West Paces Advisors

West Paces Advisors as of June 30, 2025

Portfolio Holdings for West Paces Advisors

West Paces Advisors holds 201 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 12.8 $60M 106k 568.03
Ishares Tr Core S&p Mcp Etf (IJH) 11.3 $53M 858k 62.02
Vanguard Specialized Funds Div App Etf (VIG) 7.1 $33M 163k 204.67
Flexshares Tr Iboxx 3r Targt (TDTT) 6.0 $28M 1.2M 24.24
American Centy Etf Tr Avantis Emgmkt (AVEM) 5.7 $27M 388k 68.54
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.4 $26M 266k 95.77
Ishares Tr Core S&p Scp Etf (IJR) 4.7 $22M 203k 109.29
Ishares Tr Core Msci Eafe (IEFA) 4.3 $20M 240k 83.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $16M 25k 617.86
American Centy Etf Tr Avantis Us Small (AVSC) 2.9 $14M 262k 51.57
Coca-Cola Company (KO) 2.4 $11M 156k 70.75
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $7.6M 178k 42.59
Ishares Tr Russell 3000 Etf (IWV) 1.4 $6.6M 19k 351.00
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.3 $6.1M 120k 50.68
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $5.9M 20k 303.93
Microsoft Corporation (MSFT) 1.1 $5.3M 11k 497.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $4.9M 97k 50.27
Home Depot (HD) 1.0 $4.9M 13k 366.64
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.5M 7.3k 620.94
Apple (AAPL) 0.9 $4.4M 21k 205.17
Broadcom (AVGO) 0.7 $3.5M 13k 275.65
JPMorgan Chase & Co. (JPM) 0.7 $3.3M 11k 289.91
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $3.0M 126k 23.83
Southern Company (SO) 0.6 $2.9M 32k 91.83
Norfolk Southern (NSC) 0.6 $2.7M 11k 255.97
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.6M 4.6k 566.48
CSX Corporation (CSX) 0.5 $2.5M 77k 32.63
Procter & Gamble Company (PG) 0.5 $2.5M 16k 159.32
Onestream Cl A (OS) 0.5 $2.4M 85k 28.30
Eli Lilly & Co. (LLY) 0.5 $2.1M 2.7k 779.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.0M 91k 22.10
Amazon (AMZN) 0.4 $2.0M 9.1k 219.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.0M 20k 100.70
NVIDIA Corporation (NVDA) 0.4 $1.8M 12k 157.99
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $1.8M 30k 60.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.8M 59k 30.14
Abbvie (ABBV) 0.4 $1.7M 9.2k 185.62
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 9.6k 177.40
Regency Centers Corporation (REG) 0.3 $1.6M 23k 71.23
Johnson & Johnson (JNJ) 0.3 $1.5M 9.7k 152.75
Chevron Corporation (CVX) 0.3 $1.4M 9.9k 143.19
Merck & Co (MRK) 0.3 $1.4M 18k 79.16
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.4M 15k 91.97
McDonald's Corporation (MCD) 0.3 $1.3M 4.5k 292.18
Williams Companies (WMB) 0.3 $1.3M 20k 62.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.3M 50k 25.30
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.2k 989.68
Marsh & McLennan Companies (MMC) 0.3 $1.2M 5.5k 218.62
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.2M 14k 82.86
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 6.7k 176.23
Texas Instruments Incorporated (TXN) 0.2 $1.2M 5.6k 207.63
Mondelez Intl Cl A (MDLZ) 0.2 $1.1M 17k 67.44
Nextera Energy (NEE) 0.2 $1.1M 16k 69.42
Travelers Companies (TRV) 0.2 $1.1M 4.1k 267.51
Visa Com Cl A (V) 0.2 $1.1M 3.0k 355.05
Ishares Tr 3yrtb Etf (ISHG) 0.2 $1.0M 13k 76.56
Cisco Systems (CSCO) 0.2 $1.0M 15k 69.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $990k 9.0k 110.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $966k 2.3k 424.58
Ishares Tr Rus 1000 Etf (IWB) 0.2 $964k 2.8k 339.57
Pepsi (PEP) 0.2 $955k 7.2k 132.03
Bank of America Corporation (BAC) 0.2 $953k 20k 47.32
Eaton Corp SHS (ETN) 0.2 $951k 2.7k 356.99
Exxon Mobil Corporation (XOM) 0.2 $915k 8.5k 107.80
Automatic Data Processing (ADP) 0.2 $885k 2.9k 308.45
Meta Platforms Cl A (META) 0.2 $883k 1.2k 738.09
