The Analysis of PACES FERRY WEALTH ADVISORS, LLC's Holdings

Currently, PACES FERRY WEALTH ADVISORS, LLC holds 132 types of securities in its portfolio with a total value $246.3M. In the most recent quarter, they have increased their positions in IGSB (+47.3K shares, valued at $2.5M), SCHD (+50.7K shares, valued at $1.4M), NFLX (+11.4K shares, valued at $1.1M); decreased their positions in TLT (-25.8K shares, valued at $2.2M), MUNI (-14.0K shares, valued at $733.3K), VEEV (-1.2K shares, valued at $278.1K); initiated new positions in IGSB (+47.3K shares, valued at $2.5M), IWD (+2.8K shares, valued at $580.2K), AVMV (+6.8K shares, valued at $485.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR641.4K shares1.10%2025-12-312026-02-11

OSEA HARBOR ETF TRUST543.8K shares1.99%2025-12-312026-02-11

SCHD SCHWAB STRATEGIC TR570.6K shares9.76%2025-12-312026-02-11

AAPL APPLE INC54.2K shares0.33%2025-12-312026-02-11

NVDA NVIDIA CORPORATION75.2K shares-1.34%2025-12-312026-02-11

AFL AFLAC INC124.4K shares-1.44%2025-12-312026-02-11

JPST J P MORGAN EXCHANGE TRADED F242.4K shares7.91%2025-12-312026-02-11

FLOT ISHARES TR152.3K shares11.50%2025-12-312026-02-11

Sponsored

SCHV SCHWAB STRATEGIC TR213.8K shares-1.19%2025-12-312026-02-11

MUNI PIMCO ETF TR114.3K shares-10.90%2025-12-312026-02-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.0K shares3.70%2025-12-312026-02-11

AMZN AMAZON COM INC23.6K shares-1.36%2025-12-312026-02-11

IWF ISHARES TR10.8K shares-0.42%2025-12-312026-02-11

IVV ISHARES TR6.8K shares-1.04%2025-12-312026-02-11

VTV VANGUARD INDEX FDS21.7K shares0.75%2025-12-312026-02-11

ALPHABET INC ALPHABET INC12.7K shares-2.64%2025-12-312026-02-11

Sponsored

MSFT MICROSOFT CORP8.0K shares-3.60%2025-12-312026-02-11

ALPHABET INC ALPHABET INC11.7K shares0.49%2025-12-312026-02-11

JPM JPMORGAN CHASE & CO.11.0K shares-0.94%2025-12-312026-02-11

VBK VANGUARD INDEX FDS10.7K shares4.83%2025-12-312026-02-11

SCHA SCHWAB STRATEGIC TR112.0K shares-1.65%2025-12-312026-02-11

SPY SPDR S&P 500 ETF TR4.4K shares-0.48%2025-12-312026-02-11

META META PLATFORMS INC4.4K shares-0.59%2025-12-312026-02-11

IGSB ISHARES TR47.3K sharesnew addition2025-12-312026-02-11

Sponsored

V VISA INC6.5K shares-3.20%2025-12-312026-02-11

SCHX SCHWAB STRATEGIC TR75.1K shares-1.73%2025-12-312026-02-11

ROP ROPER TECHNOLOGIES INC4.5K shares-0.13%2025-12-312026-02-11

ISRG INTUITIVE SURGICAL INC3.5K shares-0.20%2025-12-312026-02-11

JNJ JOHNSON & JOHNSON8.5K shares6.37%2025-12-312026-02-11

IWM ISHARES TR6.7K shares0.04%2025-12-312026-02-11

HD HOME DEPOT INC4.7K shares-0.93%2025-12-312026-02-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-0.69%2025-12-312026-02-11

