0001398344-23-022987.txt : 20231220 0001398344-23-022987.hdr.sgml : 20231220 20231219192010 ACCESSION NUMBER: 0001398344-23-022987 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 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: 231498965 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 06-30-2020 06-30-2020 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 404-478-3036 /s/ Andrea N. Thompson Atlanta GA 12-19-2023 0 437 184930899 INFORMATION TABLE 2 fp0086306-15_13fhr-table.xml AMAZON COM INC COM Stock 023135106 805575 292 SH SOLE 292 0 0 CERNER CORP COM Stock 156782104 78147 1140 SH SOLE 1140 0 0 PRUDENTIAL FINL INC COM Stock 744320102 18270 300 SH SOLE 300 0 0 HEWLETT PACKARD ENTERPRISE CO COM Stock 42824C109 6013 618 SH SOLE 618 0 0 WYNN RESORTS LTD COM Stock 983134107 894 12 SH SOLE 12 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 172304 1649 SH SOLE 1649 0 0 STARBUCKS CORP COM Stock 855244109 1108192 15059 SH SOLE 15059 0 0 SEMPRA COM Stock 816851109 632339 5394 SH SOLE 5394 0 0 PUBLIC SVC ENTERPRISE GRP INC COM Stock 744573106 2507 51 SH SOLE 51 0 0 NEENAH INC COM Stock 640079109 24730 500 SH SOLE 500 0 0 ELEVANCE HEALTH INC COM Stock 036752103 36817 140 SH SOLE 140 0 0 ISHARES GOLD TRUST ETF 464285204 181793 10700 SH SOLE 10700 0 0 EBAY INC. COM Stock 278642103 32467 619 SH SOLE 619 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 133357 700 SH SOLE 700 0 0 TRIPADVISOR INC COM Stock 896945201 1046 55 SH SOLE 55 0 0 WILLIS TOWERS WATSON PLC LTD SHS Stock G96629103 21074 107 SH SOLE 107 0 0 MONSTER BEVERAGE CORP NEW COM Stock 61174X109 9358 135 SH SOLE 135 0 0 VULCAN MATLS CO COM Stock 929160109 10079 87 SH SOLE 87 0 0 JOHNSON & JOHNSON COM Stock 478160104 1214903 8639 SH SOLE 8639 0 0 AKAMAI TECHNOLOGIES INC COM Stock 00971T101 6425 60 SH SOLE 60 0 0 WASTE MGMT INC DEL COM Stock 94106L109 39610 374 SH SOLE 374 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 3236143 20674 SH SOLE 20674 0 0 DEXCOM INC COM Stock 252131107 7297 18 SH SOLE 18 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 353598 1166 SH SOLE 1166 0 0 GOLDMAN SACHS GROUP INC COM Stock 38141G104 26679 135 SH SOLE 135 0 0 YUM BRANDS INC COM Stock 988498101 16078 185 SH SOLE 185 0 0 BOSTON SCIENTIFIC CORP COM Stock 101137107 23173 660 SH SOLE 660 0 0 F5 INC COM Stock 315616102 3626 26 SH SOLE 26 0 0 ATLANTA BRAVES HLDGS INC COM SER A Stock 047726104 2108 105 SH SOLE 105 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 723159 6048 SH SOLE 6048 0 0 COCA COLA CO COM Stock 191216100 2218764 49659 SH SOLE 49659 0 0 GENERAL MLS INC COM Stock 370334104 23612 383 SH SOLE 383 0 0 AMEREN CORP COM Stock 023608102 11117 158 SH SOLE 158 0 0 IDEX CORP COM Stock 45167R104 48992 310 SH SOLE 310 0 0 PPG INDS INC COM Stock 693506107 14848 140 SH SOLE 140 0 0 OCCIDENTAL PETE CORP COM Stock 674599105 311 17 SH SOLE 17 0 0 TRUIST FINL CORP COM Stock 89832Q109 771202 20538 SH SOLE 20538 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 49030 441 SH SOLE 441 0 0 INGEVITY CORP COM Stock 45688C107 37956 722 SH SOLE 722 0 0 MARRIOTT INTL INC NEW CL A Stock 571903202 27005 315 SH SOLE 315 0 0 BIOGEN INC COM Stock 09062X103 24080 90 SH SOLE 90 0 0 CARNIVAL CORP PAIRED CTF Stock 143658300 2939 179 SH SOLE 179 0 0 ESSEX PPTY TR INC COM REIT 297178105 1833 8 SH SOLE 8 0 0 AVALONBAY CMNTYS INC COM REIT 053484101 4639 30 SH SOLE 30 0 0 INTEL CORP COM Stock 458140100 231303 3866 SH SOLE 3866 0 0 CME GROUP INC COM Stock 12572Q105 188546 1160 SH SOLE 1160 0 0 STATE STR CORP