Paces Ferry Wealth Advisors, LLC Sells 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
Track This Portfolio

Track Paces Ferry Wealth Advisors, LLC Portfolio

Follow Paces Ferry Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paces Ferry Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paces Ferry Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email