Sponsored

EFG ISHARES TR13.8K shares-3.46%2025-12-312026-02-11

HIMU BLACKROCK ETF TRUST II32.0K shares0.00%2025-12-312026-02-11

BROADCOM INC BROADCOM INC4.4K shares-4.48%2025-12-312026-02-11

TSLA TESLA INC3.1K shares-3.59%2025-12-312026-02-11

IWN ISHARES TR7.1K shares1.04%2025-12-312026-02-11

NFLX NETFLIX INC12.7K shares881.41%2025-12-312026-02-11

ORCL ORACLE CORP5.4K shares-12.04%2025-12-312026-02-11

ULTA ULTA BEAUTY INC1.7K shares-0.06%2025-12-312026-02-11

Sponsored

SPEU SPDR INDEX SHS FDS17.7K shares3.46%2025-12-312026-02-11

IEMG ISHARES INC13.1K shares122.19%2025-12-312026-02-11

CRM SALESFORCE INC3.3K shares-2.12%2025-12-312026-02-11

COST COSTCO WHSL CORP NEW1.0K shares-2.25%2025-12-312026-02-11

IWR ISHARES TR8.9K shares0.17%2025-12-312026-02-11

VEEV VEEVA SYS INC3.8K shares-24.76%2025-12-312026-02-11

IGIB ISHARES TR15.6K shares17.43%2025-12-312026-02-11

IWB ISHARES TR2.2K shares-3.88%2025-12-312026-02-11

Sponsored

VYM VANGUARD WHITEHALL FDS5.8K shares-15.32%2025-12-312026-02-11

CXM SPRINKLR INC105.4K shares0.00%2025-12-312026-02-11

GS GOLDMAN SACHS GROUP INC827 shares0.24%2025-12-312026-02-11

FTNT FORTINET INC8.5K shares0.00%2025-12-312026-02-11

MNST MONSTER BEVERAGE CORP NEW8.7K shares-1.27%2025-12-312026-02-11

NOW SERVICENOW INC4.2K shares365.78%2025-12-312026-02-11

EW EDWARDS LIFESCIENCES CORP7.4K shares-0.78%2025-12-312026-02-11

VO VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-02-11

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.3K shares-1.61%2025-12-312026-02-11

IWD ISHARES TR2.8K sharesnew addition2025-12-312026-02-11

IYW ISHARES TR2.9K shares0.00%2025-12-312026-02-11

MS MORGAN STANLEY3.2K shares-1.05%2025-12-312026-02-11

TLT ISHARES TR6.2K shares-80.58%2025-12-312026-02-11

WDAY WORKDAY INC2.5K shares-0.40%2025-12-312026-02-11

ABBV ABBVIE INC2.3K shares0.17%2025-12-312026-02-11

BA BOEING CO2.4K shares-4.91%2025-12-312026-02-11

Sponsored

XOM EXXON MOBIL CORP4.3K shares-1.09%2025-12-312026-02-11

MA MASTERCARD INCORPORATED907 shares0.11%2025-12-312026-02-11

DGRO ISHARES TR7.3K shares0.23%2025-12-312026-02-11

BAC BANK AMERICA CORP9.0K shares-0.92%2025-12-312026-02-11

PM PHILIP MORRIS INTL INC3.0K shares-0.79%2025-12-312026-02-11

AVMV AMERICAN CENTY ETF TR6.8K sharesnew addition2025-12-312026-02-11

QCOM QUALCOMM INC2.7K shares-11.97%2025-12-312026-02-11

LLY ELI LILLY & CO415 shares0.24%2025-12-312026-02-11

Sponsored

RTX RTX CORPORATION2.4K shares-5.37%2025-12-312026-02-11

ADSK AUTODESK INC1.5K shares-1.42%2025-12-312026-02-11

TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares7.56%2025-12-312026-02-11

