Chief Compliance Officer

0001398344-23-022979.txt : 20231220 0001398344-23-022979.hdr.sgml : 20231220 20231219190915 ACCESSION NUMBER: 0001398344-23-022979 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20231220 DATE AS OF CHANGE: 20231219 EFFECTIVENESS DATE: 20231220 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: 231498937 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 12-31-2020 12-31-2020 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 0 414 224605953 INFORMATION TABLE 2 fp0086306-17_13fhr-table.xml AMAZON COM INC COM Stock 023135106 898913 276 SH SOLE 276 0 0 CERNER CORP COM Stock 156782104 89467 1140 SH SOLE 1140 0 0 PRUDENTIAL FINL INC COM Stock 744320102 18659 239 SH SOLE 239 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 2121 179 SH SOLE 179 0 0 WYNN RESORTS LTD COM Stock 983134107 1354 12 SH SOLE 12 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 189829 1460 SH SOLE 1460 0 0 STARBUCKS CORP COM Stock 855244109 1551852 14506 SH SOLE 14506 0 0 SEMPRA COM Stock 816851109 673744 5288 SH SOLE 5288 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 2973 51 SH SOLE 51 0 0 NEENAH INC COM Stock 640079109 27660 500 SH SOLE 500 0 0 ELEVANCE HEALTH INC COM Stock 036752103 44953 140 SH SOLE 140 0 0 ISHARES GOLD TRUST ETF 464285204 447811 24700 SH SOLE 24700 0 0 EBAY INC. COM Stock 278642103 54421 1083 SH SOLE 1083 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 96738 460 SH SOLE 460 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 6531 31 SH SOLE 31 0 0 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 12485 135 SH SOLE 135 0 0 VULCAN MATLS CO COM Stock 929160109 9788 66 SH SOLE 66 0 0 JOHNSON & JOHNSON COM Stock 478160104 768172 4881 SH SOLE 4881 0 0 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 6299 60 SH SOLE 60 0 0 WASTE MGMT INC DEL COM Stock 94106L109 44106 374 SH SOLE 374 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 4044957 20782 SH SOLE 20781 0 0 DEXCOM INC COM Stock 252131107 6655 18 SH SOLE 18 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 312816 830 SH SOLE 830 0 0 GOLDMAN SACHS GROUP INC COM Stock 38141G104 35601 135 SH SOLE 135 0 0 BOSTON SCIENTIFIC CORP COM Stock 101137107 23727 660 SH SOLE 660 0 0 F5 INC COM Stock 315616102 4574 26 SH SOLE 26 0 0 ATLANTA BRAVES HLDGS INC COM SER A Stock 047726104 2611 105 SH SOLE 105 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 925142 6649 SH SOLE 6649 0 0 COCA COLA CO COM Stock 191216100 2639120 48124 SH SOLE 48124 0 0 GENERAL MLS INC COM Stock 370334104 22520 383 SH SOLE 383 0 0 AMEREN CORP COM Stock 023608102 12333 158 SH SOLE 158 0 0 IDEX CORP COM Stock 45167R104 61752 310 SH SOLE 310 0 0 PPG INDS INC COM Stock 693506107 20191 140 SH SOLE 140 0 0 TRUIST FINL CORP COM Stock 89832Q109 965502 20144 SH SOLE 20144 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 64834 385 SH SOLE 385 0 0 INGEVITY CORP COM Stock 45688C107 54677 722 SH SOLE 722 0 0 MARRIOTT INTL INC NEW CL A Stock 571903202 28363 215 SH SOLE 215 0 0 BIOGEN INC COM Stock 09062X103 22037 90 SH SOLE 90 0 0 CARNIVAL CORP PAIRED CTF Stock 143658300 3877 179 SH SOLE 179 0 0 ESSEX PPTY TR INC COM REIT 297178105 1899 8 SH SOLE 8 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 2246 14 SH SOLE 14 0 0 INTEL CORP COM Stock 458140100 190312 3820 SH SOLE 3820 0 0 CME GROUP INC COM Stock 12572Q105 185145 1017 SH SOLE 1017 0 0 STATE STR CORP COM Stock 857477103 5822 80 SH SOLE 80 0 0 MEDTRONIC PLC SHS Stock G5960L103 802292 6849 SH SOLE 6849 0 0 CLOROX CO DEL COM