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Andrea N. Thompson

@West Paces Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$408.296MTotal holdings552
Assets growth rate6.47%Assets growth rate (2-Q avg)3.77%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in West Paces Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 552 positions.

Assets under management

The assets under management (AUM) of West Paces Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 408.296M in assets, with a quarterly growth rate of 6.47% and a 2-quarter average growth rate of 3.77%. The portfolio is managed by Andrea N. Thompson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHBSchwab U.s. Broad Market Etf
Recent Activity
Decreased -1.72%
0.58%
$2.35M
35,331 shares@ $66.52 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -0.46%
0.54%
$2.203M
19,398 shares@ $113.57 avg price
REGRegency Ctrs Corp Com
Recent Activity
Decreased -23.6%
0.49%
$1.96M
27,135 shares@ $72.23 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -2.49%
0.47%
$1.886M
9,548 shares@ $197.49 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -2.52%
0.43%
$1.736M
10,386 shares@ $167.2 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -1.77%
0.42%
$1.712M
9,189 shares@ $186.33 avg price
SCHASchwab U.s. Small-cap Etf
Recent Activity
Decreased -2.27%
0.4%
$1.599M
31,056 shares@ $51.5 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -0.83%
0.38%
$1.541M
9,065 shares@ $170.05 avg price
MCDMcdonalds Corp Com
Recent Activity
Decreased -2.07%
0.36%
$1.454M
4,776 shares@ $304.52 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
Decreased -26.58%
0.33%
$1.313M
15,788 shares@ $83.15 avg price