West-Paces-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "ENVX",
  "ARES",
  "MPWR",
  "TRU",
  "MORN",
  "TROW",
  "RJF",
  null,
  "IRIX",
  "HUM",
  "PCG",
  null,
  "RF",
  "TCRT",
  "SMCI",
  "ATR",
  "SNOW",
  "MU",
  null,
  "ACN",
  "MMM",
  "ABT",
  "MBC",
  "ABBV",
  null,
  "ADBE",
  "A",
  "APD",
  "BABA",
  "NGVT",
  "JLL",
  "VONG",
  "ALL",
  "GOOGL",
  "PTCT",
  null,
  "AXP",
  "AIG",
  "MODG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "AVEM",
  "BRO",
  "WRB",
  "GME",
  "BSX",
  null,
  "VTLE",
  "CCI",
  "COF",
  "CMI",
  "LEG",
  "DUK",
  "D",
  "MARA",
  "M",
  "PSIX",
  "ESS",
  "EBAY",
  "POWL",
  null,
  "EOG",
  null,
  "PNR",
  "BATRA",
  "FCX",
  "FITB",
  "RES",
  null,
  "GD",
  "IREN",
  "GILD",
  "GIS",
  "AMPL",
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "EMXC",
  "ITW",
  "GSIE",
  "AMAT",
  "RIVN",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "MDXG",
  "IVW",
  "OS",
  "PTN",
  "IJH",
  "SMSI",
  "SWK",
  "TPCS",
  "TDW",
  "VTSI",
  null,
  "CXDO",
  "KMI",
  "LRCX",
  null,
  "LIN",
  null,
  "MPC",
  null,
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  null,
  "MDT",
  "APA",
  "MSFT",
  "MDLZ",
  "CIFR",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "FND",
  "FTV",
  "GE",
  "GPC",
  null,
  null,
  "NTRS",
  "RHI",
  "HIG",
  "HAS",
  "NVS",
  "FMC",
  null,
  "OMC",
  "ORLY",
  "ICLR",
  "PCAR",
  "BX",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "PAYX",
  "REG",
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  null,
  "AMGN",
  "KVUE",
  "PKG",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  null,
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "RTX",
  "GLD",
  "STX",
  null,
  "AMT",
  "RSG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "PNFP",
  "MET",
  "ATRC",
  "VXF",
  "RCL",
  "ATEC",
  "SNV",
  "MRNA",
  "MBLY",
  "SCHW",
  "OSIS",
  "TSSI",
  "LCFY",
  "PNW",
  "VWO",
  null,
  "IWV",
  "SBAC",
  null,
  "VIG",
  null,
  "TXT",
  "TSCO",
  "IWO",
  "PTON",
  "WY",
  "MTD",
  "IWN",
  "IEF",
  "GGG",
  "IT",
  "GPN",
  "RMD",
  "VTR",
  "VYM",
  null,
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "TT",
  "SLM",
  "SEIC",
  "NFG",
  "MAT",
  "ADSK",
  "AON",
  "SSB",
  "UAA",
  "BLD",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DRI",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "WEX",
  "AIZ",
  "GSLC",
  "CAH",
  "AEP",
  "NVST",
  "ECOR",
  "HROW",
  "IPA",
  "IPG",
  null,
  null,
  null,
  "LSTR",
  "IEX",
  null,
  "PEG",
  "FDS",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  "TTWO",
  "CMS",
  "PFG",
  "LUV",
  null,
  "HII",
  null,
  "ARMK",
  null,
  null,
  null,
  null,
  "DKNG",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  "VYMI",
  "VAL",
  null,
  "VXUS",
  "VTWO",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VRSN",
  "VTRS",
  "V",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WST",
  "WELL",
  "WHR",
  "WTW",
  "WMB",
  "XPEL",
  "XEL",
  "YUMC",
  "YUM",
  "ZBRA",
  "IUSG",
  "SOLV",
  null,
  null,
  "DTE",
  "FCN",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "KEX",
  "JKHY",
  null,
  "NSC",
  "MHK",
  "KIM",
  "NDSN",
  "NXPI",
  "HST",
  "LH",
  "KDP",
  "MKL",
  "NOV",
  "SO",
  "SPXC",
  "PPL",
  "OTIS",
  "PB",
  "SW",
  "PSX",
  "ROL",
  "TWST",
  "CRM",
  "PENN",
  null,
  "SYY",
  "SEE",
  "TFX",
  null,
  null,
  "LII",
  "MANH",
  "IXUS",
  "LYB",
  null,
  "IUSV",
  null,
  "GEV",
  "ZBH",
  "ZM",
  "MCK",
  "GWW",
  "PSA",
  "UDR",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  "STE",
  "KMB",
  "AUR",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBVA",
  "BK",
  "BRK-B",
  "BLKB",
  "BBY",
  "BA",
  "BAH",
  null,
  "BHF",
  "BMY",
  "BF-B",
  "CACI",
  "CHRW",
  "BWXT",
  "AI",
  "BURL",
  "CARR",
  "CCL",
  "CBRE",
  "CASY",
  "CELH",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "CMCSA",
  "CTSH",
  "CL",
  "COLM",
  "COP",
  "CODI",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DAL",
  "DXCM",
  "DFS",
  "DLB",
  "DLR",
  "EWJ",
  "EFA",
  "ADI",
  "MCO",
  "VMC",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 563
Total Value: 439011977
Accession Number: 0001398344-25-007123
Form Type: 13F-HR
CIK: west-paces-advisors
Manager Name: West-Paces-Advisors

Data Enrichment

88% identified

495 identified68 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

563 positions • $439.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LAM RESEARCH CORP

LRCX|512807306

Shares:370

Value:$26.9K

% of Portfolio:0.0% ($26.9K/$439.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:434

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$439.0M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:198

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$439.0M)

Chubb Ltd

CB|H1467J104

Shares:85

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$439.0M)

EBAY INC

EBAY|278642103

Shares:378

Value:$25.6K

% of Portfolio:0.0% ($25.6K/$439.0M)

YUM BRANDS INC

YUM|988498101

Shares:160

Value:$25.2K

% of Portfolio:0.0% ($25.2K/$439.0M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:121

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$439.0M)

00214Q203

Shares:365

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$439.0M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:131

Value:$24.0K

% of Portfolio:0.0% ($24.0K/$439.0M)

46138G649

Shares:120

Value:$23.2K

% of Portfolio:0.0% ($23.2K/$439.0M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:138

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$439.0M)

CROWN CASTLE INC.

