PACES FERRY WEALTH ADVISORS, LLC
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
131
- Value ($000)
$205,744
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001819919
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.97M | 8 % | 572,905 | ||
AAPL APPLE INC | COM | 037833100 | $14.29M | 7 % | 57,053 | ||
AFL AFLAC INC | COM | 001055102 | $13.06M | 6 % | 126,260 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.71M | 6 % | 428,730 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $10.54M | 5 % | 209,199 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $10.43M | 5 % | 77,675 | ||
OSEA HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 | $9.36M | 5 % | 361,998 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $6.36M | 3 % | 124,980 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.71M | 3 % | 218,865 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.36M | 3 % | 24,447 |
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