Top 50 Paces Ferry Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 8.31% | 684.5K | $19.9M | +6.72%(+43.13K) | $20.30(+68.05%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 7.42% | 580.5K | $17.8M | +1.73%(+9.86K) | $26.26(+23.32%) | 2026-03-31 | |
| OSEA | HARBOR ETF TRUST | 7.01% | 580.9K | $16.8M | +6.81%(+37.06K) | $27.28(+11.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.72% | 54.1K | $13.7M | -0.26%(-140) | $107.82(+186.24%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.49% | 260.5K | $13.2M | +7.47%(+18.12K) | $50.36(+0.12%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.45% | 75.0K | $13.1M | -0.23%(-176) | $12.07(+1513.59%) | 2026-03-31 | |
| AFL | AFLAC INC | 5.25% | 114.8K | $12.6M | -7.78%(-9.68K) | $107.62(+12.32%) | 2026-03-31 | |
| FLOT | ISHARES TR | 3.46% | 162.8K | $8.3M | +6.86%(+10.46K) | $50.62(+0.59%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.68% | 210.8K | $6.4M | -1.41%(-3.00K) | $19.02(+80.99%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.58% | 32.3K | $6.2M | +7.85%(+2.35K) | $158.77(+35.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.21% |
| Top 20 Holdings Unweighted | +16.35% | +57.52% |
Sign up free to track Paces Ferry Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.