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
$69B
$518 Million 0.12% of portfolio
1,500
Q3 2024 New
$266B
$543 Million 0.12% of portfolio
6,187
Q3 2024 Added 26.52%
$33.1B
$468 Million 0.11% of portfolio
4,292
Q1 2025 Reduced 2.85%
$136B
$463 Million 0.11% of portfolio
1,960
Q1 2025 Added 17.44%
$22.2B
$494 Million 0.11% of portfolio
5,003
Q4 2024 Reduced 0.16%
$43B
$482 Million 0.11% of portfolio
10,534
Q1 2025 Reduced 6.05%
$204B
$501 Million 0.11% of portfolio
3,786
Q1 2025 Reduced 7.34%
$166B
$498 Million 0.11% of portfolio
3,241
Q1 2025 Added 2.24%
$184B
$484 Million 0.11% of portfolio
1,467
Q4 2024 Reduced 10.66%
$29B
$421 Million 0.1% of portfolio
4,617
Q1 2025 Added 6.43%
$45.6B
$434 Million 0.1% of portfolio
1,385
Q3 2024 Added 2,670.0%
$34.5B
$436 Million 0.1% of portfolio
7,508
Q1 2025 Reduced 13.88%
$89.1B
$383 Million 0.09% of portfolio
3,144
Q1 2025 Reduced 13.36%
$25.1B
$407 Million 0.09% of portfolio
11,265
Q1 2025 Added 36.63%
$46.1B
$392 Million 0.09% of portfolio
11,459
Q1 2025 Reduced 13.14%
$76.6B
$383 Million 0.09% of portfolio
959
Q1 2025 Reduced 49.12%
$461B
$372 Million 0.08% of portfolio
2,664
Q3 2024 Reduced 4.24%
$239B
$373 Million 0.08% of portfolio
1,500
Q1 2025 Reduced 1.38%
$102B
$370 Million 0.08% of portfolio
550
Q3 2024 Reduced 1.79%
$60.4B
$356 Million 0.08% of portfolio
603
Q1 2025 Reduced 4.74%
$36.3B
$310 Million 0.07% of portfolio
3,126
Q1 2025 Added 23.7%
$63.5B
$288 Million 0.07% of portfolio
10,103
Q1 2025 Added 3.22%
$99.5B
$322 Million 0.07% of portfolio
2,883
Q1 2025 Reduced 16.05%
$197B
$295 Million 0.07% of portfolio
595
Q1 2024 Reduced 9.98%
$154B
$328 Million 0.07% of portfolio
1,053
Q1 2025 Reduced 12.69%
$557B
$287 Million 0.07% of portfolio
308
Q1 2025 Reduced 6.1%
$99.8B
$324 Million 0.07% of portfolio
961
Q3 2024 Added 0.1%
$72.4B
$324 Million 0.07% of portfolio
2,955
Q3 2024 Added 564.04%
$25.5B
$286 Million 0.07% of portfolio
10,330
Q1 2025 Added 7.2%
$138B
$252 Million 0.06% of portfolio
2,247
Q1 2024 Reduced 0.66%
$156B
$244 Million 0.06% of portfolio
490
Q4 2024 Reduced 2.2%
-
$268 Million 0.06% of portfolio
-
Q1 2025 Reduced 40.26%
$99.7B
$242 Million 0.06% of portfolio
1,405
Q1 2025 Reduced 1.06%
$40.7B
$260 Million 0.06% of portfolio
2,103
Q1 2025 Added 1,311.41%
$75.3B
$221 Million 0.05% of portfolio
810
Q1 2025 Added 5.74%
$23.7B
$217 Million 0.05% of portfolio
2,797
Q1 2025 Added 3.55%
$37.4B
$224 Million 0.05% of portfolio
2,990
Q3 2024 Added 1,473.68%
$899B
$232 Million 0.05% of portfolio
895
Q1 2025 Reduced 4.79%
$45.7B
$203 Million 0.05% of portfolio
1,425
Q3 2024 Added 533.33%
$94.9B
$199 Million 0.05% of portfolio
606
Q1 2025 Reduced 5.46%
$30.5B
$200 Million 0.05% of portfolio
1,663
Q3 2024 Added 4,276.32%
$7.69B
$229 Million 0.05% of portfolio
2,850
Q1 2025 Reduced 29.19%
$147B
$223 Million 0.05% of portfolio
2,212
Q3 2024 Reduced 5.75%
$284B
$201 Million 0.05% of portfolio
2,793
Q2 2024 Reduced 4.12%
$558B
$240 Million 0.05% of portfolio
438
Q1 2025 Added 1.15%
$29.2B
$176 Million 0.04% of portfolio
1,199
Q4 2022 New
$17.8B
$181 Million 0.04% of portfolio
1,523
Q1 2025 Reduced 20.39%
$267B
$195 Million 0.04% of portfolio
726
Q4 2024 Reduced 5.84%
$76.1B
$185 Million 0.04% of portfolio
730
Q3 2024 Reduced 1.35%

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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