Paces Ferry Wealth Advisors

Latest statistics and disclosures from Paces Ferry Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Paces Ferry Wealth Advisors

Companies in the Paces Ferry Wealth Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.4 $11M 89k 122.15
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 5.6 $6.4M +16% 98k 65.28
Amazon (AMZN) 4.2 $4.8M 1.6k 3094.17
Ishares Tr Core S&p500 Etf (IVV) 4.1 $4.7M 12k 397.80
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $3.5M +11% 35k 99.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.9 $3.3M +19% 26k 129.79
Facebook Cl A (FB) 2.6 $3.0M +2% 10k 294.49
Vanguard Index Fds Value Etf (VTV) 2.5 $2.8M 22k 131.45
Ishares Tr Russell 2000 Etf (IWM) 2.4 $2.8M -2% 13k 220.97
Home Depot (HD) 2.4 $2.7M 8.9k 305.28
Veeva Sys Cl A Com (VEEV) 2.2 $2.5M 9.6k 261.22
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $2.2M -2% 9.2k 243.05
The Trade Desk Com Cl A (TTD) 1.7 $2.0M -2% 3.1k 651.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.0M -5% 5.0k 396.34

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Microsoft Corporation (MSFT) 1.7 $2.0M +3% 8.3k 235.73
Visa Com Cl A (V) 1.6 $1.8M 8.7k 211.79
JPMorgan Chase & Co. (JPM) 1.6 $1.8M 12k 152.22
Roper Industries (ROP) 1.6 $1.8M 4.5k 403.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.5 $1.8M +24% 18k 96.05
Ishares Tr Rus 1000 Etf (IWB) 1.5 $1.7M 7.8k 223.89
Walt Disney Company (DIS) 1.5 $1.7M 9.3k 184.55
NVIDIA Corporation (NVDA) 1.4 $1.6M 3.1k 533.92
Johnson & Johnson (JNJ) 1.3 $1.5M +2% 9.3k 164.37
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.5M 721.00 2067.96
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.4M 659.00 2062.22
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.3M -6% 17k 73.95
salesforce (CRM) 1.0 $1.2M 5.6k 211.86
Roku Com Cl A (ROKU) 1.0 $1.2M +8% 3.6k 325.66
Edwards Lifesciences (EW) 0.9 $1.0M 12k 83.64
Deere & Company (DE) 0.9 $1.0M -2% 2.7k 374.12
Starbucks Corporation (SBUX) 0.9 $992k 9.1k 109.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $955k 3.7k 255.35
United Parcel Service CL B (UPS) 0.8 $924k 5.4k 170.04
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $883k 8.7k 101.05
Boeing Company (BA) 0.8 $881k 3.5k 254.85
Intuitive Surgical Com New (ISRG) 0.8 $877k 1.2k 738.84
Workday Cl A (WDAY) 0.8 $869k 3.5k 248.57
Alibaba Group Hldg Sponsored Ads (BABA) 0.7 $861k 3.8k 226.76
Autodesk (ADSK) 0.7 $791k 2.9k 277.25
Qualcomm (QCOM) 0.7 $757k 5.7k 132.55
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $752k 2.4k 309.21
Oracle Corporation (ORCL) 0.7 $750k -3% 11k 70.20
Illumina (ILMN) 0.6 $717k +3% 1.9k 383.83
Novartis Sponsored Adr (NVS) 0.6 $715k +7% 8.4k 85.42
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $691k 4.9k 141.57
Twilio Cl A (TWLO) 0.5 $623k -3% 1.8k 340.62
Abbott Laboratories (ABT) 0.5 $597k -4% 5.0k 119.90
Cisco Systems (CSCO) 0.5 $594k +4% 12k 51.68
Monster Beverage Corp (MNST) 0.5 $580k 6.4k 91.05
Bank of America Corporation (BAC) 0.5 $552k 14k 38.67
Southern Company (SO) 0.5 $540k +3% 8.7k 62.13
Comcast Corp Cl A (CMCSA) 0.4 $511k +5% 9.4k 54.11
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $497k 5.4k 91.85
Procter & Gamble Company (PG) 0.4 $494k +6% 3.6k 135.38
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $489k -4% 2.2k 221.57
