West Paces Advisors Inc. Purchases in Q1 2025

West Paces Advisors Inc.

  • $439 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
113K
+ 283.52%
N/A
153K $29.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.8K
+ 33.23%
$507.05 - $563.67 $12.1M - $13.4M
95.3K $49B
SO
Southern CO

Utilities
22.2K
+ 426.07%
$80.96 - $92.96 $1.8M - $2.06M
27.4K $2.52B
CSX
Csx Corp

Industrials
70.1K
+ 5308.03%
$29.11 - $33.67 $2.04M - $2.36M
71.4K $2.1B
KO
Coca Cola CO

Consumer Defensive
7.52K
+ 5.06%
$60.81 - $72.32 $457K - $544K
156K $11.2B
Onestream Inc Cl A
85.1K
+ 212670.0%
N/A
85.1K $1.82B
NSC
Norfolk Southern Corp

Industrials
6.91K
+ 953.24%
$227.69 - $259.76 $1.57M - $1.8M
7.64K $1.81B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
25.5K
+ 2.26%
$23.61 - $24.38 $601K - $621K
1.15M $28.1B
TFC
Truist Financial Corp

Financial Services
24.8K
+ 2337.3%
$39.48 - $48.15 $977K - $1.19M
25.8K $1.06B
IEF
Ishares Barclays

ETFs
1.02K
+ 0.39%
$91.17 - $95.39 $92.8K - $97.1K
260K $24.8B
ABBV
Abb Vie Inc.

Healthcare
110
+ 1.22%
$169.2 - $216.66 $18.6K - $23.8K
9.15K $1.92B
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.95K
+ 1311.41%
$106.31 - $123.73 $208K - $242K
2.1K $260M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.75K
+ 1.83%
$48.43 - $49.86 $84.5K - $87K
97.1K $4.85B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.79K
+ 3.19%
$50.39 - $50.66 $191K - $192K
122K $6.2B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
145
+ 2.75%
$208.48 - $244.03 $30.2K - $35.4K
5.41K $1.32B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.77K
+ 6.27%
$51.39 - $57.43 $91.1K - $102K
30K $1.66B
LLY
Eli Lilly & CO

Healthcare
55
+ 2.11%
$725.72 - $929.72 $39.9K - $51.1K
2.66K $2.19B
WMB
Williams Companies, Inc.

Energy
911
+ 4.57%
$54.02 - $61.09 $49.2K - $55.7K
20.8K $1.25B
MDLZ
Mondelez International, Inc.

Consumer Defensive
287
+ 1.84%
$56.12 - $68.15 $16.1K - $19.6K
15.9K $1.08B
VICI
Vici Properties Inc.

Real Estate
4.28K
New
$28.21 - $32.68 $121K - $140K
4.28K $139M
PPL
Ppl Corp

Utilities
3.02K
+ 36.63%
$31.68 - $36.11 $95.7K - $109K
11.3K $407M
PG
Procter & Gamble CO

Consumer Defensive
496
+ 3.67%
$158.56 - $176.26 $78.6K - $87.4K
14K $2.39B
PAYX
Paychex Inc

Industrials
405
+ 10.1%
$136.06 - $154.52 $55.1K - $62.6K
4.41K $681M
CME
Cme Group Inc.

Financial Services
105
+ 4.5%
$225.82 - $266.54 $23.7K - $28K
2.44K $647M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.19%
$232.43 - $265.13 $1.86K - $2.12K
4.23K $1.12B
XOM
Exxon Mobil Corp

Energy
152
+ 2.15%
$105.44 - $118.93 $16K - $18.1K
7.22K $858M
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 0.95%
$225.19 - $279.95 $23.9K - $29.7K
11.3K $2.77B
ADP
Automatic Data Processing Inc

Industrials
172
+ 6.36%
$286.85 - $318.64 $49.3K - $54.8K
2.88K $879M
UNP
Union Pacific Corp

Industrials
291
+ 17.44%
$225.21 - $254.42 $65.5K - $74K
1.96K $463M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.41K
+ 19.78%
$92.45 - $106.69 $130K - $150K
8.54K $793M
OKE
Oneok Inc

Energy
599
+ 23.7%
$89.57 - $109.85 $53.7K - $65.8K
3.13K $310M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
350
+ 10.49%
$114.57 - $117.99 $40.1K - $41.3K
3.69K $436M
PLTR
Palantir Technologies Inc.

Technology
412
+ 25.75%
$64.98 - $124.62 $26.8K - $51.3K
2.01K $170M
MU
Micron Technology Inc

Technology
445
+ 118.35%
$86.89 - $109.38 $38.7K - $48.7K
821 $71.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
89
+ 4.34%
$283.24 - $338.07 $25.2K - $30.1K
2.14K $631M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 0.77%
$461.52 - $548.18 $5.54K - $6.58K
1.58K $825M
T
At&T Inc.

Communication Services
265
+ 6.69%
$21.56 - $28.28 $5.71K - $7.49K
4.23K $120M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
120
New
$192.82 - $222.1 $23.1K - $26.7K
120 $23.2M
FAST
Fastenal CO

Industrials
96
+ 3.55%
$71.11 - $79.98 $6.83K - $7.68K
2.8K $217M
KMI
Kinder Morgan, Inc.

Energy
315
+ 3.22%
$26.1 - $31.22 $8.22K - $9.83K
10.1K $288M
GD
General Dynamics Corp

Industrials
44
+ 5.74%
$241.94 - $272.58 $10.6K - $12K
810 $221M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
215
New
$67.08 - $76.14 $14.4K - $16.4K
215 $15.8M
MRK
Merck & Co., Inc.

Healthcare
2.2K
+ 11.66%
$83.01 - $101.02 $183K - $222K
21.1K $1.89B
FE
Firstenergy Corp

Utilities
300
New
$37.95 - $43.5 $11.4K - $13.1K
300 $12.1M
MA
Mastercard Inc

Financial Services
5
+ 1.15%
$504.67 - $576.31 $2.52K - $2.88K
438 $240M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
136
+ 45.33%
$76.94 - $78.24 $10.5K - $10.6K
436 $34.1M
QCOM
Qualcomm Inc

Technology
71
+ 2.24%
$151.94 - $175.86 $10.8K - $12.5K
3.24K $498M
VZ
Verizon Communications Inc

Communication Services
68
+ 5.73%
$37.81 - $46.49 $2.57K - $3.16K
1.25K $56.9M
PFG
Principal Financial Group Inc

Financial Services
100
+ 526.32%
$76.34 - $89.04 $7.63K - $8.9K
119 $10M
Activity Summary
Buys All Purchases 107 New Holdings 32 Increased Positions 75 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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