West Paces Advisors Inc. Reduced Holdings in Q2 2025

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.4K
- 10.14%
$172.42 - $223.89 $414K - $538K
21.3K $4.37B
CVX
Chevron Corp

Energy
-1.47K
- 12.89%
$133.73 - $168.51 $197K - $248K
9.94K $1.42B
MRK
Merck & Co., Inc.

Healthcare
-3.22K
- 15.25%
$73.47 - $87.12 $236K - $280K
17.9K $1.41B
PEP
Pepsico Inc

Consumer Defensive
-1.28K
- 15.08%
$128.02 - $151.37 $164K - $194K
7.23K $955M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-16.2K
- 21.66%
$24.38 - $30.18 $395K - $489K
58.6K $1.77B
TFC
Truist Financial Corp

Financial Services
-6.58K
- 25.5%
$34.79 - $42.99 $229K - $283K
19.2K $827M
PSX
Phillips 66

Energy
-1.49K
- 35.82%
$92.87 - $125.73 $138K - $187K
2.67K $319M
MCD
Mcdonalds Corp

Consumer Cyclical
-173
- 3.69%
$285.55 - $321.23 $49.4K - $55.6K
4.51K $1.32B
O
Realty Income Corp

Real Estate
-2.24K
- 29.82%
$52.27 - $58.52 $117K - $131K
5.27K $304M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-992
- 18.83%
$149.76 - $186.42 $149K - $185K
4.28K $797M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-16.6K
- 15.44%
$17.76 - $22.1 $295K - $367K
90.9K $2.01B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.2K
- 4.77%
$90.56 - $109.49 $922K - $1.12M
203K $22.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.19K
- 1.79%
$50.36 - $50.68 $110K - $111K
120K $6.09B
SCMB
Schwab Strategic Tr Mun Bd ETF
-3.95K
- 37.39%
N/A
6.62K $167M
PLD
Prologis, Inc.

Real Estate
-640
- 22.2%
$89.76 - $112.34 $57.4K - $71.9K
2.24K $236M
HPQ
Hp Inc

Technology
-1.84K
- 17.81%
$21.88 - $29.32 $40.3K - $53.9K
8.49K $208M
WEC
Wec Energy Group, Inc.

Utilities
-101
- 2.35%
$102.24 - $109.76 $10.3K - $11.1K
4.19K $437M
GILD
Gilead Sciences, Inc.

Healthcare
-230
- 10.24%
$96.91 - $113.0 $22.3K - $26K
2.02K $224M
DIS
Walt Disney CO

Communication Services
-1.52K
- 23.54%
$81.72 - $124.01 $124K - $188K
4.93K $611M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-283
- 2.47%
$32.56 - $35.71 $9.21K - $10.1K
11.2K $369M
HD
Home Depot, Inc.

Consumer Cyclical
-67
- 0.5%
$335.24 - $380.78 $22.5K - $25.5K
13.3K $4.86B
TRV
Travelers Companies, Inc.

Financial Services
-114
- 2.7%
$233.83 - $276.34 $26.7K - $31.5K
4.11K $1.1B
ITW
Illinois Tool Works Inc

Industrials
-62
- 3.01%
$218.41 - $252.43 $13.5K - $15.7K
2K $493M
DHR
Danaher Corp

Healthcare
-9
- 0.47%
$174.64 - $205.16 $1.57K - $1.85K
1.89K $374M
DUK
Duke Energy Corp

Utilities
-5
- 0.16%
$112.46 - $124.05 $562 - $620
3.14K $370M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-100
- 2.71%
$116.93 - $119.39 $11.7K - $11.9K
3.59K $427M
GLD
Spdr Gold Trust

ETFs
-135
- 6.64%
$273.71 - $316.29 $37K - $42.7K
1.9K $579M
QCOM
Qualcomm Inc

Technology
-159
- 4.91%
$124.66 - $159.48 $19.8K - $25.4K
3.08K $491M
ACWI
Ishares Msci Acwi ETF

ETFs
-61
- 35.47%
$103.59 - $128.6 $6.32K - $7.84K
111 $14.3M
EEM
Ishares Msci Emerging Markets

ETFs
-10
- 6.06%
$38.52 - $48.28 $385 - $483
155 $7.48M
MCK
Mckesson Corp

Healthcare
-44
- 8.0%
$652.83 - $732.78 $28.7K - $32.2K
506 $371M
IYJ
Ishares Tr

ETFs
-23
- 5.9%
$115.07 - $142.31 $2.65K - $3.27K
367 $52.2M
LMT
Lockheed Martin Corp

Industrials
-42
- 2.86%
$430.82 - $486.45 $18.1K - $20.4K
1.43K $661M
ADP
Automatic Data Processing Inc

Industrials
-7
- 0.24%
$276.76 - $326.81 $1.94K - $2.29K
2.87K $885M
KMI
Kinder Morgan, Inc.

Energy
-61
- 0.6%
$25.21 - $29.4 $1.54K - $1.79K
10K $295M
WFC
Wells Fargo & Company

Financial Services
-70
- 2.51%
$60.98 - $80.12 $4.27K - $5.61K
2.72K $218M
SRE
Sempra Energy

Utilities
-248
- 2.96%
$63.78 - $78.91 $15.8K - $19.6K
8.13K $616M
IWM
Ishares Russell 2000 ETF

ETFs
-16
- 0.88%
$174.82 - $215.79 $2.8K - $3.45K
1.79K $387M
WMB
Williams Companies, Inc.

Energy
-520
- 2.5%
$54.33 - $62.87 $28.3K - $32.7K
20.3K $1.28B
TSLA
Tesla, Inc.

Consumer Cyclical
-47
- 5.25%
$221.86 - $362.89 $10.4K - $17.1K
848 $269M
RTX
Raytheon Technologies Corp

Industrials
-55
- 1.45%
$113.75 - $148.48 $6.26K - $8.17K
3.73K $545M
GLW
Corning Inc

Technology
-98
- 0.93%
$39.07 - $52.59 $3.83K - $5.15K
10.4K $549M
PLTR
Palantir Technologies Inc.

Technology
-174
- 8.65%
$74.01 - $144.25 $12.9K - $25.1K
1.84K $251M
DELL
Dell Technologies Inc.

Technology
-496
- 10.74%
$71.63 - $125.98 $35.5K - $62.5K
4.12K $505M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-240
- 0.48%
$20.42 - $25.3 $4.9K - $6.07K
49.5K $1.25B
CSCO
Cisco Systems, Inc.

Technology
-292
- 1.96%
$53.19 - $69.38 $15.5K - $20.3K
14.6K $1.01B
TXN
Texas Instruments Inc

Technology
-330
- 5.61%
N/A
5.55K $1.15B
GOOG
Alphabet Inc.

Communication Services
-319
- 3.23%
$146.58 - $180.01 $46.8K - $57.4K
9.57K $1.7B
ETN
Eaton Corp PLC

Industrials
-218
- 7.56%
$246.52 - $356.99 $53.7K - $77.8K
2.67K $951M
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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