PACES FERRY WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
123
- Value ($000)
$200,955
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $14.80 M | 7 % | 590,986 | ||
AFL AFLAC INC | COM | 001055102 | $14.04 M | 7 % | 126,265 | ||
OSEA HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 | $13.73 M | 7 % | 517,369 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.55 M | 6 % | 448,888 | ||
AAPL APPLE INC | COM | 037833100 | $12.43 M | 6 % | 55,972 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $10.98 M | 6 % | 216,860 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.46 M | 4 % | 78,060 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $6.68 M | 3 % | 130,875 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $5.76 M | 3 % | 216,866 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.63 M | 2 % | 24,320 |
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