West Paces Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), West Paces Advisors Inc. reported 556 stock positions worth $409.7 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 12.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.4%) and Avantis Emerging Markets Eq (AVEM, 6.5%). Compared with Q3 2024, it opened 30 new positions, sold out of 21, added to 54 and reduced 108. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +1766%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $409.7M (Q4 2024)
- SEC Filing
- 0001398344-25-002933 ↗ filed Feb 14, 2025
Holdings Value
Holdings 556 stocks · $409.7M
| IJH iShares Core S&P Midcap ETF | 12.64% | 830,743 | $51.8M | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 9.41% | 71,550 | $38.6M | Add +12.1% |
| AVEM Avantis Emerging Markets Eq | 6.53% | 455,093 | $26.8M | Add +0.1% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 6.49% | 1,127,700 | $26.6M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 6.36% | 225,981 | $26.0M | Reduce -5.2% |
| IEF iShares 7-10 Year Treasury B | 5.84% | 258,603 | $23.9M | Add +7.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.85% | 282,721 | $19.9M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.17% | 22,153 | $13.0M | Add +5.7% |
| AVSC Avantis US Small Cap Equity | 3.08% | 232,221 | $12.6M | Reduce -8.2% |
| KO The Coca-Cola Co. | 2.26% | 148,527 | $9.2M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 1.90% | 39,830 | $7.8M | Add +1765.6% |
| SCHC Schwab Intl Small-Cap Equity | 1.68% | 201,044 | $6.9M | Add +0.6% |
| IWV iShares Russell 3000 ETF | 1.55% | 19,021 | $6.4M | Reduce -0.0% |
| AAPL Apple Inc. | 1.47% | 23,997 | $6.0M | Reduce -1.6% |
| JPST JPMorgan Ultra-Short Income | 1.46% | 118,598 | $6.0M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.34% | 19,002 | $5.5M | Add +0.1% |
| HD Home Depot Inc. | 1.25% | 13,115 | $5.1M | Reduce -2.2% |
| VTIP Vanguard Short-Term Tips | 1.13% | 95,361 | $4.6M | Add +1.8% |
| AVGO Broadcom Inc. | 0.91% | 15,994 | $3.7M | Reduce -5.6% |
| MSFT Microsoft Corp. | 0.90% | 8,730 | $3.7M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 0.83% | 5,758 | $3.4M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.66% | 11,200 | $2.7M | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 0.63% | 4,560 | $2.6M | No change |
| SCHB Schwab US Broad Market ETF | 0.58% | 105,543 | $2.4M | Reduce -0.4% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.58% | 89,538 | $2.4M | Add +2.6% |
| PG The Procter & Gamble Co. | 0.55% | 13,530 | $2.3M | Add +0.5% |
| SCHF Schwab Intl Equity ETF | 0.50% | 111,289 | $2.1M | Add +18.7% |
| LLY Eli Lilly & Co. | 0.49% | 2,601 | $2.0M | Reduce -7.2% |
| REG Regency Centers Corp. | 0.49% | 27,135 | $2.0M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.49% | 20,026 | $2.0M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.48% | 8,972 | $2.0M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 0.47% | 10,146 | $1.9M | Reduce -2.3% |
| MRK Merck & Co. Inc. | 0.46% | 18,881 | $1.9M | Reduce -2.7% |
| CVX Chevron Corp. | 0.43% | 12,062 | $1.7M | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.39% | 12,007 | $1.6M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.39% | 9,035 | $1.6M | Reduce -5.4% |
| SCHA Schwab US Small-Cap ETF | 0.37% | 58,033 | $1.5M | Reduce -6.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.36% | 28,252 | $1.5M | No change |
| MCD McDonald's Corp. | 0.34% | 4,737 | $1.4M | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 15,262 | $1.3M | No change |
| PEP Pepsico Inc. | 0.32% | 8,560 | $1.3M | Reduce -5.6% |
| GOOGL Alphabet Inc. Class A | 0.30% | 6,591 | $1.2M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.29% | 1,276 | $1.2M | Reduce -5.3% |
| ETN Eaton Corp. PLC | 0.28% | 3,468 | $1.2M | Reduce -3.2% |
| NEE Nextera Energy Inc. | 0.28% | 15,815 | $1.1M | Reduce -0.7% |
