West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $439 Billion
  • Q1 2025

West Paces Advisors Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $439 Billion distributed in 563 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $49.4B, Vanguard Index Fds S&P 500 ETF with a value of $49B, Vanguard Dividend Appreciation with a value of $29.6B, Flexshares Tr Iboxx 3 Yr Targe with a value of $28.1B, and Ishares Barclays with a value of $24.8B.

Examining the 13F form we can see an increase of $29.3B in the current position value, from $410B to 439B.

West Paces Advisors Inc. is based out at Atlanta, GA

Below you can find more details about West Paces Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $439 Billion
ETFs: $318 Billion
Consumer Defensive: $19 Billion
Technology: $18.5 Billion
Financial Services: $15.4 Billion
Industrials: $12.1 Billion
Healthcare: $11.4 Billion
Consumer Cyclical: $10.4 Billion
Utilities: $5.86 Billion
Other: $14.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$310B
$11.2 Billion 2.55% of portfolio
156,046
Q1 2025 Added 5.06%
$3.24T
$5.26 Billion 1.2% of portfolio
23,680
Q1 2025 Reduced 1.32%
$374B
$4.88 Billion 1.11% of portfolio
13,328
Q1 2025 Added 1.62%
$3.52T
$3.31 Billion 0.75% of portfolio
8,823
Q1 2025 Added 1.07%
$782B
$2.77 Billion 0.63% of portfolio
11,306
Q1 2025 Added 0.95%
$96.3B
$2.52 Billion 0.57% of portfolio
27,419
Q1 2025 Added 426.07%
$385B
$2.39 Billion 0.54% of portfolio
14,026
Q1 2025 Added 3.67%
$98.9B
$2.26 Billion 0.51% of portfolio
13,501
Q1 2025 Reduced 15.59%
$735B
$2.19 Billion 0.5% of portfolio
2,656
Q1 2025 Added 2.11%
$67.2B
$2.1 Billion 0.48% of portfolio
71,386
Q1 2025 Added 5,308.03%
$334B
$1.92 Billion 0.44% of portfolio
9,145
Q1 2025 Added 1.22%
$201B
$1.89 Billion 0.43% of portfolio
21,082
Q1 2025 Added 11.66%
$276B
$1.91 Billion 0.43% of portfolio
11,414
Q1 2025 Reduced 5.37%
$58B
$1.81 Billion 0.41% of portfolio
7,636
Q1 2025 Added 953.24%
$2.21T
$1.74 Billion 0.4% of portfolio
9,124
Q1 2025 Added 1.69%
$12.3B
$1.67 Billion 0.38% of portfolio
22,635
Q1 2025 Reduced 16.58%
$224B
$1.46 Billion 0.33% of portfolio
4,687
Q1 2025 Reduced 1.06%
$406B
$1.38 Billion 0.31% of portfolio
8,312
Q1 2025 Added 101.02%
$355B
$1.3 Billion 0.3% of portfolio
11,989
Q1 2025 Reduced 0.15%
$110B
$1.32 Billion 0.3% of portfolio
5,409
Q1 2025 Added 2.75%
$179B
$1.28 Billion 0.29% of portfolio
8,514
Q1 2025 Reduced 0.54%
$72.7B
$1.25 Billion 0.28% of portfolio
20,839
Q1 2025 Added 4.57%
$445B
$1.17 Billion 0.27% of portfolio
1,239
Q1 2025 Reduced 2.9%
$141B
$1.13 Billion 0.26% of portfolio
15,957
Q1 2025 Added 0.9%
$62.8B
$1.12 Billion 0.25% of portfolio
4,226
Q1 2025 Added 0.19%
$91.4B
$1.08 Billion 0.25% of portfolio
15,905
Q1 2025 Added 1.84%
$53.7B
$1.06 Billion 0.24% of portfolio
25,811
Q1 2025 Added 2,337.3%
$177B
$1.06 Billion 0.24% of portfolio
5,880
Q1 2025 Reduced 1.24%
$599B
$1.05 Billion 0.24% of portfolio
3,000
Q1 2025 Reduced 0.37%
$993B
$1 Billion 0.23% of portfolio
6,498
Q1 2025 Reduced 1.41%
$72.2B
$926 Million 0.21% of portfolio
5,268
Q1 2025 Reduced 5.69%
$271B
$918 Million 0.21% of portfolio
14,875
Q1 2025 Reduced 8.19%
$437B
$858 Million 0.2% of portfolio
7,218
Q1 2025 Added 2.15%
$132B
$879 Million 0.2% of portfolio
2,877
Q1 2025 Added 6.36%
$284B
$825 Million 0.19% of portfolio
1,576
Q1 2025 Added 0.77%
$360B
$840 Million 0.19% of portfolio
20,129
Q4 2024 Reduced 5.03%
$130B
$784 Million 0.18% of portfolio
2,883
Q1 2025 Reduced 16.87%
$56.6B
$681 Million 0.16% of portfolio
4,413
Q1 2025 Added 10.1%
$1.5T
$681 Million 0.16% of portfolio
1,181
Q1 2025 Reduced 3.51%
$6.85B
$668 Million 0.15% of portfolio
7,200
Q2 2022 Reduced 4.17%
$126B
$656 Million 0.15% of portfolio
1,469
Q1 2025 Reduced 4.8%
$96.5B
$647 Million 0.15% of portfolio
2,440
Q1 2025 Added 4.5%
$62.1B
$631 Million 0.14% of portfolio
2,141
Q1 2025 Added 4.34%
$211B
$636 Million 0.14% of portfolio
6,445
Q1 2025 Reduced 2.01%
$23.5B
$598 Million 0.14% of portfolio
8,376
Q1 2025 Reduced 9.99%
$648B
$591 Million 0.13% of portfolio
1,109
Q3 2024 Reduced 2.2%
$99.4B
$567 Million 0.13% of portfolio
5,783
Q1 2025 Reduced 40.15%
$76B
$510 Million 0.12% of portfolio
2,057
Q1 2025 Reduced 4.1%
$55.9B
$514 Million 0.12% of portfolio
4,160
Q1 2025 Reduced 1.91%

Summary

  • Portfolio
  • No. of Stocks 563
  • Current Value $439 Billion
  • Prior Value $410 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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