WEST PACES ADVISORS INC.
Top Portfolio Positions
112 positions ·
$124,345,387 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
23,382 | $15,206,249 | 12.23% | |
| KO |
Coca Cola Co
Consumer Defensive
|
109,854 | $8,354,396 | 6.72% | |
| AAPL |
Apple Inc.
Technology
|
20,466 | $5,194,066 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
11,104 | $4,110,367 | 3.31% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
10,346 | $3,402,695 | 2.74% | |
| SO |
Southern Co
Utilities
|
33,747 | $3,257,260 | 2.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
10,954 | $3,222,228 | 2.59% | |
| CSX |
Csx Corp
Industrials
|
76,930 | $3,157,976 | 2.54% | |
| NSC |
Norfolk Southern Corp
Industrials
|
10,746 | $3,084,102 | 2.48% | |
| AVGO |
Broadcom Inc.
Technology
|
9,931 | $3,073,743 | 2.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,045,232 | 85,218 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,566,306 | 85,218 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,570,567 | 85,218 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,408,556 | 85,108 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,816,204 | 85,108 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,140 | 40 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||