West Paces Advisors Inc. Incresed Positions in Q3 2025

West Paces Advisors Inc.

  • $502 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.9K
+ 1.8%
$567.77 - $614.76 $1.08M - $1.17M
108K $65.9B
AVEM
American Centy ETF Tr Avantis

ETFs
14.7K
+ 3.78%
$68.33 - $75.41 $1M - $1.11M
403K $30.3B
VIG
Vanguard Dividend Appreciation

ETFs
8.05K
+ 4.95%
N/A
171K $36.9B
IEF
Ishares Barclays

ETFs
21.1K
+ 7.92%
$93.91 - $97.26 $1.98M - $2.05M
287K $27.7B
IEFA
Ishares Tr

ETFs
14.6K
+ 6.09%
$81.7 - $87.53 $1.19M - $1.28M
255K $22.2B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
15.4K
+ 107.84%
$82.38 - $83.0 $1.27M - $1.28M
29.7K $2.47B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
43.4K
+ 3.75%
$24.08 - $24.5 $1.05M - $1.06M
1.2M $29.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19K
+ 15.82%
$50.47 - $50.74 $960K - $965K
139K $7.06B
VTI
Vanguard Total Stock Market Et

ETFs
61
+ 0.31%
$303.93 - $329.86 $18.5K - $20.1K
19.6K $6.42B
JNJ
Johnson & Johnson

Healthcare
399
+ 4.1%
$155.17 - $185.42 $61.9K - $74K
10.1K $1.88B
MSFT
Microsoft Corp

Technology
310
+ 2.93%
$491.09 - $535.64 $152K - $166K
10.9K $5.64B
UNH
Unitedhealth Group Inc

Healthcare
852
+ 41.18%
$237.77 - $353.61 $203K - $301K
2.92K $1.01B
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.34K
+ 24.87%
$73.76 - $76.98 $246K - $257K
16.8K $1.28B
VICI
Vici Properties Inc.

Real Estate
7.47K
+ 72.44%
$31.43 - $33.93 $235K - $254K
17.8K $580M
BAC
Bank Of America Corp

Financial Services
2.43K
+ 12.06%
$44.92 - $52.42 $109K - $127K
22.6K $1.16B
ACN
Accenture PLC

Technology
1.07K
+ 83.52%
$232.56 - $304.78 $249K - $326K
2.35K $579M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.67K
+ 4.04%
$21.69 - $23.34 $79.6K - $85.7K
94.6K $2.2B
GD
General Dynamics Corp

Industrials
190
+ 22.22%
$293.92 - $341.0 $55.8K - $64.8K
1.05K $356M
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
792
+ 25.55%
$127.1 - $132.04 $101K - $105K
3.89K $504M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.59K
+ 148.83%
$50.81 - $51.07 $80.5K - $80.9K
2.65K $135M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
650
+ 18.12%
$117.65 - $120.08 $76.5K - $78.1K
4.24K $506M
DVY
Ishares Tr

ETFs
220
+ 6.3%
$133.88 - $142.57 $29.5K - $31.4K
3.71K $528M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
150
+ 0.77%
$101.12 - $106.18 $15.2K - $15.9K
19.8K $2.04B
XLK
Technology Sector Spdr

ETFs
134
+ 16.88%
$250.97 - $282.66 $33.6K - $37.9K
928 $262M
HIG
Hartford Financial Services Group, Inc.

Financial Services
309
+ 11.53%
$119.73 - $134.7 $37K - $41.6K
2.99K $399M
IWM
Ishares Russell 2000 ETF

ETFs
12
+ 0.67%
$214.92 - $244.84 $2.58K - $2.94K
1.81K $437M
XOM
Exxon Mobil Corp

Energy
47
+ 0.55%
$105.83 - $117.22 $4.97K - $5.51K
8.54K $962M
GPC
Genuine Parts CO

Consumer Cyclical
12
+ 0.46%
$122.23 - $142.77 $1.47K - $1.71K
2.63K $364M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
200
+ 5.71%
$136.48 - $142.97 $27.3K - $28.6K
3.7K $518M
PPL
Ppl Corp

Utilities
50
+ 0.41%
$33.54 - $37.24 $1.68K - $1.86K
12.3K $458M
CSCO
Cisco Systems, Inc.

Technology
814
+ 5.58%
$66.2 - $71.79 $53.9K - $58.4K
15.4K $1.05B
FAST
Fastenal CO

Industrials
40
+ 0.72%
$42.47 - $50.39 $1.7K - $2.02K
5.63K $276M
WMB
Williams Companies, Inc.

Energy
477
+ 2.35%
$56.52 - $64.01 $27K - $30.5K
20.8K $1.32B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
100
+ 0.1%
$49.78 - $50.75 $4.98K - $5.08K
97.3K $4.93B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
302
+ 7.88%
$49.43 - $54.52 $14.9K - $16.5K
4.13K $224M
UNP
Union Pacific Corp

Industrials
7
+ 0.29%
$214.91 - $237.16 $1.5K - $1.66K
2.39K $564M
MA
Mastercard Inc

Financial Services
4
+ 0.88%
$550.18 - $598.96 $2.2K - $2.4K
457 $260M
AMGN
Amgen Inc

Healthcare
5
+ 0.47%
$271.18 - $309.22 $1.36K - $1.55K
1.06K $299M
EMR
Emerson Electric CO

Industrials
1
+ 0.03%
$128.6 - $149.63 $129 - $150
3.05K $400M
PM
Philip Morris International Inc.

Consumer Defensive
90
+ 7.43%
$157.77 - $183.27 $14.2K - $16.5K
1.3K $211M
KMI
Kinder Morgan, Inc.

Energy
45
+ 0.45%
$26.23 - $28.5 $1.18K - $1.28K
10.1K $286M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 0.8%
$915.95 - $994.57 $9.16K - $9.95K
1.26K $1.16B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
91
+ 1.67%
$196.15 - $217.83 $17.8K - $19.8K
5.55K $1.12B
Onestream Inc
110
+ 0.13%
N/A
85.2K $1.57B
Activity Summary
Buys All Purchases 61 New Holdings 16 Increased Positions 45 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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