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
EXPD
Expeditors International Of Washington Inc

Industrials
-27
- 1.27%
$109.09 - $126.48 $2.95K - $3.41K
2.1K $252K
TRV
Travelers Companies, Inc.

Financial Services
-11
- 1.26%
$232.43 - $265.13 $2.56K - $2.92K
862 $227K
NFLX
Netflix Inc

Communication Services
-35
- 2.79%
$828.4 - $1058.6 $29K - $37.1K
1.22K $1.14M
CB
Chubb LTD

Financial Services
-67
- 4.46%
$257.71 - $301.99 $17.3K - $20.2K
1.43K $433K
BMY
Bristol Myers Squibb CO

Healthcare
-32
- 0.66%
$53.9 - $63.11 $1.72K - $2.02K
4.81K $293K
SBUX
Starbucks Corp

Consumer Cyclical
-81
- 1.9%
$91.75 - $115.81 $7.43K - $9.38K
4.18K $410K
DE
Deere & CO

Industrials
-17
- 2.41%
$408.57 - $509.27 $6.95K - $8.66K
687 $322K
NVS
Novartis Ag

Healthcare
-186
- 5.43%
$97.14 - $115.57 $18.1K - $21.5K
3.24K $361K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.19%
$890.62 - $1076.86 $1.78K - $2.15K
1.07K $1.01M
MO
Altria Group, Inc.

Consumer Defensive
-73
- 1.63%
$50.81 - $60.02 $3.71K - $4.38K
4.41K $264K
VZ
Verizon Communications Inc

Communication Services
-38
- 0.59%
$37.81 - $46.49 $1.44K - $1.77K
6.44K $291K
RTX
Raytheon Technologies Corp

Industrials
-33
- 1.26%
$114.1 - $135.66 $3.77K - $4.48K
2.58K $341K
AIG
American International Group, Inc.

Financial Services
-73
- 2.21%
$70.5 - $86.94 $5.15K - $6.35K
3.22K $280K
XOM
Exxon Mobil Corp

Energy
-63
- 1.35%
$105.44 - $118.93 $6.64K - $7.49K
4.61K $548K
MNST
Monster Beverage Corp

Consumer Defensive
-20
- 0.22%
$46.16 - $58.58 $923 - $1.17K
9.22K $539K
T
At&T Inc.

Communication Services
-381
- 3.05%
$21.56 - $28.28 $8.21K - $10.8K
12.1K $342K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2K
- 0.91%
$25.77 - $27.6 $51.5K - $55.2K
217K $5.76M
PM
Philip Morris International Inc.

Consumer Defensive
-186
- 5.58%
$117.15 - $158.79 $21.8K - $29.5K
3.15K $499K
V
Visa Inc.

Financial Services
-80
- 1.09%
$306.92 - $362.71 $24.6K - $29K
7.29K $2.55M
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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