WEST PACES ADVISORS INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$383M
Signature - Title
Andrea N. Thompson - Chief Compliance Officer
Location
3284 Northside Parkway, Suite 485, Atlanta, GA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 567 $383M +$29.3M -$25.2M +$4.1M IJH, VOO, IJR, AVEM, TDTT 13F-HR 7/16/2024, 06:37 PM
Q1 2024 580 $379M +$50.7M -$7.64M +$43M IJH, IJR, VOO, TDTT, AVEM 13F-HR 4/15/2024, 08:13 AM
Q4 2023 608 $356M +$17.2M -$9.49M +$7.68M IJH, IJR, TDTT, VOO, AVEM 13F-HR 1/30/2024, 11:15 AM
Q3 2023 521 $319M +$4.82M -$11.2M -$6.33M IJH, IJR, TDTT, IEF, VOO 13F-HR 12/18/2023, 05:10 PM
Q2 2023 545 $339M +$20.1M -$11.7M +$8.36M IJH, IJR, TDTT, VOO, IEF 13F-HR 12/18/2023, 05:03 PM
Q1 2023 555 $322M +$9.8M -$13.1M -$3.32M IJH, IJR, TDTT, VOO, IEF 13F-HR 12/18/2023, 05:07 PM
Q4 2022 533 $314M +$22.3M -$11.1M +$11.1M IJH, IJR, TDTT, VOO, IEFA 13F-HR 12/18/2023, 05:02 PM
Q3 2022 523 $281M +$17.3M -$10.6M +$6.68M TDTT, IJH, IJR, VOO, IEF 13F-HR 12/18/2023, 08:03 PM
Q2 2022 580 $294M +$19.3M -$7.14M +$12.1M TDTT, IJH, IJR, VOO, IEFA 13F-HR 12/18/2023, 08:00 PM
Q1 2022 575 $321M +$23.7M -$6.28M +$17.5M TDTT, IJH, IJR, VOO, IEFA 13F-HR 12/18/2023, 08:01 PM
Q4 2021 571 $320M +$21M -$5.29M +$15.8M TDTT, IJH, IJR, VOO, IEFA 13F-HR 12/19/2023, 07:14 PM
Q3 2021 571 $285M +$19.4M -$4.5M +$14.9M TDTT, IJH, IJR, IEFA, VOO 13F-HR 12/19/2023, 07:22 PM
Q2 2021 618 $272M +$17.7M -$6.62M +$11.1M IJH, IJR, TDTT, IEFA, VOO 13F-HR 12/19/2023, 07:15 PM
Q1 2021 432 $249M +$14M -$5.26M +$8.71M IJR, IJH, TDTT, IEFA, VOO 13F-HR 12/19/2023, 07:11 PM
Q4 2020 414 $225M +$10.3M -$5.56M +$4.74M IJR, IJH, TDTT, IEFA, IEF 13F-HR 12/19/2023, 07:09 PM
Q3 2020 411 $196M +$8.16M -$4.4M +$3.76M IJR, TDTT, IJH, IEFA, IEF 13F-HR 12/19/2023, 07:12 PM
Q2 2020 437 $185M +$20.1M -$17.3M +$2.87M IJR, TDTT, IJH, IEFA, IEF 13F-HR 12/19/2023, 07:20 PM
Q1 2020 448 $158M +$22.7M -$14.5M +$8.2M TDTT, IJR, IEF, IEFA, IJH 13F-HR 12/20/2023, 06:40 PM
Q4 2019 474 $184M +$11.6M -$4.69M +$6.92M TDTT, IJR, IJH, IEFA, IEF 13F-HR 12/21/2023, 06:29 PM
Q3 2019 486 $167M +$9.96M -$4.67M +$5.29M TDTT, IJH, IJR, IEFA, IEF 13F-HR 12/21/2023, 06:28 PM
Q2 2019 469 $160M +$15.9M -$3.14M +$12.7M TDTT, IEFA, IJH, IJR, IEF 13F-HR 12/21/2023, 06:24 PM
Q1 2019 471 $143M +$12.7M -$12.5M +$151K TDTT, IEFA, IJH, IEF, SPY 13F-HR 12/21/2023, 06:26 PM
Q4 2018 482 $130M +$12.2M -$7.1M +$5.09M TDTT, IEF, IJH, IEFA, SPY 13F-HR 12/21/2023, 06:22 PM
Q3 2018 475 $139M +$3.44M -$3.9M -$461K TDTT, IJH, IEF, IEFA, SPY 13F-HR 12/20/2023, 06:33 PM
Q2 2018 484 $134M +$12.9M -$15.1M -$2.2M TDTT, IJH, IEF, IEFA, SPY 13F-HR 12/21/2023, 06:19 PM
Q1 2018 446 $134M +$9.75M -$8.5M +$1.25M TDTT, IJH, BSV, BIV, IEFA 13F-HR 12/21/2023, 06:17 PM
Q4 2017 466 $135M +$5.14M -$8.4M -$3.26M TDTT, IJH, BSV, BIV, IEFA 13F-HR 12/21/2023, 06:15 PM
Q3 2017 469 $133M +$8.66M -$5.24M +$3.42M TDTT, IJH, BSV, BIV, IEFA 13F-HR 12/21/2023, 06:08 PM
Q2 2017 508 $126M +$4.45M -$6.2M -$1.75M TDTT, BSV, IJH, IEFA, BIV 13F-HR 12/21/2023, 06:04 PM
Q1 2017 507 $125M +$20M -$6.36M +$13.6M TDTT, BSV, IJH, BIV, IEFA 13F-HR 12/21/2023, 06:09 PM
Q4 2016 554 $107M $0 $0 TDTT, BSV, IEFA, SPY, BIV 13F-HR 12/21/2023, 06:01 PM