PACES FERRY WEALTH ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    atlanta, GA
  • CIK
    0001819919
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

131

$205.75M
SCHG, AAPL, AFL, SCHD
13F-HR
Feb 11, 2025
000198604225000004

119

$173.82M
AAPL, SCHG, SCHD, JPST
13F-HR
Nov 12, 2024
000198604224000018

113

$165.75M
AAPL, SCHG, NVDA, JPST
13F-HR
Aug 12, 2024
000198604224000012

111

$156.14M
AAPL, SCHG, SCHD, JPST
13F-HR
May 1, 2024
000198604224000006

107

$143.77M
AAPL, JPST, SCHG, FLOT
13F-HR
Feb 5, 2024
000198604224000002

105

$126.16M
AAPL, JPST, FLOT, SCHG
13F-HR
Nov 13, 2023
000198604223000024

108

$133.21M
AAPL, JPST, SCHG, SCHV
13F-HR
Jul 28, 2023
000181991923000003

111

$123.99M
AAPL, JPST, SCHV, SCHG
13F-HR
Apr 24, 2023
000181991923000002

108

$102.77M
AAPL, SCHV, SCHG, IVV
13F-HR
Jan 24, 2023
000181991923000001

93

$91.51M
AAPL, SCHV, IVV, SCHG
13F-HR
Oct 13, 2022
000181991922000005

102

$101.65M
AAPL, SCHV, IVV, SCHG
13F-HR
Jul 28, 2022
000181991922000004

116

$125.83M
AAPL, SCHV, AMZN, SCHG
13F-HR
Apr 20, 2022
000181991922000003

111

$139.44M
AAPL, SCHV, CXM, IVV
13F-HR
Jan 19, 2022
000181991922000002

116

$125.25M
AAPL, SCHV, AMZN, IVV
13F-HR
Oct 29, 2021
000181991921000007

123

$130.83M
AAPL, SCHV, AMZN, IVV
13F-HR
Jul 21, 2021
000181991921000003

116

$115.01M
AAPL, SCHV, AMZN, IVV
13F-HR
May 19, 2021
000183126321000003

114

$109.45M
AAPL, AMZN, SCHV, IVV
13F-HR
Mar 5, 2021
000181991921000001

1,327

$114.91M
AAPL, AMZN, SCHV, IVV
13F-HR
Nov 19, 2020
000181991920000002
Paces Ferry Wealth Advisors, Llc 13F Filings