Chief Compliance Officer

0001398344-23-023070.txt : 20231221 0001398344-23-023070.hdr.sgml : 20231221 20231220183337 ACCESSION NUMBER: 0001398344-23-023070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20231221 DATE AS OF CHANGE: 20231220 EFFECTIVENESS DATE: 20231221 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEST PACES ADVISORS INC. CENTRAL INDEX KEY: 0002004720 ORGANIZATION NAME: IRS NUMBER: 823839469 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23479 FILM NUMBER: 231502455 BUSINESS ADDRESS: STREET 1: 3284 NORTHSIDE PARKWAY, SUITE 485 CITY: ATLANTA STATE: GA ZIP: 30327 BUSINESS PHONE: (404)478-3036 MAIL ADDRESS: STREET 1: 3284 NORTHSIDE PARKWAY, SUITE 485 CITY: ATLANTA STATE: GA ZIP: 30327 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002004720 XXXXXXXX 09-30-2018 09-30-2018 false WEST PACES ADVISORS INC.

3284 NORTHSIDE PARKWAY, SUITE 485 ATLANTA GA 30327

13F HOLDINGS REPORT 028-23479 000175512 801-96230 N Andrea N. Thompson Chief Compliance Officer 404-478-3036 /s/ Andrea N. Thompson Atlanta GA 12-19-2023 0 478 138943853 INFORMATION TABLE 2 fp0086306-8_13fhr-table.xml AMAZON COM INC COM Stock 023135106 626939 313 SH SOLE 313 0 0 CERNER CORP COM Stock 156782104 76133 1182 SH SOLE 1182 0 0 PARAMOUNT GLOBAL CLASS B COM Stock 92556H206 14535 253 SH SOLE 253 0 0 GLOBAL PMTS INC COM Stock 37940X102 29939 235 SH SOLE 235 0 0 PRUDENTIAL FINL INC COM Stock 744320102 35665 352 SH SOLE 352 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 13325 817 SH SOLE 817 0 0 SEALED AIR CORP NEW COM Stock 81211K100 2811 70 SH SOLE 70 0 0 WYNN RESORTS LTD COM Stock 983134107 2922 23 SH SOLE 23 0 0 ULTA BEAUTY INC COM Stock 90384S303 1693 6 SH SOLE 6 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 45123 599 SH SOLE 599 0 0 STARBUCKS CORP COM Stock 855244109 972419 17108 SH SOLE 17108 0 0 SEMPRA COM Stock 816851109 743584 6537 SH SOLE 6537 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 5385 102 SH SOLE 102 0 0 HARMONY GOLD MINING CO LTD SPONSORED ADR ADR 413216300 8 5 SH SOLE 5 0 0 NEENAH INC COM Stock 640079109 43150 500 SH SOLE 500 0 0 ELEVANCE HEALTH INC COM Stock 036752103 47137 172 SH SOLE 172 0 0 ISHARES GOLD TRUST ETF 464285204 174022 15225 SH SOLE 15225 0 0 EBAY INC. COM Stock 278642103 23543 713 SH SOLE 713 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 76510 700 SH SOLE 700 0 0 HUBBELL INC COM Stock 443510607 801 6 SH SOLE 6 0 0 TRIPADVISOR INC COM Stock 896945201 2809 55 SH SOLE 55 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 4369 31 SH SOLE 31 0 0 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 185855 3189 SH SOLE 3189 0 0 VULCAN MATLS CO COM Stock 929160109 9674 87 SH SOLE 87 0 0 JOHNSON & JOHNSON COM Stock 478160104 1303496 9434 SH SOLE 9434 0 0 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 4389 60 SH SOLE 60 0 0 WASTE MGMT INC DEL COM Stock 94106L109 37048 410 SH SOLE 410 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 2530282 16908 SH SOLE 16908 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 316618 1348 SH SOLE 1348 0 0 GOLDMAN SACHS GROUP INC COM Stock 38141G104 34309 153 SH SOLE 153 0 0 SHELL PLC SPON ADS ADR 780259305 7223 106 SH SOLE 106 0 0 YUM BRANDS INC COM Stock 988498101 20909 230 SH SOLE 230 0 0 BOSTON SCIENTIFIC CORP COM Stock 101137107 17903 465 SH SOLE 465 0 0 F5 INC COM Stock 315616102 5185 26 SH SOLE 26 0 0 ATLANTA BRAVES HLDGS INC COM SER A Stock 047726104 2864 105 SH SOLE 105 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 291888 3507 SH SOLE 3507 0 0 COCA COLA CO COM Stock 191216100 847817 18355 SH SOLE 18355 0 0 GENERAL MLS INC COM Stock 370334104 10086 235 SH SOLE 235 0 0 AMEREN CORP COM Stock 023608102 9989 158 SH SOLE 158 0 0 IDEX CORP COM Stock 45167R104 46705 310 SH SOLE 310 0 0 PPG INDS INC COM Stock 693506107 18552 170 SH SOLE 170 0 0 OCCIDENTAL PETE CORP COM Stock 674599105 37141 452 SH SOLE 452 0 0 TRUIST FINL CORP COM Stock 89832Q109 1216267 25057 SH SOLE 25057 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 54522 467 SH SOLE 467 0 0 INGEVITY CORP COM Stock 45688C107 73557 722 SH SOLE 722 0 0 MARRIOTT INTL INC NEW CL A Stock 571903202 24294 184 SH SOLE 184 0 0 BIOGEN INC COM Stock 09062X103 45930 130 SH SOLE 130 0 0 CARNIVAL CORP PAIRED CTF Stock 143658300 26465 415 SH SOLE 415 0 0 VENTAS INC COM REIT 92276F100 267060 4911 SH SOLE 4911 0 0 ESSEX PPTY TR INC COM REIT 297178105 1974 8 SH SOLE 8 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 5435 30 SH SOLE 30 0 0 INTEL CORP COM Stock 458140100 154875 3275 SH SOLE 3275 0 0 PERRIGO CO PLC SHS Stock G97822103 1133 16 SH SOLE 16 0 0 CME GROUP INC COM Stock 12572Q105 174125 1023 SH SOLE 1023 0 0 STATE STR CORP COM Stock 857477103 20526 245 SH SOLE 245 0 0 MEDTRONIC PLC SHS Stock G5960L103 762171 7748 SH SOLE 7748 0 0 CLOROX CO DEL COM Stock 189054109 6768 45 SH SOLE 45 0 0 COMERICA INC COM Stock 200340107 12267 136 SH SOLE 136 0 0 FORTIVE CORP COM Stock 34959J108 178251 2117 SH SOLE 2117 0 0 NETFLIX INC COM Stock 64110L106 78567 210 SH SOLE 210 0 0 BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P Stock G16234109 0 0 SH SOLE 0 0 0 PAYCHEX INC COM Stock 704326107 968056 13144 SH SOLE 13144 0 0 AFFILIATED MANAGERS GROUP INC COM Stock 008252108 1094 8 SH SOLE 8 0 0 HORMEL FOODS CORP COM Stock 440452100 6304 160 SH SOLE 160 0 0 PEOPLES UNITED FINANCIAL INC COM Stock 712704105 668 39 SH SOLE 39 0 0 PACCAR INC COM Stock 693718108 7774 114 SH SOLE 114 0 0 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 11861 179 SH SOLE 179 0 0 ADVANCE AUTO PARTS INC COM Stock 00751Y106 52856 314 SH SOLE 314 0 0 WATERS CORP COM Stock 941848103 11097 57 SH SOLE 57 0 0 ISHARES MSCI UNITED KINGDOM ETF ETF 46435G334 81035 2375 SH SOLE 2375 0 0 LAUDER ESTEE COS INC CL A Stock 518439104 18601 128 SH SOLE 128 0 0 PROLOGIS INC. COM REIT 74340W103 31794 469 SH SOLE 469 0 0 MERCK & CO INC COM Stock 58933Y105 250276 3528 SH SOLE 3528 0 0 OSHKOSH CORP COM Stock 688239201 2921 41 SH SOLE 41 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 4868688 16747 SH SOLE 16747 0 0 MCKESSON CORP COM Stock 58155Q103 55978 422 SH SOLE 422 0 0 THE TRADE DESK INC COM CL A Stock 88339J105 5735 38 SH SOLE 38 0 0 RIVERNORTH CAP AND INCM FD INC COM CEF 76882B108 301184 13268 SH SOLE 13268 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 112418 505 SH SOLE 505 0 0 FIRST REP BK SAN FRANCISCO CAL COM Stock 33616C100 1632 17 SH SOLE 17 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 522003 3699 SH SOLE 3699 0 0 UNITED RENTALS INC COM Stock 911363109 4908 30 SH SOLE 30 0 0 EMERSON ELEC CO COM Stock 291011104 3063 40 SH SOLE 40 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 34057 970 SH SOLE 970 0 0 GLOBE LIFE INC COM Stock 37959E102 9449 109 SH SOLE 109 