$143 Million is the total value of WEST PACES ADVISORS INC.'s 472 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MDY | SPDR S&P MIDCAP 400 ETF TRUSTetf | $2,174,984 | +14.1% | 6,297 | 0.0% | 1.52% | +3.6% | |
VTIP | VANGUARD ST INFLATION PROTECTED ETFetf | $1,258,378 | +1.6% | 25,850 | 0.0% | 0.88% | -7.7% | |
IWV | ISHARES RUSSELL 3000 ETFetf | $700,473 | +13.5% | 4,202 | 0.0% | 0.49% | +3.2% | |
BAC | BANK AMERICA CORP COMstock | $641,357 | +12.0% | 23,246 | 0.0% | 0.45% | +1.6% | |
IWR | ISHARES RUSSELL MIDCAP ETFetf | $627,978 | +16.1% | 11,640 | 0.0% | 0.44% | +5.5% | |
AMZN | AMAZON COM INC COMstock | $584,086 | +18.6% | 328 | 0.0% | 0.41% | +7.6% | |
NKE | NIKE INC CL Bstock | $487,005 | +13.6% | 5,783 | 0.0% | 0.34% | +3.0% | |
BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $484,346 | -1.6% | 2,411 | 0.0% | 0.34% | -10.8% | |
SCHV | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $394,128 | +11.1% | 7,200 | 0.0% | 0.28% | +0.7% | |
WRK | WESTROCK CO COMstock | $366,818 | +1.6% | 9,565 | 0.0% | 0.26% | -7.9% | |
PG | PROCTER AND GAMBLE CO COMstock | $364,903 | +13.2% | 3,507 | 0.0% | 0.26% | +2.8% | |
COST | COSTCO WHSL CORP NEW COMstock | $326,413 | +18.9% | 1,348 | 0.0% | 0.23% | +8.0% | |
IWM | ISHARES RUSSELL 2000 ETFetf | $296,842 | +14.3% | 1,939 | 0.0% | 0.21% | +4.0% | |
MRK | MERCK & CO INC COMstock | $293,424 | +8.8% | 3,528 | 0.0% | 0.21% | -1.0% | |
VWO | VANGUARD FTSE EMERGING MARKETS ETFetf | $270,640 | +11.5% | 6,368 | 0.0% | 0.19% | +1.6% | |
NSC | NORFOLK SOUTHN CORP COMstock | $265,197 | +25.0% | 1,419 | 0.0% | 0.19% | +13.4% | |
UNH | UNITEDHEALTH GROUP INC COMstock | $258,634 | -0.7% | 1,046 | 0.0% | 0.18% | -10.0% | |
BA | BOEING CO COMstock | $250,212 | +18.3% | 656 | 0.0% | 0.18% | +7.4% | |
GLD | SPDR GOLD SHARESetf | $245,240 | +0.6% | 2,010 | 0.0% | 0.17% | -8.5% | |
V | VISA INC COM CL Astock | $230,849 | +18.4% | 1,478 | 0.0% | 0.16% | +8.0% | |
WCN | WASTE CONNECTIONS INC COMstock | $207,921 | +19.3% | 2,347 | 0.0% | 0.15% | +9.0% | |
INTC | INTEL CORP COMstock | $175,868 | +14.4% | 3,275 | 0.0% | 0.12% | +3.4% | |
MNST | MONSTER BEVERAGE CORP NEW COMstock | $174,056 | +10.9% | 3,189 | 0.0% | 0.12% | +0.8% | |
CME | CME GROUP INC COMstock | $168,365 | -12.5% | 1,023 | 0.0% | 0.12% | -20.3% | |
TILT | FLEXSHARES US MARKET TILT ETFetf | $164,720 | +13.5% | 1,450 | 0.0% | 0.12% | +2.7% | |
DD | DUPONT DE NEMOURS INC COMstock | $161,849 | -0.3% | 3,036 | 0.0% | 0.11% | -9.6% | |
AMT | AMERICAN TOWER CORP NEW COMreit | $156,466 | +24.6% | 794 | 0.0% | 0.11% | +13.4% | |
PM | PHILIP MORRIS INTL INC COMstock | $152,384 | +32.4% | 1,724 | 0.0% | 0.11% | +20.2% | |
IEUR | ISHARES CORE MSCI EUROPE ETFetf | $143,344 | +11.0% | 3,125 | 0.0% | 0.10% | 0.0% | |
CHTR | CHARTER COMMUNICATIONS INC NEW CL Astock | $140,152 | +21.7% | 404 | 0.0% | 0.10% | +10.1% | |
ORCL | ORACLE CORP COMstock | $138,679 | +19.0% | 2,582 | 0.0% | 0.10% | +7.8% | |
XLK | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $122,026 | +19.4% | 1,649 | 0.0% | 0.08% | +7.6% | |
MA | MASTERCARD INCORPORATED CL Astock | $118,902 | +24.8% | 505 | 0.0% | 0.08% | +13.7% | |
VZ | VERIZON COMMUNICATIONS INC COMstock | $116,723 | +5.2% | 1,974 | 0.0% | 0.08% | -4.7% | |
TIP | ISHARES TIPS BOND ETFetf | $114,692 | +3.3% | 1,014 | 0.0% | 0.08% | -7.0% | |
HUM | HUMANA INC COMstock | $111,986 | -7.1% | 421 | 0.0% | 0.08% | -16.1% | |
NVDA | NVIDIA CORPORATION COMstock | $109,176 | +34.5% | 608 | 0.0% | 0.08% | +20.6% | |
RTX | RTX CORPORATION COMstock | $105,690 | +21.0% | 820 | 0.0% | 0.07% | +10.4% | |
DEO | DIAGEO PLC SPON ADR NEWadr | $106,347 | +15.4% | 650 | 0.0% | 0.07% | +4.2% | |
COP | CONOCOPHILLIPS COMstock | $99,643 | +7.0% | 1,493 | 0.0% | 0.07% | -2.8% | |
