West Paces Advisors
Latest statistics and disclosures from West Paces Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, IJR, VOO, TDTT, AVEM, and represent 44.85% of West Paces Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$40M), VOO, AVEM, IJR, JPST, BRK.B, VTIP, DGRO, IEF, IVW.
- Started 64 new stock positions in BLDR, JLL, WMS, TRU, MELI, SCI, JBHT, NVST, BR, NDSN.
- Reduced shares in these 10 stocks: TDTT, SCHE, KO, SHY, SCHC, TLH, VTI, GPC, PLD, AVGO.
- Sold out of its positions in AAON, AES, AGYS, ABNB, ALB, ARE, AIG, AME, ADM, TEAM.
- West Paces Advisors was a net buyer of stock by $43M.
- West Paces Advisors has $380M in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0002004720
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West Paces Advisors holds 587 positions in its portfolio as reported in the March 2024 quarterly 13F filing
West Paces Advisors has 587 total positions. Only the first 250 positions are shown.
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- Download the West Paces Advisors March 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) | 13.0 | $49M | +408% | 813k | 60.74 |
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Ishares Core S&p Small Cap Etf Etf (IJR) | 10.9 | $41M | 373k | 110.52 |
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Vanguard S&p 500 Etf Etf (VOO) | 7.6 | $29M | +5% | 60k | 480.70 |
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FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF Etf (TDTT) | 6.9 | $26M | -3% | 1.1M | 23.75 |
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Avantis Emerging Markets Equity Etf Etf (AVEM) | 6.4 | $24M | +6% | 421k | 57.96 |
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 5.4 | $21M | +2% | 217k | 94.66 |
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Ishares Core Msci Eafe Etf Etf (IEFA) | 5.3 | $20M | 272k | 74.22 |
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Coca Cola Stock (KO) | 2.9 | $11M | -3% | 182k | 61.18 |
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Spdr S&p 500 Etf Trust Etf (SPY) | 2.8 | $11M | 20k | 523.06 |
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Schwab International Small-cap Equity Etf Etf (SCHC) | 1.9 | $7.1M | -3% | 199k | 35.80 |
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Ishares Msci Acwi Etf Etf (ACWI) | 1.9 | $7.1M | 64k | 110.13 |
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Home Depot Stock (HD) | 1.4 | $5.3M | 14k | 383.60 |
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Vanguard Total Stock Market Etf Etf (VTI) | 1.3 | $5.0M | -4% | 19k | 259.90 |
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Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) | 1.3 | $4.8M | +16% | 95k | 50.45 |
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Apple Stock (AAPL) | 1.1 | $4.3M | 25k | 171.48 |
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Microsoft Corp Stock (MSFT) | 1.1 | $4.1M | +5% | 9.7k | 420.71 |
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Vanguard St Inflation Protected Etf Etf (VTIP) | 1.0 | $3.8M | +17% | 80k | 47.89 |
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Ishares Core S&p 500 Etf Etf (IVV) | 0.8 | $2.9M | 5.5k | 525.69 |
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Merck & Co Stock (MRK) | 0.7 | $2.6M | -3% | 20k | 131.95 |
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Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.7 | $2.5M | 4.6k | 556.40 |
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.7 | $2.5M | -12% | 30k | 81.78 |
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Broadcom Stock (AVGO) | 0.6 | $2.3M | -5% | 1.8k | 1325.41 |
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Schwab U.s. Broad Market Etf Etf (SCHB) | 0.6 | $2.2M | -3% | 37k | 61.05 |
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Schwab Emerging Markets Equity Etf Etf (SCHE) | 0.6 | $2.2M | -17% | 87k | 25.25 |
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Eli Lilly & Co Stock (LLY) | 0.6 | $2.2M | 2.8k | 778.00 |
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Regency Ctrs Corp Reit (REG) | 0.6 | $2.2M | -5% | 36k | 60.56 |
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Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) | 0.5 | $2.1M | 21k | 101.41 |
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Jpmorgan Chase & Co Stock (JPM) | 0.5 | $2.1M | +17% | 10k | 200.30 |
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Procter And Gamble Stock (PG) | 0.5 | $1.9M | 12k | 162.24 |
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Schwab International Equity Etf Etf (SCHF) | 0.5 | $1.8M | -2% | 47k | 39.02 |
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Abbvie Stock (ABBV) | 0.5 | $1.8M | -3% | 9.8k | 182.10 |
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Chevron Corp Stock (CVX) | 0.5 | $1.8M | -3% | 11k | 157.74 |
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Amazon Stock (AMZN) | 0.5 | $1.7M | +8% | 9.5k | 180.38 |