| MRSH Marsh & McLennan Cos | 0.27% | 5,264 | $1.1M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.27% | 5,954 | $1.1M | Add +0.2% |
| WMB Williams Cos Inc. | 0.26% | 19,928 | $1.1M | Reduce -0.3% |
| PNC PNC Financial Services Group | 0.26% | 5,586 | $1.1M | Reduce -1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 13,068 | $1.1M | Reduce -17.2% |
| TRV The Travelers Cos Inc. | 0.25% | 4,218 | $1.0M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.23% | 16,202 | $959K | Reduce -1.3% |
| V Visa Inc. Class A | 0.23% | 3,011 | $952K | No change |
| MDLZ Mondelez International Inc. Class A | 0.23% | 15,618 | $933K | Reduce -7.3% |
| IWB iShares Russell 1000 ETF | 0.22% | 2,840 | $915K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 20,129 | $885K | Reduce -5.0% |
| SBUX Starbucks Corp. | 0.22% | 9,663 | $882K | Reduce -12.1% |
| IWF iShares Russell 1000 Growth | 0.20% | 2,072 | $832K | Add +6.0% |
| SRE Sempra | 0.20% | 9,306 | $816K | Reduce -2.4% |
| ADP Automatic Data Processing | 0.19% | 2,705 | $792K | Reduce -6.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 1,564 | $791K | Reduce -4.9% |
| XOM Exxon Mobil Corp. | 0.19% | 7,066 | $760K | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.18% | 1,543 | $750K | Reduce -3.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 6,577 | $732K | No change |
| IVW iShares S&P 500 Growth ETF | 0.18% | 7,130 | $724K | Add +12.2% |
| META Meta Platforms Inc. Class A | 0.17% | 1,224 | $717K | Reduce -2.2% |
| SSB Southstate Bank Corp. | 0.17% | 7,200 | $716K | No change |
| AON Aon PLC Class A | 0.17% | 1,885 | $677K | Reduce -21.0% |
| JNJ Johnson & Johnson | 0.15% | 4,135 | $598K | Add +45.7% |
| APD Air Products & Chemicals Inc. | 0.15% | 2,052 | $595K | Reduce -7.2% |
| PAYX Paychex Inc. | 0.14% | 4,008 | $562K | Add +1.3% |
| WMT Walmart Inc. | 0.14% | 6,187 | $559K | No change |
| ITW Illinois Tool Works | 0.13% | 2,145 | $544K | Add +3.1% |
| CME Cme Group Inc. | 0.13% | 2,335 | $542K | Add +1.2% |
| GLW Corning Inc. | 0.13% | 11,212 | $533K | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.13% | 1,467 | $532K | Reduce -10.7% |
| NTRS Northern Trust Corp. | 0.13% | 5,003 | $513K | Reduce -0.2% |
| GLD SPDR Gold Shares | 0.12% | 2,108 | $510K | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,109 | $503K | No change |
| DELL Dell Technologies -C | 0.12% | 4,338 | $500K | Add +1.3% |
| QCOM Qualcomm Inc. | 0.12% | 3,170 | $487K | Reduce -6.9% |
| PSX Phillips 66 | 0.12% | 4,241 | $483K | Reduce -9.4% |
| CMI Cummins Inc. | 0.12% | 1,385 | $483K | No change |
| RTX RTX Corp. | 0.12% | 4,086 | $473K | Add +0.4% |
| IAU iShares Gold Trust | 0.12% | 9,515 | $471K | Reduce -13.6% |
| O Realty Income Corp. | 0.11% | 8,718 | $466K | Reduce -2.1% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 3,502 | $463K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 3,494 | $459K | No change |
| SCMB Schwab Municipal Bond ETF | 0.11% | 17,685 | $454K | New |
| DHR Danaher Corp. | 0.11% | 1,965 | $451K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.11% | 2,664 | $444K | No change |
| SO The Southern Co. | 0.10% | 5,212 | $429K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,500 | $426K | No change |
| KDP Keurig Dr Pepper Inc. | 0.10% | 13,192 | $424K | Reduce -4.1% |
| WEC WEC Energy Group Inc. | 0.10% | 4,418 | $416K | Add +3.8% |
| SCHM Schwab US Mid Cap ETF | 0.10% | 14,550 | $403K | Reduce -1.0% |
| FND Floor & Decor Holdings Inc. Class A | 0.10% | 4,025 | $401K | Add +5.9% |
| IWM iShares Russell 2000 ETF | 0.10% | 1,810 | $400K | Reduce -17.6% |
| DUK Duke Energy Corp. | 0.10% | 3,629 | $391K | Reduce -1.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 3,337 | $386K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $55 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 2 | $55 | No change |
Total filed on the 13F, all lines: $409.7M.
