West Paces Advisors Inc. Top Holdings and 13F Report (2025) About West Paces Advisors Inc.Investment ActivityWest Paces Advisors Inc. has $409.68 million in total holdings as of December 31, 2024.West Paces Advisors Inc. owns shares of 558 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 5.08% of the portfolio was purchased this quarter.About 1.60% of the portfolio was sold this quarter.This quarter, West Paces Advisors Inc. has purchased 552 new stocks and bought additional shares in 63 stocks.West Paces Advisors Inc. sold shares of 102 stocks and completely divested from 27 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $51,763,597Vanguard S&P 500 ETF $38,551,654Avantis Emerging Markets Equity ETF $26,754,940FlexShares iBoxx 3 Year Target Duration TIPS Index Fund $26,602,440iShares Core S&P Small-Cap ETF $26,037,524 Largest New Holdings this Quarter Schwab Municipal Bond ETF $454,151 HoldingSMURFIT WESTROCK PLC SHS $293,699 HoldingARISTA NETWORKS INC COM SHS $40,675 HoldingSnowflake $30,882 HoldingLAM RESEARCH CORP COM NEW $26,725 Holding Largest Purchases this Quarter Vanguard Dividend Appreciation ETF 37,695 shares (about $7.38M)Vanguard S&P 500 ETF 7,698 shares (about $4.15M)Schwab US Broad Market ETF 70,212 shares (about $1.59M)iShares 7-10 Year Treasury Bond ETF 16,852 shares (about $1.56M)Schwab International Equity ETF 64,394 shares (about $1.19M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 12,341 shares (about $1.42M)Avantis U.S. Small Cap Equity ETF 20,755 shares (about $1.13M)NXP Semiconductors 1,255 shares (about $260.85K)iShares 1-3 Year Treasury Bond ETF 2,720 shares (about $222.99K)Broadcom 946 shares (about $219.32K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Paces Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$51,763,597$397,725 ▲0.8%830,74312.6%ETFVOOVanguard S&P 500 ETF$38,551,654$4,147,738 ▲12.1%71,5509.4%ETFAVEMAvantis Emerging Markets Equity ETF$26,754,940$24,457 ▲0.1%455,0936.5%ETFTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$26,602,440$217,405 ▲0.8%1,127,7006.5%ETFIJRiShares Core S&P Small-Cap ETF$26,037,524$1,421,930 ▼-5.2%225,9816.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$23,907,856$1,557,968 ▲7.0%258,6035.8%ETFIEFAiShares Core MSCI EAFE ETF$19,869,654$135,078 ▼-0.7%282,7214.9%ETFSPYSPDR S&P 500 ETF Trust$12,983,459$700,367 ▲5.7%22,1533.2%FinanceAVSCAvantis U.S. Small Cap Equity ETF$12,623,534$1,128,242 ▼-8.2%232,2213.1%ETFKOCoca-Cola$9,247,264$30,009 ▼-0.3%148,5272.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$7,799,909$7,381,812 ▲1,765.6%39,8301.9%ETFSCHCSchwab International Small-Cap Equity ETF$6,901,825$37,797 ▲0.6%201,0441.7%ETFIWViShares Russell 3000 ETF$6,357,769$1,003 ▼0.0%19,0211.6%ETFAAPLApple$6,009,352$94,409 ▼-1.5%23,9971.5%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$5,973,774$192,816 ▲3.3%118,5981.5%ETFVTIVanguard Total Stock Market ETF$5,506,954$3,768 ▲0.1%19,0021.3%ETFHDHome Depot$5,101,735$115,533 ▼-2.2%13,1151.2%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,617,380$82,798 ▲1.8%95,3611.1%ManufacturingAVGOBroadcom$3,708,095$219,323 ▼-5.6%15,9940.9%Computer and TechnologyMSFTMicrosoft$3,679,858$44,259 ▲1.2%8,7300.9%Computer and TechnologyIVViShares Core S&P 500 ETF$3,389,808$88,896 ▲2.7%5,7580.8%ETFJPMJPMorgan Chase & Co.$2,684,752$46,504 ▼-1.7%11,2000.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,597,2850.0%4,5600.6%ETFSCHBSchwab US Broad Market ETF$2,395,826$1,593,812 ▲198.7%105,5430.6%ETFSCHESchwab Emerging Markets Equity ETF$2,384,397$60,583 ▲2.6%89,5380.6%ETFPGProcter & Gamble$2,268,229$10,226 ▲0.5%13,5300.6%Consumer StaplesSCHFSchwab International Equity ETF$2,058,845$1,191,288 ▲137.3%111,2890.5%ETFLLYEli Lilly and Company$2,008,070$156,724 ▼-7.2%2,6010.5%MedicalREGRegency Centers$2,006,0910.0%27,1350.5%FinanceNOBLProShares S&P 500 Aristocrats ETF$1,993,610$46,490 ▼-2.3%20,0260.5%ETFAMZNAmazon.com$1,968,367$47,608 ▼-2.4%8,9720.5%Retail/WholesaleGOOGAlphabet$1,932,243$45,707 ▼-2.3%10,1460.5%Computer and TechnologyMRKMerck & Co., Inc.