West Paces Advisors

West Paces Advisors as of Sept. 30, 2025

Portfolio Holdings for West Paces Advisors

West Paces Advisors holds 188 positions in its portfolio as reported in the September 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) 13.1 $66M 108k 612.38
Ishares Tr Core S&p Mcp Etf (IJH) 11.1 $56M 853k 65.26
Vanguard Specialized Funds Div App Etf (VIG) 7.3 $37M 171k 215.79
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.0 $30M 403k 75.11
Flexshares Tr Iboxx 3r Targt (TDTT) 5.8 $29M 1.2M 24.33
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.5 $28M 287k 96.46
Ishares Tr Core S&p Scp Etf (IJR) 4.6 $23M 196k 118.83
Ishares Tr Core Msci Eafe (IEFA) 4.4 $22M 255k 87.31
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $16M 24k 666.19
American Centy Etf Tr Avantis Us Small (AVSC) 3.0 $15M 261k 57.25
Coca-Cola Company (KO) 2.0 $9.9M 150k 66.32
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.6 $7.9M 174k 45.51
Ishares Tr Russell 3000 Etf (IWV) 1.4 $7.2M 19k 378.94
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.4 $7.1M 139k 50.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $6.4M 20k 328.17
Microsoft Corporation (MSFT) 1.1 $5.6M 11k 517.96
Apple (AAPL) 1.1 $5.4M 21k 254.63
Home Depot (HD) 1.0 $5.2M 13k 405.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $4.9M 97k 50.63
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.8M 7.2k 669.29
Broadcom (AVGO) 0.8 $3.8M 12k 329.92
JPMorgan Chase & Co. (JPM) 0.7 $3.5M 11k 315.43
Norfolk Southern (NSC) 0.6 $3.2M 11k 300.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $3.2M 123k 25.71
Southern Company (SO) 0.6 $3.0M 31k 94.77
CSX Corporation (CSX) 0.5 $2.7M 77k 35.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.7M 4.6k 596.03
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.5M 30k 82.96
Procter & Gamble Company (PG) 0.5 $2.4M 16k 153.65
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.2M 9.2k 243.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.2M 95k 23.28
Abbvie (ABBV) 0.4 $2.1M 9.2k 231.55
Eli Lilly & Co. (LLY) 0.4 $2.1M 2.7k 763.05
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.0M 20k 103.07
Amazon (AMZN) 0.4 $2.0M 9.1k 219.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.0M 59k 33.37
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $2.0M 30k 65.01
NVIDIA Corporation (NVDA) 0.4 $1.9M 10k 186.58
Johnson & Johnson (JNJ) 0.4 $1.9M 10k 185.42
Regency Centers Corporation (REG) 0.3 $1.7M 23k 72.90
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 6.6k 243.10
Onestream Cl A (OS) 0.3 $1.6M 85k 18.43
Chevron Corporation (CVX) 0.3 $1.5M 9.7k 155.30
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.5M 15k 96.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M 49k 27.90
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.4M 11k 120.72
McDonald's Corporation (MCD) 0.3 $1.4M 4.5k 303.90
Williams Companies (WMB) 0.3 $1.3M 21k 63.35
Ishares Tr 3yrtb Etf (ISHG) 0.3 $1.3M 17k 76.18
Bank of America Corporation (BAC) 0.2 $1.2M 23k 51.59
Costco Wholesale Corporation (COST) 0.2 $1.2M 1.3k 925.41
Nextera Energy (NEE) 0.2 $1.2M 15k 75.49
Travelers Companies (TRV) 0.2 $1.1M 4.1k 279.19
Marsh & McLennan Companies (MMC) 0.2 $1.1M 5.6k 201.51
Cisco Systems (CSCO) 0.2 $1.1M 15k 68.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.2k 468.41
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.0M 2.8k 365.48
Mondelez Intl Cl A (MDLZ) 0.2 $1.0M 16k 62.47
UnitedHealth (UNH) 0.2 $1.0M 2.9k 345.31
Visa Com Cl A (V) 0.2 $989k 2.9k 341.38
Exxon Mobil Corporation (XOM) 0.2 $962k 8.5k 112.76
