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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $502M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 188 New
Page 5 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLD SPDR GOLD TR Financial Services 1,823.0 $648K 0.13% NEW $355.47 +8.9%
82 RTX RTX CORPORATION Industrials 3,588.0 $600K 0.12% NEW $167.31 +10.9%
83 VICI VICI PPTYS INC Real Estate 17,791.0 $580K 0.12% NEW $32.61 -19.4%
84 ACN ACCENTURE PLC IRELAND Technology 2,349.0 $579K 0.12% NEW $246.60 -47.1%
85 UNP UNION PAC CORP Industrials 2,388.0 $564K 0.11% NEW $236.37 +8.7%
86 PAYX PAYCHEX INC Industrials 4,395.0 $557K 0.11% NEW $126.76 -22.5%
87 CMI CUMMINS INC Industrials 1,276.0 $539K 0.11% NEW $422.39 +69.7%
88 BERKSHIRE HATHAWAY INC DEL 1,072.0 $539K 0.11% NEW $502.74
89 DIS DISNEY WALT CO Communication Services 4,698.0 $538K 0.11% NEW $114.50 -9.3%
90 DVY ISHARES TR 3,714.0 $528K 0.10% NEW $142.10 +7.9%
91 SDY SPDR SERIES TRUST 3,702.0 $518K 0.10% NEW $140.05 +7.5%
92 ITW ILLINOIS TOOL WKS INC Industrials 1,972.0 $514K 0.10% NEW $260.80 +1.3%
93 APD AIR PRODS & CHEMS INC Basic Materials 1,884.0 $514K 0.10% NEW $272.72 +2.7%
94 IEI ISHARES TR 4,237.0 $506K 0.10% NEW $119.51 -1.9%
95 FXB INVESCO CURRENCYSHARES BRIT Financial Services 3,892.0 $504K 0.10% NEW $129.43 -1.9%
96 TEL TE CONNECTIVITY PLC Technology 2,248.0 $494K 0.10% NEW $219.53 -0.9%
97 WEC WEC ENERGY GROUP INC Utilities 4,162.0 $477K 0.10% NEW $114.60 -2.1%
98 AJG GALLAGHER ARTHUR J & CO Financial Services 1,500.0 $465K 0.09% NEW $309.74 -30.9%
99 PPL PPL CORP Utilities 12,332.0 $458K 0.09% NEW $37.16 -4.8%
100 IWM ISHARES TR 1,806.0 $437K 0.09% NEW $241.96 +22.2%
Page 5 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.6%
Technology 17.7%
Consumer Defensive 13.2%
Industrials 11.0%
Consumer Cyclical 7.8%
Healthcare 7.7%
Utilities 4.8%
Communication Services 4.4%
Energy 3.9%
Real Estate 2.1%