West Paces Advisors Inc. Reduced Holdings in Q4 2024

West Paces Advisors Inc.

  • $410 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-1.92K
- 0.68%
$70.06 - $77.43 $135K - $149K
283K $19.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.3K
- 5.18%
$113.92 - $127.38 $1.41M - $1.57M
226K $26B
KO
Coca Cola CO

Consumer Defensive
-482
- 0.32%
$61.74 - $71.71 $29.8K - $34.6K
149K $9.25B
AVSC
American Centy ETF Tr Avantis
-20.8K
- 8.2%
$52.7 - $59.57 $1.09M - $1.24M
232K $12.6B
LLY
Eli Lilly & CO

Healthcare
-203
- 7.24%
$727.2 - $932.06 $148K - $189K
2.6K $2.01B
HD
Home Depot, Inc.

Consumer Cyclical
-297
- 2.21%
$385.02 - $431.37 $114K - $128K
13.1K $5.1B
MRK
Merck & Co., Inc.

Healthcare
-517
- 2.67%
$96.31 - $114.76 $49.8K - $59.3K
18.9K $1.88B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.24K
- 7.34%
$59.25 - $72.99 $73.4K - $90.4K
15.6K $933M
NXPI
Nxp Semiconductors N.V.

Technology
-1.26K
- 89.26%
$207.27 - $255.58 $260K - $321K
151 $31.4M
ABBV
Abb Vie Inc.

Healthcare
-513
- 5.37%
$164.99 - $203.87 $84.6K - $105K
9.04K $1.61B
PEP
Pepsico Inc

Consumer Defensive
-505
- 5.57%
$151.29 - $176.1 $76.4K - $88.9K
8.56K $1.3B
AMGN
Amgen Inc

Healthcare
-480
- 28.47%
$258.78 - $328.31 $124K - $158K
1.21K $314M
NEE
Nextera Energy Inc

Utilities
-112
- 0.7%
$69.77 - $85.43 $7.81K - $9.57K
15.8K $1.13B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-467
- 2.28%
$99.2 - $108.47 $46.3K - $50.7K
20K $1.99B
SBUX
Starbucks Corp

Consumer Cyclical
-1.33K
- 12.13%
$87.44 - $102.5 $117K - $137K
9.66K $882M
LMT
Lockheed Martin Corp

Industrials
-52
- 3.26%
$479.66 - $614.62 $24.9K - $32K
1.54K $750M
UNH
Unitedhealth Group Inc

Healthcare
-81
- 4.92%
$485.52 - $625.25 $39.3K - $50.6K
1.56K $791M
AON
Aon PLC

Financial Services
-500
- 20.96%
$344.14 - $393.31 $172K - $197K
1.89K $677M
PSX
Phillips 66

Energy
-438
- 9.36%
$110.35 - $138.93 $48.3K - $60.9K
4.24K $483M
CAT
Caterpillar Inc

Industrials
-175
- 10.66%
$360.37 - $416.88 $63.1K - $73K
1.47K $532M
USB
Us Bancorp \De\

Financial Services
-2.35K
- 39.38%
$43.98 - $53.66 $103K - $126K
3.62K $173M
O
Realty Income Corp

Real Estate
-192
- 2.15%
$51.76 - $64.71 $9.94K - $12.4K
8.72K $466M
DHR
Danaher Corp

Healthcare
-8
- 0.41%
$226.16 - $274.52 $1.81K - $2.2K
1.97K $451M
QCOM
Qualcomm Inc

Technology
-234
- 6.87%
$150.4 - $178.04 $35.2K - $41.7K
3.17K $487M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-562
- 4.09%
$31.24 - $37.15 $17.6K - $20.9K
13.2K $424M
IWM
Ishares Russell 2000 ETF

ETFs
-387
- 17.61%
$216.13 - $242.4 $83.6K - $93.8K
1.81K $400M
AMD
Advanced Micro Devices Inc

Technology
-210
- 15.91%
$118.88 - $172.8 $25K - $36.3K
1.11K $134M
MCD
Mcdonalds Corp

Consumer Cyclical
-39
- 0.82%
$288.47 - $316.54 $11.3K - $12.3K
4.74K $1.37B
PLD
Prologis, Inc.

Real Estate
-64
- 1.83%
$101.4 - $126.96 $6.49K - $8.13K
3.43K $363M
IAU
Ishares Gold Trust

ETFs
-1.5K
- 13.62%
$48.37 - $52.65 $72.6K - $79K
9.52K $471M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-33
- 0.62%
$209.89 - $233.24 $6.93K - $7.7K
5.26K $1.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
-159
- 7.19%
$285.5 - $335.62 $45.4K - $53.4K
2.05K $595M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-11
- 2.2%
$501.29 - $612.85 $5.51K - $6.74K
490 $255M
ABT
Abbott Laboratories

Healthcare
-436
- 22.31%
$111.93 - $119.39 $48.8K - $52.1K
1.52K $172M
UPS
United Parcel Service Inc

Industrials
-210
- 10.47%
$122.65 - $138.35 $25.8K - $29.1K
1.8K $226M
CVX
Chevron Corp

Energy
-76
- 0.63%
$141.15 - $162.53 $10.7K - $12.4K
12.1K $1.75B
NKE
Nike, Inc.

Consumer Cyclical
-61
- 2.32%
$73.36 - $89.13 $4.47K - $5.44K
2.56K $194M
ETN
Eaton Corp PLC

Industrials
-115
- 3.21%
$326.96 - $377.52 $37.6K - $43.4K
3.47K $1.15B
DUK
Duke Energy Corp

Utilities
-70
- 1.89%
$105.76 - $120.76 $7.4K - $8.45K
3.63K $391M
UNP
Union Pacific Corp

Industrials
-14
- 0.83%
$223.15 - $249.32 $3.12K - $3.49K
1.67K $381M
UL
Unilever PLC

Consumer Defensive
-200
- 7.41%
$56.7 - $64.64 $11.3K - $12.9K
2.5K $142M
VBR
Vanguard Small Cap Value ETF

ETFs
-155
- 19.0%
$197.36 - $217.3 $30.6K - $33.7K
661 $131M
GD
General Dynamics Corp

Industrials
-9
- 1.16%
$260.28 - $314.03 $2.34K - $2.83K
766 $202M
TGT
Target Corp

Consumer Defensive
-1
- 0.07%
$121.59 - $160.69 $122 - $161
1.54K $208M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-500
- 27.78%
$92.95 - $129.87 $46.5K - $64.9K
1.3K $149M
CEG
Constellation Energy Corp

Utilities
-68
- 20.36%
$224.28 - $285.52 $15.3K - $19.4K
266 $59.5M
COST
Costco Wholesale Corp

Consumer Defensive
-72
- 5.34%
$873.59 - $994.69 $62.9K - $71.6K
1.28K $1.17B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-311
- 50.9%
$77.02 - $78.58 $24K - $24.4K
300 $23.2M
ADI
Analog Devices Inc

Technology
-55
- 7.75%
$206.35 - $236.48 $11.3K - $13K
655 $139M
Activity Summary
Buys All Purchases 95 New Holdings 32 Increased Positions 63 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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