Paces-Ferry-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "ABBV", "GOOGL", "AIG", "T", "CAT", "AVGO", "LOW", "EXPD", "GD", "HD", "GERN", "QCOM", "ISRG", "FSP", null, null, "HUBS", "ICE", "MUB", "META", null, null, "MA", "MSFT", "MS", "HE", "NVS", "EFG", "ORCL", "IWF", "PEP", "IEMG", "IVV", null, "UNH", "AAPL", "SPY", null, "NVDA", "GS", "PFE", "PG", "MRK", "VZ", "KVUE", "REGN", "SCHX", "NOW", "SHOP", "ROP", "RTX", null, "SBUX", "TXN", "TXRH", "TRV", "UPS", "VNQ", "VO", "VOE", "MNST", "ULTA", "IWN", "TSM", "VYM", "VRTX", "EW", "ADSK", "AFL", "FTNT", "IWR", "CXM", "FDS", "NVO", "AMZN", "NIO", null, null, "VBK", "VOO", "VTV", "VEEV", "V", "WDAY", "YUM", null, "SCHD", "SCHG", "SCHA", "JCI", "SO", "TTD", "CRM", "DGRO", "BAC", "BRK-B", "BA", "BMY", "CVX", "CINF", "CB", "CSCO", "CMCSA", "COP", "COST", "DE", "RSP", "IWB", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified112 identified11 unidentified
Holdings
123 positions • $201.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
20.2K | All Managers (Combined) | $76.8K | 0.0% ($76.8K/$201.0M) | |||
GERON CORP(GERNcusip374163103) | 23.5K | QoQ 0.00% (-0)YoY NEW(+23.5K) | All Managers (Combined) | $37.4K | 0.0% ($37.4K/$201.0M) | YoY NEW(+$37.4K) |
12.7K | All Managers (Combined) | $22.5K | 0.0% ($22.5K/$201.0M) |