West Paces Advisors Inc. Top Holdings and 13F Report (2025)

About West Paces Advisors Inc.

Investment Activity

West Paces Advisors Inc. has $502.42 million in total holdings as of September 30, 2025.
West Paces Advisors Inc. owns shares of 188 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
Approximately 3.26% of the portfolio was purchased this quarter.
About 2.16% of the portfolio was sold this quarter.
This quarter, West Paces Advisors Inc. has purchased 201 new stocks and bought additional shares in 45 stocks.
West Paces Advisors Inc. sold shares of 89 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $65,914,214
iShares Core S&P Mid-Cap ETF: $55,641,104
Vanguard Dividend Appreciation ETF: $36,867,764
Avantis Emerging Markets Equity ETF: $30,257,063
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: $29,222,565

Largest New Holdings this Quarter

84472E102 - SOUTHSTATE BK CORP: $711,864 Holding
G87052109 - TE CONNECTIVITY PLC: $493,503 Holding
053484101 - AvalonBay Communities: $393,874 Holding
874039100 - Taiwan Semiconductor Manufacturing: $280,128 Holding
7591EP100 - Regions Financial: $266,337 Holding

Largest Purchases this Quarter

iShares 7-10 Year Treasury Bond ETF: 21,060 shares (about $2.03M)
Vanguard Dividend Appreciation ETF: 8,052 shares (about $1.74M)
iShares 1-3 Year Treasury Bond ETF: 15,430 shares (about $1.28M)
iShares Core MSCI EAFE ETF: 14,614 shares (about $1.28M)
Vanguard S&P 500 ETF: 1,900 shares (about $1.16M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 7,052 shares (about $837.99K)
SPDR S&P 500 ETF Trust: 1,200 shares (about $799.43K)
Merck & Co., Inc.: 8,911 shares (about $747.90K)
CocaCola: 6,525 shares (about $432.74K)
Broadcom: 1,041 shares (about $343.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$65,914,214	$1,163,523 ▲	1.8%	107,636	13.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$55,641,104	$325,517 ▼	-0.6%	852,607	11.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$36,867,764	$1,737,543 ▲	4.9%	170,850	7.3%	ETF
AVEM Avantis Emerging Markets Equity ETF	$30,257,063	$1,102,539 ▲	3.8%	402,837	6.0%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$29,222,565	$1,056,506 ▲	3.8%	1,201,092	5.8%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$27,666,377	$2,031,448 ▲	7.9%	286,817	5.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$23,330,935	$837,988 ▼	-3.5%	196,339	4.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$22,223,959	$1,275,947 ▲	6.1%	254,541	4.4%	ETF
SPY SPDR S&P 500 ETF Trust	$15,908,616	$799,428 ▼	-4.8%	23,880	3.2%	Finance
AVSC Avantis U.S. Small Cap Equity ETF	$14,946,435	$62,174 ▼	-0.4%	261,073	3.0%	ETF
KO CocaCola	$9,932,944	$432,738 ▼	-4.2%	149,773	2.0%	Consumer Staples
SCHC Schwab International Small-Cap Equity ETF	$7,914,533	$164,245 ▼	-2.0%	173,908	1.6%	ETF
IWV iShares Russell 3000 ETF	$7,150,977	$9,474 ▼	-0.1%	18,871	1.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$7,062,109	$964,477 ▲	15.8%	139,210	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$6,418,112	$20,019 ▲	0.3%	19,557	1.3%	ETF
MSFT Microsoft	$5,640,536	$160,566 ▲	2.9%	10,890	1.1%	Computer and Technology
AAPL Apple	$5,350,714	$67,476 ▼	-1.2%	21,014	1.1%	Computer and Technology
