Portfolio (Quarterly)
Guide ↗
PACES FERRY WEALTH ADVISORS, LLC
· CIK 0001819919| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | — | 2,759 | $580K | 0.24% | SOLD |
| 2 | TLT | ISHARES TR | — | 6,210 | $541K | 0.22% | SOLD |
| 3 | WDAY | WORKDAY INC | Technology | 2,493 | $535K | 0.22% | SOLD |
| 4 | TTD | THE TRADE DESK INC | Technology | 10,644 | $404K | 0.16% | SOLD |
| 5 | UPS | UNITED PARCEL SERVICE INC | Industrials | 3,083 | $306K | 0.12% | SOLD |
| 6 | PII | POLARIS INC | Consumer Cyclical | 4,303 | $272K | 0.11% | SOLD |
| 7 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 44 | $233K | 0.10% | SOLD |
| 8 | NVO | NOVO-NORDISK A S | Healthcare | 4,040 | $206K | 0.08% | SOLD |
| 9 | HUBS | HUBSPOT INC | Technology | 503 | $202K | 0.08% | SOLD |
Sector Allocation
Technology
35.6%
Financial Services
24.3%
Communication Services
11.9%
Consumer Cyclical
9.3%
Healthcare
8.3%
Industrials
4.8%
Consumer Defensive
3.0%
Energy
1.9%
Utilities
0.6%
Basic Materials
0.2%