Paces Ferry Wealth Advisors, LLC Reduced Holdings in Q1 2025

Paces Ferry Wealth Advisors, LLC

  • $187 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.08K
- 1.89%
$209.68 - $247.1 $227K - $267K
56K $12.4M
TTD
Trade Desk, Inc.

Technology
-84
- 0.42%
$53.59 - $126.58 $4.5K - $10.6K
19.9K $1.09M
AMZN
Amazon Com Inc

Consumer Cyclical
-127
- 0.52%
$190.26 - $242.06 $24.2K - $30.7K
24.3K $4.63M
TSLA
Tesla, Inc.

Consumer Cyclical
-436
- 11.42%
$222.15 - $428.22 $96.9K - $187K
3.38K $876K
MSFT
Microsoft Corp

Technology
-269
- 3.08%
$375.39 - $447.2 $101K - $120K
8.47K $3.18M
GOOG
Alphabet Inc.

Communication Services
-168
- 1.25%
$156.06 - $207.71 $26.2K - $34.9K
13.2K $2.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 0.26%
$360.07 - $417.26 $10.1K - $11.7K
10.8K $3.91M
GOOGL
Alphabet Inc.

Communication Services
-96
- 0.82%
$154.33 - $206.19 $14.8K - $19.8K
11.6K $1.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-298
- 3.74%
$554.06 - $615.85 $165K - $184K
7.68K $4.32M
AVGO
Broadcom Inc.

Technology
-6
- 0.12%
$167.43 - $244.7 $1K - $1.47K
5.07K $848K
NOW
Service Now, Inc.

Technology
-15
- 1.62%
$783.83 - $1170.39 $11.8K - $17.6K
910 $724K
ORCL
Oracle Corp

Technology
-133
- 1.91%
$139.81 - $186.47 $18.6K - $24.8K
6.84K $955K
IWM
Ishares Russell 2000 ETF

ETFs
-56
- 0.74%
$198.1 - $229.79 $11.1K - $12.9K
7.47K $1.49M
HD
Home Depot, Inc.

Consumer Cyclical
-69
- 1.33%
$347.25 - $424.87 $24K - $29.3K
5.1K $1.87M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-227
- 35.8%
$507.05 - $563.67 $115K - $128K
407 $209K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 0.34%
$551.42 - $612.93 $8.27K - $9.19K
4.45K $2.49M
ISRG
Intuitive Surgical Inc

Healthcare
-14
- 0.4%
$476.63 - $610.45 $6.67K - $8.55K
3.5K $1.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-143
- 18.94%
$468.34 - $539.52 $67K - $77.2K
612 $286K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-64
- 0.08%
$21.75 - $24.28 $1.39K - $1.55K
78K $1.72M
META
Meta Platforms, Inc.

Communication Services
-41
- 0.93%
$576.36 - $736.67 $23.6K - $30.2K
4.39K $2.53M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.04K
- 19.22%
$52.19 - $57.45 $54.3K - $59.7K
4.37K $232K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-58
- 2.44%
$302.31 - $337.54 $17.5K - $19.6K
2.32K $710K
MRK
Merck & Co., Inc.

Healthcare
-221
- 6.42%
$83.01 - $101.02 $18.3K - $22.3K
3.22K $289K
DIS
Walt Disney CO

Communication Services
-42
- 1.15%
$96.87 - $114.0 $4.07K - $4.79K
3.61K $356K
SHOP
Shopify Inc.

Technology
-111
- 3.79%
$90.59 - $129.31 $10.1K - $14.4K
2.82K $269K
IWR
Ishares Russell Mid Cap ETF

ETFs
-74
- 0.83%
$82.81 - $92.93 $6.13K - $6.88K
8.87K $754K
MS
Morgan Stanley

Financial Services
-38
- 1.13%
$111.68 - $141.08 $4.24K - $5.36K
3.32K $387K
BAC
Bank Of America Corp

Financial Services
-227
- 2.33%
$39.61 - $47.74 $8.99K - $10.8K
9.51K $396K
CAT
Caterpillar Inc

Industrials
-15
- 2.14%
$326.75 - $407.63 $4.9K - $6.11K
685 $225K
MUB
Ishares National Muni Bond ETF

ETFs
-173
- 2.05%
$104.71 - $107.69 $18.1K - $18.6K
8.26K $870K
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.6%
$222.66 - $268.42 $2K - $2.42K
1.5K $349K
EW
Edwards Lifesciences Corp

Healthcare
-142
- 1.88%
$67.95 - $76.19 $9.65K - $10.8K
7.43K $538K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-15
- 1.22%
$166.63 - $185.86 $2.5K - $2.79K
1.22K $202K
FDS
Factset Research Systems Inc

Financial Services
-7
- 1.25%
$427.5 - $476.51 $2.99K - $3.34K
552 $250K
CMCSA
Comcast Corp

Communication Services
-288
- 3.04%
$33.19 - $38.23 $9.56K - $11K
9.18K $338K
EFG
Msci Eafe Growth ETF

ETFs
-680
- 4.05%
$96.1 - $106.37 $65.3K - $72.3K
16.1K $1.61M
DGRO
Ishares Core Dividend Growth E

ETFs
-310
- 4.08%
$60.46 - $64.42 $18.7K - $20K
7.29K $450K
COP
Conocophillips

Energy
-266
- 7.79%
$88.6 - $105.85 $23.6K - $28.2K
3.15K $330K
NEE
Nextera Energy Inc

Utilities
-50
- 1.45%
$66.96 - $76.16 $3.35K - $3.81K
3.4K $240K
ADSK
Autodesk, Inc.

Technology
-25
- 1.54%
N/A
1.6K $392K
VNQ
Vanguard Specialized Funds Van

ETFs
-84
- 1.99%
$85.55 - $94.34 $7.19K - $7.92K
4.14K $374K
TXN
Texas Instruments Inc

Technology
-5
- 0.43%
N/A
1.16K $226K
JCI
Johnson Controls International PLC

Industrials
-54
- 1.69%
$76.12 - $90.6 $4.11K - $4.89K
3.15K $252K
HE
Hawaiian Electric Industries Inc

Utilities
-2.14K
- 11.11%
$8.18 - $11.46 $17.5K - $24.5K
17.1K $187K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-52
- 0.74%
$126.11 - $135.06 $6.56K - $7.02K
7.01K $904K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 2.15%
$461.52 - $548.18 $5.54K - $6.58K
545 $285K
GD
General Dynamics Corp

Industrials
-16
- 1.66%
$241.94 - $272.58 $3.87K - $4.36K
949 $258K
PG
Procter & Gamble CO

Consumer Defensive
-2
- 0.1%
$158.56 - $176.26 $317 - $353
1.92K $326K
MA
Mastercard Inc

Financial Services
-6
- 0.67%
$504.67 - $576.31 $3.03K - $3.46K
887 $486K
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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