Paces Ferry Wealth Advisors, LLC Reduced Holdings in Q2 2024

Paces Ferry Wealth Advisors, LLC

  • $166 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.1%
$325.1 - $368.03 $2.28K - $2.58K
7.27K $2.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.57K
- 2.1%
$71.74 - $75.86 $113K - $119K
73.2K $5.42M
SBUX
Starbucks Corp

Consumer Cyclical
-1.57K
- 19.53%
$72.5 - $91.53 $114K - $143K
6.46K $502K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.36K
- 3.72%
$45.24 - $49.04 $107K - $116K
61.1K $2.9M
CRM
Salesforce, Inc.

Technology
-90
- 1.98%
$218.01 - $304.74 $19.6K - $27.4K
4.47K $1.15M
DIS
Walt Disney CO

Communication Services
-161
- 2.34%
$99.29 - $122.82 $16K - $19.8K
6.71K $666K
V
Visa Inc.

Financial Services
-107
- 1.46%
$262.47 - $281.5 $28.1K - $30.1K
7.22K $1.9M
MNST
Monster Beverage Corp

Consumer Defensive
-105
- 1.08%
$48.03 - $57.74 $5.04K - $6.06K
9.58K $478K
CMCSA
Comcast Corp

Communication Services
-581
- 5.15%
$36.9 - $42.28 $21.4K - $24.6K
10.7K $419K
IWM
Ishares Russell 2000 ETF

ETFs
-51
- 0.63%
$192.84 - $209.44 $9.83K - $10.7K
8.07K $1.64M
ABBV
Abb Vie Inc.

Healthcare
-146
- 6.2%
$154.79 - $180.76 $22.6K - $26.4K
2.21K $379K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.09%
$396.73 - $420.24 $1.19K - $1.26K
3.25K $1.32M
MRK
Merck & Co., Inc.

Healthcare
-36
- 0.87%
$123.8 - $132.96 $4.46K - $4.79K
4.11K $508K
OMFL
Invesco Exchange Traded Self I

ETFs
-306
- 4.29%
$51.23 - $54.89 $15.7K - $16.8K
6.84K $358K
DE
Deere & CO

Industrials
-15
- 2.04%
$364.98 - $414.02 $5.47K - $6.21K
719 $268K
IWR
Ishares Russell Mid Cap ETF

ETFs
-16
- 0.16%
$78.66 - $83.59 $1.26K - $1.34K
10.2K $823K
ADSK
Autodesk, Inc.

Technology
-28
- 1.52%
$199.93 - $259.44 $5.6K - $7.26K
1.81K $448K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-101
- 1.47%
$114.71 - $121.51 $11.6K - $12.3K
6.75K $800K
CAT
Caterpillar Inc

Industrials
-4
- 0.55%
$321.47 - $379.3 $1.29K - $1.52K
723 $240K
CSCO
Cisco Systems, Inc.

Technology
-259
- 4.7%
$45.52 - $50.04 $11.8K - $13K
5.25K $249K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.33K
- 4.46%
$58.7 - $64.78 $77.8K - $85.9K
28.4K $1.83M
HUBS
Hubspot Inc

Technology
-1
- 0.2%
$557.25 - $682.02 $557 - $682
506 $298K
VNQ
Vanguard Specialized Funds Van

ETFs
-84
- 2.0%
$78.61 - $85.97 $6.6K - $7.22K
4.12K $345K
AIG
American International Group, Inc.

Financial Services
-60
- 1.76%
$72.58 - $80.54 $4.35K - $4.83K
3.34K $247K
PFE
Pfizer Inc

Healthcare
-640
- 7.42%
$25.26 - $29.6 $16.2K - $18.9K
7.99K $223K
YUM
Yum Brands Inc

Consumer Cyclical
-35
- 2.13%
$131.96 - $143.19 $4.62K - $5.01K
1.61K $212K
VZ
Verizon Communications Inc

Communication Services
-56
- 0.86%
$38.6 - $42.84 $2.16K - $2.4K
6.45K $266K
UNH
Unitedhealth Group Inc

Healthcare
-16
- 2.89%
$439.2 - $524.63 $7.03K - $8.39K
537 $273K
EXPD
Expeditors International Of Washington Inc

Industrials
-45
- 1.96%
$111.31 - $127.26 $5.01K - $5.73K
2.25K $280K
IEMG
Ishares Inc

ETFs
-12
- 0.28%
$50.02 - $54.95 $600 - $659
4.29K $229K
SO
Southern CO

Utilities
-190
- 4.53%
$67.77 - $80.71 $12.9K - $15.3K
4.01K $310K
META
Meta Platforms, Inc.

Communication Services
-124
- 3.01%
$430.17 - $527.34 $53.3K - $65.4K
4K $2.02M
BAC
Bank Of America Corp

Financial Services
-76
- 0.75%
$34.68 - $40.02 $2.64K - $3.04K
10K $397K
NFLX
Netflix Inc

Communication Services
-118
- 8.09%
$550.64 - $686.12 $65K - $81K
1.34K $905K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-19
- 3.7%
$883.2 - $1071.19 $16.8K - $20.4K
495 $520K
NVS
Novartis Ag

Healthcare
-88
- 2.39%
$92.57 - $107.37 $8.15K - $9.45K
3.6K $382K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-8
- 0.26%
$272.21 - $298.72 $2.18K - $2.39K
3.1K $922K
ADBE
Adobe Inc.

Technology
-11
- 1.58%
$439.02 - $555.54 $4.83K - $6.11K
684 $379K
NVO
Novo Nordisk A S

Healthcare
-76
- 2.23%
$122.71 - $146.91 $9.33K - $11.2K
3.33K $475K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-25
- 1.89%
$392.81 - $485.53 $9.82K - $12.1K
1.3K $609K
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 0.99%
$495.16 - $548.49 $22.3K - $24.7K
4.52K $2.46M
QCOM
Qualcomm Inc

Technology
-82
- 2.72%
$157.63 - $227.09 $12.9K - $18.6K
2.93K $584K
AVGO
Broadcom Inc.

Technology
-46
- 7.81%
$1204.71 - $1828.87 $55.4K - $84.1K
543 $871K
ORCL
Oracle Corp

Technology
-158
- 2.1%
$113.75 - $144.64 $18K - $22.9K
7.36K $1.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-611
- 5.28%
$316.15 - $367.33 $193K - $224K
11K $4M
ISRG
Intuitive Surgical Inc

Healthcare
-16
- 0.45%
$366.34 - $445.11 $5.86K - $7.12K
3.54K $1.58M
GOOGL
Alphabet Inc.

Communication Services
-254
- 2.06%
$150.53 - $185.41 $38.2K - $47.1K
12.1K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-281
- 0.91%
$173.67 - $197.85 $48.8K - $55.6K
30.7K $5.94M
GOOG
Alphabet Inc.

Communication Services
-51
- 0.37%
$151.94 - $186.86 $7.75K - $9.53K
13.6K $2.49M
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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