Paces Ferry Wealth Advisors, LLC Sells in Q3 2025

Paces Ferry Wealth Advisors, LLC

  • $223 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-2.98K
- 14.99%
$43.93 - $89.76 $131K - $267K
16.9K $827K
FTNT
Fortinet, Inc.

Technology
-35
- 0.41%
$74.39 - $107.65 $2.6K - $3.77K
8.48K $713K
CRM
Salesforce, Inc.

Technology
-170
- 4.82%
$231.66 - $273.65 $39.4K - $46.5K
3.35K $794K
UPS
United Parcel Service Inc

Industrials
-521
- 12.48%
$82.58 - $105.54 $43K - $55K
3.65K $305K
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 4.21%
$915.95 - $994.57 $41.2K - $44.8K
1.02K $947K
NOW
Service Now, Inc.

Technology
-1
- 0.11%
$850.86 - $1044.69 $851 - $1.04K
906 $833K
V
Visa Inc.

Financial Services
-1
- 0.01%
$332.09 - $358.86 $332 - $359
6.72K $2.29M
HUBS
Hubspot Inc

Technology
-12
- 1.55%
$420.79 - $560.9 $5.05K - $6.73K
763 $356K
EFG
Msci Eafe Growth ETF

ETFs
-774
- 5.13%
$106.99 - $114.46 $82.8K - $88.6K
14.3K $1.63M
CMCSA
Comcast Corp

Communication Services
-454
- 5.03%
$31.41 - $36.33 $14.3K - $16.5K
8.56K $269K
DIS
Walt Disney CO

Communication Services
-53
- 1.47%
$112.25 - $124.0 $5.95K - $6.57K
3.56K $407K
BA
Boeing CO

Industrials
-244
- 8.75%
$209.79 - $237.38 $51.2K - $57.9K
2.54K $549K
SBUX
Starbucks Corp

Consumer Cyclical
-41
- 1.02%
$81.9 - $96.86 $3.36K - $3.97K
3.97K $335K
PG
Procter & Gamble CO

Consumer Defensive
-24
- 1.25%
$150.47 - $161.22 $3.61K - $3.87K
1.9K $292K
CB
Chubb LTD

Financial Services
-6
- 0.43%
$265.99 - $289.59 $1.6K - $1.74K
1.39K $391K
LLY
Eli Lilly & CO

Healthcare
-6
- 1.43%
$625.65 - $812.69 $3.75K - $4.88K
414 $315K
T
At&T Inc.

Communication Services
-55
- 0.46%
$26.94 - $29.62 $1.48K - $1.63K
11.9K $334K
OMFL
Invesco Exchange Traded Self I

ETFs
-309
- 7.83%
$57.41 - $60.45 $17.7K - $18.7K
3.64K $219K
JCI
Johnson Controls International PLC

Industrials
-172
- 5.97%
$103.24 - $111.73 $17.8K - $19.2K
2.71K $298K
WDAY
Workday, Inc.

Technology
-21
- 0.83%
$213.69 - $247.69 $4.49K - $5.2K
2.5K $602K
AMZN
Amazon Com Inc

Consumer Cyclical
-32
- 0.13%
$211.65 - $238.24 $6.77K - $7.62K
24K $5.26M
YUM
Yum Brands Inc

Consumer Cyclical
-52
- 3.62%
$139.5 - $153.94 $7.25K - $8K
1.38K $210K
NEE
Nextera Energy Inc

Utilities
-265
- 8.45%
$69.77 - $77.54 $18.5K - $20.5K
2.87K $216K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 7.37%
$567.77 - $614.76 $17K - $18.4K
377 $230K
VZ
Verizon Communications Inc

Communication Services
-99
- 1.55%
$40.84 - $45.06 $4.04K - $4.46K
6.29K $276K
HE
Hawaiian Electric Industries Inc

Utilities
-500
- 3.81%
$10.46 - $12.96 $5.23K - $6.48K
12.6K $139K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-27
- 4.93%
$534.91 - $598.71 $14.4K - $16.2K
521 $292K
MA
Mastercard Inc

Financial Services
-3
- 0.33%
$550.18 - $598.96 $1.65K - $1.8K
906 $515K
EXPD
Expeditors International Of Washington Inc

Industrials
-73
- 3.6%
$111.37 - $124.95 $8.13K - $9.12K
1.96K $239K
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.12%
$250.62 - $279.43 $251 - $279
838 $233K
COP
Conocophillips

Energy
-96
- 2.36%
$91.0 - $98.99 $8.74K - $9.5K
3.97K $375K
SO
Southern CO

Utilities
-5
- 0.13%
$90.83 - $96.0 $454 - $480
3.87K $366K
XOM
Exxon Mobil Corp

Energy
-86
- 1.92%
$105.83 - $117.22 $9.1K - $10.1K
4.4K $495K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-245
- 3.48%
$132.9 - $142.03 $32.6K - $34.8K
6.79K $957K
CINF
Cincinnati Financial Corp

Financial Services
-3
- 0.14%
$145.8 - $158.1 $437 - $474
2.17K $342K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-61
- 1.88%
$459.11 - $506.91 $28K - $30.9K
3.19K $1.6M
MO
Altria Group, Inc.

Consumer Defensive
-139
- 3.14%
$57.75 - $67.68 $8.03K - $9.41K
4.29K $283K
BAC
Bank Of America Corp

Financial Services
-167
- 1.8%
$44.92 - $52.42 $7.5K - $8.75K
9.11K $469K
MNST
Monster Beverage Corp

Consumer Defensive
-1
- 0.01%
$58.65 - $67.31 $58.7 - $67.3
8.76K $589K
VEEV
Veeva Systems Inc

Healthcare
-4
- 0.08%
$269.2 - $297.91 $1.08K - $1.19K
5.03K $1.5M
CAT
Caterpillar Inc

Industrials
-16
- 2.43%
$390.92 - $477.15 $6.25K - $7.63K
642 $306K
SHOP
Shopify Inc.

Technology
-28
- 1.01%
$112.11 - $157.12 $3.14K - $4.4K
2.74K $407K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.37K
- 1.76%
$24.46 - $26.5 $33.5K - $36.3K
76.5K $2.01M
IWM
Ishares Russell 2000 ETF

ETFs
-153
- 2.22%
$214.92 - $244.84 $32.9K - $37.5K
6.73K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
-58
- 1.21%
$357.4 - $423.42 $20.7K - $24.6K
4.74K $1.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 1.82%
$617.65 - $666.84 $50K - $54K
4.38K $2.92M
VTV
Vanguard Value ETF

ETFs
-142
- 0.66%
$175.51 - $186.57 $24.9K - $26.5K
21.5K $4.01M
AVGO
Broadcom Inc.

Technology
-179
- 3.71%
$264.74 - $369.57 $47.4K - $66.2K
4.65K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-144
- 2.04%
$620.67 - $670.08 $89.4K - $96.5K
6.91K $4.63M
Activity Summary
Buys All Purchases 47 New Holdings 9 Increased Positions 38 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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