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Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.4 | $1.6M | -2% | 11k | 152.26 |
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Pepsico Stock (PEP) | 0.4 | $1.6M | +8% | 9.1k | 175.01 |
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Schwab U.s. Small-cap Etf Etf (SCHA) | 0.4 | $1.6M | 32k | 49.24 |
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Mcdonalds Corp Stock (MCD) | 0.4 | $1.3M | 4.8k | 281.96 |
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Ishares Russell Midcap Etf Etf (IWR) | 0.3 | $1.3M | 15k | 84.09 |
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Eaton Corp Stock (ETN) | 0.3 | $1.3M | -3% | 4.1k | 312.68 |
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Starbucks Corp Stock (SBUX) | 0.3 | $1.2M | -3% | 13k | 91.39 |
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Mondelez Intl Inc Cl A Stock (MDLZ) | 0.3 | $1.2M | 17k | 70.00 |
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $1.1M | +142% | 2.6k | 420.52 |
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Marsh & Mclennan Cos Stock (MMC) | 0.3 | $1.1M | -9% | 5.1k | 205.96 |
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Texas Instrs Stock (TXN) | 0.3 | $1.1M | -6% | 6.0k | 174.21 |
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Costco Whsl Corp Stock (COST) | 0.3 | $1.0M | +9% | 1.4k | 732.41 |
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Nextera Energy Stock (NEE) | 0.3 | $1.0M | 16k | 63.91 |
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $993k | -4% | 6.6k | 150.93 |
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Pnc Finl Svcs Group Stock (PNC) | 0.3 | $966k | -8% | 6.0k | 161.59 |
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Nvidia Corporation Stock (NVDA) | 0.2 | $914k | +5% | 1.0k | 903.56 |
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.2 | $906k | -12% | 7.8k | 115.81 |
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Travelers Companies Stock (TRV) | 0.2 | $893k | 3.9k | 230.14 |
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Cisco Sys Stock (CSCO) | 0.2 | $853k | -4% | 17k | 49.91 |
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Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $847k | 2.9k | 288.03 |
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Visa Inc Com Cl A Stock (V) | 0.2 | $840k | 3.0k | 279.08 |
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Walt Disney Stock (DIS) | 0.2 | $836k | -6% | 6.8k | 122.36 |
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Unitedhealth Group Stock (UNH) | 0.2 | $830k | 1.7k | 494.70 |
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Bank America Corp Stock (BAC) | 0.2 | $829k | 22k | 37.92 |
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Lockheed Martin Corp Stock (LMT) | 0.2 | $802k | -5% | 1.8k | 454.86 |
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Exxon Mobil Corp Stock (XOM) | 0.2 | $749k | +2% | 6.4k | 116.25 |
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Automatic Data Processing Stock (ADP) | 0.2 | $744k | -7% | 3.0k | 249.73 |
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Phillips 66 Stock (PSX) | 0.2 | $738k | +4% | 4.5k | 163.34 |
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Sempra Stock (SRE) | 0.2 | $737k | +4% | 10k | 71.83 |
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Air Prods & Chems Stock (APD) | 0.2 | $736k | -13% | 3.0k | 242.27 |
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Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $693k | +2% | 2.1k | 337.05 |
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Williams Cos Stock (WMB) | 0.2 | $684k | +3% | 18k | 38.97 |
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Us Bancorp Del Stock (USB) | 0.2 | $669k | -12% | 15k | 44.70 |
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Prologis Reit (PLD) | 0.2 | $661k | -20% | 5.1k | 130.22 |
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Southstate Corporation Stock (SSB) | 0.2 | $612k | 7.2k | 85.03 |
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Facebook Cl A Stock (META) | 0.2 | $608k | -6% | 1.3k | 485.58 |
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Qualcomm Stock (QCOM) | 0.2 | $595k | -18% | 3.5k | 169.32 |
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Illinois Tool Wks Stock (ITW) | 0.2 | $570k | 2.1k | 268.33 |
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Johnson & Johnson Stock (JNJ) | 0.1 | $553k | -3% | 3.5k | 158.19 |
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Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $551k | NEW | 9.5k | 58.06 |
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Amgen Stock (AMGN) | 0.1 | $528k | +2% | 1.9k | 284.35 |
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Paychex Stock (PAYX) | 0.1 | $508k | -2% | 4.1k | 122.80 |
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Rtx Corporation Stock (RTX) | 0.1 | $501k | -5% | 5.1k | 97.52 |
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Danaher Corporation Stock (DHR) | 0.1 | $493k | 2.0k | 249.72 |
