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
PNC
Pnc Financial Services Group, Inc.

Financial Services
-125
- 2.92%
$185.88 - $207.44 $23.2K - $25.9K
4.15K $834M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-295
- 1.01%
$28.15 - $30.13 $8.3K - $8.89K
28.9K $855M
NTRS
Northern Trust Corp

Financial Services
-3
- 0.06%
$123.6 - $134.6 $371 - $404
5K $673M
WEC
Wec Energy Group, Inc.

Utilities
-29
- 0.69%
$103.66 - $114.59 $3.01K - $3.32K
4.16K $477M
PLTR
Palantir Technologies Inc.

Technology
-241
- 13.11%
$130.68 - $186.97 $31.5K - $45.1K
1.6K $291M
NEE
Nextera Energy Inc

Utilities
-754
- 4.68%
$69.77 - $77.54 $52.6K - $58.5K
15.4K $1.16B
MCD
Mcdonalds Corp

Consumer Cyclical
-38
- 0.84%
$291.67 - $316.99 $11.1K - $12K
4.48K $1.36B
TFC
Truist Financial Corp

Financial Services
-160
- 0.83%
$42.83 - $47.07 $6.85K - $7.53K
19.1K $872M
RTX
Raytheon Technologies Corp

Industrials
-143
- 3.83%
$144.19 - $167.33 $20.6K - $23.9K
3.59K $600M
CMI
Cummins Inc

Industrials
-200
- 13.55%
$327.85 - $426.39 $65.6K - $85.3K
1.28K $539M
NVDA
Nvidia Corp

Technology
-1.47K
- 12.61%
$153.3 - $186.58 $225K - $274K
10.2K $1.9B
TSLA
Tesla, Inc.

Consumer Cyclical
-106
- 12.5%
$293.94 - $444.72 $31.2K - $47.1K
742 $330M
IWR
Ishares Russell Mid Cap ETF

ETFs
-50
- 0.33%
$92.26 - $97.51 $4.61K - $4.88K
15.2K $1.47B
GLD
Spdr Gold Trust

ETFs
-75
- 3.95%
$300.96 - $355.47 $22.6K - $26.7K
1.82K $648M
SO
Southern CO

Utilities
-98
- 0.31%
$90.83 - $96.0 $8.9K - $9.41K
31.4K $2.97B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-34
- 1.5%
$420.11 - $472.68 $14.3K - $16.1K
2.24K $1.05B
CVX
Chevron Corp

Energy
-232
- 2.33%
$145.57 - $161.83 $33.8K - $37.5K
9.71K $1.51B
CAT
Caterpillar Inc

Industrials
-50
- 3.41%
$390.92 - $477.15 $19.5K - $23.9K
1.42K $676M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-390
- 0.79%
$25.29 - $28.33 $9.86K - $11K
49.1K $1.37B
ORCL
Oracle Corp

Technology
-134
- 5.03%
$218.96 - $328.33 $29.3K - $44K
2.53K $712M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.08K
- 2.44%
$23.82 - $25.84 $73.4K - $79.6K
123K $3.16B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-81
- 0.14%
$30.13 - $33.37 $2.44K - $2.7K
58.5K $1.95B
JPM
Jpmorgan Chase & CO

Financial Services
-293
- 2.6%
$282.78 - $316.06 $82.9K - $92.6K
11K $3.46B
GLW
Corning Inc

Technology
-380
- 3.64%
$51.6 - $82.03 $19.6K - $31.2K
10.1K $825M
IVV
Ishares Core S&P 500 ETF

ETFs
-68
- 0.93%
$620.67 - $670.08 $42.2K - $45.6K
7.24K $4.85B
AVGO
Broadcom Inc.

Technology
-1.04K
- 8.26%
$264.74 - $369.57 $276K - $385K
11.6K $3.81B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.61K
- 2.03%
$42.28 - $45.71 $153K - $165K
174K $7.91B
HD
Home Depot, Inc.

Consumer Cyclical
-323
- 2.44%
$357.4 - $423.42 $115K - $137K
12.9K $5.24B
ABBV
Abb Vie Inc.

Healthcare
-52
- 0.56%
$184.85 - $231.54 $9.61K - $12K
9.17K $2.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.2K
- 4.78%
$617.65 - $666.84 $741K - $800K
23.9K $15.9B
GOOGL
Alphabet Inc.

Communication Services
-121
- 1.81%
$174.36 - $254.72 $21.1K - $30.8K
6.55K $1.59B
NSC
Norfolk Southern Corp

Industrials
-15
- 0.14%
$259.49 - $300.41 $3.89K - $4.51K
10.7K $3.22B
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 0.13%
$351.04 - $379.81 $8.78K - $9.5K
18.9K $7.15B
GOOG
Alphabet Inc.

Communication Services
-367
- 3.83%
$175.16 - $255.24 $64.3K - $93.7K
9.21K $2.24B
AAPL
Apple Inc.

Technology
-265
- 1.25%
$202.38 - $256.87 $53.6K - $68.1K
21K $5.35B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.05K
- 3.47%
$108.46 - $120.63 $765K - $851K
196K $23.3B
AVSC
American Centy ETF Tr Avantis
-1.09K
- 0.41%
$51.33 - $58.63 $55.7K - $63.7K
261K $14.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.99K
- 0.58%
$62.09 - $66.51 $310K - $332K
853K $55.6B
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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