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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $517M AUM 200 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 88 Added 40 Reduced 8 Exited
Page 3 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ONESTREAM INC 85,218.0 $1.6M 0.30% $18.38
42 REGCO REGENCY CTRS CORP Real Estate 22,635.0 $1.6M 0.30% $69.03 -67.4%
43 CVX CHEVRON CORP NEW Energy 9,559.0 $1.5M 0.28% -152.0 -1.6% $152.42 +13.6%
44 IWR ISHARES TR 14,604.0 $1.4M 0.27% -608.0 -4.0% $96.27 +12.8%
45 SCHA SCHWAB STRATEGIC TR 48,289.0 $1.4M 0.27% -849.0 -1.7% $28.48 +23.3%
46 MCD MCDONALDS CORP Consumer Cyclical 4,392.0 $1.3M 0.26% -84.0 -1.9% $305.64 -8.6%
47 SHY ISHARES TR 16,177.0 $1.3M 0.26% -14K -45.6% $82.82 -1.0%
48 NEE NEXTERA ENERGY INC Utilities 15,594.0 $1.3M 0.24% +236.0 +1.5% $80.28 +7.9%
49 WMB WILLIAMS COS INC Energy 20,489.0 $1.2M 0.24% -307.0 -1.5% $60.11 +21.2%
50 BAC BANK AMERICA CORP Financial Services 22,328.0 $1.2M 0.24% -228.0 -1.0% $55.00 +2.4%
51 TRV TRAVELERS COMPANIES INC Financial Services 4,202.0 $1.2M 0.24% +90.0 +2.2% $290.03 +5.2%
52 CSCO CISCO SYS INC Technology 15,746.0 $1.2M 0.23% +349.0 +2.3% $77.03 +55.9%
53 IWF ISHARES TR 2,384.0 $1.1M 0.22% +144.0 +6.4% $473.30 -74.0%
54 COST COSTCO WHSL CORP NEW Consumer Defensive 1,295.0 $1.1M 0.22% +39.0 +3.1% $862.15 +10.1%
55 V VISA INC Financial Services 3,041.0 $1.1M 0.21% +144.0 +5.0% $350.71 -6.2%
56 XOM EXXON MOBIL CORP Energy 8,856.0 $1.1M 0.21% +321.0 +3.8% $120.34 +14.4%
57 IWB ISHARES TR 2,840.0 $1.1M 0.20% $373.44 +9.4%
58 ISHG ISHARES TR 13,390.0 $1.0M 0.20% -3K -20.2% $75.24 -1.0%
59 UNH UNITEDHEALTH GROUP INC Healthcare 2,956.0 $976K 0.19% +35.0 +1.2% $330.13 +22.1%
60 TFC TRUIST FINL CORP Financial Services 19,334.0 $951K 0.18% +264.0 +1.4% $49.21 -1.6%
Page 3 of 10  ·  200 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 26.5%
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%