0 0 ALLSTATE CORP COM Stock 020002101 18358 186 SH SOLE 186 0 0 DIAGEO PLC SPON ADR NEW ADR 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345370860 12284 1328 SH SOLE 1328 0 0 US BANCORP DEL COM NEW Stock 902973304 443340 8395 SH SOLE 8395 0 0 XCEL ENERGY INC COM Stock 98389B100 10197 216 SH SOLE 216 0 0 HOME DEPOT INC COM Stock 437076102 3415043 16486 SH SOLE 16485 0 0 BAXTER INTL INC COM Stock 071813109 23512 305 SH SOLE 305 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 333700 2215 SH SOLE 2214 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 195245 3036 SH SOLE 3036 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 26832 282 SH SOLE 282 0 0 SPDR GOLD SHARES ETF 78463V107 226648 2010 SH SOLE 2010 0 0 SOUTHERN CO COM Stock 842587107 45431 1042 SH SOLE 1042 0 0 CENCORA INC COM Stock 03073E105 13649 148 SH SOLE 148 0 0 BECTON DICKINSON & CO COM Stock 075887109 18792 72 SH SOLE 72 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 654300 8590 SH SOLE 8590 0 0 KEYCORP COM Stock 493267108 10104 508 SH SOLE 508 0 0 REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 13029 710 SH SOLE 710 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 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REIT 44107P104 7596 360 SH SOLE 360 0 0 PUBLIC STORAGE COM REIT 74460D109 8872 44 SH SOLE 44 0 0 REGENCY CTRS CORP COM REIT 758849103 8730 135 SH SOLE 135 0 0 VORNADO RLTY TR SH BEN INT REIT 929042109 2336 32 SH SOLE 32 0 0 ISHARES MSCI NEW ZEALAND ETF ETF 464289123 23328 480 SH SOLE 480 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 766614 13670 SH SOLE 13670 0 0 WALGREENS BOOTS ALLIANCE INC COM Stock 931427108 26025 357 SH SOLE 357 0 0 ASSURANT INC COM Stock 04621X108 4318 40 SH SOLE 40 0 0 AMPHENOL CORP NEW CL A Stock 032095101 18992 202 SH SOLE 202 0 0 BROOKFIELD CORP CL A LTD VT SH Stock 11271J107 0 0 SH SOLE 0 0 0 CENTERPOINT ENERGY INC COM Stock 15189T107 4701 170 SH SOLE 170 0 0 DOLLAR TREE INC COM Stock 256746108 1957 24 SH SOLE 24 0 0 INTERNATIONAL FLAVORS&FRAGRANC COM Stock 459506101 9182 66 SH SOLE 66 0 0 STANLEY BLACK & DECKER INC COM Stock 854502101 17866 122 SH SOLE 122 0 0 WELLTOWER INC COM REIT 95040Q104 19618 305 SH SOLE 305 0 0 UNITED AIRLS HLDGS INC COM Stock 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MARATHON PETE CORP COM Stock 56585A102 33507 419 SH SOLE 419 0 0 ALEXION PHARMACEUTICALS INC COM Stock 015351109 1390 10 SH SOLE 10 0 0 APTIV PLC SHS Stock G6095L109 7132 85 SH SOLE 85 0 0 ELECTRONIC ARTS INC COM Stock 285512109 22291 185 SH SOLE 185 0 0 VISA INC COM CL A Stock 92826C839 221833 1478 SH SOLE 1478 0 0 HERSHEY CO COM Stock 427866108 6120 60 SH SOLE 60 0 0 KELLANOVA COM Stock 487836108 1961 28 SH SOLE 28 0 0 FLEXSHARES IBOXX 5 Yr DURATION TIPS ETF ETF 33939L605 181725 7500 SH SOLE 7500 0 0 FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF ETF 33939L506 17014415 710414 SH SOLE 710414 0 0 L3HARRIS TECHNOLOGIES INC COM Stock 502431109 4907 29 SH SOLE 29 0 0 PHILLIPS 66 COM Stock 718546104 404890 3592 SH SOLE 3592 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 115368 794 SH SOLE 794 0 0 IRON MTN INC DEL COM REIT 46284V101 21437 621 SH SOLE 621 0 0 FACEBOOK CL A Stock 30303M102 331551 2016 SH SOLE 2016 0 0 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 47005 250 SH SOLE 250 0 0 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