West Paces Advisors Inc. Reduced Holdings in Q3 2024

West Paces Advisors Inc.

  • $408 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
-7.7K
- 76.35%
$293.16 - $351.06 $2.26M - $2.7M
2.39K $825M
KO
Coca Cola CO

Consumer Defensive
-27.2K
- 15.43%
$62.69 - $73.01 $1.7M - $1.98M
149K $10.7B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.72K
- 26.58%
$81.31 - $83.29 $465K - $476K
15.8K $1.31B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26.7K
- 10.06%
$105.53 - $118.34 $2.81M - $3.16M
238K $27.9B
MSFT
Microsoft Corp

Technology
-388
- 4.3%
$395.15 - $467.56 $153K - $181K
8.63K $3.71B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.61K
- 43.86%
$114.73 - $120.23 $299K - $313K
3.34K $399M
REG
Regency Centers Corp

Real Estate
-8.39K
- 23.61%
$61.64 - $75.18 $517K - $630K
27.1K $1.96B
GOOG
Alphabet Inc.

Communication Services
-269
- 2.52%
$149.54 - $192.66 $40.2K - $51.8K
10.4K $1.74B
USB
Us Bancorp \De\

Financial Services
-6.3K
- 51.32%
$39.04 - $47.23 $246K - $297K
5.97K $273M
MRK
Merck & Co., Inc.

Healthcare
-91
- 0.47%
$111.15 - $128.97 $10.1K - $11.7K
19.4K $2.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.32K
- 83.15%
$61.11 - $67.85 $141K - $157K
469 $31.8M
GOOGL
Alphabet Inc.

Communication Services
-53
- 0.78%
$148.65 - $191.18 $7.88K - $10.1K
6.76K $1.12B
UPS
United Parcel Service Inc

Industrials
-852
- 29.82%
$123.32 - $147.38 $105K - $126K
2.01K $273M
QCOM
Qualcomm Inc

Technology
-24
- 0.7%
$156.12 - $209.64 $3.75K - $5.03K
3.4K $579M
AMZN
Amazon Com Inc

Consumer Cyclical
-166
- 1.77%
$161.02 - $200.0 $26.7K - $33.2K
9.19K $1.71B
NXPI
Nxp Semiconductors N.V.

Technology
-94
- 6.27%
$225.14 - $290.78 $21.2K - $27.3K
1.41K $337M
MCK
Mckesson Corp

Healthcare
-10
- 1.79%
$479.06 - $630.38 $4.79K - $6.3K
550 $272M
NKE
Nike, Inc.

Consumer Cyclical
-1.14K
- 30.21%
$71.09 - $89.44 $80.8K - $102K
2.62K $232M
INTC
Intel Corp

Technology
-699
- 15.31%
$18.9 - $34.87 $13.2K - $24.4K
3.87K $90.7M
PSX
Phillips 66

Energy
-27
- 0.57%
$125.0 - $147.17 $3.38K - $3.97K
4.68K $615M
DIS
Walt Disney CO

Communication Services
-256
- 3.75%
$85.6 - $98.61 $21.9K - $25.2K
6.58K $633M
NVO
Novo Nordisk A S

Healthcare
-300
- 88.24%
$119.07 - $145.42 $35.7K - $43.6K
40 $4.76M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-785
- 31.09%
$50.61 - $50.96 $39.7K - $40K
1.74K $88.6M
ETN
Eaton Corp PLC

Industrials
-319
- 8.18%
$272.52 - $333.02 $86.9K - $106K
3.58K $1.19B
AMGN
Amgen Inc

Healthcare
-163
- 8.82%
$309.38 - $337.38 $50.4K - $55K
1.69K $543M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-140
- 39.33%
$256.4 - $289.78 $35.9K - $40.6K
216 $61.3M
PLD
Prologis, Inc.

Real Estate
-703
- 16.73%
$111.95 - $132.43 $78.7K - $93.1K
3.5K $442M
SCHW
Schwab Charles Corp

Financial Services
-285
- 30.32%
$61.74 - $76.08 $17.6K - $21.7K
655 $42.5M
DG
Dollar General Corp

Consumer Defensive
-13
- 2.75%
$80.41 - $132.42 $1.05K - $1.72K
460 $38.9M
CVS
Cvs Health Corp

Healthcare
-450
- 33.19%
$55.81 - $63.18 $25.1K - $28.4K
906 $57M
XLK
Technology Sector Spdr

ETFs
-100
- 16.53%
$197.34 - $237.68 $19.7K - $23.8K
505 $114M
HON
Honeywell International Inc

Industrials
-83
- 10.17%
$196.73 - $220.21 $16.3K - $18.3K
733 $152M
COP
Conocophillips

Energy
-55
- 3.75%
$102.3 - $116.61 $5.63K - $6.41K
1.41K $148M
ADBE
Adobe Inc.

Technology
-2
- 0.48%
$508.13 - $586.55 $1.02K - $1.17K
418 $216M
CCI
Crown Castle International Corp

Real Estate
-213
- 49.77%
$95.29 - $120.24 $20.3K - $25.6K
215 $25.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-403
- 15.42%
$247.34 - $300.11 $99.7K - $121K
2.21K $658M
T
At&T Inc.

Communication Services
-1.23K
- 31.77%
$18.21 - $22.28 $22.3K - $27.3K
2.64K $58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 4.87%
$332.02 - $382.76 $33.2K - $38.3K
1.96K $734M
VT
Vanguard Total World Stk Index

ETFs
-150
- 37.5%
$107.72 - $119.96 $16.2K - $18K
250 $29.9M
AMD
Advanced Micro Devices Inc

Technology
-100
- 7.04%
$128.67 - $183.96 $12.9K - $18.4K
1.32K $217M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-290
- 81.92%
$43.21 - $46.51 $12.5K - $13.5K
64 $2.98M
Labcorp Holdings Inc Com Shs
-65
- 65.0%
N/A
35 $7.82M
VLO
Valero Energy Corp

Energy
-44
- 18.18%
$132.81 - $163.48 $5.84K - $7.19K
198 $26.7M
EWJ
Ishares Msci Japan ETF

ETFs
-201
- 20.47%
$63.12 - $72.99 $12.7K - $14.7K
781 $55.9M
MU
Micron Technology Inc

Technology
-2
- 0.57%
$86.27 - $136.82 $173 - $274
346 $35.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-81
- 11.69%
$251.95 - $290.93 $20.4K - $23.6K
612 $178M
Ge Vernova Inc Com
-110
- 46.81%
N/A
125 $31.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
-156
- 6.35%
$105.92 - $110.83 $16.5K - $17.3K
2.3K $254M
FTV
Fortive Corp

Technology
-150
- 17.86%
$67.01 - $79.2 $10.1K - $11.9K
690 $54.5M
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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