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West Paces Advisors Inc.

SEC CIK
0002004720
Latest filing
Jul 17, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Dec 20, 2023. Long positions only.

Institution overview
Positions
432
No 13F data for Q4 2020
Portfolio value
$248.8M
No 13F data for Q4 2020
Filed
Dec 20, 2023
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of West Paces Advisors Inc. in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PEPPepsiCo IncStock8,851$1.25M0.5%––History
iShares Russell Midcap ETF464287499ETF17,001$1.26M0.5%–––
TFCTruist Financial CorpCOM21,840$1.27M0.5%––History
iShares Russell 1000 Growth ETF464287614ETF5,258$1.28M0.5%–––
Vanguard Malvern FDS922020805STRM INFPROIDX25,500$1.31M0.5%–––
GOOGAlphabet Inc.Stock647$1.34M0.5%––History
MRKMerck & Co., Inc.Stock19,389$1.49M0.6%––History
NEENextera Energy IncStock19,931$1.51M0.6%––History
Schwab U.S. Small-Cap ETF808524607ETF15,216$1.52M0.6%–––
JPMorgan Ultra-Short Income ETF46641Q837ETF31,854$1.62M0.6%–––
SBUXStarbucks CorpStock15,223$1.66M0.7%––History
Schwab International Equity ETF808524805ETF48,314$1.82M0.7%–––
Schwab U.S. Broad Market ETF808524102ETF18,904$1.83M0.7%–––
TXNTexas Instruments IncStock9,939$1.88M0.8%––History
iShares Core S&P 500 ETF464287200ETF4,810$1.91M0.8%–––
iShares Tips Bond ETF464287176ETF15,961$2.00M0.8%–––
ProShares Tr74348A467S&P 500 DV ARIST24,173$2.09M0.8%–––
KOCoca Cola CoStock48,591$2.56M1.0%––History
MSFTMicrosoft CorpStock11,642$2.74M1.1%––History
JPMJPMorgan Chase & CoStock18,644$2.84M1.1%––History
MDYSPDR S&P Midcap 400 ETF TrustETF6,287$2.99M1.2%––History
HDHome Depot, Inc.Stock13,311$4.06M1.6%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF20,359$4.21M1.7%–––
AAPLApple Inc.Stock36,107$4.41M1.8%––History
iShares Tr464288257MSCI ACWI ETF67,511$6.42M2.6%–––
SPYSPDR S&P 500 ETF TrustETF22,138$8.77M3.5%––History
iShares Tr4642874407-10 YR TRSY BD86,807$9.80M3.9%–––
Vanguard S&P 500 ETF922908363ETF39,901$14.5M5.8%–––
iShares Core MSCI Eafe ETF46432F842ETF210,054$15.1M6.1%–––
Flexshares Tr33939L506IBOXX 3R TARGT874,622$23.1M9.3%–––
iShares Core S&P Mid-Cap ETF464287507ETF117,910$30.7M12.3%–––
iShares Core S&P Small Cap ETF464287804ETF287,645$31.2M12.5%–––