West Paces Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), West Paces Advisors Inc. reported 563 stock positions worth $439.0 million. Its top holding was iShares Core S&P Midcap ETF (IJH) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.2%) and Vanguard Dividend Apprec ETF (VIG, 6.8%). Compared with Q4 2024, it opened 32 new positions, sold out of 25, added to 75 and reduced 98. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +284%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $439.0M (Q1 2025)
- SEC Filing
- 0001398344-25-007123 ↗ filed Apr 15, 2025
Holdings Value
Holdings 563 stocks · $439.0M
| IJH iShares Core S&P Midcap ETF | 11.25% | 846,561 | $49.4M | Add +1.9% |
| VOO Vanguard S&P 500 ETF | 11.16% | 95,327 | $49.0M | Add +33.2% |
| VIG Vanguard Dividend Apprec ETF | 6.75% | 152,756 | $29.6M | Add +283.5% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 6.40% | 1,153,169 | $28.1M | Add +2.3% |
| IEF iShares 7-10 Year Treasury B | 5.64% | 259,621 | $24.8M | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 5.54% | 404,228 | $24.3M | Reduce -11.2% |
| IJR iShares Core S&P Small-Cap E | 5.09% | 213,576 | $22.3M | Reduce -5.5% |
| IEFA iShares Core MSCI Eafe ETF | 4.50% | 261,285 | $19.8M | Reduce -7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.93% | 22,973 | $12.9M | Add +3.7% |
| KO The Coca-Cola Co. | 2.55% | 156,046 | $11.2M | Add +5.1% |
| AVSC Avantis US Small Cap Equity | 2.52% | 228,363 | $11.1M | Reduce -1.7% |
| SCHC Schwab Intl Small-Cap Equity | 1.55% | 189,176 | $6.8M | Reduce -5.9% |
| JPST JPMorgan Ultra-Short Income | 1.41% | 122,387 | $6.2M | Add +3.2% |
| IWV iShares Russell 3000 ETF | 1.38% | 19,021 | $6.0M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 19,672 | $5.4M | Add +3.5% |
| AAPL Apple Inc. | 1.20% | 23,680 | $5.3M | Reduce -1.3% |
| HD Home Depot Inc. | 1.11% | 13,328 | $4.9M | Add +1.6% |
| VTIP Vanguard Short-Term Tips | 1.10% | 97,106 | $4.8M | Add +1.8% |
| IVV iShares Core S&P 500 ETF | 0.76% | 5,960 | $3.3M | Add +3.5% |
| MSFT Microsoft Corp. | 0.75% | 8,823 | $3.3M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.63% | 11,306 | $2.8M | Add +0.9% |
| SO The Southern Co. | 0.57% | 27,419 | $2.5M | Add +426.1% |
| MDY State Street SPDR S&P Midcap | 0.55% | 4,560 | $2.4M | No change |
| PG The Procter & Gamble Co. | 0.54% | 14,026 | $2.4M | Add +3.7% |
| SCHB Schwab US Broad Market ETF | 0.52% | 106,383 | $2.3M | Add +0.8% |
| AVGO Broadcom Inc. | 0.51% | 13,501 | $2.3M | Reduce -15.6% |
| LLY Eli Lilly & Co. | 0.50% | 2,656 | $2.2M | Add +2.1% |
| SCHF Schwab Intl Equity ETF | 0.48% | 107,511 | $2.1M | Reduce -3.4% |
| CSX CSX Corp. | 0.48% | 71,386 | $2.1M | Add +5308.0% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.47% | 74,795 | $2.1M | Reduce -16.5% |
| NOBL Proshares S&P 500 Dividend A | 0.45% | 19,356 | $2.0M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.44% | 9,145 | $1.9M | Add +1.2% |
| CVX Chevron Corp. | 0.43% | 11,414 | $1.9M | Reduce -5.4% |
| MRK Merck & Co. Inc. | 0.43% | 21,082 | $1.9M | Add +11.7% |
| OS Onestream Inc. | 0.41% | 85,108 | $1.8M | Add +212670.0% |
| NSC Norfolk Southern Corp. | 0.41% | 7,636 | $1.8M | Add +953.2% |
| AMZN Amazon.com Inc. | 0.40% | 9,124 | $1.7M | Add +1.7% |
| REG Regency Centers Corp. | 0.38% | 22,635 | $1.7M | Reduce -16.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.38% | 30,024 | $1.7M | Add +6.3% |
