West Paces Advisors Inc.
- SEC CIK
- 0002004720
- Latest filing
- Jul 17, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Dec 18, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 533
- +10 vs. Q3 2022
- Portfolio value
- $314.2M
- +$32.9M (+11.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PSAPublic Storage | COM | 45 | $12.6K | <0.1% | −5−10.0% | Reduced | History |
| VRSNVerisign Inc | COM | 62 | $12.7K | <0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 351 | $13.1K | <0.1% | +104+42.1% | Added | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 252 | $13.2K | <0.1% | +252 | New | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 72 | $13.2K | <0.1% | 00.0% | Unchanged | – |
| FCXFreeport-McMoran Inc | Stock | 352 | $13.4K | <0.1% | −175−33.2% | Reduced | History |
| AESAES Corp | Stock | 469 | $13.5K | <0.1% | +469 | New | History |
| RFRegions Financial Corp | COM | 632 | $13.6K | <0.1% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 240 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 86 | $13.8K | <0.1% | +86 | New | History |
| HCAHCA Healthcare, Inc. | COM | 58 | $13.9K | <0.1% | +58 | New | History |
| CDWCDW Corp | COM | 79 | $14.1K | <0.1% | +79 | New | History |
| TRPTC Energy Corp | COM | 356 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| MATVMativ Holdings, Inc. | COM | 679 | $14.2K | <0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 190 | $14.5K | <0.1% | 00.0% | Unchanged | History |
| HIGHartford Insurance Group, Inc. | Stock | 197 | $14.9K | <0.1% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 120 | $15.1K | <0.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 183 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 37 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| IQVIQVIA Holdings Inc. | Stock | 76 | $15.6K | <0.1% | +76 | New | History |
| FEFirstenergy Corp | COM | 377 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 317 | $15.8K | <0.1% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 138 | $16.2K | <0.1% | +5+3.8% | Added | History |
| EDConsolidated Edison Inc | Stock | 171 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 136 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| ULTAUlta Beauty, Inc. | Stock | 35 | $16.4K | <0.1% | +35 | New | History |
| CMICummins Inc | Stock | 68 | $16.5K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 100 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| HPQHP Inc | Stock | 618 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 86 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| CADECadence Bancorporation | EQUITY US CM | 700 | $17.3K | <0.1% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 244 | $17.6K | <0.1% | 00.0% | Unchanged | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $17.7K | <0.1% | 00.0% | Unchanged | History |
| DFSDiscover Financial Services | COM | 182 | $17.8K | <0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 120 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| ACGLArch Capital Group Ltd. | Stock | 288 | $18.1K | <0.1% | +288 | New | History |
| ROKRockwell Automation, Inc | Stock | 72 | $18.5K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 101 | $18.9K | <0.1% | 00.0% | Unchanged | History |
| DRIDarden Restaurants Inc | COM | 139 | $19.2K | <0.1% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 70 | $19.4K | <0.1% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 545 | $19.5K | <0.1% | +545 | New | – |
| EBAYeBay Inc | COM | 473 | $19.6K | <0.1% | 00.0% | Unchanged | History |
| GPNGlobal Payments Inc | Stock | 200 | $19.9K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 150 | $20.3K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 64 | $20.4K | <0.1% | −61−48.8% | Reduced | History |
| YUMYum Brands Inc | Stock | 160 | $20.5K | <0.1% | −40−20.0% | Reduced | History |
| ZTSZoetis Inc. | Stock | 140 | $20.5K | <0.1% | −50−26.3% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 250 | $20.6K | <0.1% | +80+47.1% | Added | – |
| NKGNuveen Georgia Quality Municipal Income Fund | COM | 2,046 | $20.7K | <0.1% | 00.0% | Unchanged | History |
| RSGRepublic Services, Inc. | COM | 161 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| USXUS Xpress Enterprises Inc | COM CL A | 11,475 | $20.8K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 75 | $20.9K | <0.1% | 00.0% | Unchanged | History |
| METMetlife Inc | Stock | 290 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,920 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| ETREntergy Corp | COM | 201 | $22.6K | <0.1% | +5+2.6% | Added | History |
| FASTFastenal Co | Stock | 482 | $22.8K | <0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 94 | $23.3K | <0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 157 | $23.4K | <0.1% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 517 | $23.6K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 2,079 | $24.2K | <0.1% | +1,014+95.2% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 437 | $24.3K | <0.1% | 00.0% | Unchanged | – |
| APHAmphenol Corp | CL A | 322 | $24.5K | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 100 | $24.8K | <0.1% | 00.0% | Unchanged | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 335 | $25.0K | <0.1% | +35+11.7% | Added | – |
