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CIK: 0002004720
Total reported value
$596.0M
$596.0M
558 檔
28.5%
During the Q4 2024 filing period, West Paces Advisors Inc. (CIK: 0002004720) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $596.0M across 558 reported positions.
In Q4 2024, West Paces Advisors Inc. adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 558 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 12.64% | +0.03% | +0.77% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.41% | +0.07% | +12.06% | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.53% | +0.08% | +0.09% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 6.49% | -0.62% | +0.82% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.36% | +0.05% | -5.18% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.84% | -1.33% | +6.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.85% | -0.28% | -0.68% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | -0.06% | +5.70% | |
| 9 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 3.08% | +0.07% | -8.20% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.26% | +0.18% | -0.32% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.90% | -0.05% | +1765.57% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.68% | -0.25% | +0.55% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.55% | -0.01% | -0.02% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.47% | -0.04% | -1.55% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.46% | -0.16% | +3.34% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.03% | +0.07% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.06% | -2.21% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.13% | -0.10% | +1.83% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.91% | +0.04% | -5.58% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.09% | +1.22% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.05% | +2.69% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | -1.70% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.63% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | -0.01% | +198.73% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.58% | -0.02% | +2.61% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.05% | +0.45% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | -0.02% | +137.32% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.05% | -7.24% | |
| 29 | REG | Regency Centers CORP | Stock-Real Estate | 0.49% | -0.06% | — | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.49% | -0.13% | -2.28% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.01% | -2.36% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.04% | -2.31% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.04% | -2.67% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.10% | -0.63% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.04% | -1.02% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | — | -5.37% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.37% | — | +86.87% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.36% | -0.01% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.06% | -0.82% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.33% | +0.02% | — | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.04% | -5.57% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | -2.51% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.05% | -5.34% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.28% | -0.01% | -3.21% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.28% | -0.04% | -0.70% | |
| 46 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.27% | -0.06% | -0.62% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | +0.02% | +0.24% | |
| 48 | WMB | Williams Cos Inc | Stock-Energy | 0.26% | -0.02% | -0.25% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.26% | +0.07% | -1.62% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.26% | -0.03% | -17.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +1.8% | +1765.57% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +12.06% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +5.70% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | -5.58% | Trim |
| 5 | SCMB | Schwab Municipal Bond ETF | +0.1% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.1% | -1.55% | Trim |
| 7 | SW | Smurfit Westrock Plc | +0.1% | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -1.70% | Trim |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.77% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -2.36% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | 0% | -2.31% | Trim |
| 12 | WMB | Williams Cos Inc | 0% | -0.25% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | +2.69% | Add |
| 14 | JNJ | Johnson & Johnson | 0% | +45.70% | Add |
| 15 | IEF | Ishares 7-10 Year Treasury B | 0% | +6.97% | Add |
| 16 | JPST | Jpmorgan Ultra-short Income | 0% | +3.34% | Add |
| 17 | IWV | Ishares Russell 3000 ETF | 0% | -0.02% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | -1.02% | Trim |
| 19 | TSLA | Tesla Inc | 0% | +2.06% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | 0% | +137.32% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | -2.51% | Trim |
| 22 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.07% | Add |
| 24 | AON | Aon plc | 0% | -20.96% | Trim |
| 25 | PSX | Phillips 66 | 0% | -9.36% | Trim |
| 26 | TTEN | Totalenergies Se -spon Adr | 0% | EXIT | Sold out |
| 27 | SBUX | Starbucks CORP | 0% | -12.13% | Trim |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +2.61% | Add |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | — | Unchanged |
| 30 | AMGN | Amgen Inc | -0.1% | -28.47% | Trim |
| 31 | NEE | Nextera Energy Inc | -0.1% | -0.70% | Trim |
| 32 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -2.28% | Trim |
| 33 | FNF | Fidelity National Financial | -0.1% | EXIT | Sold out |
| 34 | LMT | Lockheed Martin CORP | -0.1% | -3.26% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -4.92% | Trim |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -17.23% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | -5.57% | Trim |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | -7.34% | Trim |
| 39 | NXPI | NXP Semiconductors N.V. | -0.1% | -89.26% | Trim |
| 40 | ABBV | Abbvie Inc | -0.1% | -5.37% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | -2.21% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -2.67% | Trim |
| 43 | TDTT | Flexshares Iboxx 3-year Targ | -0.1% | +0.82% | Add |
| 44 | LLY | Eli Lilly & Co | -0.1% | -7.24% | Trim |
| 45 | SCHC | Schwab Intl Small-cap Equity | -0.2% | +0.55% | Add |
| 46 | AVSC | Avantis US Small Cap Equity | -0.3% | -8.20% | Trim |
| 47 | KO | Coca-cola Co/the | -0.4% | -0.32% | Trim |
| 48 | IJR | Ishares Core S&p Small-cap E | -0.5% | -5.18% | Trim |
| 49 | IEFA | Ishares Core Msci Eafe ETF | -0.6% | -0.68% | Trim |
| 50 | AVEM | Avantis Emerging Markets Eq | -0.7% | +0.09% | Add |
According to official SEC Form 13F filings, West Paces Advisors Inc. reported a total U.S. public equity portfolio value of $596.0M across 558 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJH, VOO, AVEM) accounted for 28.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCMB
市值: $454.2K
Top Position Liquidated / Trimmed
FNF
前期市值: $186.2K
During Q4 2024, West Paces Advisors Inc.'s top holdings by market value included IJH (12.6%)、VOO (9.4%)、AVEM (6.5%). The largest single position, IJH, represented 12.6% of total portfolio value.
In Q4 2024, West Paces Advisors Inc. made 48 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 29 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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