West Paces Advisors Inc. Reduced Holdings in Q3 2024

West Paces Advisors Inc.

  • $408 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
-76
- 0.83%
$161.9 - $179.3 $12.3K - $13.6K
9.07K $1.54B
RTX
Raytheon Technologies Corp

Industrials
-478
- 10.51%
$99.55 - $123.34 $47.6K - $59K
4.07K $493M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-450
- 3.17%
$31.95 - $38.02 $14.4K - $17.1K
13.8K $516M
PAYX
Paychex Inc

Industrials
-143
- 3.49%
$116.17 - $135.19 $16.6K - $19.3K
3.96K $531M
GLD
Spdr Gold Trust

ETFs
-62
- 2.88%
$215.56 - $246.98 $13.4K - $15.3K
2.09K $508M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 2.2%
$405.19 - $478.57 $10.1K - $12K
1.11K $510M
WEC
Wec Energy Group, Inc.

Utilities
-279
- 6.15%
$77.68 - $96.19 $21.7K - $26.8K
4.26K $410M
ORCL
Oracle Corp

Technology
-118
- 4.24%
$125.9 - $170.35 $14.9K - $20.1K
2.66K $454M
GLW
Corning Inc

Technology
-170
- 1.46%
$37.76 - $46.2 $6.42K - $7.85K
11.4K $517M
SBUX
Starbucks Corp

Consumer Cyclical
-1.87K
- 14.54%
$72.51 - $98.6 $136K - $184K
11K $1.07B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-723
- 2.28%
$46.9 - $51.96 $33.9K - $37.6K
31.1K $1.6B
CSCO
Cisco Systems, Inc.

Technology
-4
- 0.02%
$44.74 - $53.22 $179 - $213
16.4K $873M
IVV
Ishares Core S&P 500 ETF

ETFs
-39
- 0.69%
$520.18 - $576.82 $20.3K - $22.5K
5.61K $3.23B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-135
- 2.32%
$156.14 - $187.2 $21.1K - $25.3K
5.68K $1.05B
LMT
Lockheed Martin Corp

Industrials
-70
- 4.2%
$460.3 - $584.56 $32.2K - $40.9K
1.6K $932M
ABBV
Abb Vie Inc.

Healthcare
-244
- 2.49%
$163.84 - $199.33 $40K - $48.6K
9.55K $1.89B
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 2.07%
$245.82 - $304.51 $24.8K - $30.8K
4.78K $1.45B
VTI
Vanguard Total Stock Market Et

ETFs
-146
- 0.76%
$255.18 - $283.2 $37.3K - $41.3K
19K $5.38B
IWV
Ishares Russell 3000 ETF

ETFs
-125
- 0.65%
$294.75 - $326.73 $36.8K - $40.8K
19K $6.22B
AAPL
Apple Inc.

Technology
-229
- 0.93%
$207.23 - $234.82 $47.5K - $53.8K
24.4K $5.68B
SPY
Spdr S&P 500 ETF Trust

ETFs
-158
- 0.75%
$517.38 - $573.86 $81.7K - $90.7K
21K $12B
HD
Home Depot, Inc.

Consumer Cyclical
-166
- 1.22%
$333.64 - $405.2 $55.4K - $67.3K
13.4K $5.43B
Activity Summary
Buys All Purchases 88 New Holdings 21 Increased Positions 67 Sells All Sells 127 Reductions 123 Sold out 4 Options Calls 0 Puts 0
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