Paces Ferry Wealth Advisors, LLC Incresed Positions in Q3 2025

Paces Ferry Wealth Advisors, LLC

  • $223 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
510
+ 4.57%
$174.36 - $254.72 $88.9K - $130K
11.7K $2.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.7K
+ 2.71%
$26.38 - $27.95 $362K - $384K
520K $14.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4
+ 0.04%
$420.11 - $472.68 $1.68K - $1.89K
10.8K $5.07M
JNJ
Johnson & Johnson

Healthcare
26
+ 0.33%
$155.17 - $185.42 $4.03K - $4.82K
7.99K $1.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
167
+ 0.58%
$181.56 - $190.33 $30.3K - $31.8K
28.9K $5.48M
VBK
Vanguard Small Cap Growth ETF

ETFs
49
+ 0.48%
$276.51 - $305.12 $13.5K - $15K
10.2K $3.04M
MSFT
Microsoft Corp

Technology
2
+ 0.02%
$491.09 - $535.64 $982 - $1.07K
8.34K $4.32M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
+ 0.06%
$473.44 - $553.71 $473 - $554
1.72K $938K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.01%
$157.1 - $178.94 $157 - $179
7.02K $1.24M
META
Meta Platforms, Inc.

Communication Services
203
+ 4.84%
$695.21 - $791.73 $141K - $161K
4.4K $3.23M
ABBV
Abb Vie Inc.

Healthcare
67
+ 3.0%
$184.85 - $231.54 $12.4K - $15.5K
2.3K $533K
CVX
Chevron Corp

Energy
611
+ 32.76%
$145.57 - $161.83 $88.9K - $98.9K
2.48K $384K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.85K
+ 0.83%
$50.47 - $50.74 $93.3K - $93.8K
225K $11.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
508
+ 1.61%
$85.01 - $90.35 $43.2K - $45.9K
32K $2.86M
PLTR
Palantir Technologies Inc.

Technology
5
+ 0.3%
$130.68 - $186.97 $653 - $935
1.68K $306K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.36%
$696.56 - $806.32 $2.09K - $2.42K
825 $656K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3
+ 0.23%
$224.68 - $282.71 $674 - $848
1.32K $369K
IWB
Ishares Tr Russell 1000 ETF

ETFs
5
+ 0.22%
$339.37 - $366.46 $1.7K - $1.83K
2.32K $848K
LOW
Lowes Companies Inc

Consumer Cyclical
48
+ 3.19%
$215.01 - $273.02 $10.3K - $13.1K
1.55K $390K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
634
+ 3.84%
$47.07 - $50.11 $29.8K - $31.8K
17.2K $854K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
786
+ 0.58%
$50.82 - $51.09 $39.9K - $40.2K
137K $6.98M
IWR
Ishares Russell Mid Cap ETF

ETFs
13
+ 0.15%
$92.26 - $97.51 $1.2K - $1.27K
8.9K $859K
MRK
Merck & Co., Inc.

Healthcare
291
+ 8.19%
$77.6 - $87.37 $22.6K - $25.4K
3.84K $322K
FLJP
Franklin Templeton ETF Tr

ETFs
340
+ 3.31%
$30.82 - $35.17 $10.5K - $12K
10.6K $366K
QCOM
Qualcomm Inc

Technology
80
+ 2.67%
$145.84 - $173.55 $11.7K - $13.9K
3.07K $511K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.23%
$64.12 - $68.08 $1.09K - $1.16K
7.32K $498K
TXN
Texas Instruments Inc

Technology
131
+ 12.6%
N/A
1.17K $227K
VOE
Vanguard Mid Cap Value Index F

ETFs
56
+ 4.21%
$164.63 - $174.58 $9.22K - $9.78K
1.39K $241K
CSCO
Cisco Systems, Inc.

Technology
402
+ 7.73%
$66.2 - $71.79 $26.6K - $28.9K
5.61K $383K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
216
+ 1.65%
$52.55 - $54.37 $11.4K - $11.7K
13.3K $718K
VNQ
Vanguard Specialized Funds Van

ETFs
33
+ 0.95%
$88.47 - $93.24 $2.92K - $3.08K
3.51K $320K
OSEA
Harbor ETF Tr Harbor Intl Comp
1.16K
+ 0.22%
N/A
533K $0
AIG
American International Group, Inc.

Financial Services
19
+ 0.65%
$76.34 - $85.87 $1.45K - $1.63K
2.93K $230K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 0.15%
$167.28 - $188.45 $335 - $377
1.31K $221K
NVO
Novo Nordisk A S

Healthcare
387
+ 10.71%
$45.38 - $71.7 $17.6K - $27.7K
4K $222K
DE
Deere & CO

Industrials
1
+ 0.13%
$457.26 - $524.37 $457 - $524
761 $347K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
16
+ 1.24%
$366.54 - $479.53 $5.86K - $7.67K
1.31K $511K
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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