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Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.1 | $493k | 3.8k | 129.62 |
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Realty Income Corp Reit (O) | 0.1 | $492k | +4% | 9.1k | 54.10 |
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Ishares Gold Trust Etf (IAU) | 0.1 | $463k | 11k | 42.01 |
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Spdr S&p Dividend Etf Etf (SDY) | 0.1 | $462k | 3.5k | 131.24 |
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Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $462k | 2.2k | 210.30 |
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Cme Group Stock (CME) | 0.1 | $458k | +192% | 2.1k | 215.31 |
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United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $457k | -9% | 3.1k | 148.63 |
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Northern Tr Corp Stock (NTRS) | 0.1 | $446k | 5.0k | 88.92 |
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Spdr Gold Shares Etf (GLD) | 0.1 | $442k | -3% | 2.2k | 205.72 |
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Keurig Dr Pepper Stock (KDP) | 0.1 | $433k | -4% | 14k | 30.67 |
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Abbott Labs Stock (ABT) | 0.1 | $432k | -2% | 3.8k | 113.67 |
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Ishares Select Dividend Etf Etf (DVY) | 0.1 | $430k | -6% | 3.5k | 123.18 |
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Union Pac Corp Stock (UNP) | 0.1 | $427k | -7% | 1.7k | 245.93 |
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Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.1 | $423k | -2% | 8.6k | 49.05 |
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Corning Stock (GLW) | 0.1 | $400k | 12k | 32.96 |
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Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $399k | +9168% | 4.7k | 84.44 |
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Schwab U.s. Mid-cap Etf Etf (SCHM) | 0.1 | $399k | 4.9k | 81.43 |
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Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $393k | +2135% | 3.4k | 114.12 |
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Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $390k | 2.1k | 182.61 |
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Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $385k | 1.3k | 300.08 |
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Wec Energy Group Stock (WEC) | 0.1 | $381k | 4.6k | 82.11 |
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Nike Inc Cl B Stock (NKE) | 0.1 | $379k | -7% | 4.0k | 93.98 |
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Nxp Semiconductors N V Stock (NXPI) | 0.1 | $361k | +2% | 1.5k | 247.77 |
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Roper Technologies Stock (ROP) | 0.1 | $358k | 638.00 | 560.84 |
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Mckesson Corp Stock (MCK) | 0.1 | $352k | +2% | 655.00 | 536.85 |
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Walmart Stock (WMT) | 0.1 | $352k | +208% | 5.8k | 60.17 |
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Oracle Corp Stock (ORCL) | 0.1 | $349k | 2.8k | 125.61 |
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Cohen & Steers Quality Income Cef (RQI) | 0.1 | $335k | NEW | 28k | 12.08 |
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Genuine Parts Stock (GPC) | 0.1 | $304k | -37% | 2.0k | 154.93 |
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Thermo Fisher Scientific Stock (TMO) | 0.1 | $291k | -10% | 501.00 | 581.21 |
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Trane Technologies Stock (TT) | 0.1 | $288k | 960.00 | 300.20 |
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Westrock Stock (WRK) | 0.1 | $272k | 5.5k | 49.45 |
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Fastenal Stock (FAST) | 0.1 | $268k | 3.5k | 77.13 |
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Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $267k | 3.3k | 79.86 |
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Ishares Tips Bond Etf Etf (TIP) | 0.1 | $264k | 2.5k | 107.41 |
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Humana Stock (HUM) | 0.1 | $261k | 752.00 | 346.72 |
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Honeywell Intl Stock (HON) | 0.1 | $258k | +11% | 1.3k | 205.25 |
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Duke Energy Corp Stock (DUK) | 0.1 | $250k | -27% | 2.6k | 96.71 |
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Advanced Micro Devices Stock (AMD) | 0.1 | $240k | +16% | 1.3k | 180.49 |
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Intuitive Surgical Stock (ISRG) | 0.1 | $238k | -9% | 595.00 | 399.09 |
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The Cigna Group Stock (CI) | 0.1 | $236k | 651.00 | 363.19 |
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Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $235k | -6% | 3.1k | 75.40 |
