The Analysis of WEST PACES ADVISORS INC.'s Holdings
Currently, WEST PACES ADVISORS INC. holds 200 types of securities in its portfolio with a total value $517.0M. In the most recent quarter, they have increased their positions in JPST (+27.7K shares, valued at $1.4M), VIG (+5.1K shares, valued at $1.1M), TDTT (+40.9K shares, valued at $984.0K); decreased their positions in SHY (-13.6K shares, valued at $1.1M), VTIP (-13.1K shares, valued at $648.0K), IWV (-935 shares, valued at $361.7K); initiated new positions in VGSH (+15.0K shares, valued at $881.8K), VCSH (+10.0K shares, valued at $798.9K), VTV (+1.5K shares, valued at $277.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IJH ISHARES TR847.1K shares-0.64%2025-12-312026-01-21
VIG VANGUARD SPECIALIZED FUNDS176.0K shares2.99%2025-12-312026-01-21 AVEM AMERICAN CENTY ETF TR405.3K shares0.61%2025-12-312026-01-21 TDTT FLEXSHARES TR1.2M shares3.41%2025-12-312026-01-21 IEF ISHARES TR292.5K shares1.97%2025-12-312026-01-21 IEFA ISHARES TR261.0K shares2.52%2025-12-312026-01-21 IJR ISHARES TR193.8K shares-1.29%2025-12-312026-01-21 SPY SPDR S&P 500 ETF TR23.5K shares-1.63%2025-12-312026-01-21 AVSC AMERICAN CENTY ETF TR262.8K shares0.66%2025-12-312026-01-21 KO COCA COLA CO147.3K shares-1.62%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F166.9K shares19.87%2025-12-312026-01-21 SCHC SCHWAB STRATEGIC TR170.8K shares-1.81%2025-12-312026-01-21 IWV ISHARES TR17.9K shares-4.95%2025-12-312026-01-21 VTI VANGUARD INDEX FDS19.8K shares1.15%2025-12-312026-01-21 AAPL APPLE INC21.1K shares0.25%2025-12-312026-01-21 MSFT MICROSOFT CORP11.3K shares3.81%2025-12-312026-01-21 IVV ISHARES TR7.2K shares-0.59%2025-12-312026-01-21 HD HOME DEPOT INC12.8K shares-1.17%2025-12-312026-01-21 VTIP VANGUARD MALVERN FDS84.2K shares-13.47%2025-12-312026-01-21 BROADCOM INC BROADCOM INC11.5K shares-0.73%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.11.0K shares0.37%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR121.3K shares-1.43%2025-12-312026-01-21 NSC NORFOLK SOUTHN CORP10.7K shares0.23%2025-12-312026-01-21 ALPHABET INC ALPHABET INC9.5K shares3.30%2025-12-312026-01-21 SO SOUTHERN CO33.7K shares7.58%2025-12-312026-01-21 LLY ELI LILLY & CO2.7K shares0.26%2025-12-312026-01-21 CSX CSX CORP76.9K shares-0.59%2025-12-312026-01-21 MDY SPDR S&P MIDCAP 400 ETF TR4.6K shares0.04%2025-12-312026-01-21 SCHF SCHWAB STRATEGIC TR94.6K shares0.00%2025-12-312026-01-21 NVDA NVIDIA CORPORATION12.2K shares19.70%2025-12-312026-01-21 PG PROCTER AND GAMBLE CO15.5K shares-0.83%2025-12-312026-01-21 AMZN AMAZON COM INC9.4K shares3.77%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON10.3K shares2.09%2025-12-312026-01-21 ALPHABET INC ALPHABET INC6.8K shares4.18%2025-12-312026-01-21 ACWX ISHARES TR31.1K shares3.58%2025-12-312026-01-21 ABBV ABBVIE INC9.0K shares-1.44%2025-12-312026-01-21 NOBL PROSHARES TR19.8K shares0.00%2025-12-312026-01-21 SCHE SCHWAB STRATEGIC TR58.6K shares0.11%2025-12-312026-01-21 IVW ISHARES TR12.9K shares13.71%2025-12-312026-01-21 OS ONESTREAM INC85.2K shares0.00%2025-12-312026-01-21 REG REGENCY CTRS CORP22.6K shares0.00%2025-12-312026-01-21 CVX CHEVRON CORP NEW9.6K shares-1.57%2025-12-312026-01-21 IWR ISHARES TR14.6K shares-4.00%2025-12-312026-01-21 SCHA SCHWAB STRATEGIC TR48.3K shares-1.73%2025-12-312026-01-21 MCD MCDONALDS CORP4.4K shares-1.88%2025-12-312026-01-21 SHY ISHARES TR16.2K shares-45.60%2025-12-312026-01-21 NEE NEXTERA ENERGY INC15.6K shares1.54%2025-12-312026-01-21 WMB WILLIAMS COS INC20.5K shares-1.48%2025-12-312026-01-21 BAC BANK AMERICA CORP22.3K shares-1.01%2025-12-312026-01-21 TRV TRAVELERS COMPANIES INC4.2K shares2.19%2025-12-312026-01-21 CSCO CISCO SYS INC15.7K shares2.27%2025-12-312026-01-21 IWF ISHARES TR2.4K shares6.43%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW1.3K shares3.11%2025-12-312026-01-21 V VISA INC3.0K shares4.97%2025-12-312026-01-21 XOM EXXON MOBIL CORP8.9K shares3.76%2025-12-312026-01-21 IWB ISHARES TR2.8K shares0.00%2025-12-312026-01-21 ISHG ISHARES TR13.4K shares-20.16%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC3.0K shares1.20%2025-12-312026-01-21 TFC TRUIST FINL CORP19.3K shares1.38%2025-12-312026-01-21 GLD SPDR GOLD TR2.4K shares29.35%2025-12-312026-01-21 MMC MARSH & MCLENNAN COS INC4.9K shares-12.39%2025-12-312026-01-21 MDLZ MONDELEZ INTL INC16.5K shares1.14%2025-12-312026-01-21 VGSH VANGUARD SCOTTSDALE FDS15.0K sharesnew addition2025-12-312026-01-21 PNC PNC FINL SVCS GROUP INC4.2K shares0.34%2025-12-312026-01-21 SCHM SCHWAB STRATEGIC TR28.9K shares0.15%2025-12-312026-01-21 META META PLATFORMS INC1.3K shares10.41%2025-12-312026-01-21 CAT CATERPILLAR INC1.5K shares3.81%2025-12-312026-01-21 WMT WALMART INC7.4K shares-1.38%2025-12-312026-01-21 TXN TEXAS INSTRS INC4.8K shares-4.14%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS10.0K sharesnew addition2025-12-312026-01-21 NUE NUCOR CORP4.9K shares0.48%2025-12-312026-01-21 GLW CORNING INC8.9K shares-11.85%2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN2.9K shares1.18%2025-12-312026-01-21 PEP PEPSICO INC4.9K shares2.88%2025-12-312026-01-21 NTRS NORTHERN TR CORP5.0K shares0.16%2025-12-312026-01-21 CME CME GROUP INC2.5K shares-0.08%2025-12-312026-01-21 CMI CUMMINS INC1.3K shares2.66%2025-12-312026-01-21 LMT LOCKHEED MARTIN CORP1.4K shares-3.43%2025-12-312026-01-21 SRE SEMPRA7.5K shares0.51%2025-12-312026-01-21 RTX RTX CORPORATION3.6K shares0.17%2025-12-312026-01-21 UNP UNION PAC CORP2.4K shares1.38%2025-12-312026-01-21 DIS DISNEY WALT CO4.8K shares3.13%2025-12-312026-01-21 VUG VANGUARD INDEX FDS1.1K shares116.77%2025-12-312026-01-21 DVY ISHARES TR3.7K shares0.00%2025-12-312026-01-21 ORCL ORACLE CORP2.6K shares4.51%2025-12-312026-01-21 SDY SPDR SERIES TRUST3.7K shares0.00%2025-12-312026-01-21 VICI VICI PPTYS INC18.2K shares2.45%2025-12-312026-01-21 IEI ISHARES TR4.2K shares0.00%2025-12-312026-01-21 ITW ILLINOIS TOOL WKS INC2.0K shares2.23%2025-12-312026-01-21 PAYX PAYCHEX INC4.4K shares0.00%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares51.15%2025-12-312026-01-21 IWM ISHARES TR1.8K shares-0.66%2025-12-312026-01-21 HIG HARTFORD INSURANCE GROUP INC3.2K shares7.10%2025-12-312026-01-21 PPL PPL CORP12.5K shares1.34%2025-12-312026-01-21 TSLA TESLA INC927 shares24.93%2025-12-312026-01-21 SBUX STARBUCKS CORP4.8K shares1.36%2025-12-312026-01-21 EMR EMERSON ELEC CO3.1K shares0.59%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS1.4K shares1.65%2025-12-312026-01-21 AJG GALLAGHER ARTHUR J & CO1.5K shares0.00%2025-12-312026-01-21 MCK MCKESSON CORP472 shares3.51%2025-12-312026-01-21 SUB ISHARES TR3.5K shares83.64%2025-12-312026-01-21 AVB AVALONBAY CMNTYS INC2.1K shares1.91%2025-12-312026-01-21 DHR DANAHER CORPORATION1.6K shares1.45%2025-12-312026-01-21 AMGN AMGEN INC1.1K shares4.82%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC913 shares-1.30%2025-12-312026-01-21 ISRG INTUITIVE SURGICAL INC611 shares7.01%2025-12-312026-01-21 GPC GENUINE PARTS CO2.6K shares0.00%2025-12-312026-01-21 NFLX NETFLIX INC3.3K shares988.52%2025-12-312026-01-21 PLTR PALANTIR TECHNOLOGIES INC1.7K shares9.02%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC1.4K shares7.36%2025-12-312026-01-21 AON PLC AON PLC859 shares0.00%2025-12-312026-01-21 COF CAPITAL ONE FINL CORP1.2K shares8.71%2025-12-312026-01-21 TRGP TARGA RES CORP1.6K shares6.60%2025-12-312026-01-21 TMO THERMO FISHER SCIENTIFIC INC512 shares8.47%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE941 shares3.29%2025-12-312026-01-21 APD AIR PRODS & CHEMS INC1.2K shares-38.11%2025-12-312026-01-21 EFA ISHARES TR3.0K shares0.00%2025-12-312026-01-21 RF REGIONS FINANCIAL CORP NEW10.5K shares4.01%2025-12-312026-01-21 ROP ROPER TECHNOLOGIES INC637 shares5.99%2025-12-312026-01-21 MA MASTERCARD INCORPORATED490 shares7.22%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F5.2K shares25.79%2025-12-312026-01-21 VTV VANGUARD INDEX FDS1.5K sharesnew addition2025-12-312026-01-21 KMI KINDER MORGAN INC DEL10.1K shares0.00%2025-12-312026-01-21 MU MICRON TECHNOLOGY INC941 sharesnew addition2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR1.9K shares100.11%2025-12-312026-01-21 GILD GILEAD SCIENCES INC2.2K shares7.54%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS4.2K sharesnew addition2025-12-312026-01-21 SCHR SCHWAB STRATEGIC TR10.3K shares1.28%2025-12-312026-01-21 TIP ISHARES TR2.3K shares0.00%2025-12-312026-01-21 WFC WELLS FARGO CO NEW2.7K shares2.37%2025-12-312026-01-21 ISTB ISHARES TR5.1K sharesnew addition2025-12-312026-01-21 MS MORGAN STANLEY1.4K sharesnew addition2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR8.7K shares9.41%2025-12-312026-01-21 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares4.84%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC1.5K shares12.61%2025-12-312026-01-21 MPC MARATHON PETE CORP1.4K shares15.15%2025-12-312026-01-21 OKE ONEOK INC NEW3.1K shares0.00%2025-12-312026-01-21 SYY SYSCO CORP3.0K shares1.99%2025-12-312026-01-21 AXP AMERICAN EXPRESS CO601 sharesnew addition2025-12-312026-01-21 FAST FASTENAL CO5.5K shares-2.77%2025-12-312026-01-21 CRM SALESFORCE INC827 sharesnew addition2025-12-312026-01-21 BSX BOSTON SCIENTIFIC CORP2.3K shares8.43%2025-12-312026-01-21 FXB INVESCO CURRENCYSHARES BRIT1.7K shares-57.12%2025-12-312026-01-21 IWD ISHARES TR1.0K shares92.84%2025-12-312026-01-21 IEUR ISHARES TR3.0K shares0.00%2025-12-312026-01-21 QCOM QUALCOMM INC1.2K sharesnew addition2025-12-312026-01-21 SCHV SCHWAB STRATEGIC TR6.3K shares0.00%2025-12-312026-01-21 IJK ISHARES TR1.7K shares0.00%2025-12-312026-01-21 SCMB SCHWAB STRATEGIC TR6.0K shares-8.84%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F2.6K shares0.00%2025-12-312026-01-21 VBR VANGUARD INDEX FDS571 shares10.44%2025-12-312026-01-21 IWN ISHARES TR650 shares0.00%2025-12-312026-01-21 RES RPC INC21.0K shares-17.65%2025-12-312026-01-21 KRE SPDR SERIES TRUST1.4K shares0.00%2025-12-312026-01-21 IUSB ISHARES TR1.7K sharesnew addition2025-12-312026-01-21 IYW ISHARES TR400 shares-5.88%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR1.7K shares37.66%2025-12-312026-01-21 IWO ISHARES TR216 shares0.00%2025-12-312026-01-21 AVUV AMERICAN CENTY ETF TR653 shares0.00%2025-12-312026-01-21 TILT FLEXSHARES TR243 shares0.00%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR1.7K shares0.00%2025-12-312026-01-21 LQD ISHARES TR500 shares0.00%2025-12-312026-01-21 VO VANGUARD INDEX FDS146 shares1023.08%2025-12-312026-01-21 VONG VANGUARD SCOTTSDALE FDS345 sharesnew addition2025-12-312026-01-21 IYF ISHARES TR295 shares0.00%2025-12-312026-01-21 XLF SELECT SECTOR SPDR TR693 shares15.50%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR1.4K shares0.00%2025-12-312026-01-21 IYJ ISHARES TR240 shares0.00%2025-12-312026-01-21 HYG ISHARES TR345 shares0.00%2025-12-312026-01-21 VB VANGUARD INDEX FDS72 shares0.00%2025-12-312026-01-21 ACWI ISHARES TR111 shares0.00%2025-12-312026-01-21 VT VANGUARD INTL EQUITY INDEX F105 shares0.00%2025-12-312026-01-21 IYC ISHARES TR135 shares-21.51%2025-12-312026-01-21 VBK VANGUARD INDEX FDS36 sharesnew addition2025-12-312026-01-21 IJS ISHARES TR75 shares0.00%2025-12-312026-01-21 IUSV ISHARES TR70 sharesnew addition2025-12-312026-01-21 IXUS ISHARES TR84 shares1.20%2025-12-312026-01-21 XLC SELECT SECTOR SPDR TR59 sharesnew addition2025-12-312026-01-21 XLY SELECT SECTOR SPDR TR58 sharesnew addition2025-12-312026-01-21 IJT ISHARES TR45 shares0.00%2025-12-312026-01-21 IUSG ISHARES TR35 sharesnew addition2025-12-312026-01-21 EEM ISHARES TR100 shares-35.48%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR30 sharesnew addition2025-12-312026-01-21 VTWO VANGUARD SCOTTSDALE FDS35 sharesnew addition2025-12-312026-01-21 ITOT ISHARES TR18 shares0.00%2025-12-312026-01-21 IBB ISHARES TR7 sharesnew addition2025-12-312026-01-21 VXF VANGUARD INDEX FDS5 shares0.00%2025-12-312026-01-21 LRGF ISHARES TR11 shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available