West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $439 Billion
  • Q1 2025

West Paces Advisors Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $439 Billion distributed in 563 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $49.4B, Vanguard Index Fds S&P 500 ETF with a value of $49B, Vanguard Dividend Appreciation with a value of $29.6B, Flexshares Tr Iboxx 3 Yr Targe with a value of $28.1B, and Ishares Barclays with a value of $24.8B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $410B to 439B.

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 $439 Billion
ETFs: $318 Billion
Consumer Defensive: $19 Billion
Technology: $18.5 Billion
Financial Services: $15.4 Billion
Industrials: $12.1 Billion
Healthcare: $11.4 Billion
Consumer Cyclical: $10.4 Billion
Utilities: $5.86 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$282B
$192 Million 0.04% of portfolio
1,211
Q3 2024 Reduced 13.31%
$18.1B
$155 Million 0.04% of portfolio
2,200
Q3 2024 New
$43B
$158 Million 0.04% of portfolio
1,518
Q1 2025 Reduced 1.11%
$0
$167 Million 0.04% of portfolio
6,300
Q4 2024 Added 200.0%
$235B
$164 Million 0.04% of portfolio
1,240
Q1 2025 Reduced 18.31%
$130B
$113 Million 0.03% of portfolio
4,450
Q4 2024 Reduced 1.79%
$0
$124 Million 0.03% of portfolio
666
Q1 2025 Added 0.76%
$73.7B
$147 Million 0.03% of portfolio
821
Q3 2024 Reduced 6.06%
$0
$120 Million 0.03% of portfolio
4,289
Q1 2025 Added 0.19%
$97.7B
$112 Million 0.03% of portfolio
800
Q2 2024 Added 14.29%
$112B
$130 Million 0.03% of portfolio
646
Q1 2025 Reduced 1.37%
$145B
$130 Million 0.03% of portfolio
348
Q1 2024 Added 13.73%
$0
$115 Million 0.03% of portfolio
1,233
Q4 2024 Reduced 6.94%
$990M
$140 Million 0.03% of portfolio
25,500
Q4 2016 Reduced 82.35%
$198B
$120 Million 0.03% of portfolio
4,228
Q1 2025 Added 6.69%
$0
$139 Million 0.03% of portfolio
1,816
Q4 2024 Reduced 4.22%
$109B
$148 Million 0.03% of portfolio
1,410
Q3 2024 Reduced 3.75%
$221B
$147 Million 0.03% of portfolio
545
Q4 2024 Added 0.93%
$221B
$141 Million 0.03% of portfolio
1,210
Q2 2024 Reduced 5.69%
$0
$140 Million 0.03% of portfolio
1,681
Q2 2019 Sold Out
$85B
$119 Million 0.03% of portfolio
195
Q1 2024 Added 87.5%
$98B
$137 Million 0.03% of portfolio
591
Q1 2025 Reduced 29.98%
$39.8B
$129 Million 0.03% of portfolio
1,573
Q1 2024 Reduced 0.63%
$49.4B
$154 Million 0.03% of portfolio
787
Q1 2024 Reduced 6.75%
$0
$147 Million 0.03% of portfolio
714
Q1 2025 Added 14.06%
$30.3B
$139 Million 0.03% of portfolio
4,275
Q1 2025 New
$151B
$147 Million 0.03% of portfolio
3,974
Q2 2024 Reduced 0.75%
$8.06B
$95.4 Million 0.02% of portfolio
900
Q1 2025 Reduced 30.77%
$59B
$85.7 Million 0.02% of portfolio
502
Q4 2024 Added 50,100.0%
$51.4B
$77.5 Million 0.02% of portfolio
305
Q1 2024 Reduced 1.29%
$148B
$96.7 Million 0.02% of portfolio
794
Q2 2024 Reduced 7.78%
$67.6B
$99 Million 0.02% of portfolio
2,900
Q1 2024 Reduced 25.64%
$0
$91 Million 0.02% of portfolio
1,687
Q3 2024 Added 0.66%
$141B
$69.5 Million 0.02% of portfolio
479
Q1 2024 Added 5.74%
$82.1B
$76.7 Million 0.02% of portfolio
3,378
Q4 2024 Reduced 12.65%
$13.2B
$94 Million 0.02% of portfolio
515
Q4 2024 Reduced 11.97%
$0
$98.1 Million 0.02% of portfolio
650
Q4 2019 Added 116.72%
$0
$89.4 Million 0.02% of portfolio
1,976
Q4 2023 Reduced 21.74%
$112B
$102 Million 0.02% of portfolio
150
Q1 2025 Reduced 22.28%
$0
$99.9 Million 0.02% of portfolio
531
Q4 2024 Reduced 6.51%
$141B
$95.2 Million 0.02% of portfolio
408
Q1 2025 Reduced 37.9%
$152B
$99.7 Million 0.02% of portfolio
471
Q1 2025 Reduced 35.74%
$0
$81.9 Million 0.02% of portfolio
1,440
Q3 2024 Reduced 2.17%
$75.1B
$87 Million 0.02% of portfolio
170
Q4 2024 Reduced 10.53%
$297B
$105 Million 0.02% of portfolio
159
Q2 2024 Reduced 18.04%
$62.9B
$66.3 Million 0.02% of portfolio
180
Q1 2024 Reduced 8.63%
$199B
$102 Million 0.02% of portfolio
326
Q1 2025 Added 7.95%
$0
$108 Million 0.02% of portfolio
1,741
Q1 2025 Reduced 24.96%
$187B
$109 Million 0.02% of portfolio
1,060
Q1 2025 Reduced 4.5%

Summary

  • Portfolio
  • No. of Stocks 563
  • Current Value $439 Billion
  • Prior Value $410 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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