Paces Ferry Wealth Advisors, LLC Incresed Positions in Q1 2025

Paces Ferry Wealth Advisors, LLC

  • $187 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
5
+ 0.0%
$100.99 - $111.19 $505 - $556
126K $14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
20.2K
+ 4.7%
$27.01 - $28.54 $544K - $575K
449K $12.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.66K
+ 3.66%
$50.39 - $50.66 $386K - $388K
217K $11M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.1K
+ 11.96%
$85.29 - $92.57 $264K - $287K
29K $2.64M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.9K
+ 4.72%
$50.87 - $51.09 $300K - $301K
131K $6.68M
JNJ
Johnson & Johnson

Healthcare
619
+ 8.29%
$142.06 - $167.7 $87.9K - $104K
8.09K $1.34M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4
+ 0.12%
$442.66 - $534.52 $1.77K - $2.14K
3.27K $1.74M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
116
+ 9.39%
$402.49 - $513.76 $46.7K - $59.6K
1.35K $655K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.2K
+ 4.79%
$169.43 - $182.84 $202K - $218K
26.2K $4.53M
JPM
Jpmorgan Chase & CO

Financial Services
328
+ 2.86%
$225.19 - $279.95 $73.9K - $91.8K
11.8K $2.89M
VTV
Vanguard Value ETF

ETFs
94
+ 0.44%
$167.73 - $179.21 $15.8K - $16.8K
21.7K $3.74M
ABBV
Abb Vie Inc.

Healthcare
59
+ 2.57%
$169.2 - $216.66 $9.98K - $12.8K
2.35K $493K
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 21.56%
$58.74 - $64.87 $63.5K - $70.1K
6.1K $376K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.19K
+ 9.78%
$50.82 - $52.7 $60.4K - $62.6K
13.3K $700K
ABT
Abbott Laboratories

Healthcare
25
+ 0.9%
$111.1 - $140.22 $2.78K - $3.51K
2.79K $370K
UPS
United Parcel Service Inc

Industrials
974
+ 30.61%
$109.66 - $136.26 $107K - $133K
4.16K $457K
CVX
Chevron Corp

Energy
11
+ 0.46%
$146.71 - $167.97 $1.61K - $1.85K
2.41K $403K
IEMG
Ishares Inc

ETFs
964
+ 22.53%
N/A
5.24K $281K
QCOM
Qualcomm Inc

Technology
310
+ 10.87%
$151.94 - $175.86 $47.1K - $54.5K
3.16K $485K
SO
Southern CO

Utilities
15
+ 0.38%
$80.96 - $92.96 $1.21K - $1.39K
3.98K $365K
LLY
Eli Lilly & CO

Healthcare
16
+ 3.89%
$725.72 - $929.72 $11.6K - $14.9K
427 $352K
PFE
Pfizer Inc

Healthcare
1.75K
+ 18.74%
$25.01 - $27.13 $43.7K - $47.4K
11.1K $280K
FLJP
Franklin Templeton ETF Tr

ETFs
608
+ 6.17%
$27.82 - $30.67 $16.9K - $18.6K
10.5K $307K
BA
Boeing CO

Industrials
215
+ 8.02%
$148.15 - $186.25 $31.9K - $40K
2.9K $493K
MBB
Ishares Tr

ETFs
119
+ 5.44%
$90.37 - $94.08 $10.8K - $11.2K
2.31K $216K
FTNT
Fortinet, Inc.

Technology
2
+ 0.02%
$92.49 - $114.57 $185 - $229
8.52K $820K
VOE
Vanguard Mid Cap Value Index F

ETFs
87
+ 6.8%
$156.61 - $168.02 $13.6K - $14.6K
1.37K $219K
CINF
Cincinnati Financial Corp

Financial Services
3
+ 0.14%
$133.67 - $147.81 $401 - $443
2.17K $320K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
67
+ 14.79%
$634.14 - $744.83 $42.5K - $49.9K
520 $329K
OSEA
Harbor ETF Tr Harbor Intl Comp
155K
+ 42.92%
N/A
517K $0
NVO
Novo Nordisk A S

Healthcare
641
+ 20.35%
$69.3 - $90.95 $44.4K - $58.3K
3.79K $263K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.37%
$524.81 - $672.19 $1.57K - $2.02K
819 $447K
VBK
Vanguard Small Cap Growth ETF

ETFs
752
+ 9.67%
$247.97 - $296.33 $186K - $223K
8.53K $2.15M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.01%
$149.27 - $169.4 $149 - $169
7.02K $1.06M
HUBS
Hubspot Inc

Technology
4
+ 0.52%
$571.29 - $819.71 $2.29K - $3.28K
774 $442K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
+ 0.24%
$314.47 - $431.35 $1.26K - $1.73K
1.7K $624K
CRM
Salesforce, Inc.

Technology
97
+ 2.31%
$268.36 - $359.95 $26K - $34.9K
4.29K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 3.16%
$24.91 - $29.02 $450K - $525K
591K $14.8M
NVDA
Nvidia Corp

Technology
385
+ 0.5%
$106.98 - $149.43 $41.2K - $57.5K
78.1K $8.46M
Activity Summary
Buys All Purchases 43 New Holdings 3 Increased Positions 40 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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