Paces Ferry Wealth Advisors, LLC Reduced Holdings in Q2 2025

Paces Ferry Wealth Advisors, LLC

  • $202 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.75K
- 3.13%
$172.42 - $223.89 $302K - $393K
54.2K $11.1M
AFL
Aflac Inc

Financial Services
-7
- 0.01%
$99.77 - $112.45 $698 - $787
126K $13.3M
CRM
Salesforce, Inc.

Technology
-764
- 17.82%
$236.26 - $291.15 $181K - $222K
3.52K $960K
V
Visa Inc.

Financial Services
-571
- 7.83%
$308.27 - $373.31 $176K - $213K
6.72K $2.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 0.55%
$483.48 - $539.8 $8.7K - $9.72K
3.25K $1.58M
CVX
Chevron Corp

Energy
-545
- 22.61%
$133.73 - $168.51 $72.9K - $91.8K
1.87K $267K
JNJ
Johnson & Johnson

Healthcare
-121
- 1.5%
$146.36 - $159.82 $17.7K - $19.3K
7.97K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
-309
- 6.06%
$335.24 - $380.78 $104K - $118K
4.79K $1.76M
BMY
Bristol Myers Squibb CO

Healthcare
-296
- 6.15%
$44.12 - $59.6 $13.1K - $17.6K
4.52K $208K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-61
- 4.51%
$421.16 - $509.5 $25.7K - $31.1K
1.29K $574K
VNQ
Vanguard Specialized Funds Van

ETFs
-659
- 15.93%
$79.79 - $91.42 $52.6K - $60.2K
3.48K $309K
XOM
Exxon Mobil Corp

Energy
-124
- 2.69%
$99.93 - $119.04 $12.4K - $14.8K
4.48K $483K
HE
Hawaiian Electric Industries Inc

Utilities
-3.98K
- 23.29%
$9.36 - $10.96 $37.3K - $43.6K
13.1K $139K
SBUX
Starbucks Corp

Consumer Cyclical
-172
- 4.11%
$79.69 - $99.41 $13.7K - $17.1K
4.01K $367K
AIG
American International Group, Inc.

Financial Services
-312
- 9.68%
$77.56 - $87.72 $24.2K - $27.4K
2.91K $249K
CB
Chubb LTD

Financial Services
-40
- 2.79%
$274.32 - $302.46 $11K - $12.1K
1.39K $403K
ADSK
Autodesk, Inc.

Technology
-111
- 6.96%
N/A
1.48K $364K
YUM
Yum Brands Inc

Consumer Cyclical
-76
- 5.03%
$138.36 - $161.45 $10.5K - $12.3K
1.44K $212K
LLY
Eli Lilly & CO

Healthcare
-7
- 1.64%
$713.71 - $898.95 $5K - $6.29K
420 $327K
TXN
Texas Instruments Inc

Technology
-122
- 10.5%
N/A
1.04K $202K
NEE
Nextera Energy Inc

Utilities
-261
- 7.69%
$64.11 - $75.0 $16.7K - $19.6K
3.14K $217K
EXPD
Expeditors International Of Washington Inc

Industrials
-68
- 3.24%
$102.84 - $122.24 $6.99K - $8.31K
2.03K $231K
CMCSA
Comcast Corp

Communication Services
-166
- 1.81%
$32.84 - $36.72 $5.45K - $6.1K
9.02K $321K
FDS
Factset Research Systems Inc

Financial Services
-30
- 5.43%
$398.85 - $473.32 $12K - $14.2K
522 $233K
CSCO
Cisco Systems, Inc.

Technology
-893
- 14.65%
$53.19 - $69.38 $47.5K - $62K
5.2K $360K
VZ
Verizon Communications Inc

Communication Services
-46
- 0.71%
$41.67 - $45.62 $1.92K - $2.1K
6.39K $276K
NVO
Novo Nordisk A S

Healthcare
-177
- 4.67%
$58.08 - $81.05 $10.3K - $14.3K
3.61K $249K
SO
Southern CO

Utilities
-106
- 2.66%
$84.91 - $92.56 $9K - $9.81K
3.87K $355K
QCOM
Qualcomm Inc

Technology
-169
- 5.34%
$124.66 - $159.48 $21.1K - $27K
2.99K $476K
ABT
Abbott Laboratories

Healthcare
-124
- 4.44%
$123.95 - $138.08 $15.4K - $17.1K
2.67K $362K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-260
- 1.95%
$51.1 - $53.29 $13.3K - $13.9K
13.1K $696K
IWM
Ishares Russell 2000 ETF

ETFs
-583
- 7.81%
$174.82 - $215.79 $102K - $126K
6.88K $1.49M
OMFL
Invesco Exchange Traded Self I

ETFs
-422
- 9.66%
$48.43 - $57.78 $20.4K - $24.4K
3.95K $228K
TRV
Travelers Companies, Inc.

Financial Services
-23
- 2.67%
$233.83 - $276.34 $5.38K - $6.36K
839 $224K
VOE
Vanguard Mid Cap Value Index F

ETFs
-37
- 2.71%
$141.87 - $164.49 $5.25K - $6.09K
1.33K $218K
T
At&T Inc.

Communication Services
-190
- 1.57%
$26.33 - $28.94 $5K - $5.5K
11.9K $344K
MNST
Monster Beverage Corp

Consumer Defensive
-456
- 4.95%
$55.01 - $64.24 $25.1K - $29.3K
8.76K $548K
GD
General Dynamics Corp

Industrials
-20
- 2.11%
$247.68 - $291.66 $4.95K - $5.83K
929 $270K
NVS
Novartis Ag

Healthcare
-155
- 4.79%
$101.96 - $121.01 $15.8K - $18.8K
3.08K $373K
WDAY
Workday, Inc.

Technology
-9
- 0.36%
$210.47 - $274.71 $1.89K - $2.47K
2.52K $605K
FLJP
Franklin Templeton ETF Tr

ETFs
-198
- 1.89%
$26.35 - $32.28 $5.22K - $6.39K
10.3K $329K
RTX
Raytheon Technologies Corp

Industrials
-66
- 2.56%
$113.75 - $148.48 $7.51K - $9.8K
2.51K $366K
CAT
Caterpillar Inc

Industrials
-27
- 3.94%
$273.94 - $388.21 $7.4K - $10.5K
658 $255K
BAC
Bank Of America Corp

Financial Services
-231
- 2.43%
$34.39 - $47.46 $7.94K - $11K
9.28K $438K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-604
- 3.53%
$39.44 - $49.12 $23.8K - $29.7K
16.5K $800K
SHOP
Shopify Inc.

Technology
-47
- 1.67%
$76.89 - $115.35 $3.61K - $5.42K
2.77K $319K
JCI
Johnson Controls International PLC

Industrials
-266
- 8.45%
$71.14 - $105.62 $18.9K - $28.1K
2.88K $304K
VEEV
Veeva Systems Inc

Healthcare
-985
- 16.36%
$209.39 - $289.94 $206K - $286K
5.04K $1.45M
PM
Philip Morris International Inc.

Consumer Defensive
-94
- 2.99%
$149.23 - $184.95 $14K - $17.4K
3.05K $556K
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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