Paces Ferry Wealth Advisors, LLC Incresed Positions in Q4 2024

Paces Ferry Wealth Advisors, LLC

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
436K
+ 319.28%
$25.93 - $105.3 $11.3M - $45.9M
573K $16M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
305K
+ 245.74%
$26.93 - $84.95 $8.21M - $25.9M
429K $11.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.2K
+ 8.98%
$50.37 - $50.6 $868K - $872K
209K $10.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.92K
+ 18.61%
$174.22 - $187.62 $682K - $735K
25K $4.37M
V
Visa Inc.

Financial Services
202
+ 2.82%
$273.87 - $320.91 $55.3K - $64.8K
7.37K $2.33M
META
Meta Platforms, Inc.

Communication Services
474
+ 11.98%
$554.08 - $632.68 $263K - $300K
4.43K $2.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
824
+ 11.85%
$264.18 - $304.19 $218K - $251K
7.78K $2.18M
IWF
Ishares Russell 1000 Gr ETF

ETFs
68
+ 0.63%
$370.24 - $418.94 $25.2K - $28.5K
10.9K $4.36M
HUBS
Hubspot Inc

Technology
258
+ 50.39%
$514.07 - $757.4 $133K - $195K
770 $536K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.21K
+ 35.86%
$51.33 - $53.74 $165K - $172K
12.1K $625K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
212
+ 50.24%
$521.84 - $558.82 $111K - $118K
634 $341K
CVX
Chevron Corp

Energy
683
+ 39.8%
$141.15 - $162.53 $96.4K - $111K
2.4K $347K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
2.52K
+ 18.2%
$39.84 - $43.92 $100K - $111K
16.4K $651K
FLJP
Franklin Templeton ETF Tr

ETFs
1.62K
+ 19.63%
$28.25 - $30.5 $45.7K - $49.3K
9.85K $281K
MA
Mastercard Inc

Financial Services
1
+ 0.11%
$491.3 - $536.15 $491 - $536
893 $470K
PFE
Pfizer Inc

Healthcare
1.22K
+ 15.02%
$24.8 - $30.19 $30.2K - $36.7K
9.32K $247K
T
At&T Inc.

Communication Services
74
+ 0.6%
$21.22 - $23.88 $1.57K - $1.77K
12.5K $284K
SCHA
Schwab Strategic Tr Us Small C

ETFs
60.2K
+ 99.31%
$25.33 - $51.16 $1.53M - $3.08M
121K $3.13M
AIG
American International Group, Inc.

Financial Services
20
+ 0.61%
$70.0 - $79.22 $1.4K - $1.58K
3.3K $240K
WM
Waste Management Inc

Industrials
11
+ 1.08%
$201.79 - $228.46 $2.22K - $2.51K
1.03K $206K
MSFT
Microsoft Corp

Technology
156
+ 1.82%
$406.35 - $454.46 $63.4K - $70.9K
8.74K $3.68M
DGRO
Ishares Core Dividend Growth E

ETFs
5
+ 0.07%
$60.73 - $64.94 $304 - $325
7.6K $465K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.01%
$162.69 - $181.35 $163 - $181
7.01K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.18%
$442.29 - $483.08 $2.65K - $2.9K
3.26K $1.48M
VNQ
Vanguard Specialized Funds Van

ETFs
61
+ 1.47%
$87.85 - $98.6 $5.36K - $6.01K
4.22K $376K
SO
Southern CO

Utilities
11
+ 0.28%
$81.5 - $94.15 $897 - $1.04K
3.96K $326K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.09%
$164.99 - $203.87 $330 - $408
2.3K $407K
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.5K
+ 173.8%
$22.4 - $68.28 $1.11M - $3.38M
78K $1.81M
SCHV
Schwab Strategic Tr Us Large C

ETFs
146K
+ 200.0%
$25.79 - $80.4 $3.76M - $11.7M
219K $5.71M
Activity Summary
Buys All Purchases 48 New Holdings 18 Increased Positions 30 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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