0001398344-23-023286.txt : 20231222
0001398344-23-023286.hdr.sgml : 20231222
20231221180918
ACCESSION NUMBER: 0001398344-23-023286
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20231222
DATE AS OF CHANGE: 20231221
EFFECTIVENESS DATE: 20231222
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: 231506711
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
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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
516
125401869
INFORMATION TABLE
2
fp0086306-2_13fhr-table.xml
AMAZON COM INC COM
Stock
023135106
291672
329
SH
SOLE
329
0
0
CERNER CORP COM
Stock
156782104
81919
1392
SH
SOLE
1392
0
0
PARAMOUNT GLOBAL CLASS B COM
Stock
92556H206
22819
329
SH
SOLE
329
0
0
PRUDENTIAL FINL INC COM
Stock
744320102
37551
352
SH
SOLE
352
0
0
HEWLETT PACKARD ENTERPRISE CO COM
Stock
42824C109
25572
1079
SH
SOLE
1079
0
0
SEALED AIR CORP NEW COM
Stock
81211K100
3966
91
SH
SOLE
91
0
0
WYNN RESORTS LTD COM
Stock
983134107
2865
25
SH
SOLE
25
0
0
ULTA BEAUTY INC COM
Stock
90384S303
1426
5
SH
SOLE
5
0
0
STARBUCKS CORP COM
Stock
855244109
614146
10518
SH
SOLE
10518
0
0
SEMPRA COM
Stock
816851109
80444
728
SH
SOLE
728
0
0
FOUR CORNERS PPTY TR INC COM
REIT
35086T109
274
12
SH
SOLE
12
0
0
PUBLIC SVC ENTERPRISE GRP INC COM
Stock
744573106
4524
102
SH
SOLE
102
0
0
ELEVANCE HEALTH INC COM
Stock
036752103
26295
159
SH
SOLE
159
0
0
ISHARES GOLD TRUST
ETF
464285204
202308
16845
SH
SOLE
16845
0
0
EBAY INC. COM
Stock
278642103
23935
713
SH
SOLE
713
0
0
DOLLAR GEN CORP NEW COM
Stock
256677105
59271
850
SH
SOLE
850
0
0
TRIPADVISOR INC COM
Stock
896945201
3237
75
SH
SOLE
75
0
0
WILLIS TOWERS WATSON PLC LTD SHS
Stock
G96629103
1963
15
SH
SOLE
15
0
0
MONSTER BEVERAGE CORP NEW COM
Stock
61174X109
145158
3144
SH
SOLE
3144
0
0
VULCAN MATLS CO COM
Stock
929160109
11928
99
SH
SOLE
99
0
0
JOHNSON & JOHNSON COM
Stock
478160104
1238899
9947
SH
SOLE
9947
0
0
AKAMAI TECHNOLOGIES INC COM
Stock
00971T101
5851
98
SH
SOLE
98
0
0
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
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G7997R103
4134
90
SH
SOLE
90
0
0
WASTE MGMT INC DEL COM
Stock
94106L109
34272
470
SH
SOLE
470
0
0
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
1759140
14500
SH
SOLE
14500
0
0
COSTCO WHSL CORP NEW COM
Stock
22160K105
265453
1583
SH
SOLE
1583
0
0
HCA HEALTHCARE INC COM
Stock
40412C101
4183
47
SH
SOLE
47
0
0
GOLDMAN SACHS GROUP INC COM
Stock
38141G104
65930
287
SH
SOLE
287
0
0
YUM BRANDS INC COM
Stock
988498101
28436
445
SH
SOLE
445
0
0
BOSTON SCIENTIFIC CORP COM
Stock
101137107
11565
465
SH
SOLE
465
0
0
F5 INC COM
Stock
315616102
1141
8
SH
SOLE
8
0
0
ATLANTA BRAVES HLDGS INC COM SER A
Stock
047726104
1317
55
SH
SOLE
55
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
459134
5110
SH
SOLE
5110
0
0
COCA COLA CO COM
Stock
191216100
1007398
23737
SH
SOLE
23737
0
0
GENERAL MLS INC COM
Stock
370334104
20122
341
SH
SOLE
341
0
0
AMEREN CORP COM
Stock
023608102
9935
182
SH
SOLE
182
0
0
IDEX CORP COM
Stock
45167R104
43015
460
SH
SOLE
460
0
0
PPG INDS INC COM
Stock
693506107
19230
183
SH
SOLE
183
0
0
OCCIDENTAL PETE CORP COM
Stock
674599105
612374
9665
SH
SOLE
9665
0
0
TRUIST FINL CORP COM
Stock
89832Q109
1134263
25375
SH
SOLE
25375
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
48607
453
SH
SOLE
453
0
0
INGEVITY CORP COM
Stock
45688C107
150300
2470
SH
SOLE
2470
0
0
MARRIOTT INTL INC NEW CL A
Stock
571903202
17329
184
SH
SOLE
184
0
0
BIOGEN INC COM
Stock
09062X103
34451
126
SH
SOLE
126
0
0
CARNIVAL CORP PAIRED CTF
Stock
143658300
44536
756
SH
SOLE
756
0
0
VENTAS INC COM
REIT
92276F100
662628
10188
SH
SOLE
10188
0
0
ESSEX PPTY TR INC COM
REIT
297178105
1852
8
SH
SOLE
8
0
0
AVALONBAY CMNTYS INC COM
REIT
053484101
9364
51
SH
SOLE
51
0
0
INTEL CORP COM
Stock
458140100
104242
2890
SH
SOLE
2890
0
0
CME GROUP INC COM
Stock
12572Q105
127472
1073
SH
SOLE
1073
0
0
STATE STR CORP COM
Stock
857477103
15842
199
SH
SOLE
199
0
0
MEDTRONIC PLC SHS
Stock
G5960L103
480057
5959
SH
SOLE
5959
0
0
CLOROX CO DEL COM
Stock
189054109
7955
59
SH
SOLE
59
0
0
COMERICA INC COM
Stock
200340107
9327
136
SH
SOLE
136
0
0
FORTIVE CORP COM
Stock
34959J108
164401
2730
SH
SOLE
2730
0
0
NETFLIX INC COM
Stock
64110L106
31336
212
SH
SOLE
212
0
0
BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P
Stock
G16234109
172
7
SH
SOLE
7
0
0
PAYCHEX INC COM
Stock
704326107
820418
13929
SH
SOLE
13929
0
0
AFFILIATED MANAGERS GROUP INC COM
Stock
008252108
1312
8
SH
SOLE
8
0
0
HORMEL FOODS CORP COM
Stock
440452100
5541
160
SH
SOLE
160
0
0
PACCAR INC COM
Stock
693718108
10550
157
SH
SOLE
157
0
0
EQUITY RESIDENTIAL SH BEN INT
REIT
29476L107
13564
218
SH
SOLE
218
0
0
ADVANCE AUTO PARTS INC COM
Stock
00751Y106
63011
425
SH
SOLE
425
0
0
HESS CORP COM
Stock
42809H107
2893
60
SH
SOLE
60
0
0
WATERS CORP COM
Stock
941848103
10160
65
SH
SOLE
65
0
0
ISHARES MSCI UNITED KINGDOM ETF
ETF
46435G334
53708
1650
SH
SOLE
1650
0
0
LAUDER ESTEE COS INC CL A
Stock
518439104
10853
128
SH
SOLE
128
0
0
PROLOGIS INC. COM
REIT
74340W103
11881
229
SH
SOLE
229
0
0
MERCK & CO INC COM
Stock
58933Y105
959835
15106
SH
SOLE
15106
0
0
SPDR S&P 500 ETF TRUST
ETF
78462F103
4595987
19496
SH
SOLE
19496
0
0
ADVANSIX INC COM
Stock
00773T101
82
3
SH
SOLE
3
0
0
MCKESSON CORP COM
Stock
58155Q103
62566
422
SH
SOLE
422
0
0
MASTERCARD INCORPORATED CL A
Stock
57636Q104
68044
605
SH
SOLE
605
0
0
ILLINOIS TOOL WKS INC COM
Stock
452308109
368267
2780
SH
SOLE
2780
0
0
UNITED RENTALS INC COM
Stock
911363109
1251
10
SH
SOLE
10
0
0
EMERSON ELEC CO COM
Stock
291011104
6405
107
SH
SOLE
107
0
0
ADIENT PLC ORD SHS
Stock
G0084W101
0
0
SH
SOLE
0
0
0
YUM CHINA HLDGS INC COM
Stock
98850P109
26384
970
SH
SOLE
970
0
0
ALCOA CORP COM
Stock
013872106
1445
42
SH
SOLE
42
0
0
GLOBE LIFE INC COM
Stock
37959E102
9784
127
SH
SOLE
127
0
0
ALLSTATE CORP COM
Stock
020002101
18335
225
SH
SOLE
225
0
0
DIAGEO PLC SPON ADR NEW
ADR
25243Q205
98821
855
SH
SOLE
855
0
0
LAMB WESTON HLDGS INC COM
Stock
513272104
2944
70
SH
SOLE
70
0
0
ALASKA AIR GROUP INC COM
Stock
011659109
1660
18
SH
SOLE
18
0
0
MATTEL INC COM
Stock
577081102
3995
156
SH
SOLE
156
0
0
ISHARES TIPS BOND ETF
ETF
464287176
150690
1314
SH
SOLE
1314
0
0
LEGGETT & PLATT INC COM
Stock
524660107
1459
29
SH
SOLE
29
0
0
CONDUENT INC COM
Stock
206787103
470
28
SH
SOLE
28
0
0
VERTEX PHARMACEUTICALS INC COM
Stock
92532F100
2296
21
SH
SOLE
21
0
0
COGNIZANT TECHNOLOGY SOLUTIONS CL A
Stock
192446102
28391
477
SH
SOLE
477
0
0
SMUCKER J M CO COM NEW
Stock
832696405
11666
89
SH
SOLE
89
0
0
CORNING INC COM
Stock
219350105
32265
1195
SH
SOLE
1195
0
0
EDWARDS LIFESCIENCES CORP COM
Stock
28176E108
7055
75
SH
SOLE
75
0
0
BANK NEW YORK MELLON CORP COM
Stock
064058100
62580
1325
SH
SOLE
1325
0
0
HOWMET AEROSPACE INC COM
Stock
443201108
2687
102
SH
SOLE
102
0
0
TEGNA INC COM
Stock
87901J105
1102
43
SH
SOLE
43
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0
GEN DIGITAL INC COM
Stock
668771108
5062
165
SH
SOLE
165
0
0
DAVITA INC COM
Stock
23918K108
8156
120
SH
SOLE
120
0
0
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
209869
4305
SH
SOLE
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UNUM GROUP COM
Stock
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SH
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CHUBB LIMITED COM
Stock
H1467J104
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SH
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FEDEX CORP COM
Stock
31428X106
30443
156
SH
SOLE
156
0
0
VAREX IMAGING CORP COM
Stock
92214X106
67
2
SH
SOLE
2
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0
SNAP ON INC COM
Stock
833034101
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SH
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PULTE GROUP INC COM
Stock
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SHERWIN WILLIAMS CO COM
Stock
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SH
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PEPSICO INC COM
Stock
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SH
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NEWELL BRANDS INC COM
Stock
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3032
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MARATHON OIL CORP COM
Stock
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SNAP INC CL A
Stock
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KIMBERLY-CLARK CORP COM
Stock
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MOLSON COORS BEVERAGE CO CL B
Stock
60871R209
3541
37
SH
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INTERPUBLIC GROUP COS INC COM
