1 | $357k | 473.00 | 755.60 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $354k | 1.9k | 190.52 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $347k | 1.5k | 229.57 |
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| Vanguard Small-cap Etf Etf (VB) | 0.1 | $342k | +1468% | 1.1k | 303.12 |
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| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $334k | -32% | 2.8k | 117.45 |
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| Ge Aerospace Stock (GE) | 0.1 | $332k | -5% | 889.00 | 373.73 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.1 | $326k | +3% | 164.00 | 1989.44 |
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| Regions Financial Corp Stock (RF) | 0.1 | $317k | 11k | 30.20 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $314k | 9.8k | 31.97 |
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| Genuine Parts Stock (GPC) | 0.1 | $310k | 2.6k | 117.98 |
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| Danaher Corp Del Stock (DHR) | 0.0 | $296k | 1.6k | 190.48 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $293k | 4.1k | 71.25 |
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| Morgan Stanley Stock (MS) | 0.0 | $283k | 1.4k | 209.04 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $282k | 8.9k | 31.71 |
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| Gilead Sciences Stock (GILD) | 0.0 | $281k | +2% | 2.2k | 126.34 |
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| Analog Devices Stock (ADI) | 0.0 | $263k | 662.00 | 397.17 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $256k | -2% | 2.1k | 124.44 |
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| Sysco Corp Stock (SYY) | 0.0 | $253k | 3.0k | 83.58 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $250k | 1.1k | 217.93 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $248k | 1.0k | 242.43 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $248k | 1.2k | 200.62 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $244k | 475.00 | 513.80 |
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| Oneok Stock (OKE) | 0.0 | $241k | -6% | 2.8k | 86.94 |
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| Thermo Fisher Scientific Stock (TMO) | 0.0 | $238k | -5% | 475.00 | 501.36 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $238k | 598.00 | 397.68 |
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| Acuity Stock (AYI) | 0.0 | $233k | NEW | 619.00 | 376.66 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $230k | -64% | 451.00 | 509.46 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $229k | 2.8k | 82.64 |
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| British Amern Tob Adr (BTI) | 0.0 | $227k | +6% | 3.7k | 61.76 |
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| Netflix Stock (NFLX) | 0.0 | $224k | -3% | 3.1k | 71.40 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $223k | NEW | 228.00 | 978.12 |
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| Invesco Currencyshares British Pound Sterling Trust Etf (FXB) | 0.0 | $221k | +3% | 1.7k | 127.64 |
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| Aon Plc Shs Cl A Stock (AON) | 0.0 | $221k | -12% | 665.00 | 331.69 |
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| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $219k | 6.3k | 34.81 |
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| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $218k | NEW | 2.5k | 85.49 |
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| Intel Corp Stock (INTC) | 0.0 | $218k | NEW | 1.6k | 139.63 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $218k | +7% | 1.9k | 116.67 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $214k | 585.00 | 365.87 |
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| Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB) | 0.0 | $214k | -13% | 4.4k | 48.25 |
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| Ecolab Stock (ECL) | 0.0 | $209k | NEW | 749.00 | 278.61 |
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| American Express Stock (AXP) | 0.0 | $207k | NEW | 611.00 | 338.25 |
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| Qualcomm Stock (QCOM) | 0.0 | $207k | NEW | 1.1k | 184.79 |
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| Lam Research Corp Stock (LRCX) | 0.0 | $203k | NEW | 469.00 | 433.33 |
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| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $201k | +8% | 3.9k | 51.00 |
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| Allstate Corp Stock (ALL) | 0.0 | $198k | NEW | 831.00 | 237.94 |
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| Invesco Currencyshares Euro Trust Etf (FXE) | 0.0 | $192k | -4% | 1.8k | 105.44 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $192k | NEW | 562.00 | 341.02 |
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| Marsh & Mclennan Cos Stock (MRSH) | 0.0 | $190k | -55% | 1.1k | 166.67 |
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| Ishares Global 100 Etf Etf (IOO) | 0.0 | $188k | 1.4k | 136.60 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $186k | +2% | 1.5k | 123.14 |
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| Linde Stock (LIN) | 0.0 | $186k | NEW | 358.00 | 518.94 |
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| Quanta Svcs Stock (PWR) | 0.0 | $181k | NEW | 251.00 | 720.04 |
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| The Cigna Group Stock (CI) | 0.0 | $179k | NEW | 648.00 | 275.68 |
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| Ishares Core Msci Europe Etf Etf (IEUR) | 0.0 | $175k | -22% | 2.3k | 75.17 |
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| Blackrock Stock (BLK) | 0.0 | $173k | NEW | 180.00 | 961.56 |
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| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $169k | 1.4k | 117.50 |
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| Goldman Sachs Group Stock (GS) | 0.0 | $162k | NEW | 160.00 | 1011.37 |
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| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $158k | NEW | 520.00 | 302.97 |
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| Ge Vernova Stock (GEV) | 0.0 | $152k | NEW | 129.00 | 1174.86 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $150k | NEW | 948.00 | 158.03 |
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| United Parcel Svcs Inc Cl B Stock (UPS) | 0.0 | $148k | NEW | 1.4k | 107.50 |
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| Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $148k | NEW | 1.7k | 88.54 |
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| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $144k | 650.00 | 221.20 |
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| Citigroup Stock (C) | 0.0 | $139k | NEW | 994.00 | 139.96 |
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| Target Corp Stock (TGT) | 0.0 | $139k | NEW | 1.1k | 130.61 |
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| Strategas Macro Thematic Opportunities Etf Etf (SAMT) | 0.0 | $139k | NEW | 2.9k | 47.74 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $138k | NEW | 1.7k | 82.84 |
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| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $135k | NEW | 1.2k | 111.31 |
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| Waste Connections Stock (WCN) | 0.0 | $134k | NEW | 804.00 | 166.69 |
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| Conocophillips Stock (COP) | 0.0 | $134k | NEW | 1.3k | 103.96 |
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| Amphenol Corp Cl A Stock (APH) | 0.0 | $126k | NEW | 716.00 | 176.32 |
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| Salesforce Stock (CRM) | 0.0 | $125k | NEW | 800.00 | 156.66 |
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| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.0 | $124k | -16% | 5.0k | 24.66 |
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| Tjx Cos Stock (TJX) | 0.0 | $122k | NEW | 802.00 | 151.50 |
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| Lowes Cos Stock (LOW) | 0.0 | $118k | NEW | 534.00 | 220.49 |
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| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $117k | NEW | 1.5k | 76.70 |
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| Pinnacle Finl Partners Stock (PNFP) | 0.0 | $116k | NEW | 1.1k | 100.88 |
