West Paces Advisors Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

West Paces Advisors Inc.

CIK Number: 0002004720

470M
Market Value
200
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Jul 23, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VOO Vanguard S&P 50...
615.18
-0.01% 105.74K +10.92% 60.06M 416.07 12.78% Share
2 IJH iShares Core S&...
65.78
+0.32% 857.6K +1.30% 53.19M 43.02 11.32% Share
3 VIG Vanguard Divide...
217.79
+0.39% 162.8K +6.57% 33.32M 194.1 7.09% Share
4 TDTT FlexShares iBox...
24.27
-0.06% 1.16M +0.39% 28.06M 25.33 5.97% Share
5 AVEM Avantis Emergin...
76.08
+0.22% 388.16K -3.98% 26.6M 55.74 5.66% Share
6 IEF iShares 7-10 Ye...
96.40
-0.2% 265.76K +2.36% 25.45M 99.92 5.42% Share
7 IJR iShares Core S&...
120.11
+0.48% 203.39K -4.77% 22.23M 80.25 4.73% Share
8 IEFA iShares Core MS...
88.83
+0.89% 239.93K -8.17% 20.03M 61.04 4.26% Share
9 SPY SPDR S&P 500 ET...
669.25
0.00% 25.08K +9.17% 15.5M 337.61 3.30% Share
10 AVSC Avantis U.S. Sm...
57.86
+0.87% 262.16K +14.80% 13.52M 49.85 2.88% Share
11 KO The Coca-Cola C...
66.65
+0.84% 156.3K +0.16% 11.06M 55.99 2.35% Share
12 SCHC Schwab Internat...
46.02
+0.95% 177.52K -6.16% 7.56M 32.21 1.61% Share
13 IWV iShares Russell...
380.74
+0.04% 18.9K -0.66% 6.63M 297.64 1.41% Share
14 JPST JPMorgan Ultra-...
50.60
+0.05% 120.2K -1.79% 6.09M 50.43 1.30% Share
15 VTI Vanguard Total ...
329.96
+0.05% 19.5K -0.89% 5.93M 138.3 1.26% Share
16 MSFT Microsoft Corpo...
517.35
+0.31% 10.58K +19.91% 5.26M 201.56 1.12% Share
17 VTIP Vanguard Short-...
49.99
-0.07% 97.19K +0.09% 4.89M 47.72 1.04% Share
18 HD The Home Depot,...
395.07
+0.02% 13.26K -0.5% 4.86M 171.4 1.03% Share
19 IVV iShares Core S&...
672.49
0.00% 7.31K +22.67% 4.54M 363.36 0.97% Share
20 AAPL Apple Inc.
258.02
+0.35% 21.28K -10.14% 4.37M 43.08 0.93% Share
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