West Paces Advisors Inc.
- SEC CIK
- 0002004720
- Latest filing
- Jul 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 557
- +9 vs. Q3 2024
- Portfolio value
- $409.7M
- +$1.38M (+0.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,681 | $152.9K | <0.1% | 00.0% | Unchanged | – |
| EDConsolidated Edison Inc | Stock | 1,740 | $155.3K | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 545 | $161.8K | <0.1% | +5+0.9% | Added | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 3,000 | $161.9K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 657 | $162.1K | <0.1% | +180+37.7% | Added | History |
| TSCOTractor Supply Co | COM | 3,060 | $162.4K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,200 | $163.4K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,300 | $164.2K | <0.1% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| HONHoneywell International Inc | COM | 733 | $165.6K | <0.1% | 00.0% | Unchanged | History |
| ALLAllstate Corp | Stock | 880 | $169.7K | <0.1% | 00.0% | Unchanged | History |
| NSCNorfolk Southern Corp | Stock | 725 | $170.2K | <0.1% | −3−0.4% | Reduced | History |
| WMWaste Management Inc | Stock | 844 | $170.2K | <0.1% | 00.0% | Unchanged | History |
| ECLEcolab Inc. | Stock | 730 | $171.1K | <0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 1,518 | $171.7K | <0.1% | −436−22.3% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 3,620 | $173.2K | <0.1% | −2,352−39.4% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 169 | $173.2K | <0.1% | 00.0% | Unchanged | History |
| CICigna Group | Stock | 641 | $177.0K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 418 | $185.9K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 1,425 | $186.7K | <0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 752 | $190.8K | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 2,563 | $194.0K | <0.1% | −61−2.3% | Reduced | History |
| NUENucor Corp | COM | 1,663 | $194.1K | <0.1% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 2,701 | $194.2K | <0.1% | −206−7.1% | Reduced | History |
| WFCWells Fargo & Company | Stock | 2,793 | $196.2K | <0.1% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 2,212 | $197.6K | <0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 766 | $201.8K | <0.1% | −9−1.2% | Reduced | History |
| RFRegions Financial Corp | COM | 8,610 | $202.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 501 | $205.6K | 0.1% | 00.0% | Unchanged | – |
| TGTTarget Corp | Stock | 1,535 | $207.5K | 0.1% | −1−0.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 2,247 | $207.6K | 0.1% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 1,420 | $211.6K | 0.1% | 00.0% | Unchanged | History |
| ARESAres Management Corp | CL A COM STK | 1,199 | $212.3K | 0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 1,913 | $223.4K | 0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 1,795 | $226.4K | 0.1% | −210−10.5% | Reduced | History |
| MAMastercard Inc | Stock | 433 | $228.1K | 0.1% | 00.0% | Unchanged | History |
| SYYSysco Corp | Stock | 2,990 | $228.6K | 0.1% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 726 | $242.7K | 0.1% | −45−5.8% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 2,300 | $245.1K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,339 | $252.5K | 0.1% | 00.0% | Unchanged | – |
| OKEONEOK Inc | COM | 2,527 | $253.7K | 0.1% | +114+4.7% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 490 | $254.9K | 0.1% | −11−2.2% | Reduced | History |
| PPLPPL Corp | COM | 8,245 | $267.6K | 0.1% | +1,663+25.3% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 9,788 | $268.2K | 0.1% | −74−0.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 328 | $292.4K | 0.1% | +2+0.6% | Added | History |
| SWSmurfit Westrock plc | Stock | 5,453 | $293.7K | 0.1% | +5,453 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 595 | $310.6K | 0.1% | 00.0% | Unchanged | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 12,815 | $311.3K | 0.1% | −1,985−13.4% | ReducedConverted for a 2-for-1 split | – |
| MCKMcKesson Corp | Stock | 550 | $313.5K | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 1,206 | $314.4K | 0.1% | −480−28.5% | Reduced | History |
| HPQHP Inc | Stock | 9,636 | $314.4K | 0.1% | +298+3.2% | Added | History |
| ROPRoper Technologies Inc | Stock | 633 | $329.1K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,521 | $334.4K | 0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 961 | $354.9K | 0.1% | 00.0% | Unchanged | History |
| PLDPrologis, Inc. | REIT | 3,434 | $363.0K | 0.1% | −64−1.8% | Reduced | History |
| EMREmerson Electric Co | Stock | 2,955 | $366.2K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 940 | $379.6K | 0.1% | +19+2.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 1,669 | $380.6K | 0.1% | −14−0.8% | Reduced | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,337 | $385.6K | 0.1% | 00.0% | Unchanged | – |