|
| Humana Stock (HUM) | 0.0 | $114k | NEW | 287.00 | 397.22 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $113k | NEW | 1.0k | 109.77 |
|
| State Street Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $108k | 1.4k | 74.85 |
|
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $108k | NEW | 483.00 | 222.88 |
|
| Public Svc Enterprise Group Stock (PEG) | 0.0 | $107k | NEW | 1.3k | 81.16 |
|
| Bank Of Ny Mellon Corp Stock (BNY) | 0.0 | $106k | NEW | 733.00 | 144.61 |
|
| Lyondellbasell Industries Nv Shs - A - Stock (LYB) | 0.0 | $105k | NEW | 2.0k | 52.65 |
|
| RPC Stock (RES) | 0.0 | $102k | -16% | 18k | 5.83 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $101k | 400.00 | 252.23 |
|
|
| Deere & Co Stock (DE) | 0.0 | $101k | NEW | 159.00 | 634.33 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $99k | NEW | 953.00 | 103.45 |
|
| Tapestry Stock (TPR) | 0.0 | $97k | NEW | 660.00 | 146.38 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $96k | NEW | 369.00 | 260.44 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $96k | NEW | 3.9k | 24.55 |
|
| Phillips 66 Stock (PSX) | 0.0 | $95k | NEW | 564.00 | 169.05 |
|
| Abbott Laboratories Stock (ABT) | 0.0 | $95k | NEW | 1.1k | 90.74 |
|
| Air Products And Chemicals Stock (APD) | 0.0 | $94k | NEW | 319.00 | 293.18 |
|
| State Street Energy Select Sector Spdr Etf Etf (XLE) | 0.0 | $90k | 1.7k | 53.12 |
|
|
| Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.0 | $89k | NEW | 1.5k | 59.36 |
|
| Tractor Supply Stock (TSCO) | 0.0 | $87k | NEW | 2.7k | 31.61 |
|
| Autozone Stock (AZO) | 0.0 | $86k | NEW | 27.00 | 3195.93 |
|
| Arista Networks Stock (ANET) | 0.0 | $86k | NEW | 505.00 | 169.88 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $85k | NEW | 850.00 | 100.35 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $85k | 216.00 | 393.96 |
|
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $85k | NEW | 2.5k | 33.29 |
|
| At&t Stock (T) | 0.0 | $84k | NEW | 4.1k | 20.70 |
|
| Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $83k | NEW | 286.00 | 290.62 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $83k | NEW | 263.00 | 314.84 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $83k | NEW | 2.0k | 41.05 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $81k | NEW | 1.9k | 42.68 |
|
| Roper Technologies Stock (ROP) | 0.0 | $80k | NEW | 236.00 | 338.39 |
|
| Ventas Reit (VTR) | 0.0 | $78k | NEW | 883.00 | 88.80 |
|
| Adobe Stock (ADBE) | 0.0 | $78k | NEW | 379.00 | 205.02 |
|
| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $78k | NEW | 209.00 | 370.59 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $76k | -45% | 313.00 | 243.30 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $73k | NEW | 294.00 | 248.37 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.0 | $72k | -9% | 1.6k | 46.15 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.0 | $71k | NEW | 515.00 | 137.74 |
|
| John Hancock Multifactor Small Cap Etf Etf (JHSC) | 0.0 | $70k | NEW | 1.5k | 48.56 |
|
| Idex Corp Stock (IEX) | 0.0 | $70k | NEW | 310.00 | 226.95 |
|
| Blackstone Stock (BX) | 0.0 | $70k | NEW | 595.00 | 117.67 |
|
| S&p Global Stock (SPGI) | 0.0 | $69k | NEW | 169.00 | 407.26 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $67k | NEW | 378.00 | 178.24 |
|
| Flexshares Us Market Tilt Etf Etf (TILT) | 0.0 | $67k | 243.00 | 276.07 |
|
|
| Fedex Corp Stock (FDX) | 0.0 | $66k | NEW | 211.00 | 313.13 |
|
| Pfizer Stock (PFE) | 0.0 | $65k | NEW | 2.7k | 24.08 |
|
| Cardinal Health Stock (CAH) | 0.0 | $64k | NEW | 268.00 | 237.56 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $63k | NEW | 138.00 | 458.76 |
|
| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $62k | -24% | 496.00 | 124.76 |
|
Past Filings by West Paces Advisors
SEC 13F filings are viewable for West Paces Advisors going back to 2023
- West Paces Advisors 2026 Q2 filed July 20, 2026
- West Paces Advisors 2026 Q1 filed May 5, 2026
- West Paces Advisors 2025 Q4 filed Jan. 21, 2026
- West Paces Advisors 2025 Q3 filed Oct. 22, 2025
- West Paces Advisors 2025 Q2 filed July 23, 2025
- West Paces Advisors 2025 Q1 filed April 15, 2025
- West Paces Advisors 2024 Q4 filed Feb. 14, 2025
- 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