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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GENERAL ELECTRIC CO

GE|369604301

Shares:911

Value:$182.3K

% of Portfolio:0.0% ($182.3K/$439.0M)

ALLSTATE CORP

ALL|020002101

Shares:880

Value:$182.2K

% of Portfolio:0.0% ($182.2K/$439.0M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:8.4K

Value:$182.1K

% of Portfolio:0.0% ($182.1K/$439.0M)

GENUINE PARTS CO

GPC|372460105

Shares:1.5K

Value:$181.4K

% of Portfolio:0.0% ($181.4K/$439.0M)

46434V738

Shares:3.0K

Value:$180.4K

% of Portfolio:0.0% ($180.4K/$439.0M)

Ares Management Corp

ARES|03990B101

Shares:1.2K

Value:$175.8K

% of Portfolio:0.0% ($175.8K/$439.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.0K

Value:$169.8K

% of Portfolio:0.0% ($169.8K/$439.0M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:3.1K

Value:$168.6K

% of Portfolio:0.0% ($168.6K/$439.0M)

ADOBE INC.

ADBE|00724F101

Shares:437

Value:$167.6K

% of Portfolio:0.0% ($167.6K/$439.0M)

808524409

Shares:6.3K

Value:$167.5K

% of Portfolio:0.0% ($167.5K/$439.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.2K

Value:$164.5K

% of Portfolio:0.0% ($164.5K/$439.0M)

LINDE PLC

LIN|G54950103

Shares:349

Value:$162.5K

% of Portfolio:0.0% ($162.5K/$439.0M)

BlackRock, Inc.

BLK|09290D101

Shares:169

Value:$160.0K

% of Portfolio:0.0% ($160.0K/$439.0M)

TARGET CORP

TGT|87612E106

Shares:1.5K

Value:$158.4K

% of Portfolio:0.0% ($158.4K/$439.0M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:2.2K

Value:$154.9K

% of Portfolio:0.0% ($154.9K/$439.0M)

Waste Connections, Inc.

WCN|94106B101

Shares:787

Value:$153.6K

% of Portfolio:0.0% ($153.6K/$439.0M)

NIKE, Inc.

NKE|654106103

Shares:2.4K

Value:$153.4K

% of Portfolio:0.0% ($153.4K/$439.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:1.4K

Value:$148.1K

% of Portfolio:0.0% ($148.1K/$439.0M)

81369Y803

XLK|81369Y803

Shares:714

Value:$147.4K

% of Portfolio:0.0% ($147.4K/$439.0M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:821

