Paces Ferry Wealth Advisors, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Million distributed in 131 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 $16M, Apple Inc. with a value of $14.3M, Aflac Inc with a value of $13.1M, Schwab Strategic Tr Us Dividen with a value of $11.7M, and Jp Morgan ETF Tr Ultra Short I with a value of $10.5M.
Examining the 13F form we can see an increase of $22.5M in the current position value, from $173M to 196M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
ETFs: $93.6 Million
Technology: $40.3 Million
Financial Services: $23 Million
Consumer Cyclical: $11.1 Million
Communication Services: $9.79 Million
Healthcare: $8.42 Million
Industrials: $5.01 Million
Consumer Defensive: $2.42 Million
Other: $1.97 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
