Paces Ferry Wealth Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $14.8M, Aflac Inc with a value of $14M, Schwab Strategic Tr Us Dividen with a value of $12.6M, Apple Inc. with a value of $12.4M, and Jp Morgan ETF Tr Ultra Short I with a value of $11M.
Examining the 13F form we can see an decrease of $9.02M in the current position value, from $196M to 187M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $91.4 Million
Technology: $33.5 Million
Financial Services: $24.7 Million
Consumer Cyclical: $9.27 Million
Healthcare: $9.01 Million
Communication Services: $8.85 Million
Industrials: $5.25 Million
Consumer Defensive: $2.84 Million
Other: $2.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions