Paces Ferry Wealth Advisors, LLC Purchases in Q3 2024

Paces Ferry Wealth Advisors, LLC

  • $173 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.2K
+ 9.91%
$77.02 - $85.06 $861K - $951K
124K $10.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.01K
+ 3.81%
$92.63 - $105.69 $464K - $530K
137K $14.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15K
+ 8.46%
$50.25 - $50.74 $752K - $760K
192K $9.74M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.71K
+ 8.83%
$162.83 - $179.16 $278K - $306K
21K $3.77M
IVV
Ishares Core S&P 500 ETF

ETFs
370
+ 4.91%
$520.18 - $576.82 $192K - $213K
7.9K $4.56M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.26K
+ 6.1%
$50.63 - $51.11 $418K - $422K
144K $7.33M
VTV
Vanguard Value ETF

ETFs
156
+ 0.72%
$159.75 - $174.57 $24.9K - $27.2K
21.9K $3.82M
FLJP
Franklin Templeton ETF Tr

ETFs
8.23K
New
$26.79 - $31.0 $221K - $255K
8.23K $250K
VBK
Vanguard Small Cap Growth ETF

ETFs
497
+ 7.7%
$240.48 - $267.94 $120K - $133K
6.96K $1.86M
MO
Altria Group, Inc.

Consumer Defensive
4.7K
New
$45.95 - $54.71 $216K - $257K
4.7K $239K
HE
Hawaiian Electric Industries Inc

Utilities
23.1K
New
$7.74 - $17.51 $179K - $404K
23.1K $223K
MDT
Medtronic PLC

Healthcare
2.41K
New
$76.84 - $91.03 $185K - $219K
2.41K $216K
DVY
Ishares Tr

ETFs
1.57K
New
$119.99 - $135.74 $189K - $213K
1.57K $212K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.31K
New
$136.93 - $162.81 $179K - $213K
1.31K $210K
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 2.83%
$517.38 - $573.86 $66.2K - $73.5K
4.65K $2.67M
PODD
Insulet Corp

Healthcare
879
New
$180.69 - $239.01 $159K - $210K
879 $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.25%
$405.19 - $478.57 $3.24K - $3.83K
3.26K $1.5M
FTNT
Fortinet, Inc.

Technology
21
+ 0.25%
$55.39 - $77.55 $1.16K - $1.63K
8.55K $663K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
484
+ 7.17%
$117.9 - $128.2 $57.1K - $62K
7.23K $927K
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 10.6%
$801.83 - $917.05 $82.6K - $94.5K
1.08K $953K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
2.14K
+ 18.31%
$40.63 - $44.83 $87K - $96K
13.8K $614K
SCHX
Schwab Strategic Tr Us Large C

ETFs
74
+ 0.26%
$61.11 - $67.85 $4.52K - $5.02K
28.5K $1.93M
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.03%
$150.05 - $171.34 $300 - $343
7.01K $1.17M
NOW
Service Now, Inc.

Technology
1
+ 0.11%
$730.87 - $937.36 $731 - $937
925 $827K
EFG
Msci Eafe Growth ETF

ETFs
3
+ 0.02%
$96.84 - $108.77 $291 - $326
16.8K $1.81M
ABBV
Abb Vie Inc.

Healthcare
83
+ 3.76%
$163.84 - $199.33 $13.6K - $16.5K
2.29K $452K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
963
+ 12.07%
$50.85 - $53.88 $49K - $51.9K
8.94K $480K
VZ
Verizon Communications Inc

Communication Services
1.06K
+ 16.41%
$38.89 - $45.0 $41.2K - $47.7K
7.51K $337K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.21%
$101.25 - $127.45 $709 - $892
3.35K $406K
VNQ
Vanguard Specialized Funds Van

ETFs
41
+ 1.0%
$82.97 - $98.97 $3.4K - $4.06K
4.16K $405K
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.23%
$99.55 - $123.34 $597 - $740
2.67K $322K
UNH
Unitedhealth Group Inc

Healthcare
24
+ 4.47%
$488.01 - $604.18 $11.7K - $14.5K
561 $328K
AVGO
Broadcom Inc.

Technology
4.81K
+ 886.37%
$136.27 - $1745.86 $656K - $8.4M
5.36K $924K
NFLX
Netflix Inc

Communication Services
7
+ 0.52%
$598.55 - $722.26 $4.19K - $5.06K
1.35K $956K
VO
Vanguard Mid Cap ETF

ETFs
16
+ 0.76%
$237.84 - $263.83 $3.81K - $4.22K
2.12K $559K
CINF
Cincinnati Financial Corp

Financial Services
12
+ 0.56%
$115.7 - $138.2 $1.39K - $1.66K
2.17K $294K
DGRO
Ishares Core Dividend Growth E

ETFs
22
+ 0.29%
$57.47 - $62.76 $1.26K - $1.38K
7.59K $475K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.12%
$459.02 - $510.25 $459 - $510
817 $404K
MNST
Monster Beverage Corp

Consumer Defensive
149
+ 1.56%
$45.01 - $52.47 $6.71K - $7.82K
9.73K $507K
MUB
Ishares National Muni Bond ETF

ETFs
13
+ 0.15%
$106.13 - $108.7 $1.38K - $1.41K
8.62K $936K
XOM
Exxon Mobil Corp

Energy
5
+ 0.1%
$109.72 - $119.0 $549 - $595
4.89K $573K
PFE
Pfizer Inc

Healthcare
113
+ 1.41%
$27.7 - $31.39 $3.13K - $3.55K
8.1K $234K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.03%
$133.16 - $158.73 $133 - $159
2.89K $438K
IEMG
Ishares Inc

ETFs
10
+ 0.23%
$53.64 - $53.64 $536 - $536
4.3K $230K
WM
Waste Management Inc

Industrials
30
+ 3.05%
$196.96 - $223.45 $5.91K - $6.7K
1.01K $210K
Kenvue Inc
9.72K
New
N/A
9.72K $0
LLY
Eli Lilly & CO

Healthcare
8
+ 1.95%
$772.14 - $960.02 $6.18K - $7.68K
419 $371K
QCOM
Qualcomm Inc

Technology
489
+ 16.67%
$156.12 - $209.64 $76.3K - $103K
3.42K $581K
HUBS
Hubspot Inc

Technology
6
+ 1.19%
$450.09 - $592.58 $2.7K - $3.56K
512 $272K
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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