PACES FERRY WEALTH ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationatlanta, GA
- CIK0001819919
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
123 | $200.96 M | SCHG, AFL, OSEA, SCHD | 13F-HR | May 14, 2025 | 000198604225000008 | ||
131 | $205.75 M | SCHG, AAPL, AFL, SCHD | 13F-HR | Feb 11, 2025 | 000198604225000004 | ||
119 | $173.82 M | AAPL, SCHG, SCHD, JPST | 13F-HR | Nov 12, 2024 | 000198604224000018 | ||
113 | $165.75 M | AAPL, SCHG, NVDA, JPST | 13F-HR | Aug 12, 2024 | 000198604224000012 | ||
111 | $156.14 M | AAPL, SCHG, SCHD, JPST | 13F-HR | May 1, 2024 | 000198604224000006 | ||
107 | $143.77 M | AAPL, JPST, SCHG, FLOT | 13F-HR | Feb 5, 2024 | 000198604224000002 | ||
105 | $126.16 M | AAPL, JPST, FLOT, SCHG | 13F-HR | Nov 13, 2023 | 000198604223000024 | ||
108 | $133.21 M | AAPL, JPST, SCHG, SCHV | 13F-HR | Jul 28, 2023 | 000181991923000003 | ||
111 | $123.99 M | AAPL, JPST, SCHV, SCHG | 13F-HR | Apr 24, 2023 | 000181991923000002 | ||
108 | $102.77 M | AAPL, SCHV, SCHG, IVV | 13F-HR | Jan 24, 2023 | 000181991923000001 | ||
93 | $91.51 M | AAPL, SCHV, IVV, SCHG | 13F-HR | Oct 13, 2022 | 000181991922000005 | ||
102 | $101.65 M | AAPL, SCHV, IVV, SCHG | 13F-HR | Jul 28, 2022 | 000181991922000004 | ||
116 | $125.83 M | AAPL, SCHV, AMZN, SCHG | 13F-HR | Apr 20, 2022 | 000181991922000003 | ||
111 | $139.44 M | AAPL, SCHV, CXM, IVV | 13F-HR | Jan 19, 2022 | 000181991922000002 | ||
116 | $125.25 M | AAPL, SCHV, AMZN, IVV | 13F-HR | Oct 29, 2021 | 000181991921000007 | ||
123 | $130.83 M | AAPL, SCHV, AMZN, IVV | 13F-HR | Jul 21, 2021 | 000181991921000003 | ||
116 | $115.01 M | AAPL, SCHV, AMZN, IVV | 13F-HR | May 19, 2021 | 000183126321000003 | ||
114 | $109.45 M | AAPL, AMZN, SCHV, IVV | 13F-HR | Mar 5, 2021 | 000181991921000001 | ||
1,327 | $114.91 M | AAPL, AMZN, SCHV, IVV | 13F-HR | Nov 19, 2020 | 000181991920000002 |