Paces Ferry Wealth Advisors, LLC Purchases in Q2 2025

Paces Ferry Wealth Advisors, LLC

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
54K
+ 9.14%
$22.27 - $29.21 $1.2M - $1.58M
645K $18.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
57.3K
+ 12.76%
$24.32 - $27.87 $1.39M - $1.6M
506K $13.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.04%
$320.42 - $424.58 $1.28K - $1.7K
10.8K $4.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.57K
+ 9.81%
$152.93 - $181.74 $392K - $466K
28.7K $5.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.63K
+ 19.07%
$219.76 - $276.94 $358K - $451K
10.2K $2.81M
NFLX
Netflix Inc

Communication Services
73
+ 5.99%
$855.86 - $1339.13 $62.5K - $97.8K
1.29K $1.73M
TTD
Trade Desk, Inc.

Technology
5
+ 0.03%
$45.27 - $79.4 $226 - $397
19.9K $1.43M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.91K
+ 2.73%
$50.36 - $50.68 $298K - $300K
223K $11.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.22%
$496.48 - $617.85 $4.96K - $6.18K
4.46K $2.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.96K
+ 3.79%
$50.1 - $51.02 $248K - $253K
136K $6.93M
SCHV
Schwab Strategic Tr Us Large C

ETFs
406
+ 0.19%
$23.55 - $27.67 $9.56K - $11.2K
217K $6.01M
PLTR
Palantir Technologies Inc.

Technology
1.67K
New
$74.01 - $144.25 $124K - $241K
1.67K $228K
VTI
Vanguard Total Stock Market Et

ETFs
703
New
$243.75 - $303.93 $171K - $214K
703 $213K
SEIC
Sei Investments CO

Financial Services
2.3K
New
$66.45 - $89.86 $153K - $207K
2.3K $206K
NET
Cloudflare, Inc.

Technology
1.03K
New
$97.08 - $195.83 $99.8K - $201K
1.03K $201K
QQQ
Invesco Qqq Trust, Series 1

ETFs
231
+ 37.75%
$416.06 - $551.64 $96.1K - $127K
843 $465K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
11
+ 0.65%
$328.01 - $475.68 $3.61K - $5.23K
1.72K $802K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.49K
+ 8.6%
$83.97 - $92.85 $209K - $231K
31.5K $2.78M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.37%
$462.22 - $707.75 $1.39K - $2.12K
822 $581K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.03%
$122.57 - $173.27 $123 - $173
2.89K $500K
DIS
Walt Disney CO

Communication Services
3
+ 0.08%
$81.72 - $124.01 $245 - $372
3.61K $447K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 1.54%
$141.37 - $228.57 $2.83K - $4.57K
1.32K $298K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.04%
$272.36 - $339.57 $272 - $340
2.32K $786K
DE
Deere & CO

Industrials
73
+ 10.63%
$412.99 - $531.48 $30.1K - $38.8K
760 $386K
IWR
Ishares Russell Mid Cap ETF

ETFs
11
+ 0.12%
$74.88 - $91.97 $824 - $1.01K
8.88K $817K
COP
Conocophillips

Energy
922
+ 29.29%
$82.66 - $106.1 $76.2K - $97.8K
4.07K $365K
IEMG
Ishares Inc

ETFs
649
+ 12.38%
N/A
5.89K $315K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.39%
$114.78 - $133.31 $3.1K - $3.6K
7.04K $938K
MA
Mastercard Inc

Financial Services
22
+ 2.48%
$479.92 - $590.74 $10.6K - $13K
909 $510K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.23%
$55.22 - $63.94 $939 - $1.09K
7.3K $467K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.15%
$151.62 - $183.47 $303 - $367
1.31K $240K
OSEA
Harbor ETF Tr Harbor Intl Comp
14.7K
+ 2.84%
N/A
532K $0
MO
Altria Group, Inc.

Consumer Defensive
21
+ 0.48%
$55.56 - $60.91 $1.17K - $1.28K
4.43K $259K
MRK
Merck & Co., Inc.

Healthcare
330
+ 10.24%
$73.47 - $87.12 $24.2K - $28.7K
3.55K $281K
HUBS
Hubspot Inc

Technology
1
+ 0.13%
$487.07 - $672.24 $487 - $672
775 $431K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.47%
$210.83 - $235.28 $1.48K - $1.65K
1.51K $334K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.47%
$157.66 - $172.39 $1.42K - $1.55K
1.93K $306K
UPS
United Parcel Service Inc

Industrials
19
+ 0.46%
$91.92 - $110.2 $1.75K - $2.09K
4.18K $421K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28
+ 5.38%
$483.07 - $625.6 $13.5K - $17.5K
548 $287K
Activity Summary
Buys All Purchases 40 New Holdings 5 Increased Positions 35 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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