Paces Ferry Wealth Advisors, LLC Portfolio Holdings
Paces Ferry Wealth Advisors, LLC
- $166 Million
- Q2 2024
Paces Ferry Wealth Advisors, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $166 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.2M, Schwab Strategic Tr Us Large C with a value of $13.3M, Nvidia Corp with a value of $9.84M, Jp Morgan ETF Tr Ultra Short I with a value of $8.93M, and Schwab Strategic Tr Us Dividen with a value of $8.77M.
Examining the 13F form we can see an increase of $9.82M in the current position value, from $156M to 166M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.