Portfolio (Quarterly)
Guide ↗
WEST PACES ADVISORS INC.
· CIK 0002004720| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 11,116 | $284K | 0.06% | SOLD |
| 2 | — | SMURFIT WESTROCK PLC | — | 5,453 | $232K | 0.05% | SOLD |
| 3 | FND | FLOOR & DECOR HLDGS INC | Consumer Cyclical | 2,850 | $210K | 0.04% | SOLD |
| 4 | OEF | ISHARES TR | — | 28 | $9K | 0.00% | SOLD |
| 5 | AGG | ISHARES TR | — | 77 | $8K | 0.00% | SOLD |
| 6 | IYG | ISHARES TR | — | 64 | $6K | 0.00% | SOLD |
| 7 | MUB | ISHARES TR | — | 12 | $1K | — | SOLD |
| 8 | AVDE | AMERICAN CENTY ETF TR | — | 14 | $1K | — | SOLD |
Sector Allocation
Financial Services
26.5%
Technology
18.4%
Consumer Defensive
12.6%
Industrials
10.5%
Healthcare
8.5%
Consumer Cyclical
6.9%
Communication Services
5.2%
Utilities
4.7%
Energy
3.8%
Real Estate
1.9%