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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.5B
$1.12 Billion 0.25% of portfolio
4,226
Q1 2025 Added 0.19%
$91B
$1.08 Billion 0.25% of portfolio
15,905
Q1 2025 Added 1.84%
$52.6B
$1.06 Billion 0.24% of portfolio
25,811
Q1 2025 Added 2,337.3%
$0
$1.04 Billion 0.24% of portfolio
12,563
Q1 2025 Reduced 3.86%
$177B
$1.06 Billion 0.24% of portfolio
5,880
Q1 2025 Reduced 1.24%
$600B
$1.05 Billion 0.24% of portfolio
3,000
Q1 2025 Reduced 0.37%
$993B
$1 Billion 0.23% of portfolio
6,498
Q1 2025 Reduced 1.41%
$70.6B
$926 Million 0.21% of portfolio
5,268
Q1 2025 Reduced 5.69%
$265B
$918 Million 0.21% of portfolio
14,875
Q1 2025 Reduced 8.19%
$424B
$858 Million 0.2% of portfolio
7,218
Q1 2025 Added 2.15%
$135B
$879 Million 0.2% of portfolio
2,877
Q1 2025 Added 6.36%
$0
$871 Million 0.2% of portfolio
2,840
Q3 2024 Reduced 3.4%
$0
$814 Million 0.19% of portfolio
2,254
Q1 2025 Added 8.78%
$277B
$825 Million 0.19% of portfolio
1,576
Q1 2025 Added 0.77%
$356B
$840 Million 0.19% of portfolio
20,129
Q4 2024 Reduced 5.03%
$130B
$784 Million 0.18% of portfolio
2,883
Q1 2025 Reduced 16.87%
$57.4B
$681 Million 0.16% of portfolio
4,413
Q1 2025 Added 10.1%
$1.5T
$681 Million 0.16% of portfolio
1,181
Q1 2025 Reduced 3.51%
$6.61B
$668 Million 0.15% of portfolio
7,200
Q2 2022 Reduced 4.17%
$125B
$656 Million 0.15% of portfolio
1,469
Q1 2025 Reduced 4.8%
$98.8B
$647 Million 0.15% of portfolio
2,440
Q1 2025 Added 4.5%
$61.3B
$631 Million 0.14% of portfolio
2,141
Q1 2025 Added 4.34%
$205B
$636 Million 0.14% of portfolio
6,445
Q1 2025 Reduced 2.01%
$23.9B
$598 Million 0.14% of portfolio
8,376
Q1 2025 Reduced 9.99%
$107B
$586 Million 0.13% of portfolio
2,033
Q1 2025 Reduced 3.56%
$648B
$591 Million 0.13% of portfolio
1,109
Q3 2024 Reduced 2.2%
$99.4B
$567 Million 0.13% of portfolio
5,783
Q1 2025 Reduced 40.15%
$75.6B
$510 Million 0.12% of portfolio
2,057
Q1 2025 Reduced 4.1%
$54B
$514 Million 0.12% of portfolio
4,160
Q1 2025 Reduced 1.91%
$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%
$0
$475 Million 0.11% of portfolio
3,502
Q2 2024 Reduced 0.57%
$136B
$463 Million 0.11% of portfolio
1,960
Q1 2025 Added 17.44%
$0
$469 Million 0.11% of portfolio
3,494
Q1 2024 Reduced 6.68%
$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%
$0
$436 Million 0.1% of portfolio
3,687
Q1 2025 Added 10.49%
$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%
$0
$381 Million 0.09% of portfolio
14,550
Q4 2024 Added 196.94%
$76.6B
$383 Million 0.09% of portfolio
959
Q1 2025 Reduced 49.12%

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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