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CIK: 0002004720
Total reported value
$596.0M
$596.0M
563 檔
30.3%
At the close of Q1 2025, West Paces Advisors Inc. disclosed equity holdings valued at approximately $596.0M, spread across 563 reported holdings.
During Q1 2025, West Paces Advisors Inc. performed routine portfolio adjustments (0 new buys, 24 additions, 23 trims, and 1 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 563 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.25% | +0.03% | +1.90% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.16% | +0.07% | +33.23% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.75% | -0.05% | +283.52% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 6.40% | -0.62% | +2.26% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.64% | -1.33% | +0.39% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.54% | +0.08% | -11.18% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.09% | +0.05% | -5.49% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.50% | -0.28% | -7.58% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | -0.06% | +3.70% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.55% | +0.18% | +5.06% | |
| 11 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.52% | +0.07% | -1.66% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.55% | -0.25% | -5.90% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.41% | -0.16% | +3.19% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.38% | -0.01% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.23% | +0.03% | +3.53% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.04% | -1.32% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.06% | +1.62% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.10% | -0.10% | +1.83% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.05% | +3.51% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.09% | +1.07% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +0.95% | |
| 22 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.09% | +426.07% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | — | — | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | +3.67% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.52% | -0.01% | +0.80% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.04% | -15.59% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.05% | +2.11% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.48% | -0.02% | -3.39% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.48% | — | +5308.03% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.47% | -0.02% | -16.47% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.45% | -0.13% | -3.35% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | — | +1.22% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.10% | -5.37% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.04% | +11.66% | |
| 35 | K4F | Onestream Inc | Stock-Other | 0.41% | -0.40% | EXIT | |
| 36 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.41% | -0.03% | +953.24% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | +0.01% | +1.69% | |
| 38 | REG | Regency Centers CORP | Stock-Real Estate | 0.38% | -0.06% | -16.58% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.38% | -0.01% | +6.27% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.04% | -2.51% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.33% | -0.06% | -1.06% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.06% | +101.02% | |
| 43 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.30% | -0.06% | +2.75% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.04% | -0.15% | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | +0.02% | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.29% | -0.04% | -0.54% | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.28% | -0.02% | +4.57% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.05% | -2.90% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | — | -14.24% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.26% | -0.04% | +0.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +4.9% | +283.52% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +1.8% | +33.23% | Add |
| 3 | SO | Southern Co/the | +0.5% | +426.07% | Add |
| 4 | CSX | Csx CORP | +0.5% | +5308.03% | Add |
| 5 | K4F | Onestream Inc | +0.4% | +212670.00% | Add |
| 6 | NSC | Norfolk Southern CORP | +0.4% | +953.24% | Add |
| 7 | KO | Coca-cola Co/the | +0.3% | +5.06% | Add |
| 8 | TFC | Truist Financial CORP | +0.2% | +2337.30% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +101.02% | Add |
| 10 | HIG | Hartford Insurance Group Inc | +0.1% | +1311.41% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +1.22% | Add |
| 12 | MRSH | Marsh & Mclennan Cos | 0% | +2.75% | Add |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +6.27% | Add |
| 14 | WMB | Williams Cos Inc | 0% | +4.57% | Add |
| 15 | MDLZ | Mondelez International Inc-a | 0% | +1.84% | Add |
| 16 | LLY | Eli Lilly & Co | 0% | +2.11% | Add |
| 17 | CVX | Chevron CORP | — | -5.37% | Trim |
| 18 | VTIP | Vanguard Short-term Tips | 0% | +1.83% | Add |
| 19 | UL | Unilever PLC | 0% | EXIT | Sold out |
| 20 | TSLA | Tesla Inc | 0% | -4.79% | Trim |
| 21 | ED | Consolidated Edison Inc | 0% | -91.95% | Trim |
| 22 | JPST | Jpmorgan Ultra-short Income | -0.1% | +3.19% | Add |
| 23 | UPS | United Parcel Service-cl B | -0.1% | -81.73% | Trim |
| 24 | SCMB | Schwab Municipal Bond ETF | -0.1% | -40.26% | Trim |
| 25 | FND | Floor & Decor Holdings Inc-a | -0.1% | -29.19% | Trim |
| 26 | PNC | Pnc Financial Services Group | -0.1% | -5.69% | Trim |
| 27 | SRE | Sempra | -0.1% | -9.99% | Trim |
| 28 | IAU | Ishares Gold Trust | -0.1% | -49.40% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.41% | Trim |
| 30 | AON | Aon plc | -0.1% | -49.12% | Trim |
| 31 | AMZN | Amazon.com Inc | -0.1% | +1.69% | Add |
| 32 | MDY | State Street Spdr S&p Midcap | -0.1% | — | Unchanged |
| 33 | TDTT | Flexshares Iboxx 3-year Targ | -0.1% | +2.26% | Add |
| 34 | SBUX | Starbucks CORP | -0.1% | -40.15% | Trim |
| 35 | NVDA | Nvidia CORP | -0.1% | -0.15% | Trim |
| 36 | ETN | Eaton Corporation plc | -0.1% | -16.87% | Trim |
| 37 | SCHA | Schwab US Small-cap ETF | -0.1% | -14.24% | Trim |
| 38 | REG | Regency Centers CORP | -0.1% | -16.58% | Trim |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.1% | -16.47% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -2.51% | Trim |
| 41 | HD | Home Depot Inc | -0.1% | +1.62% | Add |
| 42 | MSFT | Microsoft CORP | -0.2% | +1.07% | Add |
| 43 | IWV | Ishares Russell 3000 ETF | -0.2% | — | Unchanged |
| 44 | IEF | Ishares 7-10 Year Treasury B | -0.2% | +0.39% | Add |
| 45 | AAPL | Apple Inc | -0.3% | -1.32% | Trim |
| 46 | AVGO | Broadcom Inc | -0.4% | -15.59% | Trim |
| 47 | AVSC | Avantis US Small Cap Equity | -0.6% | -1.66% | Trim |
| 48 | AVEM | Avantis Emerging Markets Eq | -1% | -11.18% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | -1.3% | -5.49% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | -1.4% | +1.90% | 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 563 disclosed positions in Q1 2025.
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, VIG) accounted for 30.3% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
UL
前期市值: $141.8K
During Q1 2025, West Paces Advisors Inc.'s top holdings by market value included IJH (11.3%)、VOO (11.2%)、VIG (6.8%). The largest single position, IJH, represented 11.3% of total portfolio value.
In Q1 2025, West Paces Advisors Inc. made 48 total portfolio adjustments, initiating 0 new buys, adding to 24 positions, trimming 23 holdings, and fully liquidating 1 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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