| GOOG Alphabet Inc. Class C | 0.35% | 9,891 | $1.5M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.33% | 4,687 | $1.5M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.31% | 8,312 | $1.4M | Add +101.0% |
| MRSH Marsh & McLennan Cos | 0.30% | 5,409 | $1.3M | Add +2.8% |
| NVDA Nvidia Corp. | 0.30% | 11,989 | $1.3M | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 15,262 | $1.3M | No change |
| PEP Pepsico Inc. | 0.29% | 8,514 | $1.3M | Reduce -0.5% |
| WMB Williams Cos Inc. | 0.28% | 20,839 | $1.2M | Add +4.6% |
| COST Costco Wholesale Corp. | 0.27% | 1,239 | $1.2M | Reduce -2.9% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 49,768 | $1.2M | Reduce -14.2% |
| NEE Nextera Energy Inc. | 0.26% | 15,957 | $1.1M | Add +0.9% |
| TRV The Travelers Cos Inc. | 0.25% | 4,226 | $1.1M | Add +0.2% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 15,905 | $1.1M | Add +1.8% |
| TFC Truist Financial Corp. | 0.24% | 25,811 | $1.1M | Add +2337.3% |
| TXN Texas Instruments Inc. | 0.24% | 5,880 | $1.1M | Reduce -1.2% |
| V Visa Inc. Class A | 0.24% | 3,000 | $1.1M | Reduce -0.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.24% | 12,563 | $1.0M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.23% | 6,498 | $1.0M | Reduce -1.4% |
| PNC PNC Financial Services Group | 0.21% | 5,268 | $926K | Reduce -5.7% |
| CSCO Cisco Systems Inc. | 0.21% | 14,875 | $918K | Reduce -8.2% |
| ADP Automatic Data Processing | 0.20% | 2,877 | $879K | Add +6.4% |
| IWB iShares Russell 1000 ETF | 0.20% | 2,840 | $871K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 7,218 | $858K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 20,129 | $840K | No change |
| UNH Unitedhealth Group Inc. | 0.19% | 1,576 | $825K | Add +0.8% |
| IWF iShares Russell 1000 Growth | 0.19% | 2,254 | $814K | Add +8.8% |
| IVW iShares S&P 500 Growth ETF | 0.18% | 8,540 | $793K | Add +19.8% |
| ETN Eaton Corp. PLC | 0.18% | 2,883 | $784K | Reduce -16.9% |
| PAYX Paychex Inc. | 0.16% | 4,413 | $681K | Add +10.1% |
| META Meta Platforms Inc. Class A | 0.15% | 1,181 | $681K | Reduce -3.5% |
| SSB Southstate Bank Corp. | 0.15% | 7,200 | $668K | No change |
| LMT Lockheed Martin Corp. | 0.15% | 1,469 | $656K | Reduce -4.8% |
| CME Cme Group Inc. | 0.15% | 2,440 | $647K | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 6,445 | $636K | Reduce -2.0% |
| APD Air Products & Chemicals Inc. | 0.14% | 2,141 | $631K | Add +4.3% |
| SRE Sempra | 0.14% | 8,376 | $598K | Reduce -10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,109 | $591K | No change |
| GLD SPDR Gold Shares | 0.13% | 2,033 | $586K | Reduce -3.6% |
| SBUX Starbucks Corp. | 0.13% | 5,783 | $567K | Reduce -40.1% |
| WMT Walmart Inc. | 0.12% | 6,187 | $543K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.12% | 1,500 | $518K | No change |
| PSX Phillips 66 | 0.12% | 4,160 | $514K | Reduce -1.9% |
| ITW Illinois Tool Works | 0.12% | 2,057 | $510K | Reduce -4.1% |
| RTX RTX Corp. | 0.11% | 3,786 | $501K | Reduce -7.3% |
| QCOM Qualcomm Inc. | 0.11% | 3,241 | $498K | Add +2.2% |
| NTRS Northern Trust Corp. | 0.11% | 5,003 | $494K | No change |
| CAT Caterpillar Inc. | 0.11% | 1,467 | $484K | No change |
| GLW Corning Inc. | 0.11% | 10,534 | $482K | Reduce -6.0% |
| SDY SS SPDR S&P Dividend ETF | 0.11% | 3,502 | $475K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 3,494 | $469K | No change |
