Paces Ferry Wealth Advisors, LLC Portfolio Holdings
Paces Ferry Wealth Advisors, LLC
- $202 Million
- Q2 2025
Paces Ferry Wealth Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $202 Million distributed in 122 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 $18.8M, Schwab Strategic Tr Us Dividen with a value of $13.4M, Aflac Inc with a value of $13.3M, Nvidia Corp with a value of $12.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $11.3M.
Examining the 13F form we can see an increase of $14.9M in the current position value, from $187M to 202M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$202 Million
ETFs: $99.9 Million
Technology: $38.7 Million
Financial Services: $24.4 Million
Communication Services: $10.5 Million
Consumer Cyclical: $10.4 Million
Healthcare: $8.24 Million
Industrials: $5.36 Million
Consumer Defensive: $2.73 Million
Other: $1.85 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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