West Paces Advisors Inc. Purchases in Q3 2024

West Paces Advisors Inc.

  • $408 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.23K
+ 1.13%
$57.32 - $62.65 $529K - $578K
824K $51.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.36K
+ 3.84%
$475.2 - $527.7 $1.12M - $1.25M
63.9K $33.7B
IEF
Ishares Barclays

ETFs
18.1K
+ 8.1%
$92.67 - $99.14 $1.68M - $1.8M
242K $23.7B
AVEM
American Centy ETF Tr Avantis

ETFs
14.8K
+ 3.36%
$57.2 - $65.59 $845K - $968K
455K $29.4B
IEFA
Ishares Tr

ETFs
4.95K
+ 1.77%
$70.09 - $78.74 $347K - $390K
285K $22.2B
AVSC
American Centy ETF Tr Avantis
6.14K
+ 2.49%
$49.07 - $56.13 $301K - $344K
253K $13.7B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
20.2K
+ 1.84%
$23.43 - $24.12 $474K - $488K
1.12M $26.9B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
11.4K
+ 11.0%
$50.25 - $50.74 $572K - $577K
115K $5.82B
SCHC
Schwab Strategic Tr Intl Small

ETFs
182
+ 0.09%
$34.48 - $38.87 $6.28K - $7.07K
200K $7.7B
CAT
Caterpillar Inc

Industrials
1.4K
+ 572.95%
$316.8 - $391.12 $443K - $547K
1.64K $642M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.5K
New
$259.22 - $299.75 $389K - $450K
1.5K $422M
PG
Procter & Gamble CO

Consumer Defensive
1.81K
+ 15.49%
$160.76 - $177.82 $290K - $321K
13.5K $2.33B
IBM
International Business Machines Corp

Technology
1.3K
+ 588.24%
$175.1 - $223.38 $228K - $290K
1.52K $336M
SO
Southern CO

Utilities
2.8K
+ 116.09%
$77.0 - $90.52 $216K - $253K
5.21K $470M
EMR
Emerson Electric CO

Industrials
2.51K
+ 564.04%
$98.19 - $118.87 $246K - $298K
2.96K $323M
HPQ
Hp Inc

Technology
7.33K
+ 365.27%
$32.02 - $38.11 $235K - $279K
9.34K $335M
AVGO
Broadcom Inc.

Technology
15.3K
+ 918.64%
$136.27 - $1745.86 $2.08M - $26.7M
16.9K $2.92B
NUE
Nucor Corp

Basic Materials
1.63K
+ 4276.32%
$137.77 - $166.14 $224K - $270K
1.66K $250M
NEE
Nextera Energy Inc

Utilities
224
+ 1.43%
$69.9 - $84.97 $15.7K - $19K
15.9K $1.35B
DUK
Duke Energy Corp

Utilities
1.65K
+ 80.53%
$99.35 - $117.71 $164K - $194K
3.7K $426M
SYY
Sysco Corp

Consumer Defensive
2.8K
+ 1473.68%
$69.16 - $78.98 $194K - $221K
2.99K $233M
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.2K
New
$92.56 - $99.46 $204K - $219K
2.2K $211M
OKE
Oneok Inc

Energy
2.3K
+ 1980.17%
$78.62 - $95.27 $181K - $219K
2.41K $220M
JPM
Jpmorgan Chase & CO

Financial Services
545
+ 5.02%
$194.9 - $224.8 $106K - $123K
11.4K $2.4B
TRV
Travelers Companies, Inc.

Financial Services
325
+ 8.31%
$201.87 - $242.35 $65.6K - $78.8K
4.24K $992M
FNF
Fidelity National Financial, Inc.

Financial Services
3K
New
$48.08 - $62.04 $144K - $186K
3K $186M
RF
Regions Financial Corp

Financial Services
7.75K
+ 901.16%
$19.51 - $23.42 $151K - $182K
8.61K $201M
KMB
Kimberly Clark Corp

Consumer Defensive
1.2K
+ 533.33%
$135.05 - $148.35 $162K - $178K
1.43K $203M
ED
Consolidated Edison Inc

Utilities
1.6K
+ 1142.86%
$88.42 - $104.97 $141K - $168K
1.74K $181M
WMT
Walmart Inc.

Consumer Defensive
1.3K
+ 26.52%
$66.91 - $81.4 $86.8K - $106K
6.19K $500M
TGT
Target Corp

Consumer Defensive
1.03K
+ 205.98%
$133.47 - $159.25 $138K - $165K
1.54K $239M
UL
Unilever PLC

Consumer Defensive
2.5K
+ 1250.0%
$54.7 - $65.59 $137K - $164K
2.7K $175M
Blackrock Inc Com
169
New
N/A
169 $160M
MDLZ
Mondelez International, Inc.

Consumer Defensive
70
+ 0.42%
$64.35 - $75.71 $4.5K - $5.3K
16.9K $1.24B
O
Realty Income Corp

Real Estate
809
+ 9.99%
$52.36 - $63.42 $42.4K - $51.3K
8.91K $565M
WMB
Williams Companies, Inc.

Energy
1.72K
+ 9.39%
$41.24 - $46.22 $70.7K - $79.3K
20K $912M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
145
+ 0.31%
$36.98 - $41.55 $5.36K - $6.02K
46.9K $1.93B
UNH
Unitedhealth Group Inc

Healthcare
3
+ 0.18%
$488.01 - $604.18 $1.46K - $1.81K
1.65K $962M
TTE
Total Energies Se

Energy
1.85K
New
$68.61 - $68.61 $127K - $127K
1.85K $120M
IVW
Ishares S&P 500 Growth ETF

ETFs
1K
+ 18.67%
$84.77 - $97.13 $84.8K - $97.1K
6.36K $608M
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.07%
$233.44 - $279.45 $467 - $559
2.88K $796M
GD
General Dynamics Corp

Industrials
339
+ 77.75%
$279.51 - $308.09 $94.8K - $104K
775 $234M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
188
+ 3.68%
$210.25 - $231.86 $39.5K - $43.6K
5.3K $1.18B
PPL
Ppl Corp

Utilities
2.41K
+ 57.77%
$27.36 - $33.08 $65.9K - $79.7K
6.58K $218M
TXN
Texas Instruments Inc

Technology
63
+ 1.07%
$194.6 - $194.6 $12.3K - $12.3K
5.94K $1.23B
CME
Cme Group Inc.

Financial Services
66
+ 2.95%
$193.43 - $220.62 $12.8K - $14.6K
2.31K $509M
ITW
Illinois Tool Works Inc

Industrials
53
+ 2.61%
$233.14 - $263.97 $12.4K - $14K
2.08K $545M
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 2.22%
$191.76 - $263.26 $3.84K - $5.27K
921 $241M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.87K
New
$20.69 - $21.17 $59.3K - $60.7K
2.87K $60.2M
Activity Summary
Buys All Purchases 88 New Holdings 21 Increased Positions 67 Sells All Sells 127 Reductions 123 Sold out 4 Options Calls 0 Puts 0
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