HD Home Depot	$5,242,352	$130,876 ▼	-2.4%	12,938	1.0%	Retail/Wholesale
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$4,925,843	$5,063 ▲	0.1%	97,291	1.0%	Manufacturing
IVV iShares Core S&P 500 ETF	$4,847,704	$45,512 ▼	-0.9%	7,243	1.0%	ETF
AVGO Broadcom	$3,813,217	$343,447 ▼	-8.3%	11,558	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,456,167	$92,421 ▼	-2.6%	10,957	0.7%	Finance
NSC Norfolk Southern	$3,220,696	$4,506 ▼	-0.1%	10,721	0.6%	Transportation
SCHB Schwab US Broad Market ETF	$3,163,050	$79,187 ▼	-2.4%	123,028	0.6%	ETF
SO Southern	$2,972,745	$9,287 ▼	-0.3%	31,368	0.6%	Utilities
CSX CSX	$2,747,977		0.0%	77,386	0.5%	Transportation
MDY SPDR S&P MidCap 400 ETF Trust	$2,717,897		0.0%	4,560	0.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$2,467,064	$1,280,073 ▲	107.8%	29,738	0.5%	Manufacturing
PG Procter & Gamble	$2,401,019	$21,049 ▼	-0.9%	15,627	0.5%	Consumer Staples
GOOG Alphabet	$2,241,975	$89,387 ▼	-3.8%	9,205	0.4%	Computer and Technology
SCHF Schwab International Equity ETF	$2,201,750	$85,461 ▲	4.0%	94,577	0.4%	ETF
ABBV AbbVie	$2,122,119	$12,040 ▼	-0.6%	9,165	0.4%	Medical
LLY Eli Lilly and Company	$2,076,249	$13,735 ▼	-0.7%	2,721	0.4%	Medical
NOBL ProShares S&P 500 Aristocrats ETF	$2,036,274	$15,461 ▲	0.8%	19,756	0.4%	ETF
AMZN Amazon.com	$1,987,987	$15,370 ▼	-0.8%	9,054	0.4%	Retail/Wholesale
SCHE Schwab Emerging Markets Equity ETF	$1,952,712	$2,703 ▼	-0.1%	58,517	0.4%	ETF
ACWX iShares MSCI ACWI ex U.S. ETF	$1,951,860		0.0%	30,024	0.4%	Manufacturing
NVDA NVIDIA	$1,899,014	$273,900 ▼	-12.6%	10,178	0.4%	Computer and Technology
JNJ Johnson & Johnson	$1,878,119	$73,983 ▲	4.1%	10,129	0.4%	Medical
REG Regency Centers	$1,650,092		0.0%	22,635	0.3%	Finance
GOOGL Alphabet	$1,593,041	$29,415 ▼	-1.8%	6,553	0.3%	Computer and Technology
ONESTREAM INC	$1,570,568	$2,027 ▲	0.1%	85,218	0.3%	CL A
CVX Chevron	$1,508,073	$36,029 ▼	-2.3%	9,711	0.3%	Energy
IWR iShares Russell Mid-Cap ETF	$1,468,719	$4,828 ▼	-0.3%	15,212	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,370,944	$10,881 ▼	-0.8%	49,138	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,370,336	$285,029 ▲	26.3%	11,351	0.3%	ETF
MCD McDonald's	$1,360,268	$11,548 ▼	-0.8%	4,476	0.3%	Retail/Wholesale
WMB Williams Companies	$1,317,408	$30,218 ▲	2.3%	20,796	0.3%	Energy
ISHG iShares 1-3 Year International Treasury Bond ETF	$1,277,539	$254,441 ▲	24.9%	16,770	0.3%	ETF
BAC Bank of America	$1,163,664	$125,209 ▲	12.1%	22,556	0.2%	Finance
COST Costco Wholesale	$1,162,310	$9,254 ▲	0.8%	1,256	0.2%	Retail/Wholesale
NEE NextEra Energy	$1,159,345	$56,918 ▼	-4.7%	15,358	0.2%	Utilities
TRV Travelers Companies	$1,148,020		0.0%	4,112	0.2%	Finance
MMC Marsh & McLennan Companies	$1,119,210	$18,338 ▲	1.7%	5,554	0.2%	Finance
CSCO Cisco Systems	$1,053,457	$55,694 ▲	5.6%	15,397	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,049,238	$15,926 ▼	-1.5%	2,240	0.2%	ETF
IWB iShares Russell 1000 ETF	$1,037,963		0.0%	2,840	0.2%	ETF
MDLZ Mondelez International	$1,016,137	$30,485 ▼	-2.9%	16,266	0.2%	Consumer Staples
UNH UnitedHealth Group	$1,008,648	$294,203 ▲	41.2%	2,921	0.2%	Medical
V Visa	$988,978	$35,504 ▼	-3.5%	2,897	0.2%	Business Services
XOM Exxon Mobil	$962,376	$5,300 ▲	0.6%	8,535	0.2%	Energy
