Notify me when PACES FERRY WEALTH ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $246,285,427 | +$11,495,961 | -$7,222,759 | +$4,273,202 | SCHG, OSEA, SCHD, AAPL, NVDA | 13F-HR | 11 Feb 2026, 17:06 |
| Q3 2025 | 128 | $240,305,935 | +$11,226,578 | -$2,349,501 | +$8,877,077 | SCHG, OSEA, NVDA, SCHD, AFL | 13F-HR | 14 Nov 2025, 14:40 |
| Q2 2025 | 122 | $217,681,655 | +$6,797,280 | -$5,847,804 | +$949,476 | SCHG, OSEA, SCHD, AFL, NVDA | 13F-HR | 14 Aug 2025, 13:37 |
| Q1 2025 | 123 | $200,954,851 | +$8,084,778 | -$4,260,410 | +$3,824,368 | SCHG, AFL, OSEA, SCHD, AAPL | 13F-HR | 14 May 2025, 16:20 |
| Q4 2024 | 131 | $205,744,414 | +$58,310,361 | -$7,532,564 | +$50,777,797 | SCHG, AAPL, AFL, SCHD, JPST | 13F-HR | 11 Feb 2025, 13:49 |
| Q3 2024 | 119 | $173,824,555 | +$6,545,949 | -$5,564,640 | +$981,309 | AAPL, SCHG, SCHD, JPST, NVDA | 13F-HR | 08 Nov 2024, 17:50 |
| Q2 2024 | 113 | $165,754,418 | +$14,934,621 | -$2,746,922 | +$12,187,699 | AAPL, SCHG, NVDA, JPST, SCHD | 13F-HR | 12 Aug 2024, 11:36 |
| Q1 2024 | 111 | $156,143,256 | +$12,551,159 | -$12,151,231 | +$399,928 | AAPL, SCHG, SCHD, JPST, NVDA | 13F-HR | 01 May 2024, 16:54 |
| Q4 2023 | 107 | $143,772,507 | +$8,169,284 | -$3,070,814 | +$5,098,470 | AAPL, JPST, SCHG, FLOT, SCHV | 13F-HR | 05 Feb 2024, 16:43 |
| Q3 2023 | 105 | $126,163,406 | +$1,829,963 | -$3,770,326 | -$1,940,363 | AAPL, JPST, FLOT, SCHG, SCHV | 13F-HR | 13 Nov 2023, 10:53 |
| Q2 2023 | 108 | $133,205,275 | +$3,253,877 | -$5,197,337 | -$1,943,460 | AAPL, JPST, SCHG, SCHV, FLOT | 13F-HR | 28 Jul 2023, 16:24 |
| Q1 2023 | 111 | $123,986,579 | +$22,418,175 | -$11,685,435 | +$10,732,740 | AAPL, JPST, SCHV, SCHG, FLOT | 13F-HR | 24 Apr 2023, 15:37 |
| Q4 2022 | 108 | $102,766,321 | +$11,058,845 | -$4,296,914 | +$6,761,931 | AAPL, SCHV, SCHG, IVV, SCHA | 13F-HR | 23 Jan 2023, 18:03 |
| Q3 2022 | 93 | $91,512,000 | +$3,620,209 | -$6,531,390 | -$2,911,181 | AAPL, SCHV, IVV, SCHG, AMZN | 13F-HR | 13 Oct 2022, 17:09 |
| Q2 2022 | 102 | $101,652,000 | +$7,637,695 | -$5,386,911 | +$2,250,784 | AAPL, SCHV, IVV, SCHG, AMZN | 13F-HR | 28 Jul 2022, 16:27 |
| Q1 2022 | 116 | $125,828,000 | +$12,336,274 | -$10,929,756 | +$1,406,518 | AAPL, SCHV, AMZN, SCHG, IVV | 13F-HR | 20 Apr 2022, 15:54 |
| Q4 2021 | 111 | $139,436,000 | +$12,271,622 | -$8,769,470 | +$3,502,152 | AAPL, SCHV, CXM, IVV, AMZN | 13F-HR | 19 Jan 2022, 15:18 |
| Q3 2021 | 116 | $125,252,000 | +$4,022,933 | -$6,569,296 | -$2,546,363 | AAPL, SCHV, AMZN, IVV, SCHG | 13F-HR | 29 Oct 2021, 11:49 |
| Q2 2021 | 123 | $130,830,000 | +$7,223,199 | -$657,064 | +$6,566,135 | AAPL, SCHV, AMZN, IVV, SCHG | 13F-HR | 21 Jul 2021, 13:33 |
| Q1 2021 | 116 | $115,008,000 | +$6,143,765 | -$3,441,023 | +$2,702,742 | AAPL, SCHV, AMZN, IVV, SCHA | 13F-HR | 19 May 2021, 12:13 |
| Q4 2020 | 114 | $109,455,000 | +$3,293,669 | -$19,984,867 | -$16,691,198 | AAPL, AMZN, SCHV, IVV, SCHA | 13F-HR | 05 Mar 2021, 15:36 |
| Q3 2020 | 1,064 | $114,417,000 | $0 | $0 | $0 | AAPL, AMZN, SCHV, IVV, META | 13F-HR | 19 Nov 2020, 16:48 |