COM Stock 857477103 20336 320 SH SOLE 320 0 0 MEDTRONIC PLC SHS Stock G5960L103 602102 6566 SH SOLE 6566 0 0 CLOROX CO DEL COM Stock 189054109 9872 45 SH SOLE 45 0 0 COMERICA INC COM Stock 200340107 4420 116 SH SOLE 116 0 0 FORTIVE CORP COM Stock 34959J108 103587 1531 SH SOLE 1531 0 0 NETFLIX INC COM Stock 64110L106 86003 189 SH SOLE 189 0 0 PAYCHEX INC COM Stock 704326107 685689 9052 SH SOLE 9052 0 0 HORMEL FOODS CORP COM Stock 440452100 7723 160 SH SOLE 160 0 0 PACCAR INC COM Stock 693718108 15195 203 SH SOLE 203 0 0 EQUITY RESIDENTIAL SH BEN INT REIT 29476L107 10529 179 SH SOLE 179 0 0 WATERS CORP COM Stock 941848103 10283 57 SH SOLE 57 0 0 ISHARES MSCI UNITED KINGDOM ETF ETF 46435G334 61180 2375 SH SOLE 2375 0 0 LAUDER ESTEE COS INC CL A Stock 518439104 37170 197 SH SOLE 197 0 0 PROLOGIS INC. COM REIT 74340W103 258337 2768 SH SOLE 2768 0 0 MERCK & CO INC COM Stock 58933Y105 1033747 13368 SH SOLE 13368 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 7113225 23068 SH SOLE 23067 0 0 MCKESSON CORP COM Stock 58155Q103 13501 88 SH SOLE 88 0 0 WISDOMTREE U.S. MIDCAP FUND ETF 97717W570 2737 84 SH SOLE 84 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 133656 452 SH SOLE 452 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 517381 2959 SH SOLE 2959 0 0 UNITED RENTALS INC COM Stock 911363109 4471 30 SH SOLE 30 0 0 EMERSON ELEC CO COM Stock 291011104 12840 207 SH SOLE 207 0 0 YUM CHINA HLDGS INC COM Stock 98850P109 44465 925 SH SOLE 925 0 0 GLOBE LIFE INC COM Stock 37959E102 8091 109 SH SOLE 109 0 0 ALLSTATE CORP COM Stock 020002101 21047 217 SH SOLE 217 0 0 DIAGEO PLC SPON ADR NEW ADR 25243Q205 87354 650 SH SOLE 650 0 0 ANNALY CAPITAL MANAGEMENT INC COM NEW REIT 035710839 32800 5000 SH SOLE 5000 0 0 LAMB WESTON HLDGS INC COM Stock 513272104 3197 50 SH SOLE 50 0 0 ISHARES MSCI JAPAN ETF ETF 46434G822 27460 500 SH SOLE 500 0 0 ISHARES TIPS BOND ETF ETF 464287176 124765 1014 SH SOLE 1014 0 0 VERTEX PHARMACEUTICALS INC COM Stock 92532F100 6097 21 SH SOLE 21 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 13637 240 SH SOLE 240 0 0 SMUCKER J M CO COM NEW Stock 832696405 4761 45 SH SOLE 45 0 0 CORNING INC COM Stock 219350105 19814 765 SH SOLE 765 0 0 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 7049 102 SH SOLE 102 0 0 BANK NEW YORK MELLON CORP COM Stock 064058100 43443 1124 SH SOLE 1124 0 0 DAVITA INC COM Stock 23918K108 6331 80 SH SOLE 80 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 835991 15164 SH SOLE 15164 0 0 CHUBB LIMITED COM Stock H1467J104 27856 220 SH SOLE 220 0 0 MARVELL TECHNOLOGY INC COM Stock 573874104 1402 40 SH SOLE 40 0 0 FEDEX CORP COM Stock 31428X106 15144 108 SH SOLE 108 0 0 SNAP ON INC COM Stock 833034101 2770 20 SH SOLE 20 0 0 PULTE GROUP INC COM Stock 745867101 5343 157 SH SOLE 157 0 0 SHERWIN WILLIAMS CO COM Stock 824348106 21958 38 SH 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40113 755 SH SOLE 755 0 0 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 70853 727 SH SOLE 727 0 0 SPDR GOLD SHARES ETF 78463V107 336414 2010 SH SOLE 2010 0 0 SOUTHERN CO COM Stock 842587107 93174 1797 SH SOLE 1797 0 0 CENCORA INC COM Stock 03073E105 10077 100 SH SOLE 100 0 0 BECTON DICKINSON & CO COM Stock 075887109 11006 46 SH SOLE 46 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 1023878 15670 SH SOLE 15670 0 0 KEYCORP COM Stock 493267108 4994 410 SH SOLE 410 0 0 REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 7895 710 SH SOLE 710 0 0 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 1096994 