Eaton Corp SHS (ETN) 0.2 $924k 2.5k 374.25
Texas Instruments Incorporated (TXN) 0.2 $910k 5.0k 183.74
Truist Financial Corp equities (TFC) 0.2 $872k 19k 45.72
Meta Platforms Cl A (META) 0.2 $861k 1.2k 734.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $855k 29k 29.64
Automatic Data Processing (ADP) 0.2 $843k 2.9k 293.54
PNC Financial Services (PNC) 0.2 $834k 4.2k 200.92
Corning Incorporated (GLW) 0.2 $825k 10k 82.03
Wal-Mart Stores (WMT) 0.2 $778k 7.5k 103.06
Merck & Co (MRK) 0.1 $752k 9.0k 83.93
Lockheed Martin Corporation (LMT) 0.1 $712k 1.4k 499.26
Southstate Bk Corp (SSB) 0.1 $712k 7.2k 98.87
Oracle Corporation (ORCL) 0.1 $712k 2.5k 281.24
Caterpillar (CAT) 0.1 $676k 1.4k 477.15
Sempra Energy (SRE) 0.1 $674k 7.5k 89.98
Pepsi (PEP) 0.1 $673k 4.8k 140.43
Northern Trust Corporation (NTRS) 0.1 $673k 5.0k 134.60
Cme (CME) 0.1 $666k 2.5k 270.21
Nucor Corporation (NUE) 0.1 $655k 4.8k 135.43
Spdr Gold Tr Gold Shs (GLD) 0.1 $648k 1.8k 355.47
Raytheon Technologies Corp (RTX) 0.1 $600k 3.6k 167.31
Vici Pptys (VICI) 0.1 $580k 18k 32.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $579k 2.3k 246.60
Union Pacific Corporation (UNP) 0.1 $565k 2.4k 236.37
Paychex (PAYX) 0.1 $557k 4.4k 126.76
Cummins (CMI) 0.1 $539k 1.3k 422.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $539k 1.1k 502.74
Walt Disney Company (DIS) 0.1 $538k 4.7k 114.50
Ishares Tr Select Divid Etf (DVY) 0.1 $528k 3.7k 142.10
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $519k 3.7k 140.05
Illinois Tool Works (ITW) 0.1 $514k 2.0k 260.80
Air Products & Chemicals (APD) 0.1 $514k 1.9k 272.72
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $506k 4.2k 119.51
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.1 $504k 3.9k 129.43
Te Connectivity Ord Shs (TEL) 0.1 $494k 2.2k 219.53
Wec Energy Group (WEC) 0.1 $477k 4.2k 114.60
Arthur J. Gallagher & Co. (AJG) 0.1 $465k 1.5k 309.74
PPL Corporation (PPL) 0.1 $458k 12k 37.16
Ishares Tr Russell 2000 Etf (IWM) 0.1 $437k 1.8k 241.96
Starbucks Corporation (SBUX) 0.1 $404k 4.8k 84.60
Emerson Electric (EMR) 0.1 $400k 3.0k 131.17
Hartford Financial Services (HIG) 0.1 $399k 3.0k 133.39
AvalonBay Communities (AVB) 0.1 $394k 2.0k 193.17
Trane Technologies SHS (TT) 0.1 $390k 925.00 421.96
Duke Energy Corp Com New (DUK) 0.1 $384k 3.1k 123.75
International Business Machines (IBM) 0.1 $376k 1.3k 282.16
Netflix (NFLX) 0.1 $366k 305.00 1198.92
Genuine Parts Company (GPC) 0.1 $364k 2.6k 138.60
General Dynamics Corporation (GD) 0.1 $356k 1.0k 341.00
McKesson Corporation (MCK) 0.1 $352k 456.00 772.54
Ishares Gold Tr Ishares New (IAU) 0.1 $350k 4.8k 72.77
Tesla Motors (TSLA) 0.1 $330k 742.00 444.72
Danaher Corporation (DHR) 0.1 $314k 1.6k 198.26
Aon Shs Cl A (AON) 0.1 $306k 859.00 356.58
Roper Industries (ROP) 0.1 $300k 601.00 498.69
Amgen (AMGN) 0.1 $299k 1.1k 282.20
Palantir Technologies Cl A (PLTR) 0.1 $291k 1.6k 182.42
Kinder Morgan (KMI) 0.1 $286k 10k 28.31
Keurig Dr Pepper (KDP) 0.1 $284k 11k 25.51
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $280k 1.0k 279.29
Ishares Tr Msci Eafe Etf (EFA) 0.1 $278k 3.0k 93.37
Fastenal Company (FAST) 0.1 $276k 5.6k 49.04
Ge Aerospace Com New (GE) 0.1 $274k 911.00 300.82
Regions Financial Corporation (RF) 0.1 $266k 10k 26.37
Select Sector Spdr Tr Technology (XLK) 0.1 $262k 928.00 281.86
Mastercard Incorporated Cl A (MA) 0.1 $260k 457.00 569.09
Ishares Tr Tips Bd Etf (TIP) 0.1 $256k 2.3k 111.22
Intuitive Surgical Com New (ISRG) 0.1 $255k 571.00 447.23
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $255k 10k 25.13