UNP | UNION PAC CORP COMstock | $95,137 | +21.0% | 569 | 0.0% | 0.07% | +9.8% | |
IAU | ISHARES GOLD TRUSTetf | $95,326 | +0.7% | 7,700 | 0.0% | 0.07% | -8.2% | |
IEUS | ISHARES MSCI EUROPE SMALL-CAP ETFetf | $95,950 | +12.4% | 1,900 | 0.0% | 0.07% | +1.5% | |
C | CITIGROUP INC COM NEWstock | $94,574 | +19.5% | 1,520 | 0.0% | 0.07% | +8.2% | |
GENERAL ELECTRIC CO COM NEWstock | $92,487 | +32.0% | 9,258 | 0.0% | 0.06% | +20.4% | ||
ADI | ANALOG DEVICES INC COMstock | $88,848 | +22.6% | 844 | 0.0% | 0.06% | +10.7% | |
AON | AON PLC SHS CL Astock | $87,569 | +17.4% | 513 | 0.0% | 0.06% | +5.2% | |
SYK | STRYKER CORPORATION COMstock | $87,699 | +26.0% | 444 | 0.0% | 0.06% | +13.0% | |
DG | DOLLAR GEN CORP NEW COMstock | $83,510 | +10.4% | 700 | 0.0% | 0.06% | 0.0% | |
JKHY | HENRY JACK & ASSOC INC COMstock | $81,163 | +9.7% | 585 | 0.0% | 0.06% | 0.0% | |
PYPL | PAYPAL HLDGS INC COMstock | $79,749 | +23.5% | 768 | 0.0% | 0.06% | +12.0% | |
EWU | ISHARES MSCI UNITED KINGDOM ETFetf | $78,399 | +12.5% | 2,375 | 0.0% | 0.06% | +1.9% | |
WMT | WALMART INC COMstock | $75,781 | +4.7% | 777 | 0.0% | 0.05% | -5.4% | |
NGVT | INGEVITY CORP COMstock | $76,250 | +26.2% | 722 | 0.0% | 0.05% | +12.8% | |
NFLX | NETFLIX INC COMstock | $74,878 | +33.2% | 210 | 0.0% | 0.05% | +20.9% | |
EWUS | ISHARES MSCI UNITED KINGDOM SMALL CAP ETFetf | $73,776 | +15.0% | 1,900 | 0.0% | 0.05% | +6.1% | |
BKNG | BOOKING HOLDINGS INC COMstock | $73,286 | +1.3% | 42 | 0.0% | 0.05% | -8.9% | |
VT | VANGUARD TOTAL WORLD STOCK ETFetf | $73,170 | +11.8% | 1,000 | 0.0% | 0.05% | +2.0% | |
MCO | MOODYS CORP COMstock | $73,160 | +29.3% | 404 | 0.0% | 0.05% | +15.9% | |
QCOM | QUALCOMM INC COMstock | $73,227 | +0.2% | 1,284 | 0.0% | 0.05% | -8.9% | |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $68,704 | +22.3% | 251 | 0.0% | 0.05% | +11.6% | |
CERN | CERNER CORP COMstock | $67,622 | +9.1% | 1,182 | 0.0% | 0.05% | -2.1% | |
HXL | HEXCEL CORP NEW COMstock | $65,010 | +20.6% | 940 | 0.0% | 0.05% | +9.5% | |
XLNX | XILINX INC COMstock | $62,761 | +48.9% | 495 | 0.0% | 0.04% | +33.3% | |
BK | BANK NEW YORK MELLON CORP COMstock | $62,533 | +7.1% | 1,240 | 0.0% | 0.04% | -2.2% | |
ETN | EATON CORP PLC SHSstock | $61,226 | +17.3% | 760 | 0.0% | 0.04% | +7.5% | |
CI | THE CIGNA GROUP COMstock | $60,308 | -15.3% | 375 | 0.0% | 0.04% | -23.6% | |
LOW | LOWES COS INC COMstock | $58,348 | +18.5% | 533 | 0.0% | 0.04% | +7.9% | |
ACN | ACCENTURE PLC IRELAND SHS CLASS Astock | $59,143 | +24.8% | 336 | 0.0% | 0.04% | +10.8% | |
CSX | CSX CORP COMstock | $58,434 | +20.4% | 781 | 0.0% | 0.04% | +10.8% | |
EOG | EOG RES INC COMstock | $57,298 | +9.1% | 602 | 0.0% | 0.04% | 0.0% | |
CRM | SALESFORCE INC COMstock | $56,063 | +15.6% | 354 | 0.0% | 0.04% | +5.4% | |
IBM | INTERNATIONAL BUSINESS MACHS COMstock | $54,606 | +24.1% | 387 | 0.0% | 0.04% | +11.8% | |
SO | SOUTHERN CO COMstock | $53,851 | +17.7% | 1,042 | 0.0% | 0.04% | +8.6% | |
VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $53,703 | +10.2% | 1,314 | 0.0% | 0.04% | 0.0% | |
ADBE | ADOBE INC COMstock | $53,298 | +17.8% | 200 | 0.0% | 0.04% | +5.7% | |
UPS | UNITED PARCEL SERVICE INC CL Bstock | $52,183 | +14.6% | 467 | 0.0% | 0.04% | +5.7% | |
RES | RPC INC COMstock | $51,345 | +15.6% | 4,500 | 0.0% | 0.04% | +5.9% | |
ANTM | ELEVANCE HEALTH INC COMstock | $49,361 | +9.3% | 172 | 0.0% | 0.04% | 0.0% | |
ANNALY CAPITAL MANAGEMENT INC COM NEWreit | $49,950 | +1.7% | 5,000 | 0.0% | 0.04% | -7.9% | ||
TJX | TJX COS INC NEW COMstock | $48,421 | +18.9% | 910 | 0.0% | 0.03% | +9.7% | |
IEX | IDEX CORP COMstock | $47,039 | +20.2% | 310 | 0.0% | 0.03% | +10.0% | |
ASML | ASML HOLDING N V N Y REGISTRY SHSadr | $47,013 | +20.8% | 250 | 0.0% | 0.03% | +10.0% | |