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Salesforce Stock (CRM) | 0.1 | $221k | 734.00 | 301.18 |
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Mastercard Incorporated Cl A Stock (MA) | 0.1 | $220k | +7% | 457.00 | 481.69 |
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Adobe Stock (ADBE) | 0.1 | $212k | -10% | 420.00 | 504.60 |
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Conocophillips Stock (COP) | 0.1 | $211k | +5% | 1.7k | 127.28 |
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Intel Corp Stock (INTC) | 0.1 | $206k | -6% | 4.7k | 44.17 |
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Netflix Stock (NFLX) | 0.1 | $203k | -9% | 334.00 | 607.33 |
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Southern Stock (SO) | 0.1 | $202k | +52% | 2.8k | 71.74 |
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Kinder Morgan Inc Del Stock (KMI) | 0.1 | $202k | 11k | 18.34 |
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RPC Stock (RES) | 0.1 | $197k | 26k | 7.74 |
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Intercontinental Exchange Stock (ICE) | 0.1 | $192k | 1.4k | 137.43 |
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Waste Mgmt Inc Del Stock (WM) | 0.0 | $188k | -18% | 884.00 | 213.05 |
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Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $188k | -7% | 194.00 | 970.47 |
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Tractor Supply Stock (TSCO) | 0.0 | $181k | -7% | 693.00 | 261.72 |
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Norfolk Southn Corp Stock (NSC) | 0.0 | $180k | 708.00 | 254.87 |
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $178k | 3.5k | 50.74 |
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Vanguard Small Cap Value Etf Etf (VBR) | 0.0 | $174k | 909.00 | 191.83 |
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Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $174k | +4% | 4.0k | 43.35 |
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Ishares Core Msci Europe Etf Etf (IEUR) | 0.0 | $174k | 3.0k | 57.85 |
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Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $173k | 2.8k | 62.06 |
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Linde Stock (LIN) | 0.0 | $172k | +3% | 371.00 | 464.32 |
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Pinnacle Finl Partners Stock (PNFP) | 0.0 | $172k | -20% | 2.0k | 85.88 |
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Analog Devices Stock (ADI) | 0.0 | $171k | 865.00 | 197.79 |
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Ecolab Stock (ECL) | 0.0 | $171k | -7% | 740.00 | 230.90 |
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Wells Fargo Stock (WFC) | 0.0 | $169k | -12% | 2.9k | 57.96 |
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Gilead Sciences Stock (GILD) | 0.0 | $165k | 2.2k | 73.25 |
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Ge Aerospace Stock (GE) | 0.0 | $162k | 923.00 | 175.53 |
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Boston Scientific Corp Stock (BSX) | 0.0 | $161k | 2.3k | 68.49 |
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Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $160k | 2.0k | 80.64 |
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Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $160k | 2.1k | 75.98 |
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Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $159k | 1.2k | 132.98 |
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Avantis U.s Small Cap Equity Etf Etf (AVSC) | 0.0 | $157k | NEW | 3.0k | 52.36 |
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Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.0 | $153k | 1.7k | 91.25 |
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Allstate Corp Stock (ALL) | 0.0 | $152k | 880.00 | 173.01 |
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Tesla Stock (TSLA) | 0.0 | $150k | -2% | 851.00 | 175.79 |
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Blackrock Stock (BLK) | 0.0 | $146k | +10% | 175.00 | 833.70 |
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Vanguard Growth Etf Etf (VUG) | 0.0 | $143k | +8% | 416.00 | 344.20 |
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Aon Plc Shs Cl A Stock (AON) | 0.0 | $142k | 426.00 | 333.72 |
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Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $140k | +5% | 2.3k | 60.30 |
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Waste Connections Stock (WCN) | 0.0 | $135k | -6% | 787.00 | 172.01 |
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Kla Corp Stock (KLAC) | 0.0 | $135k | -8% | 193.00 | 698.57 |
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American Express Stock (AXP) | 0.0 | $133k | +14% | 584.00 | 227.69 |
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Pfizer Stock (PFE) | 0.0 | $133k | -31% | 4.8k | 27.75 |
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Capital One Finl Corp Stock (COF) | 0.0 | $130k | 874.00 | 148.89 |