Stock
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310
SH
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TE CONNECTIVITY LTD SHS
Stock
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42
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HONEYWELL INTL INC COM
Stock
438516106
602123
4822
SH
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4822
0
0
TRANE TECHNOLOGIES PLC SHS
Stock
G8994E103
18053
222
SH
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222
0
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FORD MTR CO DEL COM
Stock
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20719
1780
SH
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0
0
PEABODY ENGR CORP COM
Stock
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35
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US BANCORP DEL COM NEW
Stock
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XCEL ENERGY INC COM
Stock
98389B100
9601
216
SH
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216
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0
HOME DEPOT INC COM
Stock
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BAXTER INTL INC COM
Stock
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AUTOMATIC DATA PROCESSING INC COM
Stock
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SPDR GOLD SHARES
ETF
78463V107
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1785
SH
SOLE
1785
0
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SOUTHERN CO COM
Stock
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CENCORA INC COM
Stock
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SH
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BECTON DICKINSON & CO COM
Stock
075887109
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64
SH
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SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
557814
8857
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KEYCORP COM
Stock
493267108
10668
600
SH
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0
0
REGIONS FINANCIAL CORP NEW COM
Stock
7591EP100
10316
710
SH
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BRITISH AMERN TOB PLC SPONSORED ADR
ADR
110448107
15917
240
SH
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240
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0
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1362755
11975
SH
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11975
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0
LABORATORY CORP AMER HLDGS COM NEW
Stock
50540R409
3730
26
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SCHWAB U.S. BROAD MARKET ETF
ETF
808524102
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SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
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15025
0
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WHIRLPOOL CORP COM
Stock
963320106
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49
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BLOCK H & R INC COM
Stock
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AON PLC SHS CL A
Stock
G0403H108
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LUMEN TECHNOLOGIES INC COM
Stock
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754
32
SH
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HENRY JACK & ASSOC INC COM
Stock
426281101
116375
1250
SH
SOLE
1250
0
0
PINNACLE WEST CAP CORP COM
Stock
723484101
2918
35
SH
SOLE
35
0
0
CENTENE CORP DEL COM
Stock
15135B101
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26
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ISHARES CORE S&P SMALL CAP ETF
ETF
464287804
504868
7300
SH
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WASTE CONNECTIONS INC COM
Stock
94106B101
138064
1565
SH
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BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
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ADOBE INC COM
Stock
00724F101
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251
SH
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251
0
0
WEYERHAEUSER CO MTN BE COM NEW
REIT
962166104
5437
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SH
