West Paces Advisors Inc. Purchases in Q2 2025

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYZ
Ishares Tr Us Telecommunicatio

ETFs
1.11K
New
$24.53 - $29.78 $27.1K - $32.9K
1.11K $32.9M
NFRA
Flexshares Stoxx Global Broad

ETFs
526
New
$53.49 - $61.88 $28.1K - $32.5K
526 $32.5M
IYG
Ishares Tr

ETFs
363
New
$68.9 - $85.6 $25K - $31.1K
363 $31.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
800
+ 46.84%
$22.27 - $29.21 $17.8K - $23.4K
2.51K $73.3M
HYGV
Flexshares Tr High Yield Value

ETFs
730
New
$38.45 - $41.03 $28.1K - $30K
730 $30M
GD
General Dynamics Corp

Industrials
45
+ 5.56%
$247.68 - $291.66 $11.1K - $13.1K
855 $249M
IJK
Ishares S&P Midcap 400 Growth

ETFs
162
+ 9.64%
$73.7 - $90.98 $11.9K - $14.7K
1.84K $168M
IYC
Ishares U.S. Consumer Discreti

ETFs
212
+ 100.95%
$79.19 - $99.64 $16.8K - $21.1K
422 $42M
CRM
Salesforce, Inc.

Technology
65
+ 8.95%
$236.26 - $291.15 $15.4K - $18.9K
791 $216M
GUNR
Flexshares Tr Morningstar Glob

ETFs
492
New
$33.77 - $41.16 $16.6K - $20.3K
492 $19.7M
KIE
Spdr S&P Insurance ETF

ETFs
307
New
$53.63 - $61.12 $16.5K - $18.8K
307 $18.3M
FAST
Fastenal CO

Industrials
2.8K
+ 99.96%
$40.65 - $83.16 $114K - $233K
5.59K $235M
IYM
Ishares Tr

ETFs
115
New
$116.16 - $140.01 $13.4K - $16.1K
115 $16.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
130
New
$103.88 - $123.68 $13.5K - $16.1K
130 $16.1M
IDU
Ishares Tr U S Utils ETF

ETFs
144
New
$93.98 - $106.11 $13.5K - $15.3K
144 $15.1M
MA
Mastercard Inc

Financial Services
15
+ 3.42%
$479.92 - $590.74 $7.2K - $8.86K
453 $255M
VTV
Vanguard Value ETF

ETFs
80
New
$153.67 - $176.74 $12.3K - $14.1K
80 $14.1M
V
Visa Inc.

Financial Services
1
+ 0.03%
$308.27 - $373.31 $308 - $373
3K $1.07B
SCHR
Schwab Intermediate Term Us Tr

ETFs
400
+ 4.11%
$24.54 - $25.07 $9.82K - $10K
10.1K $254M
VNQ
Vanguard Specialized Funds Van

ETFs
129
+ 614.29%
$79.79 - $91.42 $10.3K - $11.8K
150 $13.4M
IYK
Ishares U.S. Consumer Staples

ETFs
143
New
$67.29 - $72.42 $9.62K - $10.4K
143 $10.1M
IYH
Ishares Tr

ETFs
177
New
$53.97 - $60.17 $9.55K - $10.7K
177 $10M
PPL
Ppl Corp

Utilities
1.02K
+ 9.03%
$33.45 - $36.5 $34K - $37.1K
12.3K $416M
XLE
Energy Sector Spdr

ETFs
214
+ 17.36%
$76.44 - $94.13 $16.4K - $20.1K
1.45K $123M
FXI
Ishares Tr

ETFs
102
New
$29.59 - $37.41 $3.02K - $3.82K
102 $3.75M
IXUS
Ishares Tr

ETFs
2
+ 2.47%
$62.37 - $77.63 $125 - $155
83 $6.38M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
250
+ 1.29%
$90.85 - $102.31 $22.7K - $25.6K
19.6K $1.97B
Smurfit Westrock PLC
11
+ 0.2%
N/A
5.46K $236M
NEE
Nextera Energy Inc

Utilities
155
+ 0.97%
$64.11 - $75.0 $9.94K - $11.6K
16.1K $1.12B
PAYX
Paychex Inc

Industrials
18
+ 0.41%
$137.01 - $159.78 $2.47K - $2.88K
4.43K $645M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
4.5K
+ 0.39%
$23.96 - $24.41 $108K - $110K
1.16M $28.1B
LLY
Eli Lilly & CO

Healthcare
83
+ 3.13%
$713.71 - $898.95 $59.2K - $74.6K
2.74K $2.14B
KO
Coca Cola CO

Consumer Defensive
252
+ 0.16%
$68.37 - $73.9 $17.2K - $18.6K
156K $11.1B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
54
+ 1.0%
$212.1 - $244.27 $11.5K - $13.2K
5.46K $1.19B
UNH
Unitedhealth Group Inc

Healthcare
493
+ 31.28%
$274.35 - $599.47 $135K - $296K
2.07K $645M
ABBV
Abb Vie Inc.

Healthcare
72
+ 0.79%
$170.16 - $206.27 $12.3K - $14.9K
9.22K $1.71B
Activity Summary
Buys All Purchases 87 New Holdings 22 Increased Positions 65 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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