West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $410 Billion
  • Q4 2024

West Paces Advisors Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $410 Billion distributed in 558 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $51.8B, Vanguard Index Fds S&P 500 ETF with a value of $38.6B, American Centy ETF Tr Avantis with a value of $26.8B, Flexshares Tr Iboxx 3 Yr Targe with a value of $26.6B, and Ishares Core S&P Sm Cap ETF with a value of $26B.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $408B to 410B.

West Paces Advisors Inc. is based out at Atlanta, GA

Below you can find more details about West Paces Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $410 Billion
ETFs: $293 Billion
Technology: $21.8 Billion
Consumer Defensive: $17 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $10.2 Billion
Industrials: $9.01 Billion
Communication Services: $5.31 Billion
Other: $13.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.8 Billion 12.64% of portfolio
830,743
Q4 2024 Added 0.77%
$0
$38.6 Billion 9.41% of portfolio
71,550
Q4 2024 Added 12.06%
$0
$26.8 Billion 6.53% of portfolio
455,093
Q4 2024 Added 0.09%
$0
$26.6 Billion 6.49% of portfolio
1,127,700
Q4 2024 Added 0.82%
$0
$26 Billion 6.36% of portfolio
225,981
Q4 2024 Reduced 5.18%
$0
$23.9 Billion 5.84% of portfolio
258,603
Q4 2024 Added 6.97%
$0
$19.9 Billion 4.85% of portfolio
282,721
Q4 2024 Reduced 0.68%
$0
$13 Billion 3.17% of portfolio
22,153
Q4 2024 Added 5.7%
$0
$12.6 Billion 3.08% of portfolio
232,221
Q4 2024 Reduced 8.2%
$309B
$9.25 Billion 2.26% of portfolio
148,527
Q4 2024 Reduced 0.32%
$0
$7.8 Billion 1.9% of portfolio
39,830
Q4 2024 Added 1,765.57%
$0
$6.9 Billion 1.68% of portfolio
201,044
Q4 2024 Added 0.55%
$0
$6.36 Billion 1.55% of portfolio
19,021
Q4 2024 Reduced 0.02%
$3.95T
$6.01 Billion 1.47% of portfolio
23,997
Q4 2024 Reduced 1.55%
$0
$5.97 Billion 1.46% of portfolio
118,598
Q4 2024 Added 3.34%
$0
$5.51 Billion 1.34% of portfolio
19,002
Q4 2024 Added 0.07%
$0
$4.62 Billion 1.13% of portfolio
95,361
Q4 2024 Added 1.83%
$88.6B
$3.71 Billion 0.91% of portfolio
15,994
Q4 2024 Reduced 5.58%
$3.04T
$3.68 Billion 0.9% of portfolio
8,730
Q4 2024 Added 1.22%
$0
$3.39 Billion 0.83% of portfolio
5,758
Q4 2024 Added 2.69%
$775B
$2.68 Billion 0.66% of portfolio
11,200
Q4 2024 Reduced 1.7%
$0
$2.6 Billion 0.63% of portfolio
4,560
Q2 2024 Reduced 0.04%
$0
$2.38 Billion 0.58% of portfolio
89,538
Q4 2024 Added 2.61%
$0
$2.4 Billion 0.58% of portfolio
105,543
Q4 2024 Added 198.73%
$403B
$2.27 Billion 0.55% of portfolio
13,530
Q4 2024 Added 0.45%
$0
$2.06 Billion 0.5% of portfolio
111,289
Q4 2024 Added 137.32%
$830B
$2.01 Billion 0.49% of portfolio
2,601
Q4 2024 Reduced 7.24%
$12.5B
$2.01 Billion 0.49% of portfolio
27,135
Q3 2024 Reduced 23.61%
$0
$1.99 Billion 0.49% of portfolio
20,026
Q4 2024 Reduced 2.28%
$2.21T
$1.97 Billion 0.48% of portfolio
8,972
Q4 2024 Reduced 2.36%
$1.11T
$1.93 Billion 0.47% of portfolio
10,146
Q4 2024 Reduced 2.31%
$227B
$1.88 Billion 0.46% of portfolio
18,881
Q4 2024 Reduced 2.67%
$307B
$1.75 Billion 0.43% of portfolio
12,062
Q4 2024 Reduced 0.63%
$335B
$1.61 Billion 0.39% of portfolio
12,007
Q4 2024 Reduced 1.02%
$357B
$1.61 Billion 0.39% of portfolio
9,035
Q4 2024 Reduced 5.37%
$0
$1.5 Billion 0.37% of portfolio
58,033
Q4 2024 Added 86.87%
$0
$1.47 Billion 0.36% of portfolio
28,252
Q2 2024 New
$224B
$1.37 Billion 0.34% of portfolio
4,737
Q4 2024 Reduced 0.82%
$0
$1.35 Billion 0.33% of portfolio
15,262
Q4 2019 Added 14.92%
$211B
$1.3 Billion 0.32% of portfolio
8,560
Q4 2024 Reduced 5.57%
$1.1T
$1.25 Billion 0.3% of portfolio
6,591
Q4 2024 Reduced 2.51%
$458B
$1.17 Billion 0.29% of portfolio
1,276
Q4 2024 Reduced 5.34%
$141B
$1.13 Billion 0.28% of portfolio
15,815
Q4 2024 Reduced 0.7%
$118B
$1.15 Billion 0.28% of portfolio
3,468
Q4 2024 Reduced 3.21%
$177B
$1.12 Billion 0.27% of portfolio
5,954
Q4 2024 Added 0.24%
$114B
$1.12 Billion 0.27% of portfolio
5,264
Q4 2024 Reduced 0.62%
$0
$1.07 Billion 0.26% of portfolio
13,068
Q4 2024 Reduced 17.23%
$76B
$1.08 Billion 0.26% of portfolio
5,586
Q4 2024 Reduced 1.62%
$70B
$1.08 Billion 0.26% of portfolio
19,928
Q4 2024 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $410 Billion
  • Prior Value $408 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
Track This Portfolio

Track West Paces Advisors Inc. Portfolio

Follow West Paces Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email