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

West Paces Advisors Inc.

CIK Number: 0002004720

470M
Market Value
558
# of Holdings
21 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IJH iShares Core S&...
66.06
+0.02% 846.56K +1.90% 49.4M 42.77 11.25% Share
2 VOO Vanguard S&P 50...
596.54
+0.27% 95.33K +33.23% 48.99M 399.48 11.16% Share
3 VIG Vanguard Divide...
212.71
+0.35% 152.76K +283.52% 29.63M 193.4 6.75% Share
4 TDTT FlexShares iBox...
24.42
+0.08% 1.15M +2.26% 28.11M 25.33 6.40% Share
5 IEF iShares 7-10 Ye...
97.08
+0.31% 259.62K +0.39% 24.76M 100.02 5.64% Share
6 AVEM Avantis Emergin...
72.77
+0.94% 404.23K -11.18% 24.32M 55.74 5.54% Share
7 IJR iShares Core S&...
118.94
-0.16% 213.58K -5.49% 22.33M 80.25 5.09% Share
8 IEFA iShares Core MS...
86.74
+1.04% 261.29K -7.58% 19.77M 61.04 4.50% Share
9 SPY SPDR S&P 500 ET...
648.84
+0.25% 22.97K +3.70% 12.85M 311.91 2.93% Share
10 KO The Coca-Cola C...
67.45
-0.74% 156.05K +5.06% 11.18M 55.97 2.55% Share
11 AVSC Avantis U.S. Sm...
57.39
+0.05% 228.36K -1.66% 11.05M 49.6 2.52% Share
12 SCHC Schwab Internat...
45.03
+1.15% 189.18K -5.9% 6.79M 32.21 1.55% Share
13 JPST JPMorgan Ultra-...
50.65
+0.02% 122.39K +3.19% 6.2M 50.43 1.41% Share
14 IWV iShares Russell...
370.02
+0.27% 19.02K 0.00% 6.04M 297.64 1.38% Share
15 VTI Vanguard Total ...
320.51
+0.30% 19.67K +3.53% 5.41M 138.3 1.23% Share
16 AAPL Apple Inc.
237.88
-0.76% 23.68K -1.32% 5.26M 43.08 1.20% Share
17 HD The Home Depot,...
420.08
+0.27% 13.33K +1.62% 4.88M 171.4 1.11% Share
18 VTIP Vanguard Short-...
50.74
+0.04% 97.11K +1.83% 4.85M 47.72 1.10% Share
19 IVV iShares Core S&...
652.09
+0.25% 5.96K +3.51% 3.35M 304.98 0.76% Share
20 MSFT Microsoft Corpo...
498.20
+0.65% 8.82K +1.07% 3.31M 142.65 0.75% Share
21 JPM JPMorgan Chase ...
293.24
-0.39% 11.31K +0.95% 2.77M 120.77 0.63% Share
22 SO The Southern Co...
90.86
-1.01% 27.42K +426.07% 2.52M 89.46 0.57% Share
23 MDY SPDR S&P MIDCAP...
603.12
+0.04% 4.56K 0.00% 2.43M 304.43 0.55% Share
24 PG The Procter & G...
159.07
-0.59% 14.03K +3.67% 2.39M 130 0.54% Share
25 SCHB Schwab U.S. Bro...
25.11
+0.26% 106.38K +0.80% 2.29M 12.65 0.52% Share
26 AVGO Broadcom Inc.
345.65
+3.21% 13.5K -15.59% 2.26M 32.86 0.51% Share
27 LLY Eli Lilly and C...
738.59
+1.56% 2.66K +2.11% 2.19M 157.75 0.50% Share
28 SCHF Schwab Internat...
23.04
+0.94% 107.51K -3.39% 2.13M 14.67 0.48% Share
29 CSX CSX Corporation
32.43
-0.31% 71.39K +5.31K% 2.1M 29.18 0.48% Share
30 SCHE Schwab Emerging...
32.05
+0.83% 74.8K -16.47% 2.06M 24.68 0.47% Share
31 NOBL ProShares S&P 5...
104.38
-0.2% 19.36K -3.35% 1.98M 70.04 0.45% Share
32 ABBV AbbVie Inc.
209.94
-1.23% 9.14K +1.22% 1.92M 100.51 0.44% Share
33 CVX Chevron Corpora...
154.09
+0.28% 11.41K -5.37% 1.91M 120.34 0.43% Share
34 MRK Merck & Co., In...
84.11
-0.71% 21.08K +11.66% 1.89M 75.66 0.43% Share
35 OS OneStream, Inc....
20.19
+2.18% 85.11K +212.67K% 1.82M 21.34 0.41% Share
36 NSC Norfolk Souther...
275.82
