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
$154B
$53 Million 0.01% of portfolio
113
Q1 2025 Reduced 4.24%
$106B
$32.2 Million 0.01% of portfolio
537
Q1 2025 Reduced 7.25%
$25.4B
$50.5 Million 0.01% of portfolio
690
Q3 2024 Reduced 17.86%
$67.2B
$29.2 Million 0.01% of portfolio
200
Q4 2024 New
$18B
$49.4 Million 0.01% of portfolio
949
Q1 2017 Reduced 3.58%
$78.9B
$38.8 Million 0.01% of portfolio
266
Q1 2025 Reduced 5.34%
$80B
$39 Million 0.01% of portfolio
161
Q1 2024 Reduced 5.29%
$52.3B
$35 Million 0.01% of portfolio
320
Q1 2024 Added 5.61%
$33.7B
$45.7 Million 0.01% of portfolio
391
Q1 2024 Added 205.47%
$3.76B
$38.1 Million 0.01% of portfolio
196
Q1 2024 New
$26.3B
$25.1 Million 0.01% of portfolio
121
Q1 2024 Reduced 2.42%
$1.46B
$44.1 Million 0.01% of portfolio
879
Q3 2024 Added 779.0%
$148B
$50 Million 0.01% of portfolio
705
Q4 2024 Reduced 3.56%
$70.7B
$36.1 Million 0.01% of portfolio
328
Q1 2025 Reduced 81.73%
$62.7B
$52.7 Million 0.01% of portfolio
656
Q1 2025 Added 0.31%
$89.3B
$34.9 Million 0.01% of portfolio
75
Q1 2024 Reduced 24.24%
$207B
$51.4 Million 0.01% of portfolio
94
Q1 2024 Reduced 7.84%
$40.4B
$35.5 Million 0.01% of portfolio
258
Q2 2024 Reduced 45.91%
$25.7B
$41.6 Million 0.01% of portfolio
473
Q1 2025 Added 2.83%
$42.7B
$25.6 Million 0.01% of portfolio
378
Q1 2024 Reduced 20.08%
$19.2B
$46.5 Million 0.01% of portfolio
660
Q4 2019 Reduced 21.57%
$54.7B
$53.1 Million 0.01% of portfolio
311
Q2 2024 Reduced 1.58%
$78.9B
$27.3 Million 0.01% of portfolio
166
Q1 2025 Reduced 7.78%
$221B
$59.9 Million 0.01% of portfolio
13
Q1 2024 Reduced 7.14%
$43.4B
$22.4 Million 0.01% of portfolio
215
Q3 2024 Reduced 49.77%
$83.8B
$37 Million 0.01% of portfolio
567
Q4 2024 Reduced 3.74%
$84.3B
$33.6 Million 0.01% of portfolio
141
Q1 2024 Reduced 2.08%
$101B
$44.6 Million 0.01% of portfolio
205
Q1 2025 Reduced 5.09%
$1.57B
$28.6 Million 0.01% of portfolio
722
Q1 2018 Reduced 38.87%
$102B
$53.6 Million 0.01% of portfolio
266
Q4 2024 Reduced 20.36%
$91B
$45.2 Million 0.01% of portfolio
104
Q1 2025 Reduced 57.2%
$42B
$27.9 Million 0.01% of portfolio
320
Q4 2016 Added 31.25%
$69.4B
$45.5 Million 0.01% of portfolio
104
Q1 2024 Reduced 1.89%
$13.6B
$56.1 Million 0.01% of portfolio
310
Q3 2024 Reduced 6.34%
$159B
$51.3 Million 0.01% of portfolio
655
Q3 2024 Reduced 30.32%
$21.1B
$30.3 Million 0.01% of portfolio
309
Q1 2024 Added 54.5%
$54.3B
$22.2 Million 0.01% of portfolio
117
Q1 2025 Reduced 22.52%
$33.8B
$50.6 Million 0.01% of portfolio
677
Q1 2024 Reduced 1.17%
$86.1B
$47.3 Million 0.01% of portfolio
33
Q1 2024 Reduced 2.94%
$64.9B
$54.3 Million 0.01% of portfolio
1,287
Q1 2025 Reduced 64.45%
$25.9B
$32 Million 0.01% of portfolio
605
Q4 2024 Reduced 38.89%
$33B
$40.7 Million 0.01% of portfolio
509
Q1 2020 Reduced 50.69%
$51.2B
$34 Million 0.01% of portfolio
540
Q1 2024 Reduced 5.59%
$52.6B
$22.9 Million 0.01% of portfolio
138
Q1 2024 Reduced 2.82%
$54.2B
$61 Million 0.01% of portfolio
126
Q3 2024 Reduced 11.27%
$125B
$35 Million 0.01% of portfolio
205
Q2 2024 Reduced 4.21%
$31.3B
$37.8 Million 0.01% of portfolio
867
Q1 2025 Added 5.09%
$55B
$42.2 Million 0.01% of portfolio
644
Q1 2025 Reduced 4.73%
$80.8B
$39.8 Million 0.01% of portfolio
271
Q2 2024 Added 38.27%

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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