| DUKDuke Energy CORP | Stock | 3,629 | $391.0K | 0.1% | −70−1.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,810 | $399.9K | 0.1% | −387−17.6% | Reduced | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 4,025 | $401.3K | 0.1% | +225+5.9% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 14,550 | $403.2K | 0.1% | −150−1.0% | ReducedConverted for a 3-for-1 split | – |
| WECWec Energy Group, Inc. | Stock | 4,418 | $415.5K | 0.1% | +160+3.8% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 13,192 | $423.7K | 0.1% | −562−4.1% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 1,500 | $425.8K | 0.1% | 00.0% | Unchanged | History |
| SOSouthern Co | Stock | 5,212 | $429.1K | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 2,664 | $443.9K | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 1,965 | $451.1K | 0.1% | −8−0.4% | Reduced | History |
| Schwab Strategic Tr808524649 | MUN BD ETF | 17,685 | $454.2K | 0.1% | +17,685 | New | – |
| iShares Select Dividend ETF464287168 | ETF | 3,494 | $458.7K | 0.1% | 00.0% | Unchanged | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,502 | $462.6K | 0.1% | 00.0% | Unchanged | – |
| ORealty Income Corp | REIT | 8,718 | $465.6K | 0.1% | −192−2.2% | Reduced | History |
| IAUiShares Gold Trust | ETF | 9,515 | $471.1K | 0.1% | −1,500−13.6% | Reduced | History |
| RTXRTX Corp | Stock | 4,086 | $472.8K | 0.1% | +17+0.4% | Added | History |
| CMICummins Inc | Stock | 1,385 | $482.8K | 0.1% | 00.0% | Unchanged | History |
| PSXPhillips 66 | Stock | 4,241 | $483.2K | 0.1% | −438−9.4% | Reduced | History |
| QCOMQualcomm Inc | Stock | 3,170 | $487.0K | 0.1% | −234−6.9% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 4,338 | $499.9K | 0.1% | +56+1.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,109 | $502.7K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 2,108 | $510.4K | 0.1% | +20+1.0% | Added | History |
| NTRSNorthern Trust Corp | COM | 5,003 | $512.8K | 0.1% | −8−0.2% | Reduced | History |
| CATCaterpillar Inc | Stock | 1,467 | $532.2K | 0.1% | −175−10.7% | Reduced | History |
| GLWCorning Inc | COM | 11,212 | $532.8K | 0.1% | −235−2.1% | Reduced | History |
| CMECME Group Inc. | COM | 2,335 | $542.3K | 0.1% | +28+1.2% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 2,145 | $544.0K | 0.1% | +64+3.1% | Added | History |
| WMTWalmart Inc. | Stock | 6,187 | $559.0K | 0.1% | 00.0% | Unchanged | History |
| PAYXPaychex Inc | Stock | 4,008 | $562.0K | 0.1% | +53+1.3% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 2,052 | $595.2K | 0.1% | −159−7.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 4,135 | $598.0K | 0.1% | +1,297+45.7% | Added | History |
| AONAon plc | CL A | 1,885 | $677.0K | 0.2% | −500−21.0% | Reduced | History |
| SSBSouthState Bank Corp | COM | 7,200 | $716.3K | 0.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 1,224 | $716.7K | 0.2% | −27−2.2% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,130 | $723.9K | 0.2% | +775+12.2% | Added | – |
| DISWalt Disney Co | Stock | 6,577 | $732.3K | 0.2% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 1,543 | $749.6K | 0.2% | −52−3.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 7,066 | $760.1K | 0.2% | +18+0.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,564 | $791.2K | 0.2% | −81−4.9% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 2,705 | $792.0K | 0.2% | −172−6.0% | Reduced | History |
| SRESempra | Stock | 9,306 | $816.3K | 0.2% | −230−2.4% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,072 | $832.1K | 0.2% | +117+6.0% | Added | – |
Sold out since Q3 2024 (21)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| FNFFidelity National Financial, Inc. | COM SHS | 3,000 | $186.2K | <0.1% | History |
| TTETotalEnergies SE | SPONSORED ADS | 1,850 | $119.5K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 200 | $33.5K | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 270 | $22.5K | <0.1% | History |
| SHOPShopify Inc. | Stock | 100 | $8.01K | <0.1% | History |
| CDWCDW Corp | COM | 30 | $6.79K | <0.1% | History |
| NETCloudflare, Inc. | CL A COM | 75 | $6.07K | <0.1% | History |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 1,385 | $5.61K | <0.1% | History |
| NVONovo Nordisk A S | ADR | 40 | $4.76K | <0.1% | History |
| IDTIdt Corp | CL B NEW | 65 | $2.48K | <0.1% | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 8 | $2.12K | <0.1% | History |
| XYLXylem Inc. | COM | 6 | $810 | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 4 | $775 | <0.1% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 6 | $630 | <0.1% | History |
| FMCFMC Corp | COM NEW | 9 | $593 | <0.1% | History |
| PODDInsulet Corp | Stock | 2 | $466 | <0.1% | History |
| SHCRSharecare, Inc. | COM CL A | 300 | $426 | <0.1% | History |
| SOFISoFi Technologies, Inc. | Stock | 45 | $354 | <0.1% | History |
| CPBCAMPBELL'S Co | COM | 7 | $342 | <0.1% | History |
| QIPTQuipt Home Medical Corp. | COM | 85 | $248 | <0.1% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 5 | $204 | <0.1% | History |