$1,878,319$51,432 ▼-2.7%18,8810.5%MedicalCVXChevron$1,747,036$11,008 ▼-0.6%12,0620.4%Oils/EnergyNVDANVIDIA$1,612,421$16,652 ▼-1.0%12,0070.4%Computer and TechnologyABBVAbbVie$1,605,562$91,163 ▼-5.4%9,0350.4%MedicalSCHASchwab US Small-Cap ETF$1,500,727$697,622 ▲86.9%58,0330.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$1,473,6240.0%28,2520.4%ManufacturingMCDMcDonald's$1,373,250$11,306 ▼-0.8%4,7370.3%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$1,349,1610.0%15,2620.3%ETFPEPPepsiCo$1,301,584$76,787 ▼-5.6%8,5600.3%Consumer StaplesGOOGLAlphabet$1,247,676$32,181 ▼-2.5%6,5910.3%Computer and TechnologyCOSTCostco Wholesale$1,168,836$65,953 ▼-5.3%1,2760.3%Retail/WholesaleETNEaton$1,150,925$38,165 ▼-3.2%3,4680.3%Industrial ProductsNEENextEra Energy$1,133,749$8,029 ▼-0.7%15,8150.3%UtilitiesMMCMarsh & McLennan Companies$1,118,034$7,009 ▼-0.6%5,2640.3%FinanceTXNTexas Instruments$1,116,462$2,625 ▲0.2%5,9540.3%Computer and TechnologyWMBWilliams Companies$1,078,487$2,652 ▼-0.2%19,9280.3%Oils/EnergyPNCThe PNC Financial Services Group$1,077,221$17,742 ▼-1.6%5,5860.3%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,071,315$222,986 ▼-17.2%13,0680.3%ManufacturingTRVTravelers Companies$1,015,959$4,817 ▼-0.5%4,2180.2%FinanceCSCOCisco Systems$959,169$12,255 ▼-1.3%16,2020.2%Computer and TechnologyVVisa$951,5960.0%3,0110.2%Business ServicesMDLZMondelez International$932,863$73,946 ▼-7.3%15,6180.2%Consumer StaplesIWBiShares Russell 1000 ETF$914,9340.0%2,8400.2%ETFBACBank of America$884,670$46,851 ▼-5.0%20,1290.2%FinanceSBUXStarbucks$881,734$121,725 ▼-12.1%9,6630.2%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$832,074$46,985 ▲6.0%2,0720.2%ETFSRESempra$816,345$20,176 ▼-2.4%9,3060.2%UtilitiesADPAutomatic Data Processing$791,961$50,358 ▼-6.0%2,7050.2%Business ServicesUNHUnitedHealth Group$791,165$40,975 ▼-4.9%1,5640.2%MedicalXOMExxon Mobil$760,077$1,936 ▲0.3%7,0660.2%Oils/EnergyLMTLockheed Martin$749,606$25,262 ▼-3.3%1,5430.2%AerospaceDISWalt Disney$732,3000.0%6,5770.2%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$723,917$78,687 ▲12.2%7,1300.2%ETFMETAMeta Platforms$716,664$15,809 ▼-2.2%1,2240.2%Computer and TechnologySSBSouthState$716,2560.0%7,2000.2%FinanceAONAON$677,017$179,580 ▼-21.0%1,8850.2%FinanceJNJJohnson & Johnson$598,004$187,572 ▲45.7%4,1350.1%MedicalAPDAir Products and Chemicals$595,161$46,116 ▼-7.2%2,0520.1%Basic MaterialsPAYXPaychex$561,988$7,431 ▲1.3%4,0080.1%Business ServicesWMTWalmart$558,9950.0%6,1870.1%Retail/WholesaleITWIllinois Tool Works$543,968$16,230 ▲3.1%2,1450.1%Industrial ProductsCMECME Group$542,296$6,503 ▲1.2%2,3350.1%FinanceGLWCorning$532,807$11,167 ▼-2.1%11,2120.1%Computer and TechnologyCATCaterpillar$532,169$63,483 ▼-10.7%1,4670.1%Industrial ProductsNTRSNorthern Trust$512,808$820 ▼-0.2%5,0030.1%FinanceGLDSPDR Gold Shares$510,410$4,843 ▲1.0%2,1080.1%FinanceBRK.BBerkshire Hathaway$502,6880.0%1,1090.1%FinanceDELLDell Technologies$499,944$6,454 ▲1.3%4,3380.1%Computer and TechnologyQCOMQUALCOMM$487,033$35,951 ▼-6.9%3,1700.1%Computer and TechnologyPSXPhillips 66$483,183$49,902 ▼-9.4%4,2410.1%Oils/EnergyCMICummins$482,8110.0%1,3850.1%Auto/Tires/TrucksRTXRTX$472,789$1,967 ▲0.4%4,0860.1%AerospaceIAUiShares Gold Trust$471,088$74,265 ▼-13.6%9,5150.1%FinanceORealty Income$465,641$10,255 ▼-2.2%8,7180.1%FinanceSDYSPDR S&P Dividend ETF$462,6140.0%3,5020.1%ETFDVYiShares Select Dividend ETF$458,7270.0%3,4940.1%ETFSCMBSchwab Municipal Bond ETF$454,151$454,151 ▲New Holding17,6850.1%ETFDHRDanaher$451,066$1,836 ▼-0.4%1,9650.1%MedicalORCLOracle$443,9290.0%2,6640.1%Computer and TechnologySOSouthern$429,0520.0%5,2120.1%UtilitiesAJGArthur J. Gallagher & Co.$425,7750.0%1,5000.1%FinanceKDPKeurig Dr Pepper$423,727$18,051 ▼-4.1%13,1920.1%Consumer StaplesWECWEC Energy Group$415,510$15,048 ▲3.8%4,4180.1%UtilitiesSCHMSchwab U.S. Mid-Cap ETF$403,181$267,402 ▲196.9%14,5500.1%ETFFNDFloor & Decor$401,293$22,433 ▲5.9%4,0250.1%Retail/WholesaleIWMiShares Russell 2000 ETF$399,938$85,512 ▼-17.6%1,8100.1%FinanceDUKDuke Energy$390,988$7,542 ▼-1.9%3,6290.1%UtilitiesIEIiShares 3-7 Year Treasury Bond ETF$385,5900.0%3,3370.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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