The Analysis of WEST PACES ADVISORS INC.'s Holdings

Currently, WEST PACES ADVISORS INC. holds 188 types of securities in its portfolio with a total value $502.4M. In the most recent quarter, they have increased their positions in IEF (+21.1K shares, valued at $2.0M), VIG (+8.1K shares, valued at $1.7M), SHY (+15.4K shares, valued at $1.3M); decreased their positions in IJR (-7.1K shares, valued at $838.0K), SPY (-1.2K shares, valued at $799.4K), MRK (-8.9K shares, valued at $747.9K); initiated new positions in SSB (+7.2K shares, valued at $711.9K), TEL (+2.2K shares, valued at $493.5K), AVB (+2.0K shares, valued at $393.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS107.6K shares1.80%2025-09-302025-10-22

IJH ISHARES TR852.6K shares-0.58%2025-09-302025-10-22

VIG VANGUARD SPECIALIZED FUNDS170.8K shares4.95%2025-09-302025-10-22

AVEM AMERICAN CENTY ETF TR402.8K shares3.78%2025-09-302025-10-22

TDTT FLEXSHARES TR1.2M shares3.75%2025-09-302025-10-22

IEF ISHARES TR286.8K shares7.92%2025-09-302025-10-22

IJR ISHARES TR196.3K shares-3.47%2025-09-302025-10-22

IEFA ISHARES TR254.5K shares6.09%2025-09-302025-10-22

Sponsored

SPY SPDR S&P 500 ETF TR23.9K shares-4.78%2025-09-302025-10-22

AVSC AMERICAN CENTY ETF TR261.1K shares-0.41%2025-09-302025-10-22

KO COCA COLA CO149.8K shares-4.17%2025-09-302025-10-22

SCHC SCHWAB STRATEGIC TR173.9K shares-2.03%2025-09-302025-10-22

IWV ISHARES TR18.9K shares-0.13%2025-09-302025-10-22

JPST J P MORGAN EXCHANGE TRADED F139.2K shares15.82%2025-09-302025-10-22

VTI VANGUARD INDEX FDS19.6K shares0.31%2025-09-302025-10-22

MSFT MICROSOFT CORP10.9K shares2.93%2025-09-302025-10-22

Sponsored

AAPL APPLE INC21.0K shares-1.25%2025-09-302025-10-22

HD HOME DEPOT INC12.9K shares-2.44%2025-09-302025-10-22

VTIP VANGUARD MALVERN FDS97.3K shares0.10%2025-09-302025-10-22

IVV ISHARES TR7.2K shares-0.93%2025-09-302025-10-22

AVGO BROADCOM INC11.6K shares-8.26%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.11.0K shares-2.60%2025-09-302025-10-22

NSC NORFOLK SOUTHN CORP10.7K shares-0.14%2025-09-302025-10-22

SCHB SCHWAB STRATEGIC TR123.0K shares-2.44%2025-09-302025-10-22

Sponsored

SO SOUTHERN CO31.4K shares-0.31%2025-09-302025-10-22

CSX CSX CORP77.4K shares0.00%2025-09-302025-10-22

MDY SPDR S&P MIDCAP 400 ETF TR4.6K shares0.00%2025-09-302025-10-22

SHY ISHARES TR29.7K shares107.84%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO15.6K shares-0.87%2025-09-302025-10-22

GOOG ALPHABET INC9.2K shares-3.83%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR94.6K shares4.04%2025-09-302025-10-22

ABBV ABBVIE INC9.2K shares-0.56%2025-09-302025-10-22

Sponsored

LLY ELI LILLY & CO2.7K shares-0.66%2025-09-302025-10-22

NOBL PROSHARES TR19.8K shares0.77%2025-09-302025-10-22

AMZN AMAZON COM INC9.1K shares-0.77%2025-09-302025-10-22

SCHE SCHWAB STRATEGIC TR58.5K shares-0.14%2025-09-302025-10-22

ACWX ISHARES TR30.0K shares0.00%2025-09-302025-10-22

NVDA NVIDIA CORPORATION10.2K shares-12.61%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON10.1K shares4.10%2025-09-302025-10-22

