Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2020 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 13 | Q3 2023 | 11.6% |
SCHWAB STRATEGIC TR | 13 | Q3 2023 | 8.6% |
ISHARES TR | 13 | Q3 2023 | 4.2% |
AMAZON COM INC | 13 | Q3 2023 | 4.7% |
SCHWAB STRATEGIC TR | 13 | Q3 2023 | 4.5% |
SCHWAB STRATEGIC TR | 13 | Q3 2023 | 3.6% |
VANGUARD INDEX FDS | 13 | Q3 2023 | 3.1% |
ISHARES TR | 13 | Q3 2023 | 2.6% |
HOME DEPOT INC | 13 | Q3 2023 | 2.6% |
NVIDIA CORPORATION | 13 | Q3 2023 | 3.2% |
View PACES FERRY WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-19 |
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.