Paces Ferry Wealth Advisors, LLC Sells in Q3 2024

Paces Ferry Wealth Advisors, LLC

  • $173 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-10.1K
- 13.97%
$207.23 - $234.82 $2.08M - $2.36M
61.9K $14.4M
HD
Home Depot, Inc.

Consumer Cyclical
-2.09K
- 28.71%
$333.64 - $405.2 $696K - $846K
5.18K $2.1M
EW
Edwards Lifesciences Corp

Healthcare
-1.2K
- 13.62%
$59.7 - $93.78 $71.6K - $113K
7.61K $502K
DIS
Walt Disney CO

Communication Services
-2.36K
- 35.16%
$85.6 - $98.61 $202K - $233K
4.35K $418K
AMZN
Amazon Com Inc

Consumer Cyclical
-102
- 0.33%
$161.02 - $200.0 $16.4K - $20.4K
30.6K $5.71M
GOOGL
Alphabet Inc.

Communication Services
-161
- 1.33%
$148.65 - $191.18 $23.9K - $30.8K
11.9K $1.98M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-530
- 23.76%
$320.55 - $412.94 $170K - $219K
1.7K $662K
NVDA
Nvidia Corp

Technology
-79
- 0.1%
$98.91 - $134.91 $7.81K - $10.7K
79.6K $9.66M
BA
Boeing CO

Industrials
-193
- 5.27%
$152.04 - $190.6 $29.3K - $36.8K
3.47K $527K
CVX
Chevron Corp

Energy
-738
- 30.07%
$137.88 - $161.97 $102K - $120K
1.72K $252K
OMFL
Invesco Exchange Traded Self I

ETFs
-1.12K
- 16.4%
$47.65 - $52.99 $53.4K - $59.4K
5.71K $302K
SBUX
Starbucks Corp

Consumer Cyclical
-1.86K
- 28.85%
$72.51 - $98.6 $135K - $184K
4.6K $447K
PG
Procter & Gamble CO

Consumer Defensive
-402
- 16.81%
$160.76 - $177.82 $64.6K - $71.5K
1.99K $344K
MRK
Merck & Co., Inc.

Healthcare
-19
- 0.46%
$111.15 - $128.97 $2.11K - $2.45K
4.09K $464K
UPS
United Parcel Service Inc

Industrials
-300
- 6.95%
$123.32 - $147.38 $37K - $44.2K
4.01K $547K
COP
Conocophillips

Energy
-3
- 0.08%
$102.3 - $116.61 $307 - $350
3.62K $380K
ADBE
Adobe Inc.

Technology
-15
- 2.19%
$508.13 - $586.55 $7.62K - $8.8K
669 $346K
VEEV
Veeva Systems Inc

Healthcare
-1.01K
- 14.4%
$180.43 - $223.9 $183K - $227K
6.03K $1.27M
AIG
American International Group, Inc.

Financial Services
-63
- 1.89%
$70.16 - $79.23 $4.42K - $4.99K
3.28K $239K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 0.54%
$460.0 - $505.78 $3.22K - $3.54K
1.29K $601K
ADSK
Autodesk, Inc.

Technology
-11
- 0.61%
$245.83 - $245.83 $2.7K - $2.7K
1.8K $443K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 0.61%
$1024.09 - $1201.76 $3.07K - $3.61K
492 $517K
BAC
Bank Of America Corp

Financial Services
-73
- 0.73%
$36.65 - $44.13 $2.68K - $3.22K
9.93K $394K
TXN
Texas Instruments Inc

Technology
-7
- 0.58%
$194.6 - $194.6 $1.36K - $1.36K
1.2K $233K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-39
- 10.1%
$531.86 - $624.21 $20.7K - $24.3K
347 $214K
TRV
Travelers Companies, Inc.

Financial Services
-112
- 11.17%
$201.87 - $242.35 $22.6K - $27.1K
891 $208K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-5
- 0.4%
$159.84 - $178.33 $799 - $892
1.23K $217K
YUM
Yum Brands Inc

Consumer Cyclical
-7
- 0.44%
$125.95 - $139.96 $882 - $980
1.6K $223K
GD
General Dynamics Corp

Industrials
-2
- 0.2%
$279.51 - $308.09 $559 - $616
1.02K $308K
CMCSA
Comcast Corp

Communication Services
-401
- 3.75%
$37.33 - $41.78 $15K - $16.8K
10.3K $430K
EXPD
Expeditors International Of Washington Inc

Industrials
-9
- 0.4%
$116.1 - $131.42 $1.04K - $1.18K
2.24K $294K
MS
Morgan Stanley

Financial Services
-7
- 0.21%
$92.07 - $106.96 $644 - $749
3.37K $351K
FDS
Factset Research Systems Inc

Financial Services
-17
- 2.8%
$397.04 - $469.48 $6.75K - $7.98K
590 $271K
CSCO
Cisco Systems, Inc.

Technology
-87
- 1.66%
$44.74 - $53.22 $3.89K - $4.63K
5.16K $274K
ABT
Abbott Laboratories

Healthcare
-31
- 1.1%
$100.07 - $118.13 $3.1K - $3.66K
2.78K $316K
T
At&T Inc.

Communication Services
-600
- 4.61%
$18.21 - $22.28 $10.9K - $13.4K
12.4K $273K
NVS
Novartis Ag

Healthcare
-17
- 0.47%
$106.13 - $120.89 $1.8K - $2.06K
3.58K $411K
DE
Deere & CO

Industrials
-3
- 0.42%
$344.84 - $418.0 $1.03K - $1.25K
716 $298K
JCI
Johnson Controls International PLC

Industrials
-25
- 0.76%
$65.52 - $77.61 $1.64K - $1.94K
3.28K $254K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-45
- 1.45%
$283.28 - $314.39 $12.7K - $14.1K
3.06K $960K
CB
Chubb LTD

Financial Services
-50
- 3.15%
$252.51 - $292.2 $12.6K - $14.6K
1.54K $442K
SHOP
Shopify Inc.

Technology
-125
- 3.61%
$52.26 - $80.75 $6.53K - $10.1K
3.33K $267K
CAT
Caterpillar Inc

Industrials
-2
- 0.28%
$316.8 - $391.12 $634 - $782
721 $281K
MA
Mastercard Inc

Financial Services
-4
- 0.45%
$429.6 - $500.99 $1.72K - $2K
892 $440K
SO
Southern CO

Utilities
-55
- 1.37%
$77.0 - $90.52 $4.24K - $4.98K
3.95K $356K
CRM
Salesforce, Inc.

Technology
-101
- 2.26%
$238.42 - $276.53 $24.1K - $27.9K
4.36K $1.19M
NEE
Nextera Energy Inc

Utilities
-7
- 0.2%
$69.9 - $84.97 $489 - $595
3.51K $296K
WDAY
Workday, Inc.

Technology
-12
- 0.46%
$207.75 - $264.68 $2.49K - $3.18K
2.6K $634K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-174
- 1.59%
$332.02 - $382.76 $57.8K - $66.6K
10.8K $4.05M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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