Value:$147.2K

% of Portfolio:0.0% ($147.2K/$439.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENERAL ELECTRIC CO(GEcusip369604301)	911	QoQ 0.00% (+0) YoY -1.30% (-12)	All Managers (Combined)	$182.3K	0.0% ($182.3K/$439.0M)	QoQ +20.00% (+$30.4K) YoY +12.54% (-$20.3K)
ALLSTATE CORP(ALLcusip020002101)	880	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$182.2K	0.0% ($182.2K/$439.0M)	QoQ +7.40% (+$12.6K) YoY +19.68% (+$30.0K)
REGIONS FINANCIAL CORP(RFcusip7591EP100)	8.4K	QoQ -2.64% (-228) YoY +878.06% (+7.5K)	All Managers (Combined)	$182.1K	0.0% ($182.1K/$439.0M)	QoQ -10.05% (-$20.4K) YoY +910.15% (+$164.1K)
GENUINE PARTS CO(GPCcusip372460105)	1.5K	QoQ -20.38% (-390) YoY -22.49% (-442)	All Managers (Combined)	$181.4K	0.0% ($181.4K/$439.0M)	QoQ -18.76% (-$41.9K) YoY -40.39% (-$123.0K)
(cusip46434V738)✕	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$180.4K	0.0% ($180.4K/$439.0M)	QoQ +11.43% (+$18.5K) YoY +3.97% (+$6.9K)
Ares Management Corp(AREScusip03990B101)	1.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$175.8K	0.0% ($175.8K/$439.0M)	QoQ -17.18% (-$36.5K) YoY +10.24% (+$16.3K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.0K	QoQ +25.75% (+412) YoY +70.50% (+832)	All Managers (Combined)	$169.8K	0.0% ($169.8K/$439.0M)	QoQ +40.33% (+$48.8K) YoY +525.41% (+$142.7K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	3.1K	QoQ 0.00% (+0) YoY +341.55% (-2.4K)	All Managers (Combined)	$168.6K	0.0% ($168.6K/$439.0M)	QoQ +3.84% (+$6.2K) YoY -7.03% (-$12.8K)
ADOBE INC.(ADBEcusip00724F101)	437	QoQ +4.54% (-19) YoY +4.04% (-17)	All Managers (Combined)	$167.6K	0.0% ($167.6K/$439.0M)	QoQ -9.83% (-$18.3K) YoY -20.91% (-$44.3K)
(cusip808524409)✕	6.3K	QoQ 0.00% (+0) YoY +200.00% (+4.2K)	All Managers (Combined)	$167.5K	0.0% ($167.5K/$439.0M)	QoQ +1.95% (+$3.2K) YoY +4.94% (+$7.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.2K	QoQ -18.31% (-278) YoY -67.39% (-2.6K)	All Managers (Combined)	$164.5K	0.0% ($164.5K/$439.0M)	QoQ -4.22% (-$7.3K) YoY -61.95% (-$267.8K)
LINDE PLC(LINcusipG54950103)	349	QoQ 0.00% (+0) YoY -5.92% (-22)	All Managers (Combined)	$162.5K	0.0% ($162.5K/$439.0M)	QoQ +11.21% (+$16.4K) YoY -5.66% (-$9.8K)
BlackRock, Inc.(BLKcusip09290D101)	169	QoQ 0.00% (-0) YoY NEW(+169)	All Managers (Combined)	$160.0K	0.0% ($160.0K/$439.0M)	QoQ -7.67% (-$13.3K) YoY NEW(+$160.0K)
TARGET CORP(TGTcusip87612E106)	1.5K	QoQ -1.10% (-17) YoY +195.90% (+1.0K)	All Managers (Combined)	$158.4K	0.0% ($158.4K/$439.0M)	QoQ -23.65% (-$49.1K) YoY +74.25% (+$67.5K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$154.9K	0.0% ($154.9K/$439.0M)	QoQ -5.21% (-$8.5K) YoY NEW(+$154.9K)
Waste Connections, Inc.(WCNcusip94106B101)	787	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$153.6K	0.0% ($153.6K/$439.0M)	QoQ +13.76% (+$18.6K) YoY +13.47% (+$18.2K)
NIKE, Inc.(NKEcusip654106103)	2.4K	QoQ -5.69% (-146) YoY -40.05% (-1.6K)	All Managers (Combined)	$153.4K	0.0% ($153.4K/$439.0M)	QoQ -20.90% (-$40.5K) YoY -59.51% (-$225.5K)
CONOCOPHILLIPS(COPcusip20825C104)	1.4K	QoQ 0.00% (+0) YoY -15.00% (-249)	All Managers (Combined)	$148.1K	0.0% ($148.1K/$439.0M)	QoQ +5.89% (+$8.2K) YoY -29.87% (-$63.1K)
(XLKcusip81369Y803)	714	QoQ +14.05% (+88) YoY +18.01% (+109)	All Managers (Combined)	$147.4K	0.0% ($147.4K/$439.0M)	QoQ +1.28% (+$1.9K) YoY +17.00% (+$21.4K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	821	QoQ 0.00% (+0) YoY -6.06% (-53)	All Managers (Combined)	$147.2K	0.0% ($147.2K/$439.0M)	QoQ +0.54% (+$804) YoY +13.12% (-$17.1K)