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Lowes Cos Stock (LOW) | 0.0 | $129k | 505.00 | 254.73 |
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Philip Morris Intl Stock (PM) | 0.0 | $128k | +2% | 1.4k | 91.62 |
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Elevance Health Stock (ELV) | 0.0 | $126k | -2% | 243.00 | 518.54 |
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Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $126k | -14% | 605.00 | 208.27 |
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Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $125k | 1.3k | 94.39 |
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Stryker Corporation Stock (SYK) | 0.0 | $125k | +13% | 348.00 | 357.87 |
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Morgan Stanley Stock (MS) | 0.0 | $121k | +10% | 1.3k | 94.16 |
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Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $120k | +10% | 346.00 | 346.61 |
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Berkley W R Corp Stock (WRB) | 0.0 | $109k | +12% | 1.2k | 88.44 |
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Parker-hannifin Corp Stock (PH) | 0.0 | $108k | +87% | 195.00 | 555.79 |
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Public Svc Enterprise Grp Stock (PEG) | 0.0 | $105k | 1.6k | 66.78 |
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Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $103k | 650.00 | 158.81 |
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Henry Jack & Assoc Stock (JKHY) | 0.0 | $103k | 591.00 | 173.73 |
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Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $102k | 568.00 | 179.11 |
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Applied Matls Stock (AMAT) | 0.0 | $99k | +5% | 479.00 | 206.23 |
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Cvs Health Corp Stock (CVS) | 0.0 | $99k | -30% | 1.2k | 79.76 |
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Autozone Stock (AZO) | 0.0 | $98k | 31.00 | 3151.65 |
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Truist Finl Corp Stock (TFC) | 0.0 | $97k | -28% | 2.5k | 38.98 |
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Flexshares Us Market Tilt Etf Etf (TILT) | 0.0 | $96k | 486.00 | 198.39 |
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Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $96k | 356.00 | 270.80 |
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Ppl Corp Stock (PPL) | 0.0 | $93k | NEW | 3.4k | 27.53 |
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Blackstone Stock (BX) | 0.0 | $92k | -2% | 700.00 | 131.37 |
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Caterpillar Stock (CAT) | 0.0 | $91k | -5% | 249.00 | 366.43 |
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Target Corp Stock (TGT) | 0.0 | $91k | -11% | 513.00 | 177.21 |
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S&p Global Stock (SPGI) | 0.0 | $90k | -9% | 212.00 | 425.45 |
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Northrop Grumman Corp Stock (NOC) | 0.0 | $88k | -2% | 183.00 | 478.66 |
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Tjx Cos Stock (TJX) | 0.0 | $87k | +19% | 861.00 | 101.42 |
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $87k | 1.7k | 51.60 |
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Enterprise Prods Partners Stock (EPD) | 0.0 | $85k | -25% | 2.9k | 29.18 |
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Delta Air Lines Stock (DAL) | 0.0 | $84k | -36% | 1.8k | 47.87 |
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Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $83k | 2.0k | 41.77 |
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Idex Corp Stock (IEX) | 0.0 | $81k | +5% | 331.00 | 244.02 |
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Quanta Svcs Stock (PWR) | 0.0 | $79k | 305.00 | 259.80 |
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $77k | -19% | 1.5k | 51.28 |
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Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $74k | -4% | 1.5k | 50.17 |
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Spdr S&p Regional Banking Etf Etf (KRE) | 0.0 | $74k | 1.5k | 50.28 |
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Dollar Gen Corp Stock (DG) | 0.0 | $74k | 473.00 | 156.06 |
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Fortive Corp Stock (FTV) | 0.0 | $72k | 840.00 | 86.02 |
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Constellation Energy Corp Stock (CEG) | 0.0 | $71k | 384.00 | 184.85 |
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Ishares Msci Japan Etf Etf (EWJ) | 0.0 | $70k | 982.00 | 71.35 |
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Schwab Charles Corp Stock (SCHW) | 0.0 | $70k | -4% | 962.00 | 72.36 |
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Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $65k | 850.00 | 76.36 |