AXP | AMERICAN EXPRESS CO COMstock | $45,032 | +14.7% | 412 | 0.0% | 0.03% | +6.7% | |
BMY | BRISTOL-MYERS SQUIBB CO COMstock | $43,559 | -8.2% | 913 | 0.0% | 0.03% | -16.2% | |
TRV | TRAVELERS COMPANIES INC COMstock | $44,166 | +14.5% | 322 | 0.0% | 0.03% | +3.3% | |
YUMC | YUM CHINA HLDGS INC COMstock | $43,563 | +33.9% | 970 | 0.0% | 0.03% | +24.0% | |
WM | WASTE MGMT INC DEL COMstock | $42,603 | +16.8% | 410 | 0.0% | 0.03% | +7.1% | |
AZN | ASTRAZENECA PLC SPONSORED ADRadr | $43,341 | +6.4% | 1,072 | 0.0% | 0.03% | -3.2% | |
QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUNDetf | $42,909 | +12.9% | 961 | 0.0% | 0.03% | +3.4% | |
ISRG | INTUITIVE SURGICAL INC COM NEWstock | $43,364 | +19.1% | 76 | 0.0% | 0.03% | +7.1% | |
INTU | INTUIT COMstock | $41,826 | +32.8% | 160 | 0.0% | 0.03% | +20.8% | |
AEP | AMERICAN ELEC PWR CO INC COMstock | $41,038 | +12.1% | 490 | 0.0% | 0.03% | +3.6% | |
GLW | CORNING INC COMstock | $39,555 | +9.6% | 1,195 | 0.0% | 0.03% | 0.0% | |
GDDY | GODADDY INC CL Astock | $37,971 | +14.6% | 505 | 0.0% | 0.03% | +3.8% | |
NCLH | NORWEGIAN CRUISE LINE HLDG LTD SHSstock | $35,999 | +29.7% | 655 | 0.0% | 0.02% | +19.0% | |
ENB | ENBRIDGE INC COMstock | $34,157 | +16.7% | 942 | 0.0% | 0.02% | +4.3% | |
CAT | CATERPILLAR INC COMstock | $34,956 | +6.6% | 258 | 0.0% | 0.02% | -4.0% | |
COF | CAPITAL ONE FINL CORP COMstock | $33,738 | +8.1% | 413 | 0.0% | 0.02% | 0.0% | |
PLD | PROLOGIS INC. COMreit | $33,745 | +22.5% | 469 | 0.0% | 0.02% | +14.3% | |
NP | NEENAH INC COMstock | $32,180 | +9.2% | 500 | 0.0% | 0.02% | 0.0% | |
BIIB | BIOGEN INC COMstock | $30,729 | -21.4% | 130 | 0.0% | 0.02% | -26.7% | |
HAL | HALLIBURTON CO COMstock | $30,765 | +10.2% | 1,050 | 0.0% | 0.02% | 0.0% | |
AZO | AUTOZONE INC COMstock | $31,748 | +22.2% | 31 | 0.0% | 0.02% | +10.0% | |
OXY | OCCIDENTAL PETE CORP COMstock | $29,922 | +7.9% | 452 | 0.0% | 0.02% | 0.0% | |
KMB | KIMBERLY-CLARK CORP COMstock | $29,984 | +8.7% | 242 | 0.0% | 0.02% | 0.0% | |
D | DOMINION ENERGY INC COMstock | $30,357 | +7.3% | 396 | 0.0% | 0.02% | -4.5% | |
RDSB | SHELL PLC SPON ADR Badr | $28,458 | +6.7% | 445 | 0.0% | 0.02% | -4.8% | |
INCY | INCYTE CORP COMstock | $28,985 | +35.3% | 337 | 0.0% | 0.02% | +17.6% | |
SLB | SCHLUMBERGER LTD COM STKstock | $26,796 | +20.8% | 615 | 0.0% | 0.02% | +11.8% | |
GD | GENERAL DYNAMICS CORP COMstock | $26,746 | +7.7% | 158 | 0.0% | 0.02% | 0.0% | |
VRSN | VERISIGN INC COMstock | $27,234 | +22.4% | 150 | 0.0% | 0.02% | +11.8% | |
MU | MICRON TECHNOLOGY INC COMstock | $26,534 | +30.3% | 642 | 0.0% | 0.02% | +18.8% | |
ECL | ECOLAB INC COMstock | $27,540 | +19.8% | 156 | 0.0% | 0.02% | +5.6% | |
EBAY | EBAY INC. COMstock | $26,481 | +32.3% | 713 | 0.0% | 0.02% | +26.7% | |
SGEN | SEAGEN INC COMstock | $26,366 | +29.3% | 360 | 0.0% | 0.02% | +12.5% | |
ZTS | ZOETIS INC CL Astock | $26,376 | +17.7% | 262 | 0.0% | 0.02% | +5.9% | |
AMP | AMERIPRISE FINL INC COMstock | $25,236 | +22.7% | 197 | 0.0% | 0.02% | +12.5% | |
LUV | SOUTHWEST AIRLS CO COMstock | $25,488 | +11.7% | 491 | 0.0% | 0.02% | 0.0% | |
XLV | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $25,874 | +6.1% | 282 | 0.0% | 0.02% | -5.3% | |
ENZL | ISHARES MSCI NEW ZEALAND ETFetf | $25,099 | +13.6% | 480 | 0.0% | 0.02% | +5.9% | |
WELL | WELLTOWER INC COMreit | $23,668 | +11.8% | 305 | 0.0% | 0.02% | +6.2% | |
GS | GOLDMAN SACHS GROUP INC COMstock | $24,191 | +14.9% | 126 | 0.0% | 0.02% | +6.2% | |
BAX | BAXTER INTL INC COMstock | $24,800 | +23.5% | 305 | 0.0% | 0.02% | +13.3% | |
TT | TRANE TECHNOLOGIES PLC SHSstock | $23,965 | +18.3% | 222 | 0.0% | 0.02% | +6.2% | |
STZ | CONSTELLATION BRANDS INC CL Astock | $24,020 | +9.0% | 137 | 0.0% | 0.02% | 0.0% | |