| APAAPA Corp | Stock | 541 | $25.3K | <0.1% | −155−22.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 87 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| BDXBecton Dickinson & Co | Stock | 100 | $25.4K | <0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 13 | $26.2K | <0.1% | 00.0% | Unchanged | History |
| NLYAnnaly Capital Management Inc | REIT | 1,250 | $26.4K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 104 | $26.8K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 116 | $27.5K | <0.1% | −4−3.3% | Reduced | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 375 | $27.6K | <0.1% | 00.0% | Unchanged | – |
| ENBEnbridge Inc | Stock | 707 | $27.6K | <0.1% | 00.0% | Unchanged | History |
| NINisource Inc. | COM | 1,072 | $29.4K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 87 | $29.9K | <0.1% | 00.0% | Unchanged | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 730 | $29.9K | <0.1% | +365+100.0% | Added | – |
| FDXFedEx Corp | Stock | 175 | $30.3K | <0.1% | +32+22.4% | Added | History |
| CAHCardinal Health Inc | Stock | 399 | $30.7K | <0.1% | 00.0% | Unchanged | History |
| VLOValero Energy Corp | Stock | 242 | $30.7K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 266 | $31.0K | <0.1% | 00.0% | Unchanged | History |
| CCitigroup Inc | Stock | 705 | $31.9K | <0.1% | 00.0% | Unchanged | History |
| BNYBank of New York Mellon Corp | Stock | 707 | $32.2K | <0.1% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 250 | $32.4K | <0.1% | 00.0% | Unchanged | History |
| PINSPinterest, Inc. | CL A | 1,337 | $32.5K | <0.1% | −580−30.3% | Reduced | History |
| SYFSynchrony Financial | COM | 990 | $32.5K | <0.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | COM NEW | 140 | $33.0K | <0.1% | −12−7.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 384 | $33.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 217 | $34.5K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Total World Stock ETF922042742 | ETF | 400 | $34.5K | <0.1% | 00.0% | Unchanged | – |
| KMBKimberly Clark Corp | Stock | 257 | $34.9K | <0.1% | +77+42.8% | Added | History |
| NOVNOV Inc. | COM | 1,681 | $35.1K | <0.1% | 00.0% | Unchanged | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,573 | $35.7K | <0.1% | −1,927−55.1% | Reduced | – |
| IRIngersoll Rand Inc. | COM | 685 | $35.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 300 | $36.2K | <0.1% | 00.0% | Unchanged | – |
| IBMInternational Business Machines Corp | Stock | 258 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 834 | $36.6K | <0.1% | +834 | New | – |
| INTUIntuit Inc. | Stock | 100 | $38.9K | <0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 205 | $39.0K | <0.1% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 2,288 | $42.1K | <0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 3,815 | $43.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (35)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 9,480 | $221.8K | 0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 700 | $58.0K | <0.1% | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 5,000 | $56.3K | <0.1% | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 613 | $37.9K | <0.1% | History |
| SNVSynovus Financial Corp | COM NEW | 1,000 | $37.5K | <0.1% | History |
| CHDChurch & Dwight Co Inc | COM | 247 | $17.6K | <0.1% | History |
| TXG10x Genomics, Inc. | CL A COM | 455 | $13.0K | <0.1% | History |
| PDTJohn Hancock Premium Dividend Fund | COM SH BEN INT | 950 | $12.9K | <0.1% | History |
| CTXSCitrix Systems Inc | COM | 110 | $11.4K | <0.1% | History |
| EMNEastman Chemical Co | Stock | 152 | $10.8K | <0.1% | History |
| American Centy ETF Tr025072885 | US EQT ETF | 107 | $6.67K | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 72 | $5.95K | <0.1% | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 413 | $5.87K | <0.1% | History |
| ROSTRoss Stores, Inc. | COM | 44 | $3.71K | <0.1% | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 145 | $2.73K | <0.1% | History |
| Schwab US Tips ETF808524870 | ETF | 47 | $2.44K | <0.1% | – |
| JCIJohnson Controls International plc | Stock | 45 | $2.21K | <0.1% | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 44 | $2.17K | <0.1% | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 46 | $2.09K | <0.1% | – |
| CLXClorox Co | Stock | 15 | $1.93K | <0.1% | History |
| APTVAptiv PLC | SHS | 18 | $1.41K | <0.1% | History |
| MTDMettler Toledo International Inc | COM | 1 | $1.08K | <0.1% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 20 | $1.06K | <0.1% | History |
| OKEONEOK Inc | COM | 20 | $1.02K | <0.1% | History |
| WDCWestern Digital Corp | COM | 23 | $749 | <0.1% | History |
| PFLTPennantPark Floating Rate Capital Ltd. | COM | 76 | $730 | <0.1% | History |
| SLGSL Green Realty Corp | COM | 17 | $683 | <0.1% | History |
| AIGAmerican International Group, Inc. | Stock | 12 | $570 | <0.1% | History |
| VRSKVerisk Analytics, Inc. | COM | 3 | $512 | <0.1% | History |
| KIMKimco Realty Corp | COM | 26 | $479 | <0.1% | History |
| BHFBrighthouse Financial, Inc. | COM | 11 | $478 | <0.1% | History |
| TTWOTake Two Interactive Software Inc | COM | 4 | $436 | <0.1% | History |
| COUPCoupa Software Inc | COM | 5 | $294 | <0.1% | History |
| CHWYChewy, Inc. | CL A | 8 | $246 | <0.1% | History |
| NTNXNutanix, Inc. | Stock | 7 | $146 | <0.1% | History |