Stock 189054109 9086 45 SH SOLE 45 0 0 FORTIVE CORP COM Stock 34959J108 76556 1081 SH SOLE 1081 0 0 NETFLIX INC COM Stock 64110L106 102198 189 SH SOLE 189 0 0 PAYCHEX INC COM Stock 704326107 828650 8893 SH SOLE 8893 0 0 HORMEL FOODS CORP COM Stock 440452100 7458 160 SH SOLE 160 0 0 PACCAR INC COM Stock 693718108 14581 169 SH SOLE 169 0 0 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 8299 140 SH SOLE 140 0 0 WATERS CORP COM Stock 941848103 14103 57 SH SOLE 57 0 0 ISHARES MSCI UNITED KINGDOM ETF ETF 46435G334 69564 2375 SH SOLE 2375 0 0 LAUDER ESTEE COS INC CL A Stock 518439104 52439 197 SH SOLE 197 0 0 PROLOGIS INC. COM REIT 74340W103 560986 5629 SH SOLE 5629 0 0 MERCK & CO INC COM Stock 58933Y105 1490641 18223 SH SOLE 18223 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 8351426 22337 SH SOLE 22337 0 0 MCKESSON CORP COM Stock 58155Q103 15305 88 SH SOLE 88 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 161337 452 SH SOLE 452 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 582077 2855 SH SOLE 2855 0 0 UNITED RENTALS INC COM Stock 911363109 6957 30 SH SOLE 30 0 0 EMERSON ELEC CO COM Stock 291011104 14708 183 SH SOLE 183 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 52808 925 SH SOLE 925 0 0 GLOBE LIFE INC COM Stock 37959E102 7977 84 SH SOLE 84 0 0 ALLSTATE CORP COM Stock 020002101 23855 217 SH SOLE 217 0 0 DIAGEO PLC SPON ADR NEW ADR 25243Q205 103227 650 SH SOLE 650 0 0 ANNALY CAPITAL MANAGEMENT INC COM NEW REIT 035710839 42250 5000 SH SOLE 5000 0 0 ISHARES TIPS BOND ETF ETF 464287176 1480785 11600 SH SOLE 11600 0 0 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 4963 21 SH SOLE 21 0 0 COGNIZANT TECHNOLOGY 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1128374 5305 SH SOLE 5305 0 0 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 41516 286 SH SOLE 286 0 0 FLOOR & DECOR HLDGS INC CL A Stock 339750101 55710 600 SH SOLE 600 0 0 FORD MTR CO DEL COM Stock 345370860 9361 1065 SH SOLE 1065 0 0 INGERSOLL RAND INC COM Stock 45687V106 866 19 SH SOLE 19 0 0 US BANCORP DEL COM NEW Stock 902973304 499352 10718 SH SOLE 10718 0 0 XCEL ENERGY INC COM Stock 98389B100 11334 170 SH SOLE 170 0 0 HOME DEPOT INC COM Stock 437076102 3601250 13558 SH SOLE 13557 0 0 BAXTER INTL INC COM Stock 071813109 30411 379 SH SOLE 379 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 823193 4672 SH SOLE 4671 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 53688 755 SH SOLE 755 0 0 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 95782 727 SH SOLE 727 0 0 SPDR GOLD SHARES ETF 78463V107 358504 2010 SH SOLE 2010 0 0 SOUTHERN CO COM Stock 842587107 105475 1717 SH SOLE 1717 0 0 CENCORA INC COM Stock 03073E105 9776 100 SH SOLE 100 0 0 BECTON DICKINSON & CO COM Stock 075887109 11510 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BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 486000 2096 SH SOLE 2096 0 0 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 283972 9265 SH SOLE 9265 0 0 ADOBE INC COM Stock 00724F101 215552 431 SH SOLE 431 0 0 EXELON CORP COM Stock 30161N101 3884 92 SH SOLE 92 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 518781 296 SH SOLE 296 0 0 PROGRESSIVE CORP COM Stock 743315103 12459 126 SH SOLE 126 0 0 FISERV INC COM Stock 337738108 10247 90 SH SOLE 90 0 0 OREILLY AUTOMOTIVE INC COM Stock 67103H107 13577 30 SH SOLE 30 0 0 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 5953 120 SH SOLE 120 0 0 INTUIT COM Stock 461202103 49381 130 SH SOLE 130 0 0 CONSTELLATION BRANDS INC CL A Stock 21036P108 