West Paces Advisors Inc. Purchases in Q4 2024

West Paces Advisors Inc.

  • $410 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
37.7K
+ 1765.57%
N/A
39.8K $7.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.7K
+ 12.06%
$521.84 - $558.82 $4.02M - $4.3M
71.6K $38.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.2K
+ 5.7%
$567.81 - $607.81 $679K - $726K
22.2K $13B
SCMB
Schwab Strategic Tr Mun Bd ETF
17.7K
New
N/A
17.7K $454M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.38K
+ 0.77%
$61.68 - $67.87 $394K - $433K
831K $51.8B
Smurfit Westrock PLC Shs
5.45K
New
N/A
5.45K $294M
IEF
Ishares Barclays

ETFs
16.9K
+ 6.97%
$92.08 - $98.18 $1.55M - $1.65M
259K $23.9B
IVV
Ishares Core S&P 500 ETF

ETFs
151
+ 2.69%
$570.51 - $610.59 $86.1K - $92.2K
5.76K $3.39B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.83K
+ 3.34%
$50.37 - $50.6 $193K - $194K
119K $5.97B
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 2.06%
$213.65 - $479.86 $4.06K - $9.12K
940 $380M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
64.4K
+ 137.32%
$18.41 - $40.87 $1.19M - $2.63M
111K $2.06B
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.07%
$280.04 - $302.45 $3.64K - $3.93K
19K $5.51B
IVW
Ishares S&P 500 Growth ETF

ETFs
775
+ 12.2%
$94.43 - $105.47 $73.2K - $81.7K
7.13K $724M
IWF
Ishares Russell 1000 Gr ETF

ETFs
117
+ 5.98%
$370.24 - $418.94 $43.3K - $49K
2.07K $832M
PANW
Palo Alto Networks Inc

Technology
501
+ 50100.0%
$181.96 - $405.9 $91.2K - $203K
502 $91.3M
PLTR
Palantir Technologies Inc.

Technology
80
+ 5.26%
$36.46 - $82.38 $2.92K - $6.59K
1.6K $121M
NFLX
Netflix Inc

Communication Services
2
+ 0.61%
$687.65 - $936.56 $1.38K - $1.87K
328 $292M
PPL
Ppl Corp

Utilities
1.66K
+ 25.27%
$31.47 - $35.0 $52.3K - $58.2K
8.25K $268M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
70.2K
+ 198.73%
$22.01 - $66.82 $1.55M - $4.69M
106K $2.4B
Arista Networks Inc Com Shs
368
New
N/A
368 $40.7M
OKE
Oneok Inc

Energy
114
+ 4.72%
$92.28 - $117.05 $10.5K - $13.3K
2.53K $254M
CME
Cme Group Inc.

Financial Services
28
+ 1.21%
$221.17 - $246.02 $6.19K - $6.89K
2.34K $542M
LOW
Lowes Companies Inc

Consumer Cyclical
180
+ 37.74%
$244.52 - $284.07 $44K - $51.1K
657 $162M
T
At&T Inc.

Communication Services
1.33K
+ 50.4%
$21.22 - $23.88 $28.2K - $31.7K
3.96K $90.2M
XLK
Technology Sector Spdr

ETFs
121
+ 23.96%
$220.26 - $241.44 $26.7K - $29.2K
626 $146M
PAYX
Paychex Inc

Industrials
53
+ 1.34%
$135.86 - $148.73 $7.2K - $7.88K
4.01K $562M
SNOW
Snowflake Inc.

Technology
200
New
$109.65 - $186.51 $21.9K - $37.3K
200 $30.9M
Lam Research Corp Com New
370
New
N/A
370 $26.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
500
+ 28.74%
$50.67 - $50.9 $25.3K - $25.5K
2.24K $114M
AXP
American Express CO

Financial Services
5
+ 0.93%
$267.35 - $305.57 $1.34K - $1.53K
545 $162M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
82
New
$91.94 - $100.02 $7.54K - $8.2K
82 $7.59M
WEC
Wec Energy Group, Inc.

Utilities
160
+ 3.76%
$92.94 - $101.82 $14.9K - $16.3K
4.42K $416M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
42
New
$129.96 - $144.97 $5.46K - $6.09K
42 $5.85M
Ishares Bitcoin Trust ETF
95
New
N/A
95 $5.04M
KHC
Kraft Heinz CO

Consumer Defensive
129
+ 614.29%
$30.1 - $36.02 $3.88K - $4.65K
150 $4.61M
CXDO
Crexendo, Inc.

Communication Services
677
New
$4.42 - $6.08 $2.99K - $4.12K
677 $3.54M
Grayscale Bitcoin Mini Trust ETF
82
New
N/A
82 $3.43M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
36
New
$89.97 - $98.59 $3.24K - $3.55K
36 $3.42M
SPYG
Spdr Portfolio

ETFs
36
New
$81.74 - $91.38 $2.94K - $3.29K
36 $3.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.28K
+ 300.0%
$25.93 - $105.3 $33.2K - $135K
1.71K $47.6M
IWX
Ishares Tr Russell 200 Value E

ETFs
39
New
$78.25 - $85.17 $3.05K - $3.32K
39 $3.08M
GLD
Spdr Gold Trust

ETFs
20
+ 0.96%
$236.59 - $257.5 $4.73K - $5.15K
2.11K $510M
VAL
Valaris LTD

Energy
60
New
$40.92 - $56.38 $2.46K - $3.38K
60 $2.65M
MRVL
Marvell Technology, Inc.

Technology
10
+ 25.0%
$70.31 - $124.78 $703 - $1.25K
50 $5.52M
BEN
Franklin Resources Inc

Financial Services
109
New
$19.35 - $22.76 $2.11K - $2.48K
109 $2.21M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
234
New
$8.24 - $11.07 $1.93K - $2.59K
234 $2.18M
IREN
Iris Energy LTD

Financial Services
167
New
$7.33 - $15.39 $1.22K - $2.57K
167 $1.64M
TDW
Tidewater Inc

Energy
28
New
$47.0 - $73.31 $1.32K - $2.05K
28 $1.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
19
New
$78.43 - $87.17 $1.49K - $1.66K
19 $1.52M
Activity Summary
Buys All Purchases 95 New Holdings 32 Increased Positions 63 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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