CCI|22822V101

Shares:215

Value:$22.4K

% of Portfolio:0.0% ($22.4K/$439.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:117

Value:$22.2K

% of Portfolio:0.0% ($22.2K/$439.0M)

NOV Inc.

NOV|62955J103

Shares:1.4K

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$439.0M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:191

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$439.0M)

Autodesk, Inc.

ADSK|052769106

Shares:80

Value:$20.9K

% of Portfolio:0.0% ($20.9K/$439.0M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:136

Value:$20.4K

% of Portfolio:0.0% ($20.4K/$439.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:530

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$439.0M)

464288257

Shares:172

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$439.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:209

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$439.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LAM RESEARCH CORP(LRCXcusip512807306)	370	QoQ 0.00% (+0) YoY NEW(+370)	All Managers (Combined)	$26.9K	0.0% ($26.9K/$439.0M)	QoQ +0.65% (+$174) YoY NEW(+$26.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	434	QoQ 0.00% (+0) YoY -47.96% (-400)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$439.0M)	QoQ +7.83% (+$1.9K) YoY -41.47% (-$18.8K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	198	QoQ 0.00% (+0) YoY -18.18% (-44)	All Managers (Combined)	$26.1K	0.0% ($26.1K/$439.0M)	QoQ +7.73% (+$1.9K) YoY -36.69% (-$15.2K)
Chubb Ltd(CBcusipH1467J104)	85	QoQ -24.77% (-28) YoY -43.33% (-65)	All Managers (Combined)	$25.7K	0.0% ($25.7K/$439.0M)	QoQ -17.78% (-$5.6K) YoY -33.96% (-$13.2K)
EBAY INC(EBAYcusip278642103)	378	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.6K	0.0% ($25.6K/$439.0M)	QoQ +9.33% (+$2.2K) YoY +28.32% (+$5.7K)
YUM BRANDS INC(YUMcusip988498101)	160	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.2K	0.0% ($25.2K/$439.0M)	QoQ +17.29% (+$3.7K) YoY +13.49% (+$3.0K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	121	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$439.0M)	QoQ +11.28% (+$2.5K) YoY +24.29% (+$4.9K)
(cusip00214Q203)✕	365	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$439.0M)	QoQ -14.22% (-$4.0K) YoY +21.11% (+$4.2K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	131	QoQ -35.78% (-73) YoY -37.01% (-77)	All Managers (Combined)	$24.0K	0.0% ($24.0K/$439.0M)	QoQ -46.74% (-$21.1K) YoY -57.52% (-$32.6K)
(cusip46138G649)✕	120	QoQ NEW(+120) YoY NEW(+120)	All Managers (Combined)	$23.2K	0.0% ($23.2K/$439.0M)	QoQ NEW(+$23.2K) YoY NEW(+$23.2K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	138	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$22.9K	0.0% ($22.9K/$439.0M)	QoQ -3.55% (-$846) YoY +6.12% (+$1.3K)
CROWN CASTLE INC.(CCIcusip22822V101)	215	QoQ 0.00% (+0) YoY -52.53% (-238)	All Managers (Combined)	$22.4K	0.0% ($22.4K/$439.0M)	QoQ +14.84% (+$2.9K) YoY -53.25% (-$25.5K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	117	QoQ -22.51% (-34) YoY -91.95% (-1.3K)	All Managers (Combined)	$22.2K	0.0% ($22.2K/$439.0M)	QoQ -29.14% (-$9.1K) YoY -93.83% (-$338.3K)
NOV Inc.(NOVcusip62955J103)	1.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$21.8K	0.0% ($21.8K/$439.0M)	QoQ +4.24% (+$887) YoY -22.02% (-$6.2K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	191	QoQ -25.39% (-65) YoY -46.34% (-165)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$439.0M)	QoQ -29.70% (-$9.0K) YoY -48.96% (-$20.5K)
Autodesk, Inc.(ADSKcusip052769106)	80	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$20.9K	0.0% ($20.9K/$439.0M)	QoQ -11.42% (-$2.7K) YoY +0.52% (+$110)
Keysight Technologies, Inc.(KEYScusip49338L103)	136	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.4K	0.0% ($20.4K/$439.0M)	QoQ -6.76% (-$1.5K) YoY -4.22% (-$899)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	530	QoQ 0.00% (-0) YoY -14.79% (-92)	All Managers (Combined)	$20.1K	0.0% ($20.1K/$439.0M)	QoQ -0.57% (-$116) YoY -31.38% (-$9.2K)
(cusip464288257)✕	172	QoQ +54.95% (+61) YoY -99.73% (-64.2K)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$439.0M)	QoQ +53.37% (+$7.0K) YoY -99.71% (-$7.1M)
COLGATE PALMOLIVE CO(CLcusip194162103)	209	QoQ -9.52% (-22) YoY -9.52% (-22)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$439.0M)	QoQ -6.74% (-$1.4K) YoY -5.86% (-$1.2K)