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
$0
$49.4 Billion 11.25% of portfolio
846,561
Q1 2025 Added 1.9%
$0
$49 Billion 11.16% of portfolio
95,327
Q1 2025 Added 33.23%
$0
$29.6 Billion 6.75% of portfolio
152,756
Q1 2025 Added 283.52%
$0
$28.1 Billion 6.4% of portfolio
1,153,169
Q1 2025 Added 2.26%
$0
$24.8 Billion 5.64% of portfolio
259,621
Q1 2025 Added 0.39%
$0
$24.3 Billion 5.54% of portfolio
404,228
Q1 2025 Reduced 11.18%
$0
$22.3 Billion 5.09% of portfolio
213,576
Q1 2025 Reduced 5.49%
$0
$19.8 Billion 4.5% of portfolio
261,285
Q1 2025 Reduced 7.58%
$0
$12.9 Billion 2.93% of portfolio
22,973
Q1 2025 Added 3.7%
$320B
$11.2 Billion 2.55% of portfolio
156,046
Q1 2025 Added 5.06%
$0
$11.1 Billion 2.52% of portfolio
228,363
Q1 2025 Reduced 1.66%
$0
$6.79 Billion 1.55% of portfolio
189,176
Q1 2025 Reduced 5.9%
$0
$6.2 Billion 1.41% of portfolio
122,387
Q1 2025 Added 3.19%
$0
$6.04 Billion 1.38% of portfolio
19,021
Q4 2024 Reduced 0.02%
$0
$5.41 Billion 1.23% of portfolio
19,672
Q1 2025 Added 3.53%
$3.21T
$5.26 Billion 1.2% of portfolio
23,680
Q1 2025 Reduced 1.32%
$0
$4.85 Billion 1.1% of portfolio
97,106
Q1 2025 Added 1.83%
$0
$3.35 Billion 0.76% of portfolio
5,960
Q1 2025 Added 3.51%
$2.73T
$3.31 Billion 0.75% of portfolio
8,823
Q1 2025 Added 1.07%
$691B
$2.77 Billion 0.63% of portfolio
11,306
Q1 2025 Added 0.95%
$100B
$2.52 Billion 0.57% of portfolio
27,419
Q1 2025 Added 426.07%
$0
$2.43 Billion 0.55% of portfolio
4,560
Q2 2024 Reduced 0.04%
$398B
$2.39 Billion 0.54% of portfolio
14,026
Q1 2025 Added 3.67%
$0
$2.29 Billion 0.52% of portfolio
106,383
Q1 2025 Added 0.8%
$68.7B
$2.26 Billion 0.51% of portfolio
13,501
Q1 2025 Reduced 15.59%
$786B
$2.19 Billion 0.5% of portfolio
2,656
Q1 2025 Added 2.11%
$0
$2.13 Billion 0.48% of portfolio
107,511
Q1 2025 Reduced 3.39%
$58.4B
$2.1 Billion 0.48% of portfolio
71,386
Q1 2025 Added 5,308.03%
$0
$2.06 Billion 0.47% of portfolio
74,795
Q1 2025 Reduced 16.47%
$0
$1.98 Billion 0.45% of portfolio
19,356
Q1 2025 Reduced 3.35%
$307B
$1.92 Billion 0.44% of portfolio
9,145
Q1 2025 Added 1.22%
$200B
$1.89 Billion 0.43% of portfolio
21,082
Q1 2025 Added 11.66%
$269B
$1.91 Billion 0.43% of portfolio
11,414
Q1 2025 Reduced 5.37%
Onestream Inc Cl A
-
$1.82 Billion 0.41% of portfolio
-
Q1 2025 Added 212,670.0%
$50.9B
$1.81 Billion 0.41% of portfolio
7,636
Q1 2025 Added 953.24%
$1.76T
$1.74 Billion 0.4% of portfolio
9,124
Q1 2025 Added 1.69%
$12.4B
$1.67 Billion 0.38% of portfolio
22,635
Q1 2025 Reduced 16.58%
$0
$1.66 Billion 0.38% of portfolio
30,024
Q1 2025 Added 6.27%
$937B
$1.55 Billion 0.35% of portfolio
9,891
Q1 2025 Reduced 2.51%
$235B
$1.46 Billion 0.33% of portfolio
4,687
Q1 2025 Reduced 1.06%
$412B
$1.38 Billion 0.31% of portfolio
8,312
Q1 2025 Added 101.02%
$246B
$1.3 Billion 0.3% of portfolio
11,989
Q1 2025 Reduced 0.15%
$109B
$1.32 Billion 0.3% of portfolio
5,409
Q1 2025 Added 2.75%
$0
$1.3 Billion 0.3% of portfolio
15,262
Q4 2019 Added 14.92%
$198B
$1.28 Billion 0.29% of portfolio
8,514
Q1 2025 Reduced 0.54%
$70.9B
$1.25 Billion 0.28% of portfolio
20,839
Q1 2025 Added 4.57%
$433B
$1.17 Billion 0.27% of portfolio
1,239
Q1 2025 Reduced 2.9%
$0
$1.17 Billion 0.27% of portfolio
49,768
Q1 2025 Reduced 14.24%
$131B
$1.13 Billion 0.26% of portfolio
15,957
Q1 2025 Added 0.9%

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
Track This Portfolio

Track West Paces Advisors Inc. Portfolio

Follow West Paces Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Paces Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Paces Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email