-0.69% 7.64K +953.24% 1.81M 226.62 0.41% Share
37 AMZN Amazon.com, Inc...
235.84
+1.51% 9.12K +1.69% 1.74M 100.42 0.40% Share
38 REG Regency Centers...
73.08
-0.81% 22.64K -16.58% 1.67M 64.08 0.38% Share
39 ACWX iShares MSCI AC...
63.71
+0.95% 30.02K +6.27% 1.66M 53.34 0.38% Share
40 GOOG Alphabet Inc.
234.16
-0.43% 9.89K -2.51% 1.55M 52.16 0.35% Share
41 MCD McDonald's Corp...
312.87
-0.48% 4.69K -1.06% 1.46M 165.74 0.33% Share
42 JNJ Johnson & Johns...
178.15
-0.16% 8.31K +101.02% 1.38M 148.27 0.31% Share
43 MMC Marsh & McLenna...
203.28
-0.23% 5.41K +2.75% 1.32M 90.67 0.30% Share
44 NVDA NVIDIA Corporat...
168.31
+0.77% 11.99K -0.15% 1.3M 37.43 0.30% Share
45 IWR iShares Russell...
96.55
+0.19% 15.26K 0.00% 1.3M 49.49 0.30% Share
46 PEP PepsiCo, Inc.
141.71
-3.2% 8.51K -0.54% 1.28M 123.64 0.29% Share
47 WMB The Williams Co...
56.88
-0.56% 20.84K +4.57% 1.25M 34.11 0.28% Share
48 COST Costco Wholesal...
971.85
+0.87% 1.24K -2.9% 1.17M 359.63 0.27% Share
49 SCHA Schwab U.S. Sma...
27.67
+0.07% 49.77K -14.24% 1.17M 18.02 0.27% Share
50 NEE NextEra Energy,...
69.78
-1.57% 15.96K +0.90% 1.13M 38.35 0.26% Share
51 TRV The Travelers C...
274.48
-0.27% 4.23K +0.19% 1.12M 174.33 0.25% Share
52 MDLZ Mondelez Intern...
61.94
+0.32% 15.9K +1.84% 1.08M 53.31 0.25% Share
53 TFC Truist Financia...
46.02
-1.06% 25.81K +2.34K% 1.06M 41.37 0.24% Share
54 TXN Texas Instrumen...
185.84
-1.11% 5.88K -1.24% 1.06M 82.15 0.24% Share
55 V Visa Inc.
342.43
-0.23% 3K -0.37% 1.05M 169.51 0.24% Share
56 SHY iShares 1-3 Yea...
82.97
+0.06% 12.56K -3.86% 1.04M 81.29 0.24% Share
57 GOOGL Alphabet Inc.
234.04
-0.41% 6.5K -1.41% 1M 75.43 0.23% Share
58 PNC The PNC Financi...
203.86
-0.26% 5.27K -5.69% 925.92K 143.1 0.21% Share
59 CSCO Cisco Systems, ...
66.88
-0.03% 14.88K -8.19% 917.92K 34.67 0.21% Share
60 ADP Automatic Data ...
298.43
+0.83% 2.88K +6.36% 879.14K 142.61 0.20% Share
61 IWB iShares Russell...
357.06
+0.29% 2.84K 0.00% 871.14K 159.14 0.20% Share
62 XOM Exxon Mobil Cor...
109.87
+0.59% 7.22K +2.15% 858.45K 90.36 0.20% Share
63 BAC Bank of America...
49.48
-0.58% 20.13K 0.00% 839.98K 29.94 0.19% Share
64 UNH UnitedHealth Gr...
320.56
+1.64% 1.58K +0.77% 825.43K 308.16 0.19% Share
65 IWF iShares Russell...
451.87
+0.57% 2.25K +8.78% 813.9K 195.02 0.19% Share
66 IVW iShares S&P 500...
116.62
+0.54% 8.54K +19.78% 792.79K 89.29 0.18% Share
67 ETN Eaton Corporati...
349.59
+0.16% 2.88K -16.87% 783.69K 123.59 0.18% Share
68 PAYX Paychex, Inc.
135.43
-0.01% 4.41K +10.10% 680.82K 71.29 0.16% Share
69 META Meta Platforms,...
752.30
-0.02% 1.18K -3.51% 680.68K 178.42 0.15% Share
70 SSB SouthState Corp...
102.13
-0.85% 7.2K 0.00% 668.3K 81.59 0.15% Share
71 LMT Lockheed Martin...
459.20
-1.01% 1.47K -4.8% 656.21K 280.41 0.15% Share
72 CME CME Group Inc.
262.58
+0.24% 2.44K +4.50% 647.35K 189.91 0.15% Share
73 DIS The Walt Disney...
118.86
+0.81% 6.45K -2.01% 636.09K 116.83 0.14% Share
74 APD Air Products an...
289.05
-0.28% 2.14K +4.34% 631.42K 168.24 0.14% Share
