West Paces Advisors Inc.
- SEC CIK
- 0002004720
- Latest filing
- Jul 17, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 563
- +6 vs. Q4 2024
- Portfolio value
- $439.0M
- +$29.3M (+7.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CINFCincinnati Financial Corp | COM | 54 | $7.98K | <0.1% | 00.0% | Unchanged | History |
| LHLabcorp Holdings Inc. | Stock | 35 | $8.15K | <0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 189 | $8.38K | <0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 250 | $8.73K | <0.1% | 00.0% | Unchanged | History |
| WRBBerkley W R Corp | COM | 123 | $8.75K | <0.1% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 11 | $8.76K | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 264 | $8.96K | <0.1% | 00.0% | Unchanged | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 468 | $9.14K | <0.1% | 00.0% | Unchanged | History |
| BALLBALL Corp | COM | 176 | $9.16K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 125 | $9.19K | <0.1% | 00.0% | Unchanged | History |
| PSAPublic Storage | COM | 31 | $9.28K | <0.1% | 00.0% | Unchanged | History |
| TMUST-Mobile US, Inc. | Stock | 35 | $9.34K | <0.1% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 70 | $9.58K | <0.1% | 00.0% | Unchanged | History |
| CFGCitizens Financial Group Inc | COM | 238 | $9.75K | <0.1% | 00.0% | Unchanged | History |
| BWXTBWX Technologies, Inc. | COM | 100 | $9.87K | <0.1% | 00.0% | Unchanged | History |
| VMRKVivmark Residential | SH BEN INT | 140 | $10.0K | <0.1% | 00.0% | Unchanged | History |
| PFGPrincipal Financial Group Inc | COM | 119 | $10.0K | <0.1% | +100+526.3% | Added | History |
| PTCTPTC Therapeutics, Inc. | COM | 200 | $10.2K | <0.1% | −300−60.0% | Reduced | History |
| PCARPaccar Inc | COM | 107 | $10.4K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 60 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| EAElectronic Arts Inc. | COM | 74 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| FFord Motor Co | Stock | 1,075 | $10.8K | <0.1% | 00.0% | Unchanged | History |
| ProShares Bitcoin ETF74347G440 | ETF | 590 | $10.8K | <0.1% | 00.0% | Unchanged | – |
| GISGeneral Mills Inc | Stock | 183 | $10.9K | <0.1% | 00.0% | Unchanged | History |
| DDominion Energy, Inc | Stock | 197 | $11.0K | <0.1% | 00.0% | Unchanged | History |
| WATWaters Corp | COM | 30 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| DTEDte Energy Co | COM | 80 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 100 | $11.1K | <0.1% | 00.0% | Unchanged | History |
| CMSCMS Energy Corp | COM | 154 | $11.6K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 940 | $11.7K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464289875 | CORE 40 MODE ETF | 270 | $11.8K | <0.1% | 00.0% | Unchanged | – |
| FEFirstenergy Corp | COM | 300 | $12.1K | <0.1% | +300 | New | History |
| VMCVulcan Materials CO | COM | 52 | $12.1K | <0.1% | 00.0% | Unchanged | History |
| DGXQuest Diagnostics Inc | COM | 72 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| SPXCSPX Technologies, Inc. | COM | 95 | $12.2K | <0.1% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 35 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| PTONPeloton Interactive, Inc. | CL A COM | 1,960 | $12.4K | <0.1% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 322 | $12.6K | <0.1% | 00.0% | Unchanged | History |
| AIZAssurant, Inc. | Stock | 62 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 135 | $13.2K | <0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 164 | $13.2K | <0.1% | 00.0% | Unchanged | History |
| APAAPA Corp | Stock | 641 | $13.5K | <0.1% | 00.0% | Unchanged | History |
| NDAQNasdaq, Inc. | COM | 180 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 1,021 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| FITBFifth Third Bancorp | COM | 360 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Total World Stock ETF922042742 | ETF | 125 | $14.5K | <0.1% | −125−50.0% | Reduced | – |
| ROKRockwell Automation, Inc | Stock | 58 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| HPEHewlett Packard Enterprise Co | COM | 972 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 140 | $15.5K | <0.1% | −1,600−92.0% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 120 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| VRSNVerisign Inc | COM | 62 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 215 | $15.8K | <0.1% | +215 | New | – |
| IPGInterpublic Group of Companies, Inc. | COM | 585 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 72 | $16.0K | <0.1% | 00.0% | Unchanged | – |
| EOGEOG Resources Inc | Stock | 126 | $16.2K | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 70 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 27 | $17.1K | <0.1% | 00.0% | Unchanged | History |
| DLRDigital Realty Trust, Inc. | COM | 125 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| WELLWelltower Inc. | REIT | 117 | $17.9K | <0.1% | 00.0% | Unchanged | History |