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EXELON CORP COM
Stock
30161N101
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SH
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ALPHABET INC CAP STK CL A
Stock
02079K305
398466
470
SH
SOLE
470
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PROGRESSIVE CORP COM
Stock
743315103
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196
SH
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PG&E CORP COM
Stock
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SH
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FISERV INC COM
Stock
337738108
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75
SH
SOLE
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0
OREILLY AUTOMOTIVE INC COM
Stock
67103H107
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47
SH
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0
EASTMAN CHEM CO COM
Stock
277432100
5252
65
SH
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0
PRINCIPAL FINANCIAL GROUP INC COM
Stock
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201
SH
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INTUIT COM
Stock
461202103
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160
SH
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160
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HALLIBURTON CO COM
Stock
406216101
51671
1050
SH
SOLE
1050
0
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CONSTELLATION BRANDS INC CL A
Stock
21036P108
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149
SH
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149
0
0
UNILEVER PLC SPON ADR NEW
ADR
904767704
33305
675
SH
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675
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NEWMONT CORP COM
Stock
651639106
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221
SH
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SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
ETF
808524888
210068
6705
SH
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6705
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CSX CORP COM
Stock
126408103
35099
754
SH
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754
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0
COMCAST CORP NEW CL A
Stock
20030N101
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SUNLINK HEALTH SYS INC COM
Stock
86737U102
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MICROSOFT CORP COM
Stock
594918104
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FIRST HORIZON CORPORATION COM
Stock
320517105
37
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SH
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LENNAR CORP CL A
Stock
526057104
1229
24
SH
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24
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0
VALERO ENERGY CORP COM
Stock
91913Y100
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343
SH
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343
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0
HEALTHPEAK PROPERTIES INC COM
REIT
42250P103
3472
111
SH
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111
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0
SCHLUMBERGER LTD COM STK
Stock
806857108
173226
2218
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CVS HEALTH CORP COM
Stock
126650100
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DTE ENERGY CO COM
Stock
233331107
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153
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TEXTRON INC COM
Stock
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MASCO CORP COM
Stock
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NISOURCE INC COM
Stock
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111
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111
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SIMON PPTY GROUP INC NEW COM
REIT
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V F CORP COM
Stock
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SH
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AMERIPRISE FINL INC COM
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