26067 119 SH SOLE 119 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 22333 370 SH SOLE 370 0 0 NEWMONT CORP COM Stock 651639106 8684 145 SH SOLE 145 0 0 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ETF 808524888 919526 24423 SH SOLE 24423 0 0 CSX CORP COM Stock 126408103 44740 493 SH SOLE 493 0 0 COMCAST CORP NEW CL A Stock 20030N101 1104697 21082 SH SOLE 21082 0 0 SUNLINK HEALTH SYS INC COM Stock 86737U102 12700 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM Stock 594918104 2455179 11038 SH SOLE 11038 0 0 VALERO ENERGY CORP COM Stock 91913Y100 12615 223 SH SOLE 223 0 0 SMARTSHEET INC COM CL A Stock 83200N103 1386 20 SH SOLE 20 0 0 NVENT ELECTRIC PLC SHS Stock G6700G107 536 23 SH SOLE 23 0 0 SCHLUMBERGER LTD COM STK Stock 806857108 9452 433 SH SOLE 433 0 0 CVS HEALTH CORP COM Stock 126650100 77384 1133 SH SOLE 1133 0 0 GREENSKY INC CL A Stock 39572G100 24724 5340 SH SOLE 5340 0 0 DTE ENERGY CO COM Stock 233331107 16512 136 SH SOLE 136 0 0 TEXTRON INC COM Stock 883203101 5800 120 SH SOLE 120 0 0 MASCO CORP COM Stock 574599106 6317 115 SH SOLE 115 0 0 SIMON PPTY GROUP INC NEW COM REIT 828806109 10319 121 SH SOLE 121 0 0 V F CORP COM Stock 918204108 25708 301 SH SOLE 301 0 0 KEURIG DR PEPPER INC COM Stock 49271V100 704 22 SH SOLE 22 0 0 AMERIPRISE FINL INC COM Stock 03076C106 27595 142 SH 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JOHNSON CTLS INTL PLC SHS Stock G51502105 2097 45 SH SOLE 45 0 0 METLIFE INC COM Stock 59156R108 13616 290 SH SOLE 290 0 0 MOODYS CORP COM Stock 615369105 21768 75 SH SOLE 75 0 0 PIONEER NAT RES CO COM Stock 723787107 5695 50 SH SOLE 50 0 0 ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 46432F834 4840 72 SH SOLE 72 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 14191962 205413 SH SOLE 205412 0 0 KINDER MORGAN INC DEL COM Stock 49456B101 5495 402 SH SOLE 402 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 67915 260 SH SOLE 260 0 0 EQUIFAX INC COM Stock 294429105 16584 86 SH SOLE 86 0 0 MOHAWK INDS INC COM Stock 608190104 10148 72 SH SOLE 72 0 0 NORTHERN TR CORP COM Stock 665859104 465700 5000 SH SOLE 5000 0 0 OMNICOM GROUP INC COM Stock 681919106 10291 165 SH SOLE 165 0 0 KROGER CO COM Stock 501044101 4764 150 SH SOLE 150 0 0 ENBRIDGE INC COM Stock 29250N105 24280 759 SH SOLE 759 0 0 NVIDIA CORPORATION COM Stock 67066G104 134205 257 SH SOLE 257 0 0 ISHARES 1-5 YEAR INVESTMENT 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ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 126435 441 SH SOLE 441 0 0 ZIMMER BIOMET HOLDINGS INC COM Stock 98956P102 10478 68 SH SOLE 68 0 0 ROCKWELL AUTOMATION INC COM Stock 773903109 17055 68 SH SOLE 68 0 0 VERISIGN INC COM Stock 92343E102 28998 134 SH SOLE 134 0 0 STRYKER CORPORATION COM Stock 863667101 100956 412 SH SOLE 412 0 0 QUALCOMM INC COM Stock 747525103 901700 5919 SH SOLE 5919 0 0 FASTENAL CO COM Stock 311900104 9864 202 SH SOLE 202 0 0 GENERAL DYNAMICS CORP COM Stock 369550108 13989 94 SH SOLE 94 0 0 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 70357 86 SH SOLE 86 0 0 DISCOVER FINL SVCS COM Stock 254709108 16476 182 SH SOLE 182 0 0 MCDONALDS CORP COM Stock 580135101 1065012 4963 SH SOLE 4963 0 0 NORDSTROM INC COM Stock 655664100 2185 70 SH SOLE 70 0 0 INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 212941 1847 SH SOLE 1847 0 0 CITRIX SYS INC COM Stock 177376100 14311 110 SH SOLE 110 0 0 CISCO SYS INC COM Stock 17275R102 1095434 24479 SH SOLE 24478 0 0 CAPITAL ONE 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