| WEC WEC Energy Group Inc. | 0.11% | 4,292 | $468K | Reduce -2.9% |
| UNP Union Pacific Corp. | 0.11% | 1,960 | $463K | Add +17.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 3,687 | $436K | Add +10.5% |
| O Realty Income Corp. | 0.10% | 7,508 | $436K | Reduce -13.9% |
| CMI Cummins Inc. | 0.10% | 1,385 | $434K | No change |
| DELL Dell Technologies -C | 0.10% | 4,617 | $421K | Add +6.4% |
| PPL PPL Corp. | 0.09% | 11,265 | $407K | Add +36.6% |
| KDP Keurig Dr Pepper Inc. | 0.09% | 11,459 | $392K | Reduce -13.1% |
| DHR Danaher Corp. | 0.09% | 1,900 | $390K | Reduce -3.3% |
| DUK Duke Energy Corp. | 0.09% | 3,144 | $383K | Reduce -13.4% |
| AON Aon PLC Class A | 0.09% | 959 | $383K | Reduce -49.1% |
Portfolio Sells Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | Reduce -5.5% | 5.09% | −1.27 |
| AVEM Avantis Emerging Markets Eq | Reduce -11.2% | 5.54% | −0.99 |
| AVSC Avantis US Small Cap Equity | Reduce -1.7% | 2.52% | −0.56 |
| AVGO Broadcom Inc. | Reduce -15.6% | 0.51% | −0.39 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.6% | 4.50% | −0.35 |
| AAPL Apple Inc. | Reduce -1.3% | 1.20% | −0.27 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.9% | 1.55% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -2.5% | 0.35% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -16.5% | 0.47% | −0.11 |
| REG Regency Centers Corp. | Reduce -16.6% | 0.38% | −0.11 |
| ETN Eaton Corp. PLC | Reduce -16.9% | 0.18% | −0.10 |
| SCHA Schwab US Small-Cap ETF | Reduce -14.2% | 0.27% | −0.10 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.30% | −0.10 |
| SBUX Starbucks Corp. | Reduce -40.1% | 0.13% | −0.09 |
| AON Aon PLC Class A | Reduce -49.1% | 0.09% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.23% | −0.08 |
| SRE Sempra | Reduce -10.0% | 0.14% | −0.06 |
| PNC PNC Financial Services Group | Reduce -5.7% | 0.21% | −0.05 |
| IAU iShares Gold Trust | Reduce -49.4% | 0.06% | −0.05 |
| SCMB Schwab Municipal Bond ETF | Reduce -40.3% | 0.06% | −0.05 |
| UPS United Parcel Service Class B | Reduce -81.7% | 0.01% | −0.05 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -29.2% | 0.05% | −0.05 |
| TSLA Tesla Inc. | Reduce -4.8% | 0.05% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.4% | 0.45% | −0.04 |
| UL Unilever PLC | Sold out | 0.00% | −0.03 |
| ED Consolidated Edison Inc. | Reduce -92.0% | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.0% | 0.14% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -4.8% | 0.15% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -1.2% | 0.24% | −0.03 |
| HUM Humana Inc. | Reduce -63.7% | 0.02% | −0.03 |
| USB US Bancorp | Reduce -64.5% | 0.01% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.29% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -8.2% | 0.21% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.9% | 0.24% | −0.02 |
| DHR Danaher Corp. | Reduce -3.3% | 0.09% | −0.02 |
| SCHR Schwab Intermediate-Term US | Reduce -24.0% | 0.06% | −0.02 |
| GLW Corning Inc. | Reduce -6.0% | 0.11% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -3.5% | 0.15% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 0.27% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -3.4% | 0.48% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -37.9% | 0.02% | −0.02 |
| HON Honeywell International Inc. | Reduce -35.7% | 0.02% | −0.02 |
| ITW Illinois Tool Works | Reduce -4.1% | 0.12% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -52.5% | 0.01% | −0.02 |
