
West Paces Advisors Inc.
CIK Number: 0002004720
439.01M
Market Value
532
# of Holdings
21 months
Avg. Holding Period
39.75%
Win Rate
9.99%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | IJH | iShares Core S&... | 61.17 | +0.07% | 830.74K | +0.77% | 51.76M | 42.47 | 12.64% |
2 | VOO | Vanguard 500 In... | 554.74 | +0.34% | 71.55K | +12.06% | 38.55M | 361.45 | 9.41% |
3 | AVEM | Avantis Emergin... | 68.11 | +0.57% | 455.09K | +0.09% | 26.75M | 55.74 | 6.53% |
4 | TDTT | FlexShares iBox... | 24.02 | +0.15% | 1.13M | +0.82% | 26.6M | 25.35 | 6.49% |
5 | IJR | iShares Core S&... | 108.32 | -0.46% | 225.98K | -5.18% | 26.04M | 80.25 | 6.36% |
6 | IEF | iShares 7-10 Ye... | 94.64 | +0.43% | 258.6K | +6.97% | 23.91M | 100.04 | 5.84% |
7 | IEFA | iShares Core MS... | 84.11 | +0.76% | 282.72K | -0.68% | 19.87M | 61.04 | 4.85% |
8 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 22.15K | +5.70% | 12.98M | 302.75 | 3.17% |
9 | AVSC | Avantis U.S. Sm... | 50.99 | -0.59% | 232.22K | -8.2% | 12.62M | 49.6 | 3.08% |
10 | KO | The Coca-Cola C... | 72.20 | +0.18% | 148.53K | -0.32% | 9.25M | 55.18 | 2.26% |
11 | VIG | Vanguard Divide... | 202.54 | +0.63% | 39.83K | +1.77K% | 7.8M | 191.74 | 1.90% |
12 | SCHC | Schwab Internat... | 41.66 | +0.81% | 201.04K | +0.55% | 6.9M | 32.21 | 1.68% |
13 | IWV | iShares Russell... | 343.00 | +0.23% | 19.02K | -0.02% | 6.36M | 297.64 | 1.55% |
14 | AAPL | Apple Inc. | 198.98 | +0.10% | 24K | -1.55% | 6.01M | 43.08 | 1.47% |
15 | JPST | JPMorgan Ultra-... | 50.51 | +0.05% | 118.6K | +3.34% | 5.97M | 50.43 | 1.46% |
16 | VTI | Vanguard Total ... | 296.95 | +0.28% | 19K | +0.07% | 5.51M | 133.49 | 1.34% |
17 | HD | The Home Depot,... | 362.78 | +0.64% | 13.12K | -2.21% | 5.1M | 168.24 | 1.25% |
18 | VTIP | Vanguard Short-... | 49.91 | +0.04% | 95.36K | +1.83% | 4.62M | 47.68 | 1.13% |
19 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 15.99K | -5.58% | 3.71M | 32.86 | 0.91% |
20 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 8.73K | +1.22% | 3.68M | 140.17 | 0.90% |
21 | IVV | iShares Core S&... | 606.23 | +0.32% | 5.76K | +2.69% | 3.39M | 295.97 | 0.83% |
22 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 11.2K | -1.7% | 2.68M | 119.59 | 0.66% |
23 | MDY | SPDR S&P MIDCAP... | 559.03 | +0.06% | 4.56K | 0.00% | 2.6M | 304.43 | 0.63% |
24 | SCHB | Schwab U.S. Bro... | 23.27 | +0.26% | 105.54K | +198.73% | 2.4M | 12.58 | 0.58% |
25 | SCHE | Schwab Emerging... | 29.86 | -0.02% | 89.54K | +2.61% | 2.38M | 24.68 | 0.58% |
26 | PG | The Procter & G... | 163.05 | +0.58% | 13.53K | +0.45% | 2.27M | 128.52 | 0.55% |
27 | SCHF | Schwab Internat... | 22.05 | +0.71% | 111.29K | +137.32% | 2.06M | 14.67 | 0.50% |
28 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 2.6K | -7.24% | 2.01M | 143.62 | 0.49% |
29 | REG | Regency Centers... | 71.02 | +0.01% | 27.14K | 0.00% | 2.01M | 64.08 | 0.49% |
30 | NOBL | ProShares S&P 5... | 101.01 | +0.38% | 20.03K | -2.28% | 1.99M | 70.04 | 0.49% |
31 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 8.97K | -2.36% | 1.97M | 98.9 | 0.48% |
32 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 10.15K | -2.31% | 1.93M | 52.16 | 0.47% |
33 | MRK | Merck & Co., In... | 81.73 | +1.75% | 18.88K | -2.67% | 1.88M | 74.01 | 0.46% |
34 | CVX | Chevron Corpora... | 144.84 | +0.04% | 12.06K | -0.63% | 1.75M | 120.34 | 0.43% |
35 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 12.01K | -1.02% | 1.61M | 37.43 | 0.39% |
36 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 9.04K | -5.37% | 1.61M | 99.19 | 0.39% |
37 | SCHA | Schwab U.S. Sma... | 24.93 | -0.3% | 58.03K | +86.87% | 1.5M | 18.02 | 0.37% |
38 | ACWX | iShares MSCI AC... | 61.23 | +0.55% | 28.25K | 0.00% | 1.47M | 53.21 | 0.36% |
39 | MCD | McDonald's Corp... | 302.86 | +0.38% | 4.74K | -0.82% | 1.37M | 165.74 | 0.34% |
40 | IWR | iShares Russell... | 90.40 | +0.03% | 15.26K | 0.00% | 1.35M | 49.49 | 0.33% |
41 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 8.56K | -5.57% | 1.3M | 123.64 | 0.32% |
42 | GOOGL | Alphabet Inc. | 175.57 | -1% | 6.59K | -2.51% | 1.25M | 75.43 | 0.30% |
43 | COST | Costco Wholesal... | 1002.64 | +0.59% | 1.28K | -5.34% | 1.17M | 359.63 | 0.29% |
44 | ETN | Eaton Corporati... | 329.93 | +1.30% | 3.47K | -3.21% | 1.15M | 123.6 | 0.28% |
45 | NEE | NextEra Energy,... | 73.84 | +1.15% | 15.81K | -0.7% | 1.13M | 38.06 | 0.28% |
46 | MMC | Marsh & McLenna... | 219.30 | +0.93% | 5.26K | -0.62% | 1.12M | 86.45 | 0.27% |
47 | TXN | Texas Instrumen... | 199.58 | -0.06% | 5.95K | +0.24% | 1.12M | 82.15 | 0.27% |
48 | WMB | The Williams Co... | 60.02 | +1.01% | 19.93K | -0.25% | 1.08M | 32.94 | 0.26% |
49 | PNC | The PNC Financi... | 177.61 | -0.07% | 5.59K | -1.62% | 1.08M | 143.1 | 0.26% |
50 | SHY | iShares 1-3 Yea... | 82.47 | +0.08% | 13.07K | -17.23% | 1.07M | 81.29 | 0.26% |
51 | TRV | The Travelers C... | 265.91 | +1.78% | 4.22K | -0.47% | 1.02M | 174.16 | 0.25% |
52 | CSCO | Cisco Systems, ... | 65.09 | +1.41% | 16.2K | -1.26% | 959.17K | 34.67 | 0.23% |
53 | V | Visa Inc. | 371.03 | -0.61% | 3.01K | 0.00% | 951.6K | 169.51 | 0.23% |
54 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 15.62K | -7.34% | 932.86K | 53.04 | 0.23% |
55 | IWB | iShares Russell... | 331.42 | +0.24% | 2.84K | 0.00% | 914.93K | 159.14 | 0.22% |
56 | BAC | Bank of America... | 44.56 | -0.37% | 20.13K | -5.03% | 884.67K | 29.94 | 0.22% |
57 | SBUX | Starbucks Corpo... | 94.34 | -1.1% | 9.66K | -12.13% | 881.73K | 62.53 | 0.22% |
58 | IWF | iShares Russell... | 410.56 | +0.34% | 2.07K | +5.98% | 832.07K | 180.43 | 0.20% |
59 | SRE | Sempra | 76.14 | +0.21% | 9.31K | -2.41% | 816.35K | 57.96 | 0.20% |
60 | ADP | Automatic Data ... | 309.72 | -0.85% | 2.71K | -5.98% | 791.96K | 132.25 | 0.19% |
61 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 1.56K | -4.92% | 791.16K | 306.5 | 0.19% |
62 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 7.07K | +0.26% | 760.08K | 89.74 | 0.19% |
63 | LMT | Lockheed Martin... | 468.85 | +2.68% | 1.54K | -3.26% | 749.61K | 280.41 | 0.18% |
64 | DIS | The Walt Disney... | 118.50 | -0.85% | 6.58K | 0.00% | 732.3K | 116.83 | 0.18% |
65 | IVW | iShares S&P 500... | 106.36 | +0.36% | 7.13K | +12.20% | 723.92K | 88.58 | 0.18% |
66 | META | Meta Platforms,... | 693.11 | -0.15% | 1.22K | -2.16% | 716.66K | 178.42 | 0.17% |
67 | SSB | SouthState Corp... | 87.84 | -1.33% | 7.2K | 0.00% | 716.26K | 81.59 | 0.17% |
68 | AON | Aon plc | 355.48 | +1.72% | 1.89K | -20.96% | 677.02K | 286.6 | 0.17% |
69 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 4.13K | +45.70% | 598K | 130.52 | 0.15% |
70 | APD | Air Products an... | 283.07 | +0.30% | 2.05K | -7.19% | 595.16K | 162.74 | 0.15% |
71 | PAYX | Paychex, Inc. | 153.49 | -0.36% | 4.01K | +1.34% | 561.99K | 62.9 | 0.14% |
72 | WMT | Walmart Inc. | 94.83 | -1.01% | 6.19K | 0.00% | 559K | 48.34 | 0.14% |
73 | ITW | Illinois Tool W... | 245.68 | -0.38% | 2.15K | +3.08% | 543.97K | 146.92 | 0.13% |
74 | CME | CME Group Inc. | 270.83 | +0.44% | 2.33K | +1.21% | 542.3K | 186.52 | 0.13% |
75 | GLW | Corning Incorpo... | 50.81 | +0.71% | 11.21K | -2.05% | 532.81K | 33.92 | 0.13% |
76 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 1.47K | -10.66% | 532.17K | 352.07 | 0.13% |
77 | GLD | SPDR Gold Share... | 312.15 | +1.22% | 2.11K | +0.96% | 510.41K | 126.68 | 0.12% |
78 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 1.11K | 0.00% | 502.69K | 349.53 | 0.12% |
79 | DELL | Dell Technologi... | 113.35 | +1.90% | 4.34K | +1.31% | 499.94K | 119.09 | 0.12% |
80 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 3.17K | -6.87% | 487.03K | 130.77 | 0.12% |
81 | PSX | Phillips 66 | 121.48 | +0.44% | 4.24K | -9.36% | 483.18K | 104.44 | 0.12% |
82 | CMI | Cummins Inc. | 324.61 | +0.32% | 1.39K | 0.00% | 482.81K | 317.03 | 0.12% |
83 | RTX | RTX Corporation | 141.01 | -0.56% | 4.09K | +0.42% | 472.79K | 92.25 | 0.12% |
84 | IAU | iShares Gold Tr... | 63.89 | +1.22% | 9.52K | -13.62% | 471.09K | 31.92 | 0.12% |
85 | O | Realty Income C... | 57.89 | +0.23% | 8.72K | -2.15% | 465.64K | 61.61 | 0.11% |
86 | SDY | SPDR S&P Divide... | 136.38 | +0.35% | 3.5K | 0.00% | 462.61K | 113.79 | 0.11% |
87 | DVY | iShares Select ... | 132.54 | +0.21% | 3.49K | 0.00% | 458.73K | 106.75 | 0.11% |
88 | SCMB | Schwab Municipa... | 25.07 | +0.30% | 17.68K | +100.00% | 454.15K | 25.68 | 0.11% |
89 | DHR | Danaher Corpora... | 204.74 | +0.01% | 1.97K | -0.41% | 451.07K | 70.02 | 0.11% |
90 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 2.66K | 0.00% | 443.93K | 59.08 | 0.11% |
91 | SO | The Southern Co... | 90.22 | +0.75% | 5.21K | 0.00% | 429.05K | 78.84 | 0.10% |
92 | AJG | Arthur J. Galla... | 320.05 | +2.27% | 1.5K | 0.00% | 425.77K | 281.37 | 0.10% |
93 | KDP | Keurig Dr Peppe... | 33.13 | +0.81% | 13.19K | -4.09% | 423.73K | 35.45 | 0.10% |
94 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 4.42K | +3.76% | 415.51K | 60.38 | 0.10% |
95 | SCHM | Schwab U.S. Mid... | 27.52 | -0.02% | 14.55K | +196.94% | 403.18K | 24.34 | 0.10% |
96 | FND | Floor & Decor H... | 77.05 | +2.72% | 4.03K | +5.92% | 401.29K | 86.36 | 0.10% |
97 | IWM | iShares Russell... | 212.65 | -0.46% | 1.81K | -17.61% | 399.94K | 151.22 | 0.10% |
98 | DUK | Duke Energy Cor... | 117.22 | +0.75% | 3.63K | -1.89% | 390.99K | 106.07 | 0.10% |
99 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 3.34K | 0.00% | 385.59K | 118.84 | 0.09% |
100 | UNP | Union Pacific C... | 225.29 | -0.19% | 1.67K | -0.83% | 380.6K | 190.92 | 0.09% |
101 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 940 | +2.06% | 379.61K | 138.09 | 0.09% |
102 | EMR | Emerson Electri... | 126.72 | +0.18% | 2.96K | 0.00% | 366.21K | 105.66 | 0.09% |
103 | PLD | Prologis, Inc. | 108.31 | -0.18% | 3.43K | -1.83% | 363.01K | 98.66 | 0.09% |
104 | TT | Trane Technolog... | 423.89 | +0.22% | 961 | 0.00% | 354.94K | 144.67 | 0.09% |
105 | IBM | International B... | 280.79 | -0.26% | 1.52K | 0.00% | 334.36K | 209.93 | 0.08% |
106 | ROP | Roper Technolog... | 571.97 | +0.42% | 633 | 0.00% | 329.06K | 394.41 | 0.08% |
107 | HPQ | HP Inc. | 24.73 | -0.38% | 9.64K | +3.19% | 314.42K | 34.1 | 0.08% |
108 | AMGN | Amgen Inc. | 297.25 | +1.86% | 1.21K | -28.47% | 314.38K | 205.16 | 0.08% |
109 | MCK | McKesson Corpor... | 730.42 | +1.76% | 550 | 0.00% | 313.45K | 314.17 | 0.08% |
110 | SCHR | Schwab Intermed... | 24.77 | +0.26% | 12.81K | +73.18% | 311.28K | 24.87 | 0.08% |
111 | ISRG | Intuitive Surgi... | 512.89 | -1.82% | 595 | 0.00% | 310.57K | 224.82 | 0.08% |
112 | SW | Smurfit Westroc... | 42.98 | -0.93% | 5.45K | +100.00% | 293.7K | 53.86 | 0.07% |
113 | NFLX | Netflix, Inc. | 1214.00 | -0.48% | 328 | +0.61% | 292.35K | 216.28 | 0.07% |
114 | KMI | Kinder Morgan, ... | 27.63 | +0.40% | 9.79K | -0.75% | 268.19K | 17.8 | 0.07% |
115 | PPL | PPL Corporation | 34.34 | +1.67% | 8.24K | +25.27% | 267.63K | 30.12 | 0.07% |
116 | TMO | Thermo Fisher S... | 414.46 | -0.17% | 490 | -2.2% | 254.91K | 470.82 | 0.06% |
117 | OKE | ONEOK, Inc. | 82.62 | -0.34% | 2.53K | +4.72% | 253.71K | 91.12 | 0.06% |
118 | EFA | iShares MSCI EA... | 90.38 | +0.76% | 3.34K | 0.00% | 252.46K | 68.26 | 0.06% |
119 | TIP | iShares TIPS Bo... | 108.76 | +0.29% | 2.3K | 0.00% | 245.06K | 122.25 | 0.06% |
120 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 726 | -5.84% | 242.72K | 190.1 | 0.06% |
121 | SYY | Sysco Corporati... | 75.36 | +0.83% | 2.99K | 0.00% | 228.62K | 78.07 | 0.06% |
122 | MA | Mastercard Inco... | 588.62 | -0.36% | 433 | 0.00% | 228.09K | 263.77 | 0.06% |
123 | UPS | United Parcel S... | 100.82 | -0.34% | 1.79K | -10.47% | 226.36K | 187.98 | 0.06% |
124 | GPC | Genuine Parts C... | 121.97 | -1.08% | 1.91K | 0.00% | 223.36K | 112.93 | 0.05% |
125 | ARES | Ares Management... | 170.44 | +0.98% | 1.2K | 0.00% | 212.26K | 73.83 | 0.05% |
126 | ICE | Intercontinenta... | 178.97 | +0.83% | 1.42K | 0.00% | 211.59K | 67.42 | 0.05% |
127 | GILD | Gilead Sciences... | 111.94 | +2.42% | 2.25K | 0.00% | 207.56K | 72.58 | 0.05% |
128 | TGT | Target Corporat... | 99.24 | +1.15% | 1.53K | -0.07% | 207.5K | 151.96 | 0.05% |
129 | VUG | Vanguard Growth... | 423.76 | +0.11% | 501 | 0.00% | 205.63K | 222.29 | 0.05% |
130 | RF | Regions Financi... | 22.08 | -0.94% | 8.61K | 0.00% | 202.5K | 22.83 | 0.05% |
131 | GD | General Dynamic... | 279.72 | +1.41% | 766 | -1.16% | 201.83K | 277.92 | 0.05% |
132 | BSX | Boston Scientif... | 98.40 | -1% | 2.21K | 0.00% | 197.58K | 44.38 | 0.05% |
133 | WFC | Wells Fargo & C... | 73.92 | -1.34% | 2.79K | 0.00% | 196.18K | 50.66 | 0.05% |
134 | FAST | Fastenal Compan... | 42.80 | +0.34% | 2.7K | -7.09% | 194.19K | 52.74 | 0.05% |
135 | NUE | Nucor Corporati... | 118.54 | +1.20% | 1.66K | 0.00% | 194.09K | 150.37 | 0.05% |
136 | NKE | NIKE, Inc. | 62.82 | -0.46% | 2.56K | -2.32% | 193.95K | 72.23 | 0.05% |
137 | HUM | Humana Inc. | 234.61 | +1.24% | 752 | 0.00% | 190.79K | 393.29 | 0.05% |
138 | KMB | Kimberly-Clark ... | 133.84 | +0.75% | 1.43K | 0.00% | 186.73K | 139.08 | 0.05% |
139 | ADBE | Adobe Inc. | 414.08 | +0.30% | 418 | 0.00% | 185.88K | 332.9 | 0.05% |
140 | CI | Cigna Corporati... | 314.96 | +1.53% | 641 | 0.00% | 177.01K | 204.21 | 0.04% |
141 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 169 | 0.00% | 173.24K | 949.51 | 0.04% |
142 | USB | U.S. Bancorp | 44.13 | -0.15% | 3.62K | -39.38% | 173.16K | 39.32 | 0.04% |
143 | ABT | Abbott Laborato... | 136.36 | +0.80% | 1.52K | -22.31% | 171.75K | 44.39 | 0.04% |
144 | ECL | Ecolab Inc. | 271.11 | +1.18% | 730 | 0.00% | 171.05K | 178.68 | 0.04% |
145 | WM | Waste Managemen... | 236.91 | +1.12% | 844 | 0.00% | 170.23K | 129.36 | 0.04% |
146 | NSC | Norfolk Souther... | 251.15 | -0.07% | 725 | -0.41% | 170.16K | 129.11 | 0.04% |
147 | ALL | The Allstate Co... | 200.34 | +2.12% | 880 | 0.00% | 169.66K | 127.05 | 0.04% |
148 | HON | Honeywell Inter... | 225.98 | +0.07% | 733 | 0.00% | 165.58K | 136.8 | 0.04% |
149 | SCHV | Schwab U.S. Lar... | 27.31 | +0.42% | 6.3K | +200.00% | 164.24K | 20.23 | 0.04% |
150 | LYB | LyondellBasell ... | 60.15 | -1.6% | 2.2K | 0.00% | 163.39K | 95.9 | 0.04% |