75 SRE Sempra
79.42
-2.08% 8.38K -9.99% 597.73K 57.96 0.14% Share
76 BRK-B Berkshire Hatha...
493.77
-1.2% 1.11K 0.00% 590.63K 349.53 0.13% Share
77 GLD SPDR Gold Share...
334.77
+1.12% 2.03K -3.56% 585.79K 126.68 0.13% Share
78 SBUX Starbucks Corpo...
84.17
-1.47% 5.78K -40.15% 567.25K 62.53 0.13% Share
79 WMT Walmart Inc.
102.35
+1.83% 6.19K 0.00% 543.16K 48.34 0.12% Share
80 AJG Arthur J. Galla...
299.23
+0.02% 1.5K 0.00% 517.86K 281.37 0.12% Share
81 PSX Phillips 66
130.13
-1.08% 4.16K -1.91% 513.68K 104.44 0.12% Share
82 ITW Illinois Tool W...
266.81
+0.21% 2.06K -4.1% 510.24K 146.91 0.12% Share
83 RTX RTX Corporation
154.21
-2.1% 3.79K -7.34% 501.44K 92.25 0.11% Share
84 QCOM QUALCOMM Incorp...
160.24
+0.25% 3.24K +2.24% 497.91K 131.27 0.11% Share
85 CAT Caterpillar Inc...
423.00
-0.02% 1.47K 0.00% 483.82K 352.07 0.11% Share
86 GLW Corning Incorpo...
72.15
+1.35% 10.53K -6.05% 482.26K 33.92 0.11% Share
87 SDY SPDR S&P Divide...
140.34
-0.39% 3.5K 0.00% 475.15K 113.79 0.11% Share
88 DVY iShares Select ...
141.06
-0.48% 3.49K 0.00% 469.21K 106.75 0.11% Share
89 WEC WEC Energy Grou...
107.40
-0.36% 4.29K -2.85% 467.79K 60.38 0.11% Share
90 UNP Union Pacific C...
217.26
-1.38% 1.96K +17.44% 463.03K 197.65 0.11% Share
91 IEI iShares 3-7 Yea...
120.08
+0.14% 3.69K +10.49% 435.56K 118.78 0.10% Share
92 O Realty Income C...
59.13
-0.27% 7.51K -13.88% 435.54K 61.61 0.10% Share
93 CMI Cummins Inc.
397.21
-0.66% 1.39K 0.00% 434.11K 317.03 0.10% Share
94 DELL Dell Technologi...
123.00
-1.47% 4.62K +6.43% 420.87K 117.4 0.10% Share
95 PPL PPL Corporation
35.66
-0.83% 11.27K +36.63% 406.78K 31.72 0.09% Share
96 KDP Keurig Dr Peppe...
27.63
-3.56% 11.46K -13.14% 392.13K 35.45 0.09% Share
97 DHR Danaher Corpora...
198.67
-0.77% 1.9K -3.31% 389.5K 70.02 0.09% Share
98 DUK Duke Energy Cor...
120.19
-0.35% 3.14K -13.36% 383.47K 106.07 0.09% Share
99 AON Aon plc
370.07
-0.13% 959 -49.12% 382.73K 286.6 0.09% Share
100 SCHM Schwab U.S. Mid...
29.93
+0.27% 14.55K 0.00% 381.21K 24.34 0.09% Share
101 IBM International B...
256.14
+3.06% 1.5K -1.38% 372.99K 209.92 0.09% Share
102 ORCL Oracle Corporat...
238.50
+2.45% 2.66K 0.00% 372.45K 59.08 0.08% Share
103 MCK McKesson Corpor...
696.80
+1.37% 550 0.00% 370.14K 314.17 0.08% Share
104 IWM iShares Russell...
238.26
+0.21% 1.81K 0.00% 361.08K 151.22 0.08% Share
105 ROP Roper Technolog...
523.43
+0.96% 603 -4.74% 355.52K 394.41 0.08% Share
106 AMGN Amgen Inc.
280.19
-1.22% 1.05K -12.69% 328.06K 205.16 0.07% Share
107 EMR Emerson Electri...
132.72
+0.13% 2.96K 0.00% 323.99K 105.66 0.07% Share
108 TT Trane Technolog...
415.16
+0.32% 961 0.00% 323.78K 144.67 0.07% Share
109 PLD Prologis, Inc.
113.59
-0.05% 2.88K -16.05% 322.33K 98.66 0.07% Share
110 OKE ONEOK, Inc.
71.39
-1.71% 3.13K +23.70% 310.16K 92.67 0.07% Share
111 ISRG Intuitive Surgi...
470.00
+0.67% 595 0.00% 294.69K 224.82 0.07% Share
112 KMI Kinder Morgan, ...
26.50
-0.32% 10.1K +3.22% 288.24K 18.14 0.07% Share
