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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
59
New
$126.11 - $135.06 $7.44K - $7.97K
59 $7.61M
ACWI
Ishares Msci Acwi ETF

ETFs
61
+ 54.95%
$115.16 - $124.13 $7.02K - $7.57K
172 $20M
DG
Dollar General Corp

Consumer Defensive
13
+ 2.83%
$68.44 - $87.93 $890 - $1.14K
473 $41.6M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
161
New
$26.64 - $27.14 $4.29K - $4.37K
161 $4.31M
JNK
Spdr Bloomberg High Yield Bond

ETFs
45
New
$94.86 - $97.12 $4.27K - $4.37K
45 $4.29M
Electrocore Inc Com New
637
New
N/A
637 $4.26M
Tss Inc Del Com
460
New
N/A
460 $3.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 0.19%
$27.01 - $28.54 $216 - $228
4.29K $120M
MBB
Ishares Tr

ETFs
28
New
$90.37 - $94.08 $2.53K - $2.63K
28 $2.63M
EBND
Spdr Bloomberg Emerging Market

ETFs
128
New
$19.47 - $20.36 $2.49K - $2.61K
128 $2.57M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
164
+ 5.72%
$20.7 - $21.15 $3.39K - $3.47K
3.03K $62.7M
NRG
Nrg Energy, Inc.

Utilities
22
+ 57.89%
$84.82 - $113.33 $1.87K - $2.49K
60 $5.73M
KWEB
Kraneshares Tr Csi China Inter

ETFs
65
New
$27.29 - $38.29 $1.77K - $2.49K
65 $2.27M
TOLZ
Dj Brookfield Global

ETFs
42
New
$48.2 - $52.75 $2.02K - $2.22K
42 $2.21M
PSIX
Power Solutions International, Inc.

Industrials
85
New
$25.28 - $43.7 $2.15K - $3.71K
85 $2.15M
IREN
Iris Energy LTD

Financial Services
450
+ 269.46%
$6.07 - $13.18 $2.73K - $5.93K
617 $3.76M
VNQI
Vanguard Global Ex U.S. Real

ETFs
47
New
$38.22 - $41.19 $1.8K - $1.94K
47 $1.9M
VNQ
Vanguard Specialized Funds Van

ETFs
21
New
$85.55 - $94.34 $1.8K - $1.98K
21 $1.9M
XLK
Technology Sector Spdr

ETFs
88
+ 14.06%
$206.38 - $242.18 $18.2K - $21.3K
714 $147M
T Stamp Inc Cl A New
866
New
N/A
866 $1.68M
AMPL
Amplitude, Inc.

Technology
150
New
$10.19 - $14.44 $1.53K - $2.17K
150 $1.53M
POWL
Powell Industries Inc

Industrials
8
New
$155.56 - $311.38 $1.24K - $2.49K
8 $1.36M
WTW
Willis Towers Watson PLC

Financial Services
4
New
$306.61 - $340.78 $1.23K - $1.36K
4 $1.35M
HYG
Ishares Tr

ETFs
15
+ 4.55%
$78.51 - $80.11 $1.18K - $1.2K
345 $27.2M
AIG
American International Group, Inc.

Financial Services
11
New
$70.5 - $86.94 $776 - $956
11 $956K
XYLD
Global X Fds S&P 500 Covered C

ETFs
23
New
$39.02 - $42.89 $897 - $986
23 $908K
LUV
Southwest Airlines CO

Industrials
25
+ 277.78%
$28.18 - $34.84 $705 - $871
34 $1.14M
HROW
Harrow Health, Inc.

Healthcare
30
New
$22.22 - $36.67 $667 - $1.1K
30 $798K
WBD
Warner Bros. Discovery, Inc.

Communication Services
64
New
$9.47 - $11.46 $606 - $733
64 $687K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
36
New
$19.04 - $20.15 $685 - $725
36 $685K
Super Micro Computer Inc Com New
17
New
N/A
17 $582K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6
New
$85.29 - $92.57 $512 - $555
6 $546K
PARA
Paramount Global

Communication Services
37
+ 67.27%
$10.16 - $12.14 $376 - $449
92 $1.1M
PBP
Invesco Exchange Traded Fd Tr

ETFs
23
New
$21.85 - $24.13 $503 - $555
23 $510K
UBER
Uber Technologies, Inc

Technology
5
+ 45.45%
$63.17 - $81.49 $316 - $407
16 $1.17M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
29
New
$16.57 - $18.85 $481 - $547
29 $482K
FMC
Fmc Corp

Basic Materials
5
New
$34.54 - $56.38 $173 - $282
5 $211K
HII
Huntington Ingalls Industries, Inc.

Industrials
1
New
$159.75 - $208.61 $160 - $209
1 $204K
MET
Metlife Inc

Financial Services
2
+ 0.31%
$77.7 - $87.0 $155 - $174
656 $52.7M
NEE
Nextera Energy Inc

Utilities
142
+ 0.9%
$66.96 - $76.16 $9.51K - $10.8K
16K $1.13B
ACN
Accenture PLC

Technology
24
+ 7.95%
$300.91 - $398.25 $7.22K - $9.56K
326 $102M
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.76%
$183.02 - $207.75 $915 - $1.04K
666 $124M
DAL
Delta Air Lines, Inc.

Industrials
42
+ 5.09%
$43.6 - $69.06 $1.83K - $2.9K
867 $37.8M
VUG
Vanguard Growth ETF

ETFs
5
+ 1.0%
$369.1 - $427.61 $1.85K - $2.14K
506 $188M
IWF
Ishares Russell 1000 Gr ETF

ETFs
182
+ 8.78%
$360.07 - $417.26 $65.5K - $75.9K
2.25K $814M
ADBE
Adobe Inc.

Technology
19
+ 4.55%
$377.84 - $464.11 $7.18K - $8.82K
437 $168M
HPQ
Hp Inc

Technology
694
+ 7.2%
$27.69 - $34.72 $19.2K - $24.1K
10.3K $286M
IVV
Ishares Core S&P 500 ETF

ETFs
202
+ 3.51%
$554.06 - $615.85 $112K - $124K
5.96K $3.35B
DELL
Dell Technologies Inc.

Technology
279
+ 6.43%
$90.34 - $124.66 $25.2K - $34.8K
4.62K $421M
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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