MAR | MARRIOTT INTL INC NEW CL Astock | $23,017 | +15.2% | 184 | 0.0% | 0.02% | +6.7% | |
WBA | WALGREENS BOOTS ALLIANCE INC COMstock | $22,587 | -7.4% | 357 | 0.0% | 0.02% | -15.8% | |
YUM | YUM BRANDS INC COMstock | $22,956 | +8.6% | 230 | 0.0% | 0.02% | 0.0% | |
CCL | CARNIVAL CORP PAIRED CTFstock | $21,049 | +2.9% | 415 | 0.0% | 0.02% | -6.2% | |
CCEP | COCA-COLA EUROPACIFIC PARTNERS SHSstock | $21,731 | +12.8% | 420 | 0.0% | 0.02% | 0.0% | |
EL | LAUDER ESTEE COS INC CL Astock | $21,190 | +27.2% | 128 | 0.0% | 0.02% | +15.4% | |
CL | COLGATE PALMOLIVE CO COMstock | $21,796 | +15.2% | 318 | 0.0% | 0.02% | 0.0% | |
AABA | ALTABA INC COMcef | $20,828 | +27.9% | 281 | 0.0% | 0.02% | +15.4% | |
IRM | IRON MTN INC DEL COMreit | $22,021 | +9.4% | 621 | 0.0% | 0.02% | -6.2% | |
TGT | TARGET CORP COMstock | $19,664 | +21.4% | 245 | 0.0% | 0.01% | +16.7% | |
AMAT | APPLIED MATLS INC COMstock | $19,473 | +21.1% | 491 | 0.0% | 0.01% | +16.7% | |
ADSK | AUTODESK INC COMstock | $19,322 | +21.2% | 124 | 0.0% | 0.01% | +16.7% | |
APH | AMPHENOL CORP NEW CL Astock | $19,077 | +16.6% | 202 | 0.0% | 0.01% | 0.0% | |
SCHW | SCHWAB CHARLES CORP COMstock | $18,729 | +3.0% | 438 | 0.0% | 0.01% | -7.1% | |
PPG | PPG INDS INC COMstock | $19,188 | +10.4% | 170 | 0.0% | 0.01% | 0.0% | |
BDX | BECTON DICKINSON & CO COMstock | $17,981 | +10.8% | 72 | 0.0% | 0.01% | 0.0% | |
ED | CONSOLIDATED EDISON INC COMstock | $19,252 | +10.9% | 227 | 0.0% | 0.01% | 0.0% | |
EA | ELECTRONIC ARTS INC COMstock | $19,005 | +28.8% | 187 | 0.0% | 0.01% | +18.2% | |
PTC | PTC INC COMstock | $18,436 | +11.2% | 200 | 0.0% | 0.01% | 0.0% | |
SWK | STANLEY BLACK & DECKER INC COMstock | $16,613 | +13.7% | 122 | 0.0% | 0.01% | +9.1% | |
RSG | REPUBLIC SVCS INC COMstock | $16,719 | +11.5% | 208 | 0.0% | 0.01% | 0.0% | |
DTE | DTE ENERGY CO COMstock | $16,965 | +13.1% | 136 | 0.0% | 0.01% | 0.0% | |
ALL | ALLSTATE CORP COMstock | $17,517 | +14.0% | 186 | 0.0% | 0.01% | 0.0% | |
BSX | BOSTON SCIENTIFIC CORP COMstock | $17,847 | +8.6% | 465 | 0.0% | 0.01% | -7.7% | |
ORLY | OREILLY AUTOMOTIVE INC COMstock | $16,697 | +12.8% | 43 | 0.0% | 0.01% | +9.1% | |
AFL | AFLAC INC COMstock | $17,400 | +9.7% | 348 | 0.0% | 0.01% | 0.0% | |
PH | PARKER-HANNIFIN CORP COMstock | $15,961 | +15.1% | 93 | 0.0% | 0.01% | 0.0% | |
CMI | CUMMINS INC COMstock | $15,156 | +18.1% | 96 | 0.0% | 0.01% | +10.0% | |
AIG | AMERICAN INTL GROUP INC COM NEWstock | $16,406 | +9.3% | 381 | 0.0% | 0.01% | -8.3% | |
DFS | DISCOVER FINL SVCS COMstock | $16,153 | +20.7% | 227 | 0.0% | 0.01% | +10.0% | |
SYY | SYSCO CORP COMstock | $15,355 | +6.5% | 230 | 0.0% | 0.01% | 0.0% | |
HIG | HARTFORD FINL SVCS GROUP INC COMstock | $15,662 | +11.9% | 315 | 0.0% | 0.01% | 0.0% | |
OMC | OMNICOM GROUP INC COMstock | $15,547 | -0.3% | 213 | 0.0% | 0.01% | -8.3% | |
KBE | SPDR S&P BANK ETFetf | $14,202 | +11.8% | 340 | 0.0% | 0.01% | 0.0% | |
GSKY | GREENSKY INC CL Astock | $14,105 | +35.2% | 1,090 | 0.0% | 0.01% | +25.0% | |
LNC | LINCOLN NATL CORP IND COMstock | $13,618 | +14.4% | 232 | 0.0% | 0.01% | +11.1% | |
ROK | ROCKWELL AUTOMATION INC COMstock | $14,388 | +16.6% | 82 | 0.0% | 0.01% | 0.0% | |
BBY | BEST BUY INC COMstock | $14,638 | +34.2% | 206 | 0.0% | 0.01% | +25.0% | |
BLL | BALL CORP COMstock | $13,655 | +25.8% | 236 | 0.0% | 0.01% | +25.0% | |
EIX | EDISON INTL COMstock | $14,985 | +9.1% | 242 | 0.0% | 0.01% | -9.1% | |
WAT | WATERS CORP COMstock | $14,347 | +33.4% | 57 | 0.0% | 0.01% | +25.0% | |
PGR | PROGRESSIVE CORP COMstock | $14,130 | +19.5% | 196 | 0.0% | 0.01% | +11.1% | |
IP | INTERNATIONAL PAPER CO COMstock | $14,714 | +14.6% | 318 | 0.0% | 0.01% | 0.0% | |
TSLA | TESLA INC COMstock | $14,273 | -15.9% | 51 | 0.0% | 0.01% | -23.1% | |
ADM | ARCHER DANIELS MIDLAND CO COMstock | $13,974 | +5.3% | 324 | 0.0% | 0.01% | 0.0% | |
MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $14,604 | +22.1% | 104 | 0.0% | 0.01% | +11.1% | |
BFB | BROWN FORMAN CORP CL Bstock | $12,773 | +10.9% | 242 | 0.0% | 0.01% | 0.0% | |
CAH | CARDINAL HEALTH INC COMstock | $13,241 | +8.0% | 275 | 0.0% | 0.01% | 0.0% | |
DAL | DELTA AIR LINES INCstock | $12,499 | +3.5% | 242 | 0.0% | 0.01% | 0.0% | |
EQR | EQUITY RESIDENTIAL SH BEN INTreit | $13,482 | +14.1% | 179 | 0.0% | 0.01% | 0.0% | |
ES | EVERSOURCE ENERGY COMstock | $13,481 | +9.1% | 190 | 0.0% | 0.01% | -10.0% | |
FISV | FISERV INC COMstock | $13,242 | +20.1% | 150 | 0.0% | 0.01% | 0.0% | |
GIS | GENERAL MLS INC COMstock | $12,161 | +32.9% | 235 | 0.0% | 0.01% | +28.6% | |
HP | HELMERICH & PAYNE INC COMstock | $13,334 | +15.9% | 240 | 0.0% | 0.01% | 0.0% | |
HPE | HEWLETT PACKARD ENTERPRISE CO COMstock | $12,606 | +16.8% | 817 | 0.0% | 0.01% | +12.5% | |
MTB | M & T BK CORP COMstock | $12,719 | +9.7% | 81 | 0.0% | 0.01% | 0.0% | |
PXD | PIONEER NAT RES CO COMstock | $12,944 | +15.8% | 85 | 0.0% | 0.01% | 0.0% | |
XEL | XCEL ENERGY INC COMstock | $12,141 | +14.1% | 216 | 0.0% | 0.01% | +12.5% | |
AEE | AMEREN CORP COMstock | $11,621 | +12.8% | 158 | 0.0% | 0.01% | 0.0% | |
CTXS | CITRIX SYS INC COMstock | $10,963 | -2.7% | 110 | 0.0% | 0.01% | -11.1% | |
FITB | FIFTH THIRD BANCORP COMstock | $11,324 | +7.2% | 449 | 0.0% | 0.01% | 0.0% | |
F | FORD MTR CO DEL COMstock | $11,660 | +14.8% | 1,328 | 0.0% | 0.01% | 0.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC COMstock | $10,855 | +23.1% | 85 | 0.0% | 0.01% | +14.3% | |
KLAC | KLA CORP COM NEWstock | $10,986 | +33.4% | 92 | 0.0% | 0.01% | +33.3% | |
VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $12,025 | +8.7% | 253 | 0.0% | 0.01% | -11.1% | |
PSA | PUBLIC STORAGE COMreit | $9,582 | +7.6% | 44 | 0.0% | 0.01% | 0.0% | |
CMA | COMERICA INC COMstock | $9,972 | +6.7% | 136 | 0.0% | 0.01% | 0.0% | |
VMC | VULCAN MATLS CO COMstock | $10,301 | +19.8% | 87 | 0.0% | 0.01% | 0.0% | |
LRCX | LAM RESEARCH CORP COMstock | $10,025 | +31.5% | 56 | 0.0% | 0.01% | +16.7% | |
RF | REGIONS FINANCIAL CORP NEW COMstock | $10,047 | +5.8% | 710 | 0.0% | 0.01% | 0.0% | |
GWW | GRAINGER W W INC COMstock | $10,232 | +6.6% | 34 | 0.0% | 0.01% | 0.0% | |
EFX | EQUIFAX INC COMstock | $10,191 | +27.2% | 86 | 0.0% | 0.01% | +16.7% | |
TSN | TYSON FOODS INC CL Astock | $9,928 | +30.0% | 143 | 0.0% | 0.01% | +16.7% | |
A | AGILENT TECHNOLOGIES INC COMstock | $9,646 | +19.2% | 120 | 0.0% | 0.01% | +16.7% | |
FIS | FIDELITY NATL INFORMATION SVCS COMstock | $8,030 | +10.3% | 71 | 0.0% | 0.01% | 0.0% | |
TLH | ISHARES 10-20 YEAR TREASURY BOND ETFetf | $9,084 | +3.1% | 66 | 0.0% | 0.01% | -14.3% | |
REG | REGENCY CTRS CORP COMreit | $9,111 | +15.0% | 135 | 0.0% | 0.01% | 0.0% | |
KEY | KEYCORP COMstock | $8,001 | +6.6% | 508 | 0.0% | 0.01% | 0.0% | |
NEM | NEWMONT CORP COMstock | $7,905 | +3.2% | 221 | 0.0% | 0.01% | 0.0% | |
GL | GLOBE LIFE INC COMstock | $8,933 | +10.0% | 109 | 0.0% | 0.01% | 0.0% | |
IFF | INTERNATIONAL FLAVORS&FRAGRANC COMstock | $8,500 | -4.1% | 66 | 0.0% | 0.01% | -14.3% | |
ROP | ROPER TECHNOLOGIES INC COMstock | $8,891 | +28.3% | 26 | 0.0% | 0.01% | +20.0% | |
TXT | TEXTRON INC COMstock | $8,916 | +10.2% | 176 | 0.0% | 0.01% | 0.0% | |
EXC | EXELON CORP COMstock | $9,023 | +11.1% | 180 | 0.0% | 0.01% | 0.0% | |
ROST | ROSS STORES INC COMstock | $8,193 | +11.9% | 88 | 0.0% | 0.01% | 0.0% | |
BXP | BOSTON PROPERTIES INC COMreit | $9,104 | +19.0% | 68 | 0.0% | 0.01% | 0.0% | |
EXPE | EXPEDIA GROUP INC COM NEWstock | $8,092 | +5.6% | 68 | 0.0% | 0.01% | 0.0% | |
CBRE | CBRE GROUP INC CL Astock | $7,863 | +23.5% | 159 | 0.0% | 0.01% | +20.0% | |
