PACES FERRY WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
122
- Value ($000)
$217,682
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.84M | 9 % | 645,005 | ||
OSEA HARBOR ETF TRUST | INTERNATNAL COMP | 41151J885 | $15.57M | 7 % | 532,042 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.41M | 6 % | 506,146 | ||
AFL AFLAC INC | COM | 001055102 | $13.32M | 6 % | 126,258 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.07M | 6 % | 76,392 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $11.29M | 5 % | 222,771 | ||
AAPL APPLE INC | COM | 037833100 | $11.12M | 5 % | 54,218 | ||
FLOT ISHARES TR | FLTG RATE NT ETF | 46429B655 | $6.93M | 3 % | 135,834 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $6.01M | 3 % | 217,272 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.26M | 2 % | 23,996 |
Rows Per Page
10
- 10
- 50
- 100