West Paces Advisors Inc. Reduced Holdings in Q3 2025

West Paces Advisors Inc.

  • $502 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-6.53K
- 4.17%
$65.67 - $71.67 $428K - $468K
150K $9.93B
MRK
Merck & Co., Inc.

Healthcare
-8.91K
- 49.88%
$77.6 - $87.37 $691K - $779K
8.96K $752M
PEP
Pepsico Inc

Consumer Defensive
-2.44K
- 33.68%
$133.81 - $152.16 $326K - $371K
4.8K $673M
TXN
Texas Instruments Inc

Technology
-595
- 10.72%
N/A
4.96K $910M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-488
- 2.91%
$60.9 - $70.75 $29.7K - $34.5K
16.3K $1.02B
PG
Procter & Gamble CO

Consumer Defensive
-137
- 0.87%
$150.47 - $161.22 $20.6K - $22.1K
15.6K $2.4B
APD
Air Products & Chemicals, Inc.

Basic Materials
-257
- 12.0%
$265.78 - $299.3 $68.3K - $76.9K
1.88K $514M
PAYX
Paychex Inc

Industrials
-36
- 0.81%
$126.69 - $147.99 $4.56K - $5.33K
4.4K $557M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-60
- 0.54%
$25.5 - $35.2 $1.53K - $2.11K
11.1K $284M
V
Visa Inc.

Financial Services
-104
- 3.47%
$332.09 - $358.86 $34.5K - $37.3K
2.9K $989M
ISRG
Intuitive Surgical Inc

Healthcare
-24
- 4.03%
$433.66 - $544.47 $10.4K - $13.1K
571 $255M
IBM
International Business Machines Corp

Technology
-169
- 11.27%
$234.77 - $292.47 $39.7K - $49.4K
1.33K $376M
DHR
Danaher Corp

Healthcare
-307
- 16.23%
$181.46 - $212.2 $55.7K - $65.1K
1.58K $314M
LLY
Eli Lilly & CO

Healthcare
-18
- 0.66%
$625.65 - $812.69 $11.3K - $14.6K
2.72K $2.08B
NFLX
Netflix Inc

Communication Services
-3
- 0.97%
$1147.87 - $1297.18 $3.44K - $3.89K
305 $366M
SBUX
Starbucks Corp

Consumer Cyclical
-126
- 2.57%
$81.9 - $96.86 $10.3K - $12.2K
4.77K $404M
ROP
Roper Technologies Inc

Industrials
-2
- 0.33%
$495.03 - $573.0 $990 - $1.15K
601 $300M
AON
Aon PLC

Financial Services
-100
- 10.43%
$350.91 - $375.27 $35.1K - $37.5K
859 $306M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-355
- 82.56%
$98.99 - $112.2 $35.1K - $39.8K
75 $8.29M
BSX
Boston Scientific Corp

Healthcare
-100
- 4.52%
$97.03 - $108.14 $9.7K - $10.8K
2.11K $206M
TT
Trane Technologies PLC

Industrials
-36
- 3.75%
$398.96 - $472.54 $14.4K - $17K
925 $390M
OKE
Oneok Inc

Energy
-24
- 0.77%
$71.36 - $83.47 $1.71K - $2K
3.1K $226M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-211
- 82.42%
$131.47 - $143.64 $27.7K - $30.3K
45 $6.37M
ETN
Eaton Corp PLC

Industrials
-196
- 7.35%
$342.99 - $392.76 $67.2K - $77K
2.47K $924M
IYG
Ishares Tr

ETFs
-299
- 82.37%
$85.16 - $90.57 $25.5K - $27.1K
64 $5.74M
IYC
Ishares U.S. Consumer Discreti

ETFs
-250
- 59.24%
$98.12 - $105.85 $24.5K - $26.5K
172 $18M
META
Meta Platforms, Inc.

Communication Services
-24
- 2.01%
$695.21 - $791.73 $16.7K - $19K
1.17K $861M
VBR
Vanguard Small Cap Value ETF

ETFs
-149
- 22.37%
$195.41 - $212.37 $29.1K - $31.6K
517 $108M
CME
Cme Group Inc.

Financial Services
-20
- 0.81%
$258.83 - $287.1 $5.18K - $5.74K
2.46K $666M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-800
- 31.9%
$28.92 - $32.19 $23.1K - $25.8K
1.71K $54.5M
MCK
Mckesson Corp

Healthcare
-50
- 9.88%
$659.01 - $772.54 $33K - $38.6K
456 $352M
IYJ
Ishares Tr

ETFs
-127
- 34.6%
$142.42 - $148.18 $18.1K - $18.8K
240 $35M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 0.77%
$211.65 - $238.24 $14.8K - $16.7K
9.05K $1.99B
XLE
Energy Sector Spdr

ETFs
-223
- 15.41%
$84.25 - $91.99 $18.8K - $20.5K
1.22K $109M
IYW
Ishares Dj Us Tech ETF

ETFs
-119
- 21.88%
$171.38 - $197.01 $20.4K - $23.4K
425 $83.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-243
- 7.54%
$87.29 - $93.61 $21.2K - $22.7K
2.98K $278M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-162
- 8.79%
$91.28 - $97.59 $14.8K - $15.8K
1.68K $161M
Smurfit Westrock PLC
-11
- 0.2%
N/A
5.45K $232M
VT
Vanguard Total World Stk Index

ETFs
-20
- 16.0%
$128.41 - $138.03 $2.57K - $2.76K
105 $14.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-37
- 3.34%
$459.11 - $506.91 $17K - $18.8K
1.07K $539M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-216
- 2.64%
$26.38 - $27.95 $5.7K - $6.04K
7.98K $218M
WFC
Wells Fargo & Company

Financial Services
-106
- 3.89%
$77.05 - $85.16 $8.17K - $9.03K
2.62K $219M
WMT
Walmart Inc.

Consumer Defensive
-391
- 4.93%
$94.4 - $104.27 $36.9K - $40.8K
7.54K $777M
DUK
Duke Energy Corp

Utilities
-34
- 1.08%
$116.31 - $125.93 $3.95K - $4.28K
3.11K $384M
VUG
Vanguard Growth ETF

ETFs
-16
- 3.06%
$433.97 - $484.08 $6.94K - $7.75K
507 $243M
SYY
Sysco Corp

Consumer Defensive
-20
- 0.67%
$76.33 - $82.51 $1.53K - $1.65K
2.97K $245M
ITW
Illinois Tool Works Inc

Industrials
-23
- 1.15%
$252.31 - $269.41 $5.8K - $6.2K
1.97K $514M
NUE
Nucor Corp

Basic Materials
-13
- 0.27%
$133.3 - $150.33 $1.73K - $1.95K
4.84K $655M
MPC
Marathon Petroleum Corp

Energy
-25
- 1.97%
$158.59 - $198.69 $3.96K - $4.97K
1.24K $239M
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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