| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q2 2024 | 11.6% |
| SCHWAB STRATEGIC TR | 16 | Q2 2024 | 8.6% |
| SCHWAB STRATEGIC TR | 16 | Q2 2024 | 8.0% |
| AMAZON COM INC | 16 | Q2 2024 | 4.7% |
| ISHARES TR | 16 | Q2 2024 | 4.2% |
| SCHWAB STRATEGIC TR | 16 | Q2 2024 | 3.6% |
| NVIDIA CORPORATION | 16 | Q2 2024 | 5.9% |
| VANGUARD INDEX FDS | 16 | Q2 2024 | 3.1% |
| ISHARES TR | 16 | Q2 2024 | 2.6% |
| HOME DEPOT INC | 16 | Q2 2024 | 2.6% |
View PACES FERRY WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-28 |
View PACES FERRY WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.