Portfolio Sells Q3 2024 → Q4 2024
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.7% | 4.85% | −0.59 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.2% | 6.36% | −0.47 |
| KO The Coca-Cola Co. | Reduce -0.3% | 2.26% | −0.37 |
| AVSC Avantis US Small Cap Equity | Reduce -8.2% | 3.08% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -7.2% | 0.49% | −0.12 |
| HD Home Depot Inc. | Reduce -2.2% | 1.25% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 0.46% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.3% | 0.23% | −0.08 |
| NXPI NXP Semiconductors NV | Reduce -89.3% | 0.01% | −0.07 |
| ABBV Abbvie Inc. | Reduce -5.4% | 0.39% | −0.07 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -17.2% | 0.26% | −0.06 |
| PEP Pepsico Inc. | Reduce -5.6% | 0.32% | −0.06 |
| AMGN Amgen Inc. | Reduce -28.5% | 0.08% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.28% | −0.05 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.3% | 0.49% | −0.05 |
| SBUX Starbucks Corp. | Reduce -12.1% | 0.22% | −0.05 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -3.3% | 0.18% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 0.19% | −0.04 |
| AON Aon PLC Class A | Reduce -21.0% | 0.17% | −0.04 |
| PSX Phillips 66 | Reduce -9.4% | 0.12% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Reduce -10.7% | 0.13% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.6% | 0.37% | −0.03 |
| O Realty Income Corp. | Reduce -2.1% | 0.11% | −0.02 |
| USB US Bancorp | Reduce -39.4% | 0.04% | −0.02 |
| DHR Danaher Corp. | Reduce -0.4% | 0.11% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -6.9% | 0.12% | −0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -4.1% | 0.10% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -17.6% | 0.10% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.34% | −0.02 |
| AMD Advanced Micro Devices | Reduce -15.9% | 0.03% | −0.02 |
| PLD Prologis Inc. | Reduce -1.8% | 0.09% | −0.02 |
| IAU iShares Gold Trust | Reduce -13.6% | 0.12% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.6% | 0.27% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -7.2% | 0.15% | −0.02 |
| SCHR Schwab Intermediate-Term US | Reduce -13.4% | 0.08% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.2% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -22.3% | 0.04% | −0.01 |
| UPS United Parcel Service Class B | Reduce -10.5% | 0.06% | −0.01 |
| CVX Chevron Corp. | Reduce -0.6% | 0.43% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -3.2% | 0.28% | −0.01 |
| NKE Nike Inc. Class B | Reduce -2.3% | 0.05% | −0.01 |
| DUK Duke Energy Corp. | Reduce -1.9% | 0.10% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.09% | −0.01 |
| UL Unilever PLC | Reduce -7.4% | 0.03% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.01 |
| GD General Dynamics Corp. | Reduce -1.2% | 0.05% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -19.0% | 0.03% | −0.01 |
| TGT Target Corp. | Reduce -0.1% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VIG Vanguard Dividend Apprec ETF | Add +1765.6% | 1.90% | +1.80 |
| VOO Vanguard S&P 500 ETF | Add +12.1% | 9.41% | +1.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 3.17% | +0.22 |
| SCMB Schwab Municipal Bond ETF | New | 0.11% | +0.11 |