Servicenow (NOW) 0.4 $470k 940.00 500.00
Paypal Holdings (PYPL) 0.4 $467k 1.9k 242.72
Morgan Stanley Com New (MS) 0.4 $452k -3% 5.8k 77.65
Adobe Systems Incorporated (ADBE) 0.4 $452k -5% 950.00 475.79
At&t (T) 0.4 $450k +19% 15k 30.26
Philip Morris International (PM) 0.4 $449k +23% 5.1k 88.77
Insulet Corporation (PODD) 0.4 $437k -10% 1.7k 260.90
Expeditors International of Washington (EXPD) 0.4 $430k 4.0k 107.66
Pfizer (PFE) 0.4 $428k +7% 12k 36.27
Truist Financial Corp equities (TFC) 0.4 $425k +5% 7.3k 58.26
Regeneron Pharmaceuticals (REGN) 0.4 $411k 869.00 472.96
Ishares Tr Ibonds Dec21 Etf (IBDM) 0.4 $403k 16k 24.83
Lululemon Athletica (LULU) 0.3 $401k -7% 1.3k 306.81
Global Payments (GPN) 0.3 $395k 2.0k 201.43
Chevron Corporation (CVX) 0.3 $395k NEW 3.8k 104.83
Hubspot (HUBS) 0.3 $387k -3% 852.00 454.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $370k -39% 5.9k 62.70
Medtronic SHS (MDT) 0.3 $367k +2% 3.1k 118.01
Ishares Tr Core Div Grwth (DGRO) 0.3 $360k +13% 7.5k 48.30
Fastly Cl A (FSLY) 0.3 $357k 5.3k 67.22
Intel Corporation (INTC) 0.3 $348k +12% 5.4k 64.04
Fortinet (FTNT) 0.3 $343k +2% 1.9k 184.61
Docusign (DOCU) 0.3 $341k +42% 1.7k 202.49
American Intl Group Com New (AIG) 0.3 $318k +9% 6.9k 46.21
Verizon Communications (VZ) 0.3 $312k +51% 5.4k 58.11
Exxon Mobil Corporation (XOM) 0.3 $312k NEW 5.6k 55.82
Target Corporation (TGT) 0.3 $305k -5% 1.5k 198.05
Costco Wholesale Corporation (COST) 0.3 $298k 845.00 352.66
Mastercard Incorporated Cl A (MA) 0.3 $294k 826.00 355.93
Goldman Sachs (GS) 0.3 $292k +14% 894.00 326.62
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.3 $289k NEW 7.3k 39.45
Kimberly-Clark Corporation (KMB) 0.3 $288k +6% 2.1k 138.93
Nextera Energy (NEE) 0.2 $286k 3.8k 75.58
Fiverr Intl Ord Shs (FVRR) 0.2 $282k NEW 1.3k 216.92
Merck & Co (MRK) 0.2 $280k +8% 3.6k 77.01
Broadcom (AVGO) 0.2 $273k 588.00 464.29
Lowe's Companies (LOW) 0.2 $273k 1.4k 190.11
Johnson Ctls Intl SHS (JCI) 0.2 $266k -7% 4.5k 59.69
Citigroup Com New (C) 0.2 $263k NEW 3.6k 72.71
Chubb (CB) 0.2 $262k +3% 1.7k 157.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $259k 710.00 364.79
Caterpillar (CAT) 0.2 $255k 1.1k 231.61
SEI Investments Company (SEIC) 0.2 $252k 4.1k 60.91
Ishares Tr U.s. Tech Etf (IYW) 0.2 $250k 2.9k 87.60
Cerner Corporation (CERN) 0.2 $248k 3.4k 71.97
Charles Schwab Corporation (SCHW) 0.2 $247k -24% 3.8k 65.19
Schlumberger (SLB) 0.2 $245k NEW 9.0k 27.17
Abbvie (ABBV) 0.2 $244k NEW 2.3k 108.01
General Motors Company (GM) 0.2 $241k NEW 4.2k 57.38
Mondelez Intl Cl A (MDLZ) 0.2 $240k 4.1k 58.62
Colgate-Palmolive Company (CL) 0.2 $235k 3.0k 78.97
Nike CL B (NKE) 0.2 $227k 1.7k 132.90
FactSet Research Systems (FDS) 0.2 $226k 732.00 308.74
Spdr Ser Tr Dj Reit Etf (RWR) 0.2 $224k 2.4k 94.51
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $224k NEW 1.4k 159.43
Booking Holdings (BKNG) 0.2 $219k 94.00 2329.79
Ishares Tr Russell 3000 Etf (IWV) 0.2 $218k 920.00 236.96
Yum! Brands (YUM) 0.2 $218k 2.0k 107.97
Pepsi (PEP) 0.2 $217k +13% 1.5k 141.46
Bce Com New (BCE) 0.2 $211k 4.7k 45.12
Raytheon Technologies Corp (RTX) 0.2 $209k NEW 2.7k 77.35

Past Filings by Paces Ferry Wealth Advisors

SEC 13F filings are viewable for Paces Ferry Wealth Advisors going back to 2020