CB CHUBB LIMITED1.4K shares-1.22%2025-12-312026-02-11

CSCO CISCO SYS INC5.5K shares-1.16%2025-12-312026-02-11

SHOP SHOPIFY INC2.6K shares-4.41%2025-12-312026-02-11

NVS NOVARTIS AG3.0K shares-1.82%2025-12-312026-02-11

MERCK & CO INC MERCK & CO INC3.9K shares0.52%2025-12-312026-02-11

Sponsored

TTD THE TRADE DESK INC10.6K shares-36.95%2025-12-312026-02-11

REGN REGENERON PHARMACEUTICALS510 shares-2.11%2025-12-312026-02-11

FLJP FRANKLIN TEMPLETON ETF TR11.1K shares4.42%2025-12-312026-02-11

DIS DISNEY WALT CO3.3K shares-6.04%2025-12-312026-02-11

INVESCO QQQ TR INVESCO QQQ TR612 shares-27.40%2025-12-312026-02-11

CAT CATERPILLAR INC626 shares-2.49%2025-12-312026-02-11

VTI VANGUARD INDEX FDS1.1K shares51.92%2025-12-312026-02-11

CVX CHEVRON CORP NEW2.3K shares-5.33%2025-12-312026-02-11

Sponsored

CINF CINCINNATI FINL CORP2.2K shares0.00%2025-12-312026-02-11

DE DEERE & CO758 shares-0.39%2025-12-312026-02-11

COP CONOCOPHILLIPS3.7K shares-5.71%2025-12-312026-02-11

VNQ VANGUARD INDEX FDS3.5K shares0.91%2025-12-312026-02-11

LOW LOWES COS INC1.3K shares-17.44%2025-12-312026-02-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP916 shares-1.40%2025-12-312026-02-11

JCI JOHNSON CTLS INTL PLC2.6K shares-5.02%2025-12-312026-02-11

UPS UNITED PARCEL SERVICE INC3.1K shares-15.63%2025-12-312026-02-11

Sponsored

NET CLOUDFLARE INC1.5K shares0.00%2025-12-312026-02-11

PLTR PALANTIR TECHNOLOGIES INC1.7K shares0.36%2025-12-312026-02-11

EXPD EXPEDITORS INTL WASH INC1.9K shares-0.82%2025-12-312026-02-11

SO SOUTHERN CO3.3K shares-14.22%2025-12-312026-02-11

T AT&T INC11.3K shares-4.48%2025-12-312026-02-11

ABT ABBOTT LABS2.2K shares-7.03%2025-12-312026-02-11

PII POLARIS INC4.3K shares2.70%2025-12-312026-02-11

GE AEROSPACE GE AEROSPACE883 shares29.28%2025-12-312026-02-11

Sponsored

VUG VANGUARD INDEX FDS552 sharesnew addition2025-12-312026-02-11

CITIGROUP INC CITIGROUP INC2.3K shares-1.63%2025-12-312026-02-11

VOE VANGUARD INDEX FDS1.5K shares6.49%2025-12-312026-02-11

SBUX STARBUCKS CORP3.1K shares-22.75%2025-12-312026-02-11

AIG AMERICAN INTL GROUP INC2.9K shares-1.19%2025-12-312026-02-11

MUR MURPHY OIL CORP7.9K shares2.07%2025-12-312026-02-11

MO ALTRIA GROUP INC4.2K shares-1.89%2025-12-312026-02-11

TRV TRAVELERS COMPANIES INC826 shares-1.43%2025-12-312026-02-11

Sponsored

SPEM SPDR INDEX SHS FDS5.1K shares4.12%2025-12-312026-02-11

VANGUARD INDEX FDS VANGUARD INDEX FDS377 shares0.00%2025-12-312026-02-11

VZ VERIZON COMMUNICATIONS INC5.7K shares-8.69%2025-12-312026-02-11

BKNG BOOKING HOLDINGS INC44 shares2.33%2025-12-312026-02-11

BMY BRISTOL-MYERS SQUIBB CO4.3K sharesnew addition2025-12-312026-02-11

NEE NEXTERA ENERGY INC2.8K shares-1.81%2025-12-312026-02-11

MBB ISHARES TR2.4K sharesnew addition2025-12-312026-02-11

EFV ISHARES TR3.1K shares0.00%2025-12-312026-02-11

Sponsored

PG PROCTER AND GAMBLE CO1.6K shares-17.98%2025-12-312026-02-11

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares0.15%2025-12-312026-02-11

DVY ISHARES TR1.5K sharesnew addition2025-12-312026-02-11

OMFL INVESCO EXCH TRD SLF IDX FD3.4K shares-6.46%2025-12-312026-02-11

NEM NEWMONT CORP2.1K sharesnew addition2025-12-312026-02-11

NVO NOVO-NORDISK A S4.0K shares0.97%2025-12-312026-02-11

TXRH TEXAS ROADHOUSE INC1.2K shares0.00%2025-12-312026-02-11

HUBS HUBSPOT INC503 shares-34.08%2025-12-312026-02-11

Sponsored

NIO NIO INC20.2K shares0.00%2025-12-312026-02-11

CTMX CYTOMX THERAPEUTICS INC14.8K sharesnew addition2025-12-312026-02-11

GERN GERON CORP23.5K shares0.00%2025-12-312026-02-11

PYXS PYXIS ONCOLOGY INC11.4K sharesnew addition2025-12-312026-02-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available