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Home > Institutional Investor > Paces Ferry Wealth Advisors, Llc > Profile

Instuitional Investor - Paces Ferry Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Paces Ferry Wealth Advisors, Llc
Portfolio Value $205,744,414
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 572,905 $15,966,865 7.76%
2.
Apple Inc.
 AAPL 57,053 $14,287,308 6.94%
3.
Aflac Inc
 AFL 126,260 $13,060,334 6.34%
4.
Schwab Strategic Trust
 FNDF 428,730 $11,712,904 5.69%
5.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 209,199 $10,537,354 5.12%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)