| VTRVentas, Inc. | REIT | 263 | $18.1K | <0.1% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 166 | $18.2K | <0.1% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 240 | $18.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287580 | US CONSUM DISCRE | 210 | $18.5K | <0.1% | 00.0% | Unchanged | – |
| CLColgate Palmolive Co | Stock | 209 | $19.6K | <0.1% | −22−9.5% | Reduced | History |
| iShares Tr464288257 | MSCI ACWI ETF | 172 | $20.0K | <0.1% | +61+55.0% | Added | – |
| FCXFreeport-McMoran Inc | Stock | 530 | $20.1K | <0.1% | 00.0% | Unchanged | History |
| KEYSKeysight Technologies, Inc. | Stock | 136 | $20.4K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 80 | $20.9K | <0.1% | 00.0% | Unchanged | History |
| PRUPrudential Financial Inc | Stock | 191 | $21.3K | <0.1% | −65−25.4% | Reduced | History |
| NOVNOV Inc. | COM | 1,431 | $21.8K | <0.1% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 117 | $22.2K | <0.1% | −34−22.5% | Reduced | History |
| CCICrown Castle Inc. | REIT | 215 | $22.4K | <0.1% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 138 | $22.9K | <0.1% | 00.0% | Unchanged | History |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 120 | $23.2K | <0.1% | +120 | New | – |
| STZConstellation Brands, Inc. | Stock | 131 | $24.0K | <0.1% | −73−35.8% | Reduced | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 365 | $24.2K | <0.1% | 00.0% | Unchanged | – |
| DRIDarden Restaurants Inc | COM | 121 | $25.1K | <0.1% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 160 | $25.2K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 378 | $25.6K | <0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 85 | $25.7K | <0.1% | −28−24.8% | Reduced | History |
| VLOValero Energy Corp | Stock | 198 | $26.1K | <0.1% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 434 | $26.5K | <0.1% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | Stock | 370 | $26.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 345 | $27.2K | <0.1% | +15+4.5% | Added | – |
| ZTSZoetis Inc. | Stock | 166 | $27.3K | <0.1% | −14−7.8% | Reduced | History |
| CORCencora, Inc. | Stock | 100 | $27.8K | <0.1% | 00.0% | Unchanged | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 320 | $27.9K | <0.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | Stock | 368 | $28.5K | <0.1% | 00.0% | Unchanged | History |
| NGVTIngevity Corp | COM | 722 | $28.6K | <0.1% | 00.0% | Unchanged | History |
| SNOWSnowflake Inc. | Stock | 200 | $29.2K | <0.1% | 00.0% | Unchanged | History |
| SNPSSynopsys Inc | COM | 69 | $29.6K | <0.1% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 600 | $29.9K | <0.1% | 00.0% | Unchanged | – |
| GPNGlobal Payments Inc | Stock | 309 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 107 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,406 | $31.0K | <0.1% | 00.0% | Unchanged | – |
| SYFSynchrony Financial | COM | 605 | $32.0K | <0.1% | 00.0% | Unchanged | History |
| SHWSherwin Williams Co | COM | 92 | $32.1K | <0.1% | −24−20.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 537 | $32.2K | <0.1% | −42−7.3% | Reduced | History |
| iShares Tr464287788 | U.S. FINLS ETF | 295 | $33.3K | <0.1% | 00.0% | Unchanged | – |
| MARMarriott International Inc | Stock | 141 | $33.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (26)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| ULUnilever PLC | SPON ADR NEW | 2,500 | $141.8K | <0.1% | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,505 | $77.8K | <0.1% | – |
| NINisource Inc. | COM | 972 | $35.7K | <0.1% | History |
| IOSPInnospec Inc. | COM | 150 | $16.5K | <0.1% | History |
| IDAIT Stamp Inc | CL A NEW | 13,000 | $11.5K | <0.1% | History |
| BPBP PLC | ADR | 325 | $9.61K | <0.1% | History |
| DHIHorton D R Inc | COM | 60 | $8.39K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 36 | $3.42K | <0.1% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 36 | $3.16K | <0.1% | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 39 | $3.08K | <0.1% | – |
| BENFranklin Templeton Inc | COM | 109 | $2.21K | <0.1% | History |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 19 | $1.52K | <0.1% | – |
| SMARSmartsheet Inc | COM CL A | 20 | $1.12K | <0.1% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 100 | $1.04K | <0.1% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 9 | $811 | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 22 | $703 | <0.1% | History |
| SJMJ M SMUCKER Co | Stock | 6 | $661 | <0.1% | History |
| ROKURoku, Inc | COM CL A | 8 | $595 | <0.1% | History |
| TMDXTransMedics Group, Inc. | COM | 8 | $499 | <0.1% | History |
| ONOn Semiconductor Corp | Stock | 6 | $378 | <0.1% | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 1 | $329 | <0.1% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 2 | $177 | <0.1% | History |
| KODKodiak Sciences Inc. | COM | 12 | $119 | <0.1% | History |
| OPENOpendoor Technologies Inc. | COM | 45 | $72 | <0.1% | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 2 | $55 | <0.1% | – |
| PLBYPlayboy, Inc. | COM | 10 | $15 | <0.1% | History |