CIK 2004720
WEST PACES ADVISORS INC.
Institutional 13F holdings & portfolio
Holdings
200
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
32
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 200
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TRV | TRAVELERS COMPANIES INC | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| IWF | ISHARES TR | 2K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 9K | $1M+ | SH |
| IWB | ISHARES TR | 3K | $1M+ | SH |
| ISHG | ISHARES TR | 13K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 19K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 5K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 16K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 15K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| NUE | NUCOR CORP | 5K | $500K+ | SH |
| GLW | CORNING INC | 9K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 5K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| CMI | CUMMINS INC | 1K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| SRE | SEMPRA | 8K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC | 2K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 4K | $500K+ | SH |
| VICI | VICI PPTYS INC | 18K | $500K+ | SH |
| IEI | ISHARES TR | 4K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 3K | $100K–$500K | SH |