ETN Eaton	$924,023	$73,353 ▼	-7.4%	2,469	0.2%	Industrials
TXN Texas Instruments	$910,409	$109,323 ▼	-10.7%	4,955	0.2%	Computer and Technology
TFC Truist Financial	$871,880	$7,315 ▼	-0.8%	19,070	0.2%	Finance
META Meta Platforms	$860,693	$17,625 ▼	-2.0%	1,172	0.2%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$855,176	$8,744 ▼	-1.0%	28,852	0.2%	ETF
ADP Automatic Data Processing	$842,472		0.0%	2,870	0.2%	Computer and Technology
PNC The PNC Financial Services Group	$834,020	$25,115 ▼	-2.9%	4,151	0.2%	Finance
GLW Corning	$824,916	$31,172 ▼	-3.6%	10,056	0.2%	Computer and Technology
WMT Walmart	$777,485	$40,296 ▼	-4.9%	7,544	0.2%	Retail/Wholesale
MRK Merck & Co., Inc.	$751,593	$747,900 ▼	-49.9%	8,955	0.1%	Medical
LMT Lockheed Martin	$712,437		0.0%	1,427	0.1%	Aerospace
SOUTHSTATE BK CORP	$711,864	$711,864 ▲	New Holding	7,200	0.1%	COM
ORCL Oracle	$711,537	$37,686 ▼	-5.0%	2,530	0.1%	Computer and Technology
CAT Caterpillar	$676,122	$23,858 ▼	-3.4%	1,417	0.1%	Industrials
SRE Sempra Energy	$674,333	$57,049 ▼	-7.8%	7,494	0.1%	Utilities
PEP PepsiCo	$673,364	$341,948 ▼	-33.7%	4,795	0.1%	Consumer Staples
NTRS Northern Trust	$673,000	$404 ▼	-0.1%	5,000	0.1%	Finance
CME CME Group	$665,523	$5,404 ▼	-0.8%	2,463	0.1%	Finance
NUE Nucor	$654,939	$1,761 ▼	-0.3%	4,836	0.1%	Basic Materials
GLD SPDR Gold Shares	$648,022	$26,660 ▼	-4.0%	1,823	0.1%	Finance
RTX RTX	$600,317	$23,926 ▼	-3.8%	3,588	0.1%	Aerospace
VICI VICI Properties	$580,165	$243,727 ▲	72.4%	17,791	0.1%	Finance
ACN Accenture	$579,263	$263,615 ▲	83.5%	2,349	0.1%	Computer and Technology
UNP Union Pacific	$564,452	$1,655 ▲	0.3%	2,388	0.1%	Transportation
PAYX Paychex	$557,098	$4,563 ▼	-0.8%	4,395	0.1%	Computer and Technology
CMI Cummins	$538,975	$84,479 ▼	-13.6%	1,276	0.1%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$538,937	$18,601 ▼	-3.3%	1,072	0.1%	Finance
DIS Walt Disney	$537,928	$26,335 ▼	-4.7%	4,698	0.1%	Consumer Discretionary
DVY iShares Select Dividend ETF	$527,759	$31,262 ▲	6.3%	3,714	0.1%	ETF
SDY SPDR S&P Dividend ETF	$518,465	$28,010 ▲	5.7%	3,702	0.1%	ETF
ITW Illinois Tool Works	$514,303	$5,998 ▼	-1.2%	1,972	0.1%	Industrials
APD Air Products and Chemicals	$513,804	$70,089 ▼	-12.0%	1,884	0.1%	Basic Materials
IEI iShares 3-7 Year Treasury Bond ETF	$506,364	$77,682 ▲	18.1%	4,237	0.1%	ETF
FXB Invesco CurrencyShares British Pound Sterling Trust	$503,742	$102,509 ▲	25.5%	3,892	0.1%	ETF
TE CONNECTIVITY PLC	$493,503	$493,503 ▲	New Holding	2,248	0.1%	ORD SHS
WEC WEC Energy Group	$476,973	$3,323 ▼	-0.7%	4,162	0.1%	Utilities
AJG Arthur J. Gallagher & Co.	$464,610		0.0%	1,500	0.1%	Finance
PPL PPL	$458,257	$1,858 ▲	0.4%	12,332	0.1%	Utilities
IWM iShares Russell 2000 ETF	$436,980	$2,904 ▲	0.7%	1,806	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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West Paces Advisors Inc. Top Holdings and 13F Report (2025)

About West Paces Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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West Paces Advisors Inc. Top Holdings and 13F Report (2025)

About West Paces Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Paces Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools