WP

WEST PACES ADVISORS INC.

13F
WEST PACES ADVISORS INC.
Last update 2025-04-15 562 Stocks (31 new)
Value $439.00 Mil Turnover 11 %
Countries:
Top Holdings: IJH(11.25%)VOO(11.16%)VIG(6.75%)TDTT(6.40%)IEF(5.64%)
Summary Stock Picks Current Portfolio
WEST PACES ADVISORS INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IJH 		iShares Core S&P Mid-Cap ETF
846,561
49,396.8
+1.90%
11.250
+0.21%
0.060
-3.62%
-4.10%
90,854.5
 
VOO 		Vanguard S&P 500 ETF
95,327
48,989.7
+33.23%
11.160
+2.78%
0.010
-3.17%
-0.85%
575,678.9
 
VIG 		Vanguard Dividend Appreciation FTF
152,756
29,633.2
+283.52%
6.750
+4.99%
0.030
-3.32%
-0.29%
84,498.4
 
TDTT 		FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
1,153,169
28,114.3
+2.26%
6.400
+0.14%
1.190
+2.15%
+3.84%
2,523.0
 
IEF 		iShares 7-10 Year Treasury Bond ETF
259,621
24,760.1
+0.39%
5.640
+0.02%
0.070
+1.00%
+2.71%
34,312.2
 
AVEM 		Avantis Emerging Markets Equity ETF
404,228
24,322.4
-11.18%
5.540
-0.73%
0.310
+5.29%
+10.29%
8,662.6
 
IJR 		iShares Core S&P Small-Cap ETF
213,576
22,333.7
-5.49%
5.090
-0.35%
0.030
-7.66%
-9.47%
75,890.1
 
IEFA 		iShares Core MSCI EAFE ETF
261,285
19,766.2
-7.58%
4.500
-0.37%
0.020
+8.28%
+16.51%
138,407.5
 
SPY 		SPDR S&P 500 ETF Trust
22,973
12,851.0
+3.70%
2.930
+0.10%
0.000
-3.18%
-0.89%
590,477.9
 
KO 		Coca-Cola Co
156,046
11,176.0
+5.06%
2.550
+0.12%
0.000
+1.33%
+16.13%
308,917.2
Beverages - Non-Alcoholic

WEST PACES ADVISORS INC.'s Historical Top Holdings Breakdowns

WEST PACES ADVISORS INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Add
+4.99%
●
190.34 ($198.85) 205.23
$194.33
-2.27%
Add 283.52%
152,756
112,926
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+2.78%
●
507.05 ($540.58) 563.67
$532.40
-1.51%
Add 33.23%
95,327
23,777
AVEM 		Avantis Emerging Markets Equity ETF2025-03-31Reduce
-0.73%
●
57.11 ($60.13) 62.4
$64.84
7.83%
Reduce -11.18%
404,228
-50,865
CSX 		CSX Corp2025-03-31Add
+0.47%
●
29.11 ($31.76) 33.67
$30.82
-2.96%
Add 5308.03%
71,386
70,066
SO 		Southern Co2025-03-31Add
+0.46%
●
80.96 ($86.57) 92.96
$89.64
3.55%
Add 426.07%
27,419
22,207
OS 		OneStream Inc2025-03-31Add
+0.41%
●
20.35 ($25.65) 30.37
$28.44
10.88%
Add 212670%
85,108
85,068
NSC 		Norfolk Southern Corp2025-03-31Add
+0.37%
●
227.69 ($243.68) 259.76
$240.02
-1.50%
Add 953.24%
7,636
6,911
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-0.37%
●
69.57 ($74.78) 78.65
$81.88
9.49%
Reduce -7.58%
261,285
-21,436
IJR 		iShares Core S&P Small-Cap ETF2025-03-31Reduce
-0.35%
●
102.49 ($112.84) 119.96
$103.99
-7.84%
Reduce -5.49%
213,576
-12,405
TFC 		Truist Financial Corp2025-03-31Add
+0.23%
●
39.48 ($44.55) 48.15
$39.28
-11.83%
Add 2337.3%
25,811
24,752

WEST PACES ADVISORS INC. Total Holding History ($B)

To

WEST PACES ADVISORS INC.'s Asset Allocation

To

WEST PACES ADVISORS INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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WEST PACES ADVISORS INC.'s Hypothetical Growth since 2025-03-31

WEST PACES ADVISORS INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

WEST PACES ADVISORS INC.'s Holdings Heat Map

Size field:

WEST PACES ADVISORS INC.'s Holdings Bubble Chart

WEST PACES ADVISORS INC. News

  • 1

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