SHELL PLC SPON ADSadr | $6,635 | +7.4% | 106 | 0.0% | 0.01% | 0.0% | ||
MHK | MOHAWK INDS INC COMstock | $7,191 | +7.9% | 57 | 0.0% | 0.01% | 0.0% | |
WDC | WESTERN DIGITAL CORP. COMstock | $6,536 | +30.0% | 136 | 0.0% | 0.01% | +25.0% | |
TEL | TE CONNECTIVITY LTD SHSstock | $6,783 | +6.8% | 84 | 0.0% | 0.01% | 0.0% | |
CLX | CLOROX CO DEL COMstock | $7,221 | +4.1% | 45 | 0.0% | 0.01% | 0.0% | |
IPG | INTERPUBLIC GROUP COS INC COMstock | $6,513 | +1.8% | 310 | 0.0% | 0.01% | 0.0% | |
TTD | THE TRADE DESK INC COM CL Astock | $7,522 | +70.6% | 38 | 0.0% | 0.01% | +66.7% | |
HST | HOST HOTELS & RESORTS INC COMreit | $6,804 | +13.4% | 360 | 0.0% | 0.01% | 0.0% | |
HRL | HORMEL FOODS CORP COMstock | $7,162 | +4.9% | 160 | 0.0% | 0.01% | 0.0% | |
HSY | HERSHEY CO COMstock | $6,890 | +7.1% | 60 | 0.0% | 0.01% | 0.0% | |
COG | COTERRA ENERGY INC COMstock | $6,760 | +16.8% | 259 | 0.0% | 0.01% | +25.0% | |
AVY | AVERY DENNISON CORP COMstock | $6,780 | +25.8% | 60 | 0.0% | 0.01% | +25.0% | |
APTV | APTIV PLC SHSstock | $6,757 | +29.1% | 85 | 0.0% | 0.01% | +25.0% | |
EW | EDWARDS LIFESCIENCES CORP COMstock | $6,505 | +24.9% | 34 | 0.0% | 0.01% | +25.0% | |
TPR | TAPESTRY INC COMstock | $7,830 | -3.7% | 241 | 0.0% | 0.01% | -16.7% | |
PCAR | PACCAR INC COMstock | $7,768 | +19.3% | 114 | 0.0% | 0.01% | 0.0% | |
FAST | FASTENAL CO COMstock | $6,495 | +23.0% | 101 | 0.0% | 0.01% | +25.0% | |
PFG | PRINCIPAL FINANCIAL GROUP INC COMstock | $7,679 | +13.6% | 153 | 0.0% | 0.01% | 0.0% | |
CTAS | CINTAS CORP COMstock | $7,074 | +20.3% | 35 | 0.0% | 0.01% | 0.0% | |
DXC | DXC TECHNOLOGY CO COMstock | $7,653 | +21.0% | 119 | 0.0% | 0.01% | 0.0% | |
KMI | KINDER MORGAN INC DEL COMstock | $7,364 | +30.1% | 368 | 0.0% | 0.01% | +25.0% | |
MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $7,632 | +15.3% | 92 | 0.0% | 0.01% | 0.0% | |
TTE | TOTALENERGIES SE SPONSORED ADSadr | $7,513 | +6.7% | 135 | 0.0% | 0.01% | 0.0% | |
CFG | CITIZENS FINL GROUP INC COMstock | $6,955 | +9.3% | 214 | 0.0% | 0.01% | 0.0% | |
NVR | NVR INC COMstock | $5,534 | +13.5% | 2 | 0.0% | 0.00% | 0.0% | |
CNP | CENTERPOINT ENERGY INC COMstock | $5,219 | +8.8% | 170 | 0.0% | 0.00% | 0.0% | |
PEG | PUBLIC SVC ENTERPRISE GRP INC COMstock | $6,060 | +14.1% | 102 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO COMstock | $6,396 | -10.5% | 260 | 0.0% | 0.00% | -33.3% | |
CF | CF INDS HLDGS INC COMstock | $6,418 | -6.0% | 157 | 0.0% | 0.00% | -20.0% | |
COUP | COUPA SOFTWARE INC COMstock | $6,005 | +44.7% | 66 | 0.0% | 0.00% | +33.3% | |
IQV | IQVIA HLDGS INC COMstock | $5,322 | +23.8% | 37 | 0.0% | 0.00% | +33.3% | |
AVB | AVALONBAY CMNTYS INC COMreit | $6,022 | +15.3% | 30 | 0.0% | 0.00% | 0.0% | |
NDAQ | NASDAQ INC COMstock | $5,249 | +7.3% | 60 | 0.0% | 0.00% | 0.0% | |
WLTW | WILLIS TOWERS WATSON PLC LTD SHSstock | $5,445 | +15.7% | 31 | 0.0% | 0.00% | 0.0% | |
FCX | FREEPORT-MCMORAN INC CL Bstock | $6,097 | +25.0% | 473 | 0.0% | 0.00% | 0.0% | |
SJM | SMUCKER J M CO COM NEWstock | $5,243 | +24.6% | 45 | 0.0% | 0.00% | +33.3% | |
KMX | CARMAX INC COMstock | $5,235 | +11.3% | 75 | 0.0% | 0.00% | 0.0% | |
DRI | DARDEN RESTAURANTS INC COMstock | $5,466 | +21.6% | 45 | 0.0% | 0.00% | +33.3% | |
WH | WYNDHAM HOTELS & RESORTS INC COMstock | $6,149 | +10.2% | 123 | 0.0% | 0.00% | 0.0% | |
CMS | CMS ENERGY CORP COMstock | $6,109 | +11.8% | 110 | 0.0% | 0.00% | 0.0% | |
CAG | CONAGRA BRANDS INC COMstock | $5,936 | +29.9% | 214 | 0.0% | 0.00% | 0.0% | |
DVA | DAVITA INC COMstock | $4,343 | +5.5% | 80 | 0.0% | 0.00% | 0.0% | |
GM | GENERAL MTRS CO COMstock | $3,896 | +10.9% | 105 | 0.0% | 0.00% | 0.0% | |
FFIV | F5 INC COMstock | $4,080 | -3.2% | 26 | 0.0% | 0.00% | 0.0% | |
ON | ON SEMICONDUCTOR CORP COMstock | $4,073 | +24.6% | 198 | 0.0% | 0.00% | 0.0% | |
