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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 $269,900,232
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 693,962 $23,483,686 8.7%
2.
Schwab Strategic Trust
 SCHD 602,649 $19,110,011 7.08%
3.
Si Financial Group Inc.
 SIFI 619,704 $18,925,760 7.01%
4.
Nvidia Corp
 NVDA 75,207 $15,048,117 5.58%
5.
Apple Inc.
 AAPL 50,357 $14,571,379 5.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.