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Vanguard Mid-cap Value Etf Etf (VOE) | 0.0 | $62k | 400.00 | 155.91 |
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Ameriprise Finl Stock (AMP) | 0.0 | $62k | -2% | 142.00 | 438.44 |
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Mercadolibre Stock (MELI) | 0.0 | $61k | NEW | 40.00 | 1511.95 |
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Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE) | 0.0 | $58k | 2.1k | 27.76 |
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HP Stock (HPQ) | 0.0 | $57k | +198% | 1.9k | 30.22 |
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Agilent Technologies Stock (A) | 0.0 | $57k | +205% | 391.00 | 145.51 |
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Marathon Pete Corp Stock (MPC) | 0.0 | $57k | -3% | 281.00 | 201.50 |
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Constellation Brands Inc Cl A Stock (STZ) | 0.0 | $57k | +6% | 208.00 | 272.11 |
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General Dynamics Corp Stock (GD) | 0.0 | $57k | +52% | 200.00 | 282.49 |
|
American Wtr Wks Stock (AWK) | 0.0 | $56k | 460.00 | 122.21 |
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Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $56k | +4% | 598.00 | 93.71 |
|
John Hancock Multifactor Small Cap Etf Etf (JHSC) | 0.0 | $56k | 1.5k | 38.52 |
|
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Ishares Russell Top 200 Growth Etf Etf (IWY) | 0.0 | $56k | 286.00 | 195.10 |
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $56k | -80% | 530.00 | 105.03 |
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Vanguard Value Etf Etf (VTV) | 0.0 | $56k | 341.00 | 162.86 |
|
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Csx Corp Stock (CSX) | 0.0 | $55k | 1.5k | 37.07 |
|
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Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.0 | $55k | 500.00 | 108.92 |
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Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $54k | 400.00 | 135.06 |
|
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Fiserv Stock (FI) | 0.0 | $53k | -4% | 334.00 | 159.82 |
|
Cardinal Health Stock (CAH) | 0.0 | $53k | 477.00 | 111.90 |
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Charter Communications Inc New Cl A Stock (CHTR) | 0.0 | $52k | -8% | 180.00 | 290.63 |
|
International Business Machs Stock (IBM) | 0.0 | $52k | +8% | 273.00 | 190.96 |
|
Dupont De Nemours Stock (DD) | 0.0 | $52k | 677.00 | 76.67 |
|
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Verizon Communications Stock (VZ) | 0.0 | $52k | -32% | 1.2k | 41.96 |
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Fedex Corp Stock (FDX) | 0.0 | $51k | -3% | 175.00 | 289.74 |
|
Emerson Elec Stock (EMR) | 0.0 | $51k | 445.00 | 113.42 |
|
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Ishares U.s. Industrials Etf Etf (IYJ) | 0.0 | $49k | 390.00 | 125.71 |
|
|
Metlife Stock (MET) | 0.0 | $49k | +15% | 659.00 | 74.14 |
|
Novo-nordisk A S Adr (NVO) | 0.0 | $49k | 380.00 | 128.40 |
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Deere & Co Stock (DE) | 0.0 | $49k | -2% | 118.00 | 410.74 |
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Ingersoll Rand Stock (IR) | 0.0 | $48k | 509.00 | 94.95 |
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Crown Castle Intl Corp Reit (CCI) | 0.0 | $48k | -28% | 453.00 | 105.83 |
|
Booking Holdings Stock (BKNG) | 0.0 | $47k | -7% | 13.00 | 3627.85 |
|
Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $47k | 611.00 | 76.67 |
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Intuit Stock (INTU) | 0.0 | $47k | -36% | 72.00 | 650.00 |
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At&t Stock (T) | 0.0 | $46k | -2% | 2.6k | 17.60 |
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Citigroup Stock (C) | 0.0 | $46k | 731.00 | 63.24 |
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American Tower Corp Reit (AMT) | 0.0 | $46k | 233.00 | 197.59 |
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Bristol-myers Squibb Stock (BMY) | 0.0 | $45k | -4% | 834.00 | 54.23 |
|
Vanguard Total World Stock Etf Etf (VT) | 0.0 | $44k | 400.00 | 110.50 |
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Arista Networks Stock (ANET) | 0.0 | $44k | -2% | 150.00 | 289.98 |
|
Synchrony Financial Stock (SYF) | 0.0 | $43k | 990.00 | 43.12 |
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Micron Technology Stock (MU) | 0.0 | $42k | 355.00 | 117.89 |
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Prudential Finl Stock (PRU) | 0.0 | $42k | -46% | 356.00 | 117.40 |
|
Discover Finl Svcs Stock (DFS) | 0.0 | $41k | +110% | 316.00 | 131.09 |
|
Paypal Hldgs Stock (PYPL) | 0.0 | $41k | -13% | 618.00 | 66.99 |
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Past Filings by West Paces Advisors
SEC 13F filings are viewable for West Paces Advisors going back to 2023
- 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
- West Paces Advisors 2018 Q3 filed Dec. 21, 2023
- West Paces Advisors 2020 Q1 filed Dec. 21, 2023