LW | LAMB WESTON HLDGS INC COMstock | $3,747 | +1.9% | 50 | 0.0% | 0.00% | 0.0% | |
AIZ | ASSURANT INC COMstock | $3,796 | +6.1% | 40 | 0.0% | 0.00% | 0.0% | |
HBAN | HUNTINGTON BANCSHARES INC COMstock | $4,438 | +6.4% | 350 | 0.0% | 0.00% | 0.0% | |
AKAM | AKAMAI TECHNOLOGIES INC COMstock | $4,303 | +17.4% | 60 | 0.0% | 0.00% | 0.0% | |
ICLR | ICON PLC SHSstock | $4,917 | +5.7% | 36 | 0.0% | 0.00% | -25.0% | |
ILMN | ILLUMINA INC COMstock | $4,971 | +3.6% | 16 | 0.0% | 0.00% | -25.0% | |
WYND | TRAVEL PLUS LEISURE CO COMstock | $4,980 | +13.0% | 123 | 0.0% | 0.00% | 0.0% | |
KDP | KEURIG DR PEPPER INC COMstock | $3,748 | +9.1% | 134 | 0.0% | 0.00% | 0.0% | |
MRO | MARATHON OIL CORP COMstock | $3,710 | +16.6% | 222 | 0.0% | 0.00% | +50.0% | |
RHI | ROBERT HALF INC. COMstock | $3,910 | +13.9% | 60 | 0.0% | 0.00% | 0.0% | |
RIO | RIO TINTO PLC SPONSORED ADRadr | $4,414 | +21.4% | 75 | 0.0% | 0.00% | 0.0% | |
LB | L BRANDS INC COMstock | $4,165 | +7.5% | 151 | 0.0% | 0.00% | 0.0% | |
LHX | L3HARRIS TECHNOLOGIES INC COMstock | $4,632 | +18.6% | 29 | 0.0% | 0.00% | 0.0% | |
PPL | PPL CORP COMstock | $4,317 | +12.0% | 136 | 0.0% | 0.00% | 0.0% | |
PHM | PULTE GROUP INC COMstock | $4,390 | +7.6% | 157 | 0.0% | 0.00% | 0.0% | |
MAS | MASCO CORP COMstock | $4,521 | +34.4% | 115 | 0.0% | 0.00% | 0.0% | |
WHR | WHIRLPOOL CORP COMstock | $4,120 | +24.4% | 31 | 0.0% | 0.00% | 0.0% | |
VRTX | VERTEX PHARMACEUTICALS INC COMstock | $3,863 | +11.0% | 21 | 0.0% | 0.00% | 0.0% | |
BEN | FRANKLIN RESOURCES INC COMstock | $4,673 | +11.7% | 141 | 0.0% | 0.00% | 0.0% | |
M | MACYS INC COMstock | $4,446 | -19.3% | 185 | 0.0% | 0.00% | -25.0% | |
FLS | FLOWSERVE CORP COMstock | $4,063 | +18.7% | 90 | 0.0% | 0.00% | 0.0% | |
DHI | D R HORTON INC COMstock | $3,890 | +19.4% | 94 | 0.0% | 0.00% | 0.0% | |
ALGN | ALIGN TECHNOLOGY INC COMstock | $3,412 | +35.8% | 12 | 0.0% | 0.00% | 0.0% | |
OSK | OSHKOSH CORP COMstock | $3,080 | +22.5% | 41 | 0.0% | 0.00% | 0.0% | |
NVEE | NV5 GLOBAL INC COMstock | $2,434 | -2.0% | 41 | 0.0% | 0.00% | 0.0% | |
MDXG | MIMEDX GROUP INC COMstock | $2,545 | +96.1% | 725 | 0.0% | 0.00% | +100.0% | |
TROW | T ROWE PRICE GROUP INCstock | $3,504 | +8.4% | 35 | 0.0% | 0.00% | 0.0% | |
QTWO | Q2 HLDGS INC COMstock | $3,394 | +39.8% | 49 | 0.0% | 0.00% | 0.0% | |
IRBT | IROBOT CORP COMstock | $2,471 | +40.5% | 21 | 0.0% | 0.00% | +100.0% | |
SEE | SEALED AIR CORP NEW COMstock | $3,224 | +32.2% | 70 | 0.0% | 0.00% | 0.0% | |
GT | GOODYEAR TIRE & RUBR CO COMstock | $2,178 | -11.1% | 120 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC COMstock | $3,204 | +38.4% | 13 | 0.0% | 0.00% | 0.0% | |
SNA | SNAP ON INC COMstock | $3,130 | +7.7% | 20 | 0.0% | 0.00% | 0.0% | |
ESS | ESSEX PPTY TR INC COMreit | $2,314 | +17.9% | 8 | 0.0% | 0.00% | 0.0% | |
EQIX | EQUINIX INC COMreit | $2,266 | +28.5% | 5 | 0.0% | 0.00% | +100.0% | |
TRIP | TRIPADVISOR INC COMstock | $2,830 | -4.6% | 55 | 0.0% | 0.00% | 0.0% | |
EMR | EMERSON ELEC CO COMstock | $2,739 | +14.6% | 40 | 0.0% | 0.00% | 0.0% | |
UAL | UNITED AIRLS HLDGS INC COMstock | $2,952 | -4.7% | 37 | 0.0% | 0.00% | 0.0% | |
URI | UNITED RENTALS INC COMstock | $3,428 | +11.4% | 30 | 0.0% | 0.00% | 0.0% | |
DOV | DOVER CORP COMstock | $2,251 | +32.2% | 24 | 0.0% | 0.00% | +100.0% | |
UNM | UNUM GROUP COMstock | $2,740 | +15.1% | 81 | 0.0% | 0.00% | 0.0% | |
DLTR | DOLLAR TREE INC COMstock | $2,521 | +16.3% | 24 | 0.0% | 0.00% | 0.0% | |
VRNS | VARONIS SYS INC COMstock | $3,041 | +12.7% | 51 | 0.0% | 0.00% | 0.0% | |
VNO | VORNADO RLTY TR SH BEN INTreit | $2,158 | +8.7% | 32 | 0.0% | 0.00% | 0.0% | |
WYNN | WYNN RESORTS LTD COMstock | $2,744 | +20.6% | 23 | 0.0% | 0.00% | 0.0% | |
BB | BLACKBERRY LTD COMstock | $2,270 | +41.9% | 225 | 0.0% | 0.00% | +100.0% | |