Targa Res Corp (TRGP) 0.1 $254k 1.5k 167.54
Apollo Global Mgmt (APO) 0.0 $249k 1.9k 133.27
SYSCO Corporation (SYY) 0.0 $245k 3.0k 82.34
Vanguard Index Fds Growth Etf (VUG) 0.0 $243k 507.00 479.61
Capital One Financial (COF) 0.0 $242k 1.1k 212.58
Marathon Petroleum Corp (MPC) 0.0 $239k 1.2k 192.74
Intercontinental Exchange (ICE) 0.0 $237k 1.4k 168.48
Smurfit Westrock SHS (SW) 0.0 $232k 5.5k 42.57
Thermo Fisher Scientific (TMO) 0.0 $229k 472.00 485.02
Oneok (OKE) 0.0 $226k 3.1k 72.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $224k 4.1k 54.18
Gilead Sciences (GILD) 0.0 $224k 2.0k 111.00
Wells Fargo & Company (WFC) 0.0 $219k 2.6k 83.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $218k 8.0k 27.30
Advanced Micro Devices (AMD) 0.0 $216k 1.3k 161.79
Philip Morris International (PM) 0.0 $211k 1.3k 162.20
Floor & Decor Hldgs Cl A (FND) 0.0 $210k 2.9k 73.70
Boston Scientific Corporation (BSX) 0.0 $206k 2.1k 97.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $206k 1.9k 106.78
Ishares Tr Core Msci Euro (IEUR) 0.0 $204k 3.0k 68.12
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $183k 6.3k 29.11
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $169k 6.6k 25.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $161k 1.7k 95.89
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $135k 2.7k 51.04
RPC (RES) 0.0 $121k 26k 4.76
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $115k 650.00 176.81
Select Sector Spdr Tr Energy (XLE) 0.0 $109k 1.2k 89.37
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $108k 531.00 203.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $108k 517.00 208.59
Spdr Series Trust S&p Regl Bkg (KRE) 0.0 $91k 1.4k 63.30
Ishares Tr U.s. Tech Etf (IYW) 0.0 $83k 425.00 195.86
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $69k 216.00 320.04
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $65k 653.00 99.53
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $59k 243.00 242.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $56k 500.00 111.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $55k 1.7k 31.91
Ishares Tr U.s. Finls Etf (IYF) 0.0 $37k 295.00 126.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $37k 1.4k 26.34
Ishares Tr Us Industrials (IYJ) 0.0 $35k 240.00 145.88
Select Sector Spdr Tr Financial (XLF) 0.0 $32k 600.00 53.87
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $28k 345.00 81.19
Vanguard Index Fds Small Cp Etf (VB) 0.0 $18k 72.00 254.28
Ishares Tr Us Consum Discre (IYC) 0.0 $18k 172.00 104.80
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $15k 111.00 138.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $15k 105.00 137.80
Ishares Tr S&p 100 Etf (OEF) 0.0 $9.3k 28.00 332.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $8.3k 75.00 110.59
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $8.3k 155.00 53.40
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $7.7k 77.00 100.25
Ishares Tr Core Msci Total (IXUS) 0.0 $6.8k 83.00 82.12
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $6.4k 45.00 141.51
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $5.7k 64.00 89.64
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $3.8k 13.00 293.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.6k 18.00 145.67
Ishares Tr National Mun Etf (MUB) 0.0 $1.3k 12.00 106.50
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.0 $1.1k 14.00 78.93
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.0k 5.00 209.40
Ishares Tr U S Equity Factr (LRGF) 0.0 $759.999900 11.00 69.09