5715 SH SOLE 5715 0 0 LABORATORY CORP AMER HLDGS COM NEW Stock 50540R409 1993 12 SH SOLE 12 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 1449710 19732 SH SOLE 19732 0 0 SCHWAB INTERNATIONAL EQUITY ETF ETF 808524805 1457363 48987 SH SOLE 48987 0 0 WHIRLPOOL CORP COM Stock 963320106 4015 31 SH SOLE 31 0 0 IQVIA HLDGS INC COM Stock 46266C105 5250 37 SH SOLE 37 0 0 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 712938 14054 SH SOLE 14053 0 0 AON PLC SHS CL A Stock G0403H108 92641 481 SH SOLE 481 0 0 HENRY JACK & ASSOC INC COM Stock 426281101 107658 585 SH SOLE 585 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 20840522 305177 SH SOLE 305176 0 0 WASTE CONNECTIONS INC COM Stock 94106B101 220125 2347 SH SOLE 2347 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 412001 2308 SH SOLE 2308 0 0 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 345989 14209 SH SOLE 14209 0 0 ADOBE INC COM Stock 00724F101 218090 501 SH SOLE 501 0 0 EXELON CORP COM Stock 30161N101 3339 92 SH SOLE 92 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 528933 373 SH SOLE 373 0 0 PROGRESSIVE CORP COM Stock 743315103 10094 126 SH SOLE 126 0 0 FISERV INC COM Stock 337738108 8786 90 SH SOLE 90 0 0 OREILLY AUTOMOTIVE INC COM Stock 67103H107 12650 30 SH SOLE 30 0 0 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 4985 120 SH SOLE 120 0 0 INTUIT COM Stock 461202103 38505 130 SH SOLE 130 0 0 CONSTELLATION BRANDS INC CL A Stock 21036P108 20819 119 SH SOLE 119 0 0 NEWMONT CORP COM Stock 651639106 8952 145 SH SOLE 145 0 0 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ETF 808524888 720384 24362 SH SOLE 24362 0 0 CSX CORP COM Stock 126408103 34382 493 SH SOLE 493 0 0 COMCAST CORP NEW CL A Stock 20030N101 794685 20387 SH SOLE 20387 0 0 SUNLINK HEALTH SYS INC COM Stock 86737U102 8950 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM Stock 594918104 2471077 12142 SH SOLE 12142 0 0 VALERO ENERGY CORP COM Stock 91913Y100 13117 223 SH SOLE 223 0 0 SMARTSHEET INC COM CL A Stock 83200N103 1018 20 SH SOLE 20 0 0 NVENT ELECTRIC PLC SHS Stock G6700G107 431 23 SH SOLE 23 0 0 WARNER BROS DISCOVERY INC COM SER A Stock 934423104 9917 470 SH SOLE 470 0 0 SCHLUMBERGER LTD COM STK Stock 806857108 4285 233 SH SOLE 233 0 0 WYNDHAM HOTELS & RESORTS INC COM Stock 98311A105 3410 80 SH SOLE 80 0 0 CVS HEALTH CORP COM Stock 126650100 73611 1133 SH SOLE 1133 0 0 GREENSKY INC CL A Stock 39572G100 20825 4250 SH SOLE 4250 0 0 DTE ENERGY CO COM Stock 233331107 14620 136 SH SOLE 136 0 0 TEXTRON INC COM Stock 883203101 3949 120 SH SOLE 120 0 0 MASCO CORP COM Stock 574599106 5774 115 SH SOLE 115 0 0 SIMON PPTY GROUP INC NEW COM REIT 828806109 9778 143 SH SOLE 143 0 0 V F CORP COM Stock 918204108 24437 401 SH SOLE 401 0 0 KEURIG DR PEPPER INC COM Stock 49271V100 3181 112 SH SOLE 112 0 0 AMERIPRISE FINL INC COM Stock 03076C106 21306 142 SH SOLE 142 0 0 AVERY DENNISON CORP COM Stock 053611109 6845 60 SH SOLE 60 0 0 BOEING CO COM Stock 097023105 99899 545 SH SOLE 545 0 0 NEXTERA ENERGY INC COM Stock 65339F101 1413400 5885 SH SOLE 5885 0 0 NIKE INC CL B Stock 654106103 458421 4675 SH SOLE 4675 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 3293 12 SH SOLE 12 0 0 TRAVEL PLUS LEISURE CO COM Stock 98310W108 2254 80 SH SOLE 80 0 0 TESLA INC COM Stock 88160R101 68028 63 SH SOLE 63 0 0 LINDE PLC SHS Stock G54950103 70633 333 SH SOLE 333 0 0 CMS ENERGY CORP COM Stock 125896100 27107 464 SH SOLE 464 0 0 HILTON WORLDWIDE HLDGS INC COM Stock 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