Paces Ferry Wealth Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $173 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.4M, Schwab Strategic Tr Us Large C with a value of $14.2M, Schwab Strategic Tr Us Dividen with a value of $10.5M, Jp Morgan ETF Tr Ultra Short I with a value of $9.74M, and Nvidia Corp with a value of $9.66M.
Examining the 13F form we can see an increase of $7.76M in the current position value, from $166M to 173M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$173 Million
ETFs: $86.1 Million
Technology: $38.7 Million
Consumer Cyclical: $11 Million
Healthcare: $9.51 Million
Financial Services: $9.14 Million
Communication Services: $8.93 Million
Industrials: $5.54 Million
Consumer Defensive: $2.45 Million
Other: $2.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