REG REGENCY CTRS CORP22.6K shares0.00%2025-09-302025-10-22

Sponsored

GOOGL ALPHABET INC6.6K shares-1.81%2025-09-302025-10-22

OS ONESTREAM INC85.2K shares0.13%2025-09-302025-10-22

CVX CHEVRON CORP NEW9.7K shares-2.33%2025-09-302025-10-22

IWR ISHARES TR15.2K shares-0.33%2025-09-302025-10-22

SCHA SCHWAB STRATEGIC TR49.1K shares-0.79%2025-09-302025-10-22

IVW ISHARES TR11.4K shares26.26%2025-09-302025-10-22

MCD MCDONALDS CORP4.5K shares-0.84%2025-09-302025-10-22

WMB WILLIAMS COS INC20.8K shares2.35%2025-09-302025-10-22

Sponsored

ISHG ISHARES TR16.8K shares24.87%2025-09-302025-10-22

BAC BANK AMERICA CORP22.6K shares12.06%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW1.3K shares0.80%2025-09-302025-10-22

NEE NEXTERA ENERGY INC15.4K shares-4.68%2025-09-302025-10-22

TRV TRAVELERS COMPANIES INC4.1K shares0.00%2025-09-302025-10-22

MMC MARSH & MCLENNAN COS INC5.6K shares1.67%2025-09-302025-10-22

CSCO CISCO SYS INC15.4K shares5.58%2025-09-302025-10-22

IWF ISHARES TR2.2K shares-1.50%2025-09-302025-10-22

Sponsored

IWB ISHARES TR2.8K shares0.00%2025-09-302025-10-22

MDLZ MONDELEZ INTL INC16.3K shares-2.91%2025-09-302025-10-22

UNH UNITEDHEALTH GROUP INC2.9K shares41.18%2025-09-302025-10-22

V VISA INC2.9K shares-3.47%2025-09-302025-10-22

XOM EXXON MOBIL CORP8.5K shares0.55%2025-09-302025-10-22

ETN EATON CORP PLC2.5K shares-7.35%2025-09-302025-10-22

TXN TEXAS INSTRS INC5.0K shares-10.72%2025-09-302025-10-22

TFC TRUIST FINL CORP19.1K shares-0.83%2025-09-302025-10-22

Sponsored

META META PLATFORMS INC1.2K shares-2.01%2025-09-302025-10-22

SCHM SCHWAB STRATEGIC TR28.9K shares-1.01%2025-09-302025-10-22

ADP AUTOMATIC DATA PROCESSING IN2.9K shares0.00%2025-09-302025-10-22

PNC PNC FINL SVCS GROUP INC4.2K shares-2.92%2025-09-302025-10-22

GLW CORNING INC10.1K shares-3.64%2025-09-302025-10-22

WMT WALMART INC7.5K shares-4.93%2025-09-302025-10-22

MRK MERCK & CO INC9.0K shares-49.88%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP1.4K shares0.00%2025-09-302025-10-22

Sponsored

SSB SOUTHSTATE BK CORP7.2K sharesnew addition2025-09-302025-10-22

ORCL ORACLE CORP2.5K shares-5.03%2025-09-302025-10-22

CAT CATERPILLAR INC1.4K shares-3.41%2025-09-302025-10-22

SRE SEMPRA7.5K shares-7.80%2025-09-302025-10-22

PEP PEPSICO INC4.8K shares-33.68%2025-09-302025-10-22

NTRS NORTHERN TR CORP5.0K shares-0.06%2025-09-302025-10-22

CME CME GROUP INC2.5K shares-0.81%2025-09-302025-10-22

NUE NUCOR CORP4.8K shares-0.27%2025-09-302025-10-22

Sponsored

GLD SPDR GOLD TR1.8K shares-3.95%2025-09-302025-10-22

RTX RTX CORPORATION3.6K shares-3.83%2025-09-302025-10-22

VICI VICI PPTYS INC17.8K shares72.44%2025-09-302025-10-22

ACN ACCENTURE PLC IRELAND2.3K shares83.52%2025-09-302025-10-22

UNP UNION PAC CORP2.4K shares0.29%2025-09-302025-10-22

PAYX PAYCHEX INC4.4K shares-0.81%2025-09-302025-10-22

CMI CUMMINS INC1.3K shares-13.55%2025-09-302025-10-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares-3.34%2025-09-302025-10-22

Sponsored

DIS DISNEY WALT CO4.7K shares-4.67%2025-09-302025-10-22

DVY ISHARES TR3.7K shares6.30%2025-09-302025-10-22

SDY SPDR SERIES TRUST3.7K shares5.71%2025-09-302025-10-22

ITW ILLINOIS TOOL WKS INC2.0K shares-1.15%2025-09-302025-10-22

APD AIR PRODS & CHEMS INC1.9K shares-12.00%2025-09-302025-10-22

IEI ISHARES TR4.2K shares18.12%2025-09-302025-10-22

FXB INVESCO CURRENCYSHARES BRIT3.9K shares25.55%2025-09-302025-10-22

TEL TE CONNECTIVITY PLC2.2K sharesnew addition2025-09-302025-10-22

Sponsored

WEC WEC ENERGY GROUP INC4.2K shares-0.69%2025-09-302025-10-22

AJG GALLAGHER ARTHUR J & CO1.5K shares0.00%2025-09-302025-10-22

PPL PPL CORP12.3K shares0.41%2025-09-302025-10-22

IWM ISHARES TR1.8K shares0.67%2025-09-302025-10-22

SBUX STARBUCKS CORP4.8K shares-2.57%2025-09-302025-10-22

EMR EMERSON ELEC CO3.0K shares0.03%2025-09-302025-10-22

HIG HARTFORD INSURANCE GROUP INC3.0K shares11.53%2025-09-302025-10-22

AVB AVALONBAY CMNTYS INC2.0K sharesnew addition2025-09-302025-10-22

Sponsored

TT TRANE TECHNOLOGIES PLC925 shares-3.75%2025-09-302025-10-22

DUK DUKE ENERGY CORP NEW3.1K shares-1.08%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-11.27%2025-09-302025-10-22

NFLX NETFLIX INC305 shares-0.97%2025-09-302025-10-22

GPC GENUINE PARTS CO2.6K shares0.46%2025-09-302025-10-22

GD GENERAL DYNAMICS CORP1.0K shares22.22%2025-09-302025-10-22

MCK MCKESSON CORP456 shares-9.88%2025-09-302025-10-22

IAU ISHARES GOLD TR4.8K shares0.00%2025-09-302025-10-22

Sponsored

TSLA TESLA INC742 shares-12.50%2025-09-302025-10-22

DHR DANAHER CORPORATION1.6K shares-16.23%2025-09-302025-10-22

AON AON PLC859 shares-10.43%2025-09-302025-10-22

ROP ROPER TECHNOLOGIES INC601 shares-0.33%2025-09-302025-10-22

AMGN AMGEN INC1.1K shares0.47%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC1.6K shares-13.11%2025-09-302025-10-22

KMI KINDER MORGAN INC DEL10.1K shares0.45%2025-09-302025-10-22

KDP KEURIG DR PEPPER INC11.1K shares-0.54%2025-09-302025-10-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.0K sharesnew addition2025-09-302025-10-22

EFA ISHARES TR3.0K shares-7.54%2025-09-302025-10-22

FAST FASTENAL CO5.6K shares0.72%2025-09-302025-10-22

GE GE AEROSPACE911 shares0.00%2025-09-302025-10-22

RF REGIONS FINANCIAL CORP NEW10.1K sharesnew addition2025-09-302025-10-22

XLK SELECT SECTOR SPDR TR928 shares16.88%2025-09-302025-10-22

MA MASTERCARD INCORPORATED457 shares0.88%2025-09-302025-10-22

TIP ISHARES TR2.3K shares0.00%2025-09-302025-10-22

Sponsored

ISRG INTUITIVE SURGICAL INC571 shares-4.03%2025-09-302025-10-22

SCHR SCHWAB STRATEGIC TR10.1K shares0.00%2025-09-302025-10-22

TRGP TARGA RES CORP1.5K sharesnew addition2025-09-302025-10-22

APO APOLLO GLOBAL MGMT INC1.9K sharesnew addition2025-09-302025-10-22

SYY SYSCO CORP3.0K shares-0.67%2025-09-302025-10-22

VUG VANGUARD INDEX FDS507 shares-3.06%2025-09-302025-10-22

COF CAPITAL ONE FINL CORP1.1K shares0.00%2025-09-302025-10-22

MPC MARATHON PETE CORP1.2K shares-1.97%2025-09-302025-10-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares0.00%2025-09-302025-10-22

SW SMURFIT WESTROCK PLC5.5K shares-0.20%2025-09-302025-10-22

TMO THERMO FISHER SCIENTIFIC INC472 sharesnew addition2025-09-302025-10-22

OKE ONEOK INC NEW3.1K shares-0.77%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F4.1K shares7.88%2025-09-302025-10-22

GILD GILEAD SCIENCES INC2.0K shares0.00%2025-09-302025-10-22

WFC WELLS FARGO CO NEW2.6K shares-3.89%2025-09-302025-10-22

SCHD SCHWAB STRATEGIC TR8.0K shares-2.64%2025-09-302025-10-22

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-10-22

PM PHILIP MORRIS INTL INC1.3K shares7.43%2025-09-302025-10-22

FND FLOOR & DECOR HLDGS INC2.9K shares0.00%2025-09-302025-10-22

BSX BOSTON SCIENTIFIC CORP2.1K shares-4.52%2025-09-302025-10-22

SUB ISHARES TR1.9K shares0.00%2025-09-302025-10-22

IEUR ISHARES TR3.0K sharesnew addition2025-09-302025-10-22

SCHV SCHWAB STRATEGIC TR6.3K shares0.00%2025-09-302025-10-22

SCMB SCHWAB STRATEGIC TR6.6K shares0.00%2025-09-302025-10-22

Sponsored

IJK ISHARES TR1.7K shares-8.79%2025-09-302025-10-22

JMST J P MORGAN EXCHANGE TRADED F2.6K shares148.83%2025-09-302025-10-22

RES RPC INC25.5K shares0.00%2025-09-302025-10-22

IWN ISHARES TR650 shares0.00%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR1.2K shares-15.41%2025-09-302025-10-22

IWD ISHARES TR531 shares0.00%2025-09-302025-10-22

VBR VANGUARD INDEX FDS517 shares-22.37%2025-09-302025-10-22

KRE SPDR SERIES TRUST1.4K shares0.00%2025-09-302025-10-22

Sponsored

IYW ISHARES TR425 shares-21.88%2025-09-302025-10-22

IWO ISHARES TR216 shares0.00%2025-09-302025-10-22

AVUV AMERICAN CENTY ETF TR653 shares0.00%2025-09-302025-10-22

TILT FLEXSHARES TR243 shares0.00%2025-09-302025-10-22

LQD ISHARES TR500 shares0.00%2025-09-302025-10-22

SCHG SCHWAB STRATEGIC TR1.7K shares-31.90%2025-09-302025-10-22

IYF ISHARES TR295 shares0.00%2025-09-302025-10-22

SCHX SCHWAB STRATEGIC TR1.4K shares0.00%2025-09-302025-10-22

Sponsored

IYJ ISHARES TR240 shares-34.60%2025-09-302025-10-22

XLF SELECT SECTOR SPDR TR600 shares0.00%2025-09-302025-10-22

HYG ISHARES TR345 shares0.00%2025-09-302025-10-22

VB VANGUARD INDEX FDS72 shares0.00%2025-09-302025-10-22

IYC ISHARES TR172 shares-59.24%2025-09-302025-10-22

ACWI ISHARES TR111 shares0.00%2025-09-302025-10-22

VT VANGUARD INTL EQUITY INDEX F105 shares-16.00%2025-09-302025-10-22

OEF ISHARES TR28 sharesnew addition2025-09-302025-10-22

Sponsored

IJS ISHARES TR75 shares-82.56%2025-09-302025-10-22

EEM ISHARES TR155 shares0.00%2025-09-302025-10-22

AGG ISHARES TR77 sharesnew addition2025-09-302025-10-22

IXUS ISHARES TR83 shares0.00%2025-09-302025-10-22

IJT ISHARES TR45 shares-82.42%2025-09-302025-10-22

IYG ISHARES TR64 shares-82.37%2025-09-302025-10-22

VO VANGUARD INDEX FDS13 sharesnew addition2025-09-302025-10-22

ITOT ISHARES TR18 shares0.00%2025-09-302025-10-22

Sponsored

MUB ISHARES TR12 sharesnew addition2025-09-302025-10-22

AVDE AMERICAN CENTY ETF TR14 sharesnew addition2025-09-302025-10-22

VXF VANGUARD INDEX FDS5 shares0.00%2025-09-302025-10-22

LRGF ISHARES TR11 sharesnew addition2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available