West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $410 Billion
  • Q4 2024

West Paces Advisors Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $410 Billion distributed in 558 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 $51.8B, Vanguard Index Fds S&P 500 ETF with a value of $38.6B, American Centy ETF Tr Avantis with a value of $26.8B, Flexshares Tr Iboxx 3 Yr Targe with a value of $26.6B, and Ishares Core S&P Sm Cap ETF with a value of $26B.

Examining the 13F form we can see an increase of $1.38B in the current position value, from $408B to 410B.

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 $410 Billion
ETFs: $293 Billion
Technology: $21.8 Billion
Consumer Defensive: $17 Billion
Financial Services: $14.2 Billion
Consumer Cyclical: $11.5 Billion
Healthcare: $10.2 Billion
Industrials: $9.01 Billion
Communication Services: $5.31 Billion
Other: $13.4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.33B
$151 Million 0.04% of portfolio
25,500
Q4 2016 Reduced 82.35%
$1.58B
$53 Million 0.01% of portfolio
879
Q3 2024 Added 779.0%
$1.72B
$29.4 Million 0.01% of portfolio
722
Q1 2018 Reduced 38.87%
$1.12B
$918,000 0.0% of portfolio
100
Q4 2022 New
$1.39B
$1.46 Million 0.0% of portfolio
152
Q3 2017 Sold Out
$1.34B
$994,000 0.0% of portfolio
120
Q4 2024 Reduced 45.45%
$954M
$6.98 Million 0.0% of portfolio
725
Q4 2022 New
$975M
$72,000 0.0% of portfolio
45
Q4 2021 Reduced 55.56%
$667M
$5.64 Million 0.0% of portfolio
600
Q4 2023 Reduced 33.33%
$1.5B
$951,000 0.0% of portfolio
205
Q4 2024 New
$1.8B
$1.13 Million 0.0% of portfolio
104
Q1 2024 New
$1.9B
$764,000 0.0% of portfolio
25
Q4 2022 New
$831M
$773,000 0.0% of portfolio
25
Q3 2023 New
$1.15B
$999,000 0.0% of portfolio
25
Q2 2024 New
$1.5B
$4.62 Million 0.0% of portfolio
200
Q4 2022 New
$1.69B
$3.66 Million 0.0% of portfolio
139
Q3 2024 Added 101.45%

Summary

  • Portfolio
  • No. of Stocks 558
  • Current Value $410 Billion
  • Prior Value $408 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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