| SW Smurfit Westrock PLC | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 12.64% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +2.7% | 0.83% | +0.04 |
| TSLA Tesla Inc. | Add +2.1% | 0.09% | +0.03 |
| JNJ Johnson & Johnson | Add +45.7% | 0.15% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +3.3% | 1.46% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +18.7% | 0.50% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +12.2% | 0.18% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 1.34% | +0.03 |
| IEF iShares 7-10 Year Treasury B | Add +7.0% | 5.84% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +6.0% | 0.20% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +25000.0% | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +5.3% | 0.03% | +0.02 |
| NFLX Netflix Inc. | Add +0.6% | 0.07% | +0.01 |
| PPL PPL Corp. | Add +25.3% | 0.07% | +0.01 |
| OKE Oneok Inc. | Add +4.7% | 0.06% | +0.01 |
| LOW Lowe's Cos Inc. | Add +37.7% | 0.04% | +0.01 |
| T AT&T Inc. | Add +50.4% | 0.02% | +0.01 |
| CME Cme Group Inc. | Add +1.2% | 0.13% | +0.01 |
| XLK SS Technology Select Sector | Add +24.0% | 0.04% | +0.01 |
| SNOW Snowflake Inc. | New | 0.01% | +0.01 |
| PAYX Paychex Inc. | Add +1.3% | 0.14% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
| JMST JPM Ultra-Short Muni Income | Add +28.7% | 0.03% | +0.01 |
| AXP American Express Co. | Add +0.9% | 0.04% | +0.00 |
| IUSV iShares Core S&P U.S. Value | New | 0.00% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| WEC WEC Energy Group Inc. | Add +3.8% | 0.10% | +0.00 |
| CXDO Crexendo Inc. | New | 0.00% | +0.00 |
| KHC The Kraft Heinz Co. | Add +614.3% | 0.00% | +0.00 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.00% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.00% | +0.00 |
| IWX iShares Russell Top 200 Valu | New | 0.00% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | Add +25.0% | 0.00% | +0.00 |
| VAL Valaris Ltd. | New | 0.00% | +0.00 |
| BEN Franklin Templeton Inc. | New | 0.00% | +0.00 |
| WBA Walgreens Boots Alliance Inc. | New | 0.00% | +0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.00% | +0.00 |
| TDW Tidewater Inc. | New | 0.00% | +0.00 |
| IREN Iren Ltd. | New | 0.00% | +0.00 |
| MRNA Moderna Inc. | Add +437.5% | 0.00% | +0.00 |
| OS Onestream Inc. | New | 0.00% | +0.00 |
| GLD SPDR Gold Shares | Add +1.0% | 0.12% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| BDX Becton Dickinson and Co. | COM | Sold out | 0 | $0before exit |
| BR Broadridge Financial Solutio | COM | Sold out | 0 | $0before exit |
| VSTS Vestis Corp. | COM SHS | Sold out | 0 | $0before exit |
| SCI Service Corp. International | COM | Sold out | 0 | $0before exit |
| VRSK Verisk Analytics Inc. | COM | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 764 | $596.0M | VOO, IJH, VIG, AVEM, TDTT |
| Q1 2026 | 197 | $516.2M | VOO, IJH, VIG, AVEM, TDTT |
| Q4 2025 | 200 | $517.0M | VOO, IJH, VIG, AVEM, TDTT |
| Q3 2025 | 188 | $502.4M | VOO, IJH, VIG, AVEM, TDTT |
| Q2 2025 | 201 | $470.0M | VOO, IJH, VIG, TDTT, AVEM |
| Q1 2025 | 563 | $439.0M | IJH, VOO, VIG, TDTT, IEF |
| Q4 2024 | 556 | $409.7M | IJH, VOO, AVEM, TDTT, IJR |
| Q3 2024 | 547 | $408.3M | IJH, VOO, AVEM, IJR, TDTT |
| Q2 2024 | 567 | $383.5M | IJH, VOO, IJR, AVEM, TDTT |
| Q1 2024 | 580 | $379.5M | IJH, IJR, VOO, TDTT, AVEM |