PACES FERRY WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$174M
Signature - Title
Brian Dechow - Compliance Consultant
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by PACES FERRY WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PACES FERRY WEALTH ADVISORS, LLC reported 119 stock holdings with total value $174M as of Q3 2024. Top holdings included AAPL, SCHG, SCHD, JPST, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 119 $174M +$6.55M -$5.56M +$981K AAPL, SCHG, SCHD, JPST, NVDA 13F-HR 11/8/2024, 05:50 PM
Q2 2024 113 $166M +$14.9M -$2.75M +$12.2M AAPL, SCHG, NVDA, JPST, SCHD 13F-HR 8/12/2024, 11:36 AM
Q1 2024 111 $156M +$12.6M -$12.2M +$400K AAPL, SCHG, SCHD, JPST, NVDA 13F-HR 5/1/2024, 04:54 PM
Q4 2023 107 $144M +$8.17M -$3.07M +$5.1M AAPL, JPST, SCHG, FLOT, SCHV 13F-HR 2/5/2024, 04:43 PM
Q3 2023 105 $126M +$1.83M -$3.77M -$1.94M AAPL, JPST, FLOT, SCHG, SCHV 13F-HR 11/13/2023, 10:53 AM
Q2 2023 108 $133M +$3.25M -$5.2M -$1.94M AAPL, JPST, SCHG, SCHV, FLOT 13F-HR 7/28/2023, 04:24 PM
Q1 2023 111 $124M +$22.4M -$11.7M +$10.7M AAPL, JPST, SCHV, SCHG, FLOT 13F-HR 4/24/2023, 03:37 PM
Q4 2022 108 $103M +$11.1M -$4.3M +$6.76M AAPL, SCHV, SCHG, IVV, SCHA 13F-HR 1/23/2023, 06:03 PM
Q3 2022 93 $91.5M +$3.62M -$6.53M -$2.91M AAPL, SCHV, IVV, SCHG, AMZN 13F-HR 10/13/2022, 05:09 PM
Q2 2022 102 $102M +$7.64M -$5.39M +$2.25M AAPL, SCHV, IVV, SCHG, AMZN 13F-HR 7/28/2022, 04:27 PM
Q1 2022 116 $126M +$12.3M -$10.9M +$1.41M AAPL, SCHV, AMZN, SCHG, IVV 13F-HR 4/20/2022, 03:54 PM
Q4 2021 111 $139M +$12.3M -$8.77M +$3.5M AAPL, SCHV, CXM, IVV, AMZN 13F-HR 1/19/2022, 03:18 PM
Q3 2021 116 $125M +$4.02M -$6.57M -$2.55M AAPL, SCHV, AMZN, IVV, SCHG 13F-HR 10/29/2021, 11:49 AM
Q2 2021 123 $131M +$7.22M -$657K +$6.57M AAPL, SCHV, AMZN, IVV, SCHG 13F-HR 7/21/2021, 01:33 PM
Q1 2021 116 $115M +$6.14M -$3.44M +$2.7M AAPL, SCHV, AMZN, IVV, SCHA 13F-HR 5/19/2021, 12:13 PM
Q4 2020 114 $109M +$3.29M -$20M -$16.7M AAPL, AMZN, SCHV, IVV, SCHA 13F-HR 3/5/2021, 03:36 PM
Q3 2020 1,064 $114M $0 $0 AAPL, AMZN, SCHV, IVV, META 13F-HR 11/19/2020, 04:48 PM