West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025

West Paces Advisors Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $470 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $60.1B, Ishares Core S&P Mid Cap ETF with a value of $53.2B, Vanguard Dividend Appreciation with a value of $33.3B, Flexshares Tr Iboxx 3 Yr Targe with a value of $28.1B, and American Centy ETF Tr Avantis with a value of $26.6B.

Examining the 13F form we can see an increase of $31B in the current position value, from $439B to 470B.

West Paces Advisors Inc. is based out at Atlanta, GA

Below you can find more details about West Paces Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $470 Billion
ETFs: $349 Billion
Technology: $20.7 Billion
Consumer Defensive: $18.5 Billion
Financial Services: $14.1 Billion
Industrials: $12.9 Billion
Consumer Cyclical: $9.43 Billion
Healthcare: $9.42 Billion
Utilities: $5.85 Billion
Other: $13.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $470 Billion
  • Prior Value $439 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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