Paces Ferry Wealth Advisors, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $156 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.2M, Schwab Strategic Tr Us Large C with a value of $11.4M, Schwab Strategic Tr Us Dividen with a value of $8.36M, Jp Morgan ETF Tr Ultra Short I with a value of $8.16M, and Nvidia Corp with a value of $7.31M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $144M to 156M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$156 Million
ETFs: $74.3 Million
Technology: $33.3 Million
Consumer Cyclical: $12.2 Million
Healthcare: $9.52 Million
Communication Services: $8.66 Million
Financial Services: $8.33 Million
Industrials: $5.36 Million
Consumer Defensive: $2.32 Million
Other: $1.88 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions