West Paces Advisors Inc. Purchases in Q2 2025

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.4K
+ 10.92%
$456.74 - $568.03 $4.75M - $5.91M
106K $60.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11K
+ 1.3%
$51.16 - $62.02 $564K - $684K
858K $53.2B
VIG
Vanguard Dividend Appreciation

ETFs
10K
+ 6.57%
N/A
163K $33.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 9.17%
$496.48 - $617.85 $1.05M - $1.3M
25.1K $15.5B
AVSC
American Centy ETF Tr Avantis
33.8K
+ 14.8%
$42.39 - $51.76 $1.43M - $1.75M
262K $13.5B
MSFT
Microsoft Corp

Technology
1.76K
+ 19.91%
$354.56 - $497.45 $623K - $874K
10.6K $5.26B
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 22.67%
$498.8 - $620.9 $674K - $839K
7.31K $4.54B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
13.4K
New
$70.32 - $76.56 $944K - $1.03M
13.4K $1.03B
NSC
Norfolk Southern Corp

Industrials
3.1K
+ 40.6%
$206.34 - $257.46 $640K - $798K
10.7K $2.75B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.7K
+ 18.54%
$19.1 - $23.83 $377K - $470K
126K $3.01B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.6K
+ 100.32%
$22.92 - $28.05 $335K - $409K
29.1K $818M
NUE
Nucor Corp

Basic Materials
3.19K
+ 191.58%
$103.22 - $131.43 $329K - $419K
4.85K $628M
CSX
Csx Corp

Industrials
6K
+ 8.41%
$26.69 - $32.91 $160K - $197K
77.4K $2.53B
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
3.1K
New
$122.45 - $132.19 $380K - $410K
3.1K $410M
SO
Southern CO

Utilities
4.05K
+ 14.76%
$84.91 - $92.56 $344K - $375K
31.5K $2.89B
ACN
Accenture PLC

Technology
954
+ 292.64%
$279.23 - $323.21 $266K - $308K
1.28K $383M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
2.3K
New
$100.45 - $111.8 $231K - $257K
2.3K $257M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
3.82K
New
$61.48 - $65.6 $235K - $251K
3.82K $244M
WMT
Walmart Inc.

Consumer Defensive
1.75K
+ 28.25%
$81.79 - $99.98 $143K - $175K
7.94K $776M
VGSH
Vanguard

ETFs
3.91K
New
$58.32 - $58.95 $228K - $230K
3.91K $230M
SUB
Ishares Short Term National Mu

ETFs
1.93K
New
$104.77 - $106.34 $202K - $205K
1.93K $205M
META
Meta Platforms, Inc.

Communication Services
15
+ 1.27%
$484.66 - $738.09 $7.27K - $11.1K
1.2K $883M
IVW
Ishares S&P 500 Growth ETF

ETFs
450
+ 5.27%
$82.96 - $110.1 $37.3K - $49.5K
8.99K $990M
VICI
Vici Properties Inc.

Real Estate
6.04K
+ 141.33%
$29.41 - $32.97 $178K - $199K
10.3K $336M
MPC
Marathon Petroleum Corp

Energy
1K
+ 375.94%
$118.55 - $170.08 $119K - $170K
1.27K $210M
GOOGL
Alphabet Inc.

Communication Services
176
+ 2.71%
$144.7 - $178.6 $25.5K - $31.4K
6.67K $1.18B
IWF
Ishares Russell 1000 Gr ETF

ETFs
20
+ 0.89%
$320.42 - $424.58 $6.41K - $8.49K
2.27K $965M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.75K
+ 13.89%
$82.21 - $83.12 $143K - $145K
14.3K $1.19B
GPC
Genuine Parts CO

Consumer Cyclical
1.09K
+ 71.77%
$105.54 - $129.09 $115K - $141K
2.62K $317M
PG
Procter & Gamble CO

Consumer Defensive
1.74K
+ 12.39%
$157.66 - $172.39 $274K - $300K
15.8K $2.51B
JNJ
Johnson & Johnson

Healthcare
1.42K
+ 17.06%
$146.36 - $159.82 $208K - $227K
9.73K $1.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.86K
+ 93.93%
$39.89 - $49.46 $74K - $91.8K
3.83K $190M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.9K
+ 91.02%
$24.32 - $27.87 $94.9K - $109K
8.19K $217M
COF
Capital One Financial Corp

Financial Services
316
+ 38.49%
$150.57 - $212.76 $47.6K - $67.2K
1.14K $242M
UNP
Union Pacific Corp

Industrials
421
+ 21.48%
$208.27 - $238.46 $87.7K - $100K
2.38K $548M
EMR
Emerson Electric CO

Industrials
90
+ 3.05%
$94.15 - $133.33 $8.47K - $12K
3.05K $406M
HIG
Hartford Financial Services Group, Inc.

Financial Services
576
+ 27.39%
$109.83 - $131.67 $63.3K - $75.8K
2.68K $340M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.56%
$908.13 - $1056.85 $6.36K - $7.4K
1.25K $1.23B
XOM
Exxon Mobil Corp

Energy
1.27K
+ 17.59%
$99.93 - $119.04 $127K - $151K
8.49K $915M
EFA
Ishares Tr Msci Eafe ETF

ETFs
383
+ 13.49%
$72.96 - $90.39 $27.9K - $34.6K
3.22K $288M
XLK
Technology Sector Spdr

ETFs
80
+ 11.2%
$179.73 - $253.23 $14.4K - $20.3K
794 $201M
MDLZ
Mondelez International, Inc.

Consumer Defensive
849
+ 5.34%
$63.54 - $68.5 $53.9K - $58.2K
16.8K $1.13B
CMI
Cummins Inc

Industrials
91
+ 6.57%
$267.12 - $336.65 $24.3K - $30.6K
1.48K $483M
IJS
Ishares S&P Smallcap 600 Value

ETFs
430
New
$83.54 - $100.04 $35.9K - $43K
430 $42.8M
VUG
Vanguard Growth ETF

ETFs
17
+ 3.36%
$329.49 - $438.4 $5.6K - $7.45K
523 $229M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
85
+ 0.09%
$49.57 - $50.27 $4.21K - $4.27K
97.2K $4.89B
IYW
Ishares Dj Us Tech ETF

ETFs
144
+ 36.0%
$122.57 - $173.27 $17.7K - $25K
544 $94.3M
CME
Cme Group Inc.

Financial Services
43
+ 1.76%
$252.37 - $290.71 $10.9K - $12.5K
2.48K $684M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
256
New
$108.87 - $133.04 $27.9K - $34.1K
256 $34.1M
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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