113 NFLX Netflix, Inc.
1244.76
+0.08% 308 -6.1% 287.22K 216.28 0.07% Share
114 HPQ HP Inc.
29.36
+0.09% 10.33K +7.20% 286.04K 33.67 0.07% Share
115 IAU iShares Gold Tr...
68.53
+1.14% 4.82K -49.4% 283.89K 31.92 0.06% Share
116 SCMB Schwab Municipa...
25.43
+0.45% 10.56K -40.26% 268.03K 25.68 0.06% Share
117 HIG The Hartford Fi...
130.65
-0.77% 2.1K +1.31K% 260.2K 118.81 0.06% Share
118 TIP iShares TIPS Bo...
111.70
+0.22% 2.3K 0.00% 255.51K 122.25 0.06% Share
119 GILD Gilead Sciences...
115.88
+0.72% 2.25K 0.00% 251.78K 72.58 0.06% Share
120 SW Smurfit Westroc...
46.72
-0.41% 5.45K 0.00% 245.71K 53.86 0.06% Share
121 TMO Thermo Fisher S...
487.83
-0.97% 490 0.00% 243.82K 470.82 0.06% Share
122 ICE Intercontinenta...
173.94
-0.19% 1.41K -1.06% 242.36K 67.42 0.06% Share
123 SCHR Schwab Intermed...
25.25
+0.14% 9.73K -24.03% 242.01K 24.87 0.06% Share
124 MA Mastercard Inco...
586.91
+0.46% 438 +1.15% 240.17K 267.01 0.05% Share
125 EFA iShares MSCI EA...
92.72
+1.02% 2.84K -14.97% 232.03K 68.26 0.05% Share
126 TSLA Tesla, Inc.
346.40
-1.27% 895 -4.79% 231.95K 138.09 0.05% Share
127 FND Floor & Decor H...
87.76
+0.33% 2.85K -29.19% 229.34K 86.36 0.05% Share
128 SYY Sysco Corporati...
81.59
-1.04% 2.99K 0.00% 224.37K 78.07 0.05% Share
129 BSX Boston Scientif...
108.16
+0.88% 2.21K 0.00% 223.15K 44.38 0.05% Share
130 GD General Dynamic...
322.85
0.00% 810 +5.74% 220.79K 277.63 0.05% Share
131 FAST Fastenal Compan...
48.19
+0.42% 2.8K +3.55% 216.87K 53.59 0.05% Share
132 KMB Kimberly-Clark ...
129.78
-0.08% 1.43K 0.00% 202.66K 139.08 0.05% Share
133 WFC Wells Fargo & C...
79.14
+0.23% 2.79K 0.00% 200.51K 50.66 0.05% Share
134 NUE Nucor Corporati...
144.01
-2.21% 1.66K 0.00% 200.13K 150.37 0.05% Share
135 CI The Cigna Group
301.07
-1.39% 606 -5.46% 199.37K 204.21 0.05% Share
136 CRM Salesforce, Inc...
252.32
+0.62% 726 0.00% 194.83K 190.1 0.04% Share
137 PM Philip Morris I...
162.74
+0.74% 1.21K 0.00% 192.22K 93.81 0.04% Share
138 VUG Vanguard Growth...
465.62
+0.65% 506 +1.00% 187.63K 223.75 0.04% Share
139 ECL Ecolab Inc.
275.44
+0.69% 730 0.00% 185.07K 178.68 0.04% Share
140 GE GE Aerospace
276.09
-1.12% 911 0.00% 182.34K 118.79 0.04% Share
141 ALL The Allstate Co...
200.38
-0.57% 880 0.00% 182.22K 127.05 0.04% Share
142 RF Regions Financi...
27.05
+0.07% 8.38K -2.65% 182.14K 22.83 0.04% Share
143 GPC Genuine Parts C...
139.87
+0.26% 1.52K -20.39% 181.45K 112.93 0.04% Share
144 IEUR iShares Core MS...
67.26
+0.64% 3K 0.00% 180.45K 45.18 0.04% Share
145 ARES Ares Management...
176.28
-0.58% 1.2K 0.00% 175.78K 73.83 0.04% Share
146 PLTR Palantir Techno...
156.09
+1.94% 2.01K +25.75% 169.81K 37.06 0.04% Share
147 TSCO Tractor Supply ...
60.09
-0.71% 3.06K 0.00% 168.61K 50.75 0.04% Share
148 ADBE Adobe Inc.
358.66
+2.78% 437 +4.55% 167.6K 335.11 0.04% Share
149 SCHV Schwab U.S. Lar...
28.64
-0.09% 6.3K 0.00% 167.45K 20.23 0.04% Share
150 ABT Abbott Laborato...
132.25
-0.52% 1.24K -18.31% 164.49K 44.39 0.04% Share