Paces-Ferry-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
123
Total Value
200954851
Accession Number
0001986042-25-000008
Form Type
13F-HR
Manager Name
Paces-Ferry-Wealth-Advisors
Data Enrichment
91% identified
112 identified11 unidentified

Holdings

123 positions • $201.0M total value
Manager:
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NIO Inc.
Shares:20.2K
Value:$76.8K
% of Portfolio:0.0% ($76.8K/$201.0M)
GERON CORP
Shares:23.5K
Value:$37.4K
% of Portfolio:0.0% ($37.4K/$201.0M)
FRANKLIN STREET PROPERTIES CORP /MA/
Shares:12.7K
Value:$22.5K
% of Portfolio:0.0% ($22.5K/$201.0M)