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
$5.71B
$169 Million 0.04% of portfolio
3,060
Q4 2024 Added 400.0%
$55.9B
$182 Million 0.04% of portfolio
880
Q1 2024 Reduced 0.9%
$235B
$170 Million 0.04% of portfolio
2,012
Q1 2025 Added 25.75%
$193B
$168 Million 0.04% of portfolio
437
Q1 2025 Added 4.55%
$275B
$182 Million 0.04% of portfolio
911
Q3 2024 Reduced 0.65%
$19.9B
$182 Million 0.04% of portfolio
8,382
Q1 2025 Reduced 2.65%
$282B
$192 Million 0.04% of portfolio
1,211
Q3 2024 Reduced 13.31%
$18.1B
$155 Million 0.04% of portfolio
2,200
Q3 2024 New
$43B
$158 Million 0.04% of portfolio
1,518
Q1 2025 Reduced 1.11%
$235B
$164 Million 0.04% of portfolio
1,240
Q1 2025 Reduced 18.31%
$130B
$113 Million 0.03% of portfolio
4,450
Q4 2024 Reduced 1.79%
$73.7B
$147 Million 0.03% of portfolio
821
Q3 2024 Reduced 6.06%
$97.7B
$112 Million 0.03% of portfolio
800
Q2 2024 Added 14.29%
$112B
$130 Million 0.03% of portfolio
646
Q1 2025 Reduced 1.37%
$145B
$130 Million 0.03% of portfolio
348
Q1 2024 Added 13.73%
$990M
$140 Million 0.03% of portfolio
25,500
Q4 2016 Reduced 82.35%
$78.9B
$153 Million 0.03% of portfolio
2,417
Q1 2025 Reduced 5.7%
$109B
$148 Million 0.03% of portfolio
1,410
Q3 2024 Reduced 3.75%
$221B
$147 Million 0.03% of portfolio
545
Q4 2024 Added 0.93%
$221B
$141 Million 0.03% of portfolio
1,210
Q2 2024 Reduced 5.69%
$85B
$119 Million 0.03% of portfolio
195
Q1 2024 Added 87.5%
$98B
$137 Million 0.03% of portfolio
591
Q1 2025 Reduced 29.98%
$39.8B
$129 Million 0.03% of portfolio
1,573
Q1 2024 Reduced 0.63%
$49.4B
$154 Million 0.03% of portfolio
787
Q1 2024 Reduced 6.75%
$30.3B
$139 Million 0.03% of portfolio
4,275
Q1 2025 New
$151B
$147 Million 0.03% of portfolio
3,974
Q2 2024 Reduced 0.75%
$8.06B
$95.4 Million 0.02% of portfolio
900
Q1 2025 Reduced 30.77%
$59B
$85.7 Million 0.02% of portfolio
502
Q4 2024 Added 50,100.0%
$51.4B
$77.5 Million 0.02% of portfolio
305
Q1 2024 Reduced 1.29%
$148B
$96.7 Million 0.02% of portfolio
794
Q2 2024 Reduced 7.78%
$67.6B
$99 Million 0.02% of portfolio
2,900
Q1 2024 Reduced 25.64%
$141B
$69.5 Million 0.02% of portfolio
479
Q1 2024 Added 5.74%
$82.1B
$76.7 Million 0.02% of portfolio
3,378
Q4 2024 Reduced 12.65%
$13.2B
$94 Million 0.02% of portfolio
515
Q4 2024 Reduced 11.97%
$112B
$102 Million 0.02% of portfolio
150
Q1 2025 Reduced 22.28%
$141B
$95.2 Million 0.02% of portfolio
408
Q1 2025 Reduced 37.9%
$152B
$99.7 Million 0.02% of portfolio
471
Q1 2025 Reduced 35.74%
$75.1B
$87 Million 0.02% of portfolio
170
Q4 2024 Reduced 10.53%
$297B
$105 Million 0.02% of portfolio
159
Q2 2024 Reduced 18.04%
$62.9B
$66.3 Million 0.02% of portfolio
180
Q1 2024 Reduced 8.63%
$199B
$102 Million 0.02% of portfolio
326
Q1 2025 Added 7.95%
$187B
$109 Million 0.02% of portfolio
1,060
Q1 2025 Reduced 4.5%
$70.7B
$103 Million 0.02% of portfolio
27
Q1 2025 Reduced 12.9%
$28.7B
$72.2 Million 0.02% of portfolio
273
Q1 2025 Reduced 63.7%
$25.5B
$67.9 Million 0.02% of portfolio
460
Q4 2019 Reduced 4.4%
$116B
$71.3 Million 0.02% of portfolio
821
Q1 2025 Added 118.35%
$168B
$86.4 Million 0.02% of portfolio
170
Q1 2025 Reduced 4.49%
$6.92B
$89.3 Million 0.02% of portfolio
1,910
Q3 2024 Added 109.89%
$79.5B
$73.8 Million 0.02% of portfolio
334
Q1 2024 Reduced 4.57%

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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