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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 $143,772,507
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 70,390 $13,552,270 9.42%
2.
J P Morgan Exchange Traded F
 154,191 $7,745,014 5.38%
3.
Schwab Strategic Trust
 FNDF 88,028 $7,302,839 5.07%
4.
Ishares Tr
 123,521 $6,252,633 4.34%
5.
Schwab Strategic Trust
 FNDF 85,981 $6,027,275 4.19%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)