| PLD Prologis Inc. | Reduce -16.1% | 0.07% | −0.02 |
| PNFP Pinnacle Financial Partners | Reduce -30.8% | 0.02% | −0.01 |
| TGT Target Corp. | Reduce -1.1% | 0.04% | −0.01 |
| O Realty Income Corp. | Reduce -13.9% | 0.10% | −0.01 |
| KDP Keurig Dr Pepper Inc. | Reduce -13.1% | 0.09% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VIG Vanguard Dividend Apprec ETF | Add +283.5% | 6.75% | +4.85 |
| VOO Vanguard S&P 500 ETF | Add +33.2% | 11.16% | +1.75 |
| SO The Southern Co. | Add +426.1% | 0.57% | +0.47 |
| CSX CSX Corp. | Add +5308.0% | 0.48% | +0.47 |
| OS Onestream Inc. | Add +212670.0% | 0.41% | +0.41 |
| NSC Norfolk Southern Corp. | Add +953.2% | 0.41% | +0.37 |
| KO The Coca-Cola Co. | Add +5.1% | 2.55% | +0.29 |
| TFC Truist Financial Corp. | Add +2337.3% | 0.24% | +0.23 |
| JNJ Johnson & Johnson | Add +101.0% | 0.31% | +0.17 |
| HIG Hartford Insurance Group Inc. | Add +1311.4% | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +1.2% | 0.44% | +0.04 |
| VICI Vici Properties Inc. | New | 0.03% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +2.8% | 0.30% | +0.03 |
| PPL PPL Corp. | Add +36.6% | 0.09% | +0.03 |
| WMB Williams Cos Inc. | Add +4.6% | 0.28% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +6.3% | 0.38% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +1.8% | 0.25% | +0.02 |
| PAYX Paychex Inc. | Add +10.1% | 0.16% | +0.02 |
| CME Cme Group Inc. | Add +4.5% | 0.15% | +0.02 |
| UNP Union Pacific Corp. | Add +17.4% | 0.11% | +0.01 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.20% | +0.01 |
| LLY Eli Lilly & Co. | Add +2.1% | 0.50% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +25.8% | 0.04% | +0.01 |
| OKE Oneok Inc. | Add +23.7% | 0.07% | +0.01 |
| MU Micron Technology Inc. | Add +118.3% | 0.02% | +0.01 |
| ADP Automatic Data Processing | Add +6.4% | 0.20% | +0.01 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.25% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.01% | +0.01 |
| T AT&T Inc. | Add +6.7% | 0.03% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +10.5% | 0.10% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +19.8% | 0.18% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.00% | +0.00 |
| FE Firstenergy Corp. | New | 0.00% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +45.3% | 0.01% | +0.00 |
| FAST Fastenal Co. | Add +3.5% | 0.05% | +0.00 |
| PFG Principal Financial Group | Add +526.3% | 0.00% | +0.00 |
| VYM Vanguard High DVD Yield ETF | New | 0.00% | +0.00 |
| ACWI iShares MSCI Acwi ETF | Add +55.0% | 0.00% | +0.00 |
| VZ Verizon Communications Inc. | Add +5.7% | 0.01% | +0.00 |
| DG Dollar General Corp. | Add +2.8% | 0.01% | +0.00 |
| ECOR Electrocore Inc. | New | 0.00% | +0.00 |
| GD General Dynamics Corp. | Add +5.7% | 0.05% | +0.00 |
| FALN iShares Fallen Angels ETF | New | 0.00% | +0.00 |
| JNK SS SPDR BB High Yield Bond | New | 0.00% | +0.00 |
| TSSI TSS Inc. | New | 0.00% | +0.00 |
| MBB iShares MBS ETF | New | 0.00% | +0.00 |
| EBND State Street SPDR Bloomberg | New | 0.00% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.00% | +0.00 |
| KWEB Kranesh Csi China Internet | New | 0.00% | +0.00 |
| NRG NRG Energy Inc. | Add +57.9% | 0.00% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 2 | $55before exit |
| VRSK Verisk Analytics Inc. | COM | Sold out | 0 | $0before exit |
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 |