West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025

West Paces Advisors Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $470 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $60.1B, Ishares Core S&P Mid Cap ETF with a value of $53.2B, Vanguard Dividend Appreciation with a value of $33.3B, Flexshares Tr Iboxx 3 Yr Targe with a value of $28.1B, and American Centy ETF Tr Avantis with a value of $26.6B.

Examining the 13F form we can see an increase of $31B in the current position value, from $439B to 470B.

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 $470 Billion
ETFs: $349 Billion
Technology: $20.7 Billion
Consumer Defensive: $18.5 Billion
Financial Services: $14.1 Billion
Industrials: $12.9 Billion
Consumer Cyclical: $9.43 Billion
Healthcare: $9.42 Billion
Utilities: $5.85 Billion
Other: $13.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$548 Million 0.12% of portfolio
2,381
Q2 2025 Added 21.48%
$220B
$570 Million 0.12% of portfolio
1,467
Q4 2024 Reduced 10.66%
$642B
$582 Million 0.12% of portfolio
2,664
Q3 2024 Reduced 4.24%
$219B
$545 Million 0.12% of portfolio
3,731
Q2 2025 Reduced 1.45%
$622B
$539 Million 0.11% of portfolio
1,109
Q3 2024 Reduced 2.2%
$32.2B
$505 Million 0.11% of portfolio
4,121
Q2 2025 Reduced 10.74%
$65.7B
$480 Million 0.1% of portfolio
1,500
Q3 2024 New
$50.4B
$483 Million 0.1% of portfolio
1,476
Q2 2025 Added 6.57%
$79.9B
$493 Million 0.1% of portfolio
1,995
Q2 2025 Reduced 3.01%
$177B
$491 Million 0.1% of portfolio
3,082
Q2 2025 Reduced 4.91%
$111B
$449 Million 0.1% of portfolio
4,897
Q2 2025 Reduced 15.32%
$85.3B
$406 Million 0.09% of portfolio
3,045
Q2 2025 Added 3.05%
$530B
$412 Million 0.09% of portfolio
308
Q1 2025 Reduced 6.1%
$253B
$442 Million 0.09% of portfolio
1,500
Q1 2025 Reduced 1.38%
$34.7B
$437 Million 0.09% of portfolio
4,191
Q2 2025 Reduced 2.35%
$27.1B
$416 Million 0.09% of portfolio
12,282
Q2 2025 Added 9.03%
$102B
$371 Million 0.08% of portfolio
506
Q2 2025 Reduced 8.0%
$93B
$370 Million 0.08% of portfolio
3,139
Q2 2025 Reduced 0.16%
$181B
$383 Million 0.08% of portfolio
1,280
Q2 2025 Added 292.64%
$47.8B
$369 Million 0.08% of portfolio
11,176
Q2 2025 Reduced 2.47%
$138B
$374 Million 0.08% of portfolio
1,891
Q2 2025 Reduced 0.47%
$60.7B
$319 Million 0.07% of portfolio
2,670
Q2 2025 Reduced 35.82%
$73.3B
$342 Million 0.07% of portfolio
959
Q1 2025 Reduced 49.12%
$181B
$323 Million 0.07% of portfolio
595
Q1 2024 Reduced 9.98%
$59.8B
$342 Million 0.07% of portfolio
603
Q1 2025 Reduced 4.74%
$39.2B
$340 Million 0.07% of portfolio
2,679
Q2 2025 Added 27.39%
$32.2B
$336 Million 0.07% of portfolio
10,317
Q2 2025 Added 141.33%
$18.8B
$317 Million 0.07% of portfolio
2,616
Q2 2025 Added 71.77%
$1.05T
$269 Million 0.06% of portfolio
848
Q2 2025 Reduced 5.25%
$164B
$294 Million 0.06% of portfolio
1,053
Q1 2025 Reduced 12.69%
$60.6B
$295 Million 0.06% of portfolio
10,042
Q2 2025 Reduced 0.6%
$35.7B
$304 Million 0.06% of portfolio
5,269
Q2 2025 Reduced 29.82%
$40.6B
$226 Million 0.05% of portfolio
2,990
Q3 2024 Added 1,473.68%
$36.1B
$255 Million 0.05% of portfolio
3,126
Q1 2025 Added 23.7%
$313B
$218 Million 0.05% of portfolio
2,723
Q2 2025 Reduced 2.51%
$264B
$216 Million 0.05% of portfolio
791
Q2 2025 Added 8.95%
$148B
$238 Million 0.05% of portfolio
2,212
Q3 2024 Reduced 5.75%
$83.4B
$242 Million 0.05% of portfolio
1,137
Q2 2025 Added 38.49%
$101B
$236 Million 0.05% of portfolio
2,243
Q2 2025 Reduced 22.2%
$256B
$221 Million 0.05% of portfolio
1,211
Q3 2024 Reduced 13.31%
$101B
$258 Million 0.05% of portfolio
1,405
Q1 2025 Reduced 1.06%
$81.7B
$249 Million 0.05% of portfolio
855
Q2 2025 Added 5.56%
$27B
$235 Million 0.05% of portfolio
5,593
Q2 2025 Added 99.96%
$283B
$234 Million 0.05% of portfolio
911
Q3 2024 Reduced 0.65%
$8.56B
$216 Million 0.05% of portfolio
2,850
Q1 2025 Reduced 29.19%
$533B
$255 Million 0.05% of portfolio
453
Q2 2025 Added 3.42%
$138B
$224 Million 0.05% of portfolio
2,017
Q2 2025 Reduced 10.24%
$293B
$251 Million 0.05% of portfolio
1,838
Q2 2025 Reduced 8.65%
$91.6B
$200 Million 0.04% of portfolio
606
Q1 2025 Reduced 5.46%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $470 Billion
  • Prior Value $439 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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