ATLANTA BRAVES HLDGS INC COM SER Astock | $2,934 | +12.0% | 105 | 0.0% | 0.00% | 0.0% | ||
ANET | ARISTA NETWORKS INC COMstock | $2,201 | +49.2% | 7 | 0.0% | 0.00% | +100.0% | |
JWN | NORDSTROM INC COMstock | $3,107 | -4.8% | 70 | 0.0% | 0.00% | -33.3% | |
BWA | BORGWARNER INC COMstock | $1,229 | +10.5% | 32 | 0.0% | 0.00% | 0.0% | |
DHIL | DIAMOND HILL INVT GROUP INC COM NEWstock | $1,400 | -6.4% | 10 | 0.0% | 0.00% | 0.0% | |
EQT | EQT CORP COMstock | $1,452 | +9.8% | 70 | 0.0% | 0.00% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE COM NEWreit | $1,765 | +20.5% | 67 | 0.0% | 0.00% | 0.0% | |
ULTA | ULTA BEAUTY INC COMstock | $2,092 | +42.4% | 6 | 0.0% | 0.00% | 0.0% | |
ETRN | EQUITRANS MIDSTREAM CORP COMstock | $1,220 | +8.8% | 56 | 0.0% | 0.00% | 0.0% | |
TPH | TRI POINTE HOMES INC COMstock | $1,441 | +15.7% | 114 | 0.0% | 0.00% | 0.0% | |
BTI | BRITISH AMERN TOB PLC SPONSORED ADRadr | $1,001 | +30.8% | 24 | 0.0% | 0.00% | 0.0% | |
DVN | DEVON ENERGY CORP NEW COMstock | $1,515 | +40.0% | 48 | 0.0% | 0.00% | 0.0% | |
SWKS | SKYWORKS SOLUTIONS INC COMstock | $1,815 | +23.1% | 22 | 0.0% | 0.00% | 0.0% | |
ZION | ZIONS BANCORPORATION N A COMstock | $1,998 | +11.4% | 44 | 0.0% | 0.00% | 0.0% | |
NUE | NUCOR CORP COMstock | $1,575 | +12.6% | 27 | 0.0% | 0.00% | 0.0% | |
IPGP | IPG PHOTONICS CORP COMstock | $1,670 | +34.0% | 11 | 0.0% | 0.00% | 0.0% | |
SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $1,767 | +0.6% | 21 | 0.0% | 0.00% | 0.0% | |
PCG | PG&E CORP COMstock | $854 | -25.1% | 48 | 0.0% | 0.00% | 0.0% | |
K | KELLANOVA COMstock | $1,607 | +0.7% | 28 | 0.0% | 0.00% | 0.0% | |
LH | LABORATORY CORP AMER HLDGS COM NEWstock | $1,836 | +21.1% | 12 | 0.0% | 0.00% | 0.0% | |
PNR | PENTAIR PLC SHSstock | $1,024 | +17.8% | 23 | 0.0% | 0.00% | 0.0% | |
NLOK | GEN DIGITAL INC COMstock | $1,195 | +21.6% | 52 | 0.0% | 0.00% | 0.0% | |
YTRA | YATRA ONLINE INC ORD SHSstock | $953 | +22.2% | 194 | 0.0% | 0.00% | 0.0% | |
TAP | MOLSON COORS BEVERAGE CO CL Bstock | $1,074 | +6.2% | 18 | 0.0% | 0.00% | 0.0% | |
PVH | PVH CORPORATION COMstock | $1,585 | +31.2% | 13 | 0.0% | 0.00% | 0.0% | |
NWL | NEWELL BRANDS INC COMstock | $1,994 | -17.5% | 130 | 0.0% | 0.00% | -50.0% | |
AMG | AFFILIATED MANAGERS GROUP INC COMstock | $857 | +9.9% | 8 | 0.0% | 0.00% | 0.0% | |
CVM | CEL-SCI CORP COM PAR NEWstock | $1,374 | +23.3% | 388 | 0.0% | 0.00% | 0.0% | |
CGNX | COGNEX CORP COMstock | $1,221 | +31.6% | 24 | 0.0% | 0.00% | 0.0% | |
HMY | HARMONY GOLD MINING CO LTD SPONSORED ADRadr | $10 | +11.1% | 5 | 0.0% | 0.00% | – | |
NVT | NVENT ELECTRIC PLC SHSstock | $621 | +20.1% | 23 | 0.0% | 0.00% | – | |
APTS | PREFERRED APT CMNTYS INC COMreit | $296 | +5.3% | 20 | 0.0% | 0.00% | – | |
ELY | TOPGOLF CALLAWAY BRANDS CORP COMstock | $191 | +3.8% | 12 | 0.0% | 0.00% | – | |
CHX | CHAMPIONX CORPORATION COMstock | $493 | +51.7% | 12 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-12-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 28 | Q3 2023 | 12.7% |
ISHARES CORE S&P MID-CAP ETF | 28 | Q3 2023 | 12.5% |
ISHARES CORE S&P SMALL CAP ETF | 28 | Q3 2023 | 12.5% |
ISHARES CORE MSCI EAFE ETF | 28 | Q3 2023 | 7.7% |
ISHARES 7-10 YEAR TREASURY BOND ETF | 28 | Q3 2023 | 6.9% |
SPDR S&P 500 ETF TRUST | 28 | Q3 2023 | 4.2% |
APPLE INC COM | 28 | Q3 2023 | 2.5% |
HOME DEPOT INC COM | 28 | Q3 2023 | 2.7% |
COCA COLA CO COM | 28 | Q3 2023 | 4.4% |
VANGUARD TOTAL STOCK MARKET ETF | 28 | Q3 2023 | 1.9% |
View WEST PACES ADVISORS INC.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-15 |
13F-HR | 2024-01-30 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
13F-HR | 2023-12-22 |
View WEST PACES ADVISORS INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.