West Paces Advisors Inc. Reduced Holdings in Q1 2025

West Paces Advisors Inc.

  • $439 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.4K
- 5.49%
$102.49 - $119.96 $1.27M - $1.49M
214K $22.3B
AVEM
American Centy ETF Tr Avantis

ETFs
-50.9K
- 11.18%
$57.11 - $62.4 $2.9M - $3.17M
404K $24.3B
AVSC
American Centy ETF Tr Avantis
-3.86K
- 1.66%
$48.08 - $56.12 $185K - $217K
228K $11.1B
AVGO
Broadcom Inc.

Technology
-2.49K
- 15.59%
$167.43 - $244.7 $417K - $610K
13.5K $2.26B
AAPL
Apple Inc.

Technology
-317
- 1.32%
$209.68 - $247.1 $66.5K - $78.3K
23.7K $5.26B
GOOG
Alphabet Inc.

Communication Services
-255
- 2.51%
$156.06 - $207.71 $39.8K - $53K
9.89K $1.55B
ETN
Eaton Corp PLC

Industrials
-585
- 16.87%
$271.83 - $371.23 $159K - $217K
2.88K $784M
REG
Regency Centers Corp

Real Estate
-4.5K
- 16.58%
$68.83 - $77.74 $310K - $350K
22.6K $1.67B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.27K
- 14.24%
$23.16 - $27.04 $191K - $223K
49.8K $1.17B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-14.7K
- 16.47%
$25.81 - $28.52 $381K - $420K
74.8K $2.06B
NVDA
Nvidia Corp

Technology
-18
- 0.15%
$106.98 - $149.43 $1.93K - $2.69K
12K $1.3B
AON
Aon PLC

Financial Services
-926
- 49.12%
$348.44 - $409.32 $323K - $379K
959 $383M
GOOGL
Alphabet Inc.

Communication Services
-93
- 1.41%
$154.33 - $206.19 $14.4K - $19.2K
6.5K $1B
SRE
Sempra Energy

Utilities
-930
- 9.99%
$67.85 - $87.67 $63.1K - $81.5K
8.38K $598M
UPS
United Parcel Service Inc

Industrials
-1.47K
- 81.73%
$109.66 - $136.26 $161K - $200K
328 $36.1M
IAU
Ishares Gold Trust

ETFs
-4.7K
- 49.4%
$49.74 - $58.96 $234K - $277K
4.82K $284M
SCMB
Schwab Strategic Tr Mun Bd ETF
-7.12K
- 40.26%
N/A
10.6K $268M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-1.18K
- 29.19%
$80.4 - $106.5 $94.5K - $125K
2.85K $229M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-318
- 5.69%
$168.84 - $202.89 $53.7K - $64.5K
5.27K $926M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 4.79%
$222.15 - $428.22 $10K - $19.3K
895 $232M
ED
Consolidated Edison Inc

Utilities
-1.6K
- 91.95%
$88.0 - $110.59 $141K - $177K
140 $15.5M
USB
Us Bancorp \De\

Financial Services
-2.33K
- 64.45%
$40.92 - $50.9 $95.5K - $119K
1.29K $54.3M
HUM
Humana Inc

Healthcare
-479
- 63.7%
$249.11 - $303.11 $119K - $145K
273 $72.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-11.9K
- 5.9%
$33.57 - $37.22 $398K - $442K
189K $6.79B
IEFA
Ishares Tr

ETFs
-21.4K
- 7.58%
$69.57 - $78.65 $1.49M - $1.69M
261K $19.8B
DIS
Walt Disney CO

Communication Services
-132
- 2.01%
$96.87 - $114.0 $12.8K - $15K
6.45K $636M
LMT
Lockheed Martin Corp

Industrials
-74
- 4.8%
$423.19 - $506.29 $31.3K - $37.5K
1.47K $656M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.08K
- 24.03%
$24.05 - $24.81 $74.1K - $76.4K
9.74K $242M
LOW
Lowes Companies Inc

Consumer Cyclical
-249
- 37.9%
$222.66 - $268.42 $55.4K - $66.8K
408 $95.2M
HON
Honeywell International Inc

Industrials
-262
- 35.74%
$202.75 - $226.52 $53.1K - $59.3K
471 $99.7M
DHR
Danaher Corp

Healthcare
-65
- 3.31%
$201.62 - $250.59 $13.1K - $16.3K
1.9K $390M
TXN
Texas Instruments Inc

Technology
-74
- 1.24%
N/A
5.88K $1.06B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.18K
- 52.46%
$50.72 - $50.92 $59.6K - $59.8K
1.07K $54.2M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-400
- 30.77%
$99.42 - $126.15 $39.8K - $50.5K
900 $95.4M
GLW
Corning Inc

Technology
-678
- 6.05%
$44.91 - $54.25 $30.4K - $36.8K
10.5K $482M
TGT
Target Corp

Consumer Defensive
-17
- 1.11%
$103.65 - $142.5 $1.76K - $2.42K
1.52K $158M
ELV
Elevance Health, Inc.

Healthcare
-139
- 57.2%
$365.9 - $436.25 $50.9K - $60.6K
104 $45.2M
GPC
Genuine Parts CO

Consumer Cyclical
-390
- 20.39%
$115.91 - $129.02 $45.2K - $50.3K
1.52K $181M
CSCO
Cisco Systems, Inc.

Technology
-1.33K
- 8.19%
$58.74 - $64.87 $77.9K - $86.1K
14.9K $918M
PLD
Prologis, Inc.

Real Estate
-551
- 16.05%
$103.59 - $124.04 $57.1K - $68.3K
2.88K $322M
NKE
Nike, Inc.

Consumer Cyclical
-146
- 5.7%
$63.29 - $81.72 $9.24K - $11.9K
2.42K $153M
META
Meta Platforms, Inc.

Communication Services
-43
- 3.51%
$576.74 - $736.67 $24.8K - $31.7K
1.18K $681M
ITW
Illinois Tool Works Inc

Industrials
-88
- 4.1%
$244.9 - $274.48 $21.6K - $24.2K
2.06K $510M
WM
Waste Management Inc

Industrials
-253
- 29.98%
$200.54 - $233.78 $50.7K - $59.1K
591 $137M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-505
- 3.86%
$81.83 - $82.67 $41.3K - $41.7K
12.6K $1.04B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.73K
- 13.14%
$30.38 - $34.94 $52.6K - $60.6K
11.5K $392M
O
Realty Income Corp

Real Estate
-1.21K
- 13.88%
$51.67 - $58.49 $62.5K - $70.8K
7.51K $436M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-579
- 24.96%
$58.01 - $64.46 $33.6K - $37.3K
1.74K $108M
AMD
Advanced Micro Devices Inc

Technology
-50
- 4.5%
$96.63 - $129.55 $4.83K - $6.48K
1.06K $109M
Activity Summary
Buys All Purchases 107 New Holdings 32 Increased Positions 75 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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