Paces Ferry Wealth Advisors, LLC Reduced Holdings in Q4 2024

Paces Ferry Wealth Advisors, LLC

  • $196 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-18.6K
- 12.98%
$50.73 - $51.08 $945K - $952K
125K $6.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-6.18K
- 20.18%
$180.88 - $232.93 $1.12M - $1.44M
24.4K $5.36M
JNJ
Johnson & Johnson

Healthcare
-407
- 5.17%
$143.34 - $165.86 $58.3K - $67.5K
7.47K $1.08M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-682
- 22.32%
$311.11 - $335.64 $212K - $229K
2.37K $764K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-39
- 7.93%
$701.85 - $1046.91 $27.4K - $40.8K
453 $322K
EFG
Msci Eafe Growth ETF

ETFs
-49
- 0.29%
$96.83 - $106.88 $4.74K - $5.24K
16.8K $1.62M
VTV
Vanguard Value ETF

ETFs
-322
- 1.47%
$168.32 - $181.87 $54.2K - $58.6K
21.6K $3.65M
ROP
Roper Technologies Inc

Industrials
-7
- 0.16%
$519.85 - $575.95 $3.64K - $4.03K
4.49K $2.33M
UPS
United Parcel Service Inc

Industrials
-832
- 20.73%
$122.65 - $138.35 $102K - $115K
3.18K $401K
QCOM
Qualcomm Inc

Technology
-569
- 16.63%
$150.4 - $178.04 $85.6K - $101K
2.85K $438K
NVO
Novo Nordisk A S

Healthcare
-162
- 4.89%
$85.0 - $120.04 $13.8K - $19.4K
3.15K $270K
MRK
Merck & Co., Inc.

Healthcare
-647
- 15.82%
$96.31 - $114.76 $62.3K - $74.2K
3.44K $342K
IWM
Ishares Russell 2000 ETF

ETFs
-537
- 6.66%
$216.13 - $242.4 $116K - $130K
7.52K $1.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.2K
- 11.82%
$87.25 - $95.52 $105K - $115K
8.95K $790K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-58
- 4.48%
$396.64 - $516.74 $23K - $30K
1.24K $497K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.21%
$385.02 - $431.37 $4.24K - $4.75K
5.17K $2.01M
ORCL
Oracle Corp

Technology
-347
- 4.74%
$165.41 - $192.43 $57.4K - $66.8K
6.97K $1.16M
VZ
Verizon Communications Inc

Communication Services
-1.04K
- 13.8%
$39.6 - $45.21 $41.1K - $46.9K
6.48K $258K
NVS
Novartis Ag

Healthcare
-155
- 4.33%
$96.78 - $117.18 $15K - $18.2K
3.43K $333K
CMCSA
Comcast Corp

Communication Services
-833
- 8.08%
$37.39 - $45.14 $31.1K - $37.6K
9.47K $355K
XOM
Exxon Mobil Corp

Energy
-221
- 4.52%
$105.51 - $125.37 $23.3K - $27.7K
4.67K $502K
EXPD
Expeditors International Of Washington Inc

Industrials
-114
- 5.09%
$110.5 - $128.26 $12.6K - $14.6K
2.13K $235K
SBUX
Starbucks Corp

Consumer Cyclical
-332
- 7.23%
$87.44 - $102.5 $29K - $34K
4.26K $388K
LLY
Eli Lilly & CO

Healthcare
-8
- 1.91%
$727.2 - $932.06 $5.82K - $7.46K
411 $317K
GD
General Dynamics Corp

Industrials
-57
- 5.58%
$260.28 - $314.03 $14.8K - $17.9K
965 $254K
BA
Boeing CO

Industrials
-787
- 22.7%
$138.14 - $180.72 $109K - $142K
2.68K $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
-184
- 3.96%
$567.81 - $607.81 $104K - $112K
4.46K $2.62M
NEE
Nextera Energy Inc

Utilities
-61
- 1.74%
$69.77 - $85.43 $4.26K - $5.21K
3.45K $247K
UNH
Unitedhealth Group Inc

Healthcare
-4
- 0.71%
$485.52 - $625.25 $1.94K - $2.5K
557 $281K
ADSK
Autodesk, Inc.

Technology
-183
- 10.15%
N/A
1.62K $398K
COP
Conocophillips

Energy
-204
- 5.64%
$95.12 - $114.72 $19.4K - $23.4K
3.41K $338K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 0.79%
$244.52 - $284.07 $2.93K - $3.41K
1.51K $372K
MUB
Ishares National Muni Bond ETF

ETFs
-188
- 2.18%
$105.78 - $108.7 $19.9K - $20.4K
8.43K $898K
HE
Hawaiian Electric Industries Inc

Utilities
-3.86K
- 16.72%
$9.12 - $10.98 $35.2K - $42.4K
19.2K $187K
CB
Chubb LTD

Financial Services
-34
- 2.21%
$271.57 - $301.89 $9.23K - $10.3K
1.5K $414K
CAT
Caterpillar Inc

Industrials
-21
- 2.91%
$360.37 - $416.88 $7.57K - $8.75K
700 $253K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-170
- 2.35%
$126.68 - $134.74 $21.5K - $22.9K
7.06K $901K
PG
Procter & Gamble CO

Consumer Defensive
-70
- 3.52%
$161.05 - $179.7 $11.3K - $12.6K
1.92K $321K
MNST
Monster Beverage Corp

Consumer Defensive
-485
- 4.99%
$49.24 - $56.38 $23.9K - $27.3K
9.24K $485K
RTX
Raytheon Technologies Corp

Industrials
-54
- 2.03%
$114.45 - $127.21 $6.18K - $6.87K
2.61K $302K
YUM
Yum Brands Inc

Consumer Cyclical
-73
- 4.57%
$130.36 - $139.54 $9.52K - $10.2K
1.53K $204K
DIS
Walt Disney CO

Communication Services
-703
- 16.15%
$92.39 - $117.6 $65K - $82.7K
3.65K $406K
OMFL
Invesco Exchange Traded Self I

ETFs
-304
- 5.32%
$52.49 - $56.58 $16K - $17.2K
5.41K $293K
TXN
Texas Instruments Inc

Technology
-35
- 2.91%
N/A
1.17K $227K
PM
Philip Morris International Inc.

Consumer Defensive
-14
- 0.42%
$118.38 - $133.06 $1.66K - $1.86K
3.33K $401K
MO
Altria Group, Inc.

Consumer Defensive
-214
- 4.56%
$49.06 - $57.74 $10.5K - $12.4K
4.48K $234K
ABT
Abbott Laboratories

Healthcare
-10
- 0.36%
$111.93 - $119.39 $1.12K - $1.19K
2.77K $312K
FDS
Factset Research Systems Inc

Financial Services
-31
- 5.25%
$449.69 - $495.72 $13.9K - $15.4K
559 $268K
JCI
Johnson Controls International PLC

Industrials
-73
- 2.23%
$74.23 - $86.6 $5.42K - $6.32K
3.2K $252K
Activity Summary
Buys All Purchases 48 New Holdings 18 Increased Positions 30 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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