Truist Financial Corp equities (TFC) 0.2 $827k 19k 42.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $818k 29k 28.05
PNC Financial Services (PNC) 0.2 $797k 4.3k 186.41
Wal-Mart Stores (WMT) 0.2 $776k 7.9k 97.78
Cme (CME) 0.1 $684k 2.5k 275.64
South State Corporation 0.1 $663k 7.2k 92.03
Lockheed Martin Corporation (LMT) 0.1 $661k 1.4k 463.16
UnitedHealth (UNH) 0.1 $646k 2.1k 311.97
Paychex (PAYX) 0.1 $645k 4.4k 145.46
Northern Trust Corporation (NTRS) 0.1 $634k 5.0k 126.79
Nucor Corporation (NUE) 0.1 $628k 4.8k 129.54
Sempra Energy (SRE) 0.1 $616k 8.1k 75.77
Walt Disney Company (DIS) 0.1 $611k 4.9k 124.01
Air Products & Chemicals (APD) 0.1 $604k 2.1k 282.06
Oracle Corporation (ORCL) 0.1 $582k 2.7k 218.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $579k 1.9k 304.83
Caterpillar (CAT) 0.1 $570k 1.5k 388.21
Corning Incorporated (GLW) 0.1 $549k 10k 52.59
Union Pacific Corporation (UNP) 0.1 $548k 2.4k 230.08
Raytheon Technologies Corp (RTX) 0.1 $545k 3.7k 146.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $539k 1.1k 485.77
Dell Technologies CL C (DELL) 0.1 $505k 4.1k 122.61
Illinois Tool Works (ITW) 0.1 $493k 2.0k 247.29
Qualcomm (QCOM) 0.1 $491k 3.1k 159.28
Cummins (CMI) 0.1 $483k 1.5k 327.40
Arthur J. Gallagher & Co. (AJG) 0.1 $480k 1.5k 320.12
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $475k 3.5k 135.73
Ishares Tr Select Divid Etf (DVY) 0.1 $464k 3.5k 132.81
Starbucks Corporation (SBUX) 0.1 $449k 4.9k 91.63
International Business Machines (IBM) 0.1 $442k 1.5k 294.78
Wec Energy Group (WEC) 0.1 $437k 4.2k 104.21
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $427k 3.6k 119.09
Trane Technologies SHS (TT) 0.1 $420k 961.00 437.41
PPL Corporation (PPL) 0.1 $416k 12k 33.89
Netflix (NFLX) 0.1 $413k 308.00 1339.13
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.1 $410k 3.1k 132.16
Emerson Electric (EMR) 0.1 $406k 3.0k 133.35
Ishares Tr Russell 2000 Etf (IWM) 0.1 $387k 1.8k 215.79
Accenture Plc Ireland Shs Class A (ACN) 0.1 $383k 1.3k 298.89
Danaher Corporation (DHR) 0.1 $374k 1.9k 197.54
McKesson Corporation (MCK) 0.1 $371k 506.00 732.78
Duke Energy Corp Com New (DUK) 0.1 $370k 3.1k 118.00
Keurig Dr Pepper (KDP) 0.1 $370k 11k 33.06
Aon Shs Cl A (AON) 0.1 $342k 959.00 356.76
Roper Industries (ROP) 0.1 $342k 603.00 566.84
Hartford Financial Services (HIG) 0.1 $340k 2.7k 126.87
Vici Pptys (VICI) 0.1 $336k 10k 32.60
Intuitive Surgical Com New (ISRG) 0.1 $323k 595.00 543.41
Phillips 66 (PSX) 0.1 $319k 2.7k 119.30
Genuine Parts Company (GPC) 0.1 $317k 2.6k 121.31
Realty Income (O) 0.1 $304k 5.3k 57.61
Ishares Gold Tr Ishares New (IAU) 0.1 $300k 4.8k 62.36
Kinder Morgan (KMI) 0.1 $295k 10k 29.40
Amgen (AMGN) 0.1 $294k 1.1k 279.21
Ishares Tr Msci Eafe Etf (EFA) 0.1 $288k 3.2k 89.39
Tesla Motors (TSLA) 0.1 $269k 848.00 317.66
Intercontinental Exchange (ICE) 0.1 $258k 1.4k 183.47
Invesco Currencyshares Swiss Swiss Franc (FXF) 0.1 $257k 2.3k 111.80
Oneok (OKE) 0.1 $255k 3.1k 81.63
Mastercard Incorporated Cl A (MA) 0.1 $255k 453.00 562.18
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $254k 10k 25.03
Ishares Tr Tips Bd Etf (TIP) 0.1 $253k 2.3k 110.04
Palantir Technologies Cl A (PLTR) 0.1 $251k 1.8k 136.32
General Dynamics Corporation (GD) 0.1 $249k 855.00 291.66
Invesco Currencyshares Japan Japanese Yen (FXY) 0.1 $244k 3.8k 63.94
Capital One Financial (COF) 0.1 $242k 1.1k 212.76
Boston Scientific Corporation (BSX) 0.1 $238k 2.2k 107.41
Prologis (PLD) 0.1 $236k 2.2k 105.14
Smurfit Westrock SHS (SW) 0.1 $236k 5.5k 43.15
Fastenal Company (FAST) 0.0 $235k 5.6k 42.00
Ge Aerospace Com New (GE) 0.0 $235k 911.00 257.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $230k 3.9k 58.78
Vanguard Index Fds Growth Etf (VUG) 0.0 $229k 523.00 438.40
SYSCO Corporation (SYY) 0.0 $227k 3.0k 75.74
Gilead Sciences (GILD) 0.0 $224k 2.0k 110.87
Philip Morris International (PM) 0.0 $221k 1.2k 182.13
Wells Fargo & Company (WFC) 0.0 $218k 2.7k 80.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $217k 8.2k 26.50
Floor & Decor Hldgs Cl A (FND) 0.0 $217k 2.9k 75.96
salesforce (CRM) 0.0 $216k 791.00 272.69
Marathon Petroleum Corp (MPC) 0.0 $210k 1.3k 166.11
Ares Management Corporation Cl A Com Stk (ARES) 0.0 $208k 1.2k 173.20
Hp (HPQ) 0.0 $208k 8.5k 24.46
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $205k 1.9k 106.34
Select Sector Spdr Tr Technology (XLK) 0.0 $201k 794.00 253.23
Cigna Corp (CI) 0.0 $200k 606.00 330.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $190k 3.8k 49.46
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $174k 6.3k 27.67
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $168k 1.8k 90.98
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $167k 6.6k 25.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $130k 666.00 194.93
Select Sector Spdr Tr Energy (XLE) 0.0 $123k 1.4k 84.80
RPC (RES) 0.0 $121k 26k 4.73
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $103k 531.00 194.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $103k 650.00 157.76
Ishares Tr U.s. Tech Etf (IYW) 0.0 $94k 544.00 173.27
Spdr Series Trust S&p Regl Bkg (KRE) 0.0 $86k 1.4k 59.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $73k 2.5k 29.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $62k 216.00 285.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $60k 653.00 91.10
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $55k 500.00 109.61
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $54k 243.00 224.01
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $54k 1.1k 50.92
Ishares Tr Us Industrials (IYJ) 0.0 $52k 367.00 142.31
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $43k 430.00 99.49
Ishares Tr Us Consum Discre (IYC) 0.0 $42k 422.00 99.64
Ishares Tr U.s. Finls Etf (IYF) 0.0 $36k 295.00 120.99
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $34k 1.4k 24.44
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $34k 256.00 133.04
Ishares Tr Us Telecom Etf (IYZ) 0.0 $33k 1.1k 29.78
Flexshares Tr Stoxx Globr Inf (NFRA) 0.0 $33k 526.00 61.88
Select Sector Spdr Tr Financial (XLF) 0.0 $31k 600.00 52.37
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $31k 363.00 85.60
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.0 $30k 730.00 41.03
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $28k 345.00 80.65
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $20k 492.00 40.11
Spdr Series Trust Dj Reit Etf (RWR) 0.0 $20k 203.00 96.44
Spdr Series Trust S&p Ins Etf (KIE) 0.0 $18k 307.00 59.74
Vanguard Index Fds Small Cp Etf (VB) 0.0 $17k 72.00 236.99
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.0 $16k 115.00 140.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $16k 130.00 123.58
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $16k 125.00 128.52
Ishares Tr U.s. Utilits Etf (IDU) 0.0 $15k 144.00 104.57
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $14k 111.00 128.86
Vanguard Index Fds Value Etf (VTV) 0.0 $14k 80.00 176.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $13k 150.00 89.06
Ishares Tr Us Consm Staples (IYK) 0.0 $10k 143.00 70.48
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $10k 177.00 56.48
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $7.5k 155.00 48.24
Ishares Tr Core Msci Total (IXUS) 0.0 $6.4k 83.00 76.88
Ishares Tr China Lg-cap Etf (FXI) 0.0 $3.7k 102.00 36.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.4k 18.00 135.06
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.4k 16.00 87.25
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $964.000000 5.00 192.80
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $239.000000 1.00 239.00