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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PACES FERRY WEALTH ADVISORS, LLC

Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0001819919-23-000002

Total Value
$124.0M
Positions
111
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (111)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL72,024$11.9M9.58%
2J P MORGAN EXCHANGE TRADED F46641Q837128,699$6.5M5.22%
3SCHWAB STRATEGIC TR80852440989,384$5.9M4.73%
4SCHWAB STRATEGIC TR80852430083,898$5.5M4.41%
5ISHARES TR46429B655105,331$5.3M4.28%
6SCHWAB STRATEGIC TR80852460789,241$3.7M3.02%
7ISHARES TR4642872008,987$3.7M2.98%
8AMAZON COM INCAMZN31,887$3.3M2.66%
9VANGUARD INDEX FDS92290874422,639$3.1M2.52%
10ISHARES TR46428761412,133$3.0M2.39%
11SCHWAB STRATEGIC TR80852479740,431$3.0M2.39%
12NVIDIA CORPORATIONNVDA10,280$2.9M2.30%
13MICROSOFT CORPMSFT7,985$2.3M1.86%
14SPDR S&P 500 ETF TRSPY5,235$2.1M1.73%
15HOME DEPOT INCHD7,166$2.1M1.71%
16INVESCO EXCHANGE TRADED FD TIVZ14,401$2.1M1.68%
17ROPER TECHNOLOGIES INCROP4,488$2.0M1.60%
18ISHARES TR46428765510,943$2.0M1.57%
19SCHWAB STRATEGIC TR80852420139,726$1.9M1.55%
20VISA INCV8,295$1.9M1.51%
21SPRINKLR INCCXM120,446$1.6M1.26%
22JPMORGAN CHASE & COVYLD11,790$1.5M1.24%
23INVESCO EXCH TRD SLF IDX FDIVZ32,650$1.5M1.22%
24ALPHABET INCGOOG13,352$1.4M1.12%
25JOHNSON & JOHNSONJNJ8,855$1.4M1.11%
26ALPHABET INCGOOG13,216$1.4M1.11%
27ISHARES TR4642876309,768$1.3M1.08%
28VEEVA SYS INCVEEV7,151$1.3M1.06%
29META PLATFORMS INCMETA6,082$1.3M1.04%
30ULTA BEAUTY INCULTA2,297$1.3M1.01%
31THE TRADE DESK INC88339J10520,422$1.2M1.00%
32BERKSHIRE HATHAWAY INC DELBRK-A3,250$1.0M0.81%
33SALESFORCE INCCRM4,925$983,9170.79%
34ISHARES TR4642876224,343$978,0960.79%
35ISHARES TR46428749913,807$965,3620.78%
36INTUITIVE SURGICAL INCISRG3,581$914,8380.74%
37STARBUCKS CORPSBUX8,714$907,4210.73%
38VANGUARD WHITEHALL FDS9219464068,131$857,8500.69%
39BOEING COBA-PA3,985$846,5340.68%
40UNITED PARCEL SERVICE INCUPS4,192$813,2060.66%
41DISNEY WALT CO2546871067,806$781,6150.63%
42ORACLE CORPORCL-PD8,193$761,3060.61%
43EDWARDS LIFESCIENCES CORPEW9,116$754,1670.61%
44TESLA INCTSLA3,633$753,7020.61%
45ISHARES TR4642888857,659$717,4830.58%
46NETFLIX INCNFLX1,748$603,8990.49%
47WORKDAY INCWDAY2,881$595,0420.48%
48MONSTER BEVERAGE CORP NEWMNST10,595$572,2360.46%
49FORTINET INCFTNT8,392$557,7320.45%
50EXXON MOBIL CORPXOM4,690$514,3150.41%
51SOUTHERN COSOMN7,359$512,0330.41%
52AUTODESK INCADSK2,455$511,0330.41%
53LULULEMON ATHLETICA INCLULU1,310$477,0890.38%
54SERVICENOW INCNOW1,007$467,9730.38%
55VANGUARD INDEX FDS9229085535,563$461,9910.37%
56REGENERON PHARMACEUTICALSREGN544$446,9880.36%
57VERTEX PHARMACEUTICALS INCVRTX1,417$446,4540.36%
58COMCAST CORP NEWCCZ11,636$441,1210.36%
59VANGUARD INDEX FDS9229086292,071$436,7230.35%
60COSTCO WHSL CORP NEW22160K105878$436,1590.35%
61ILLUMINA INCILMN1,845$429,0550.35%
62QUALCOMM INCQCOM3,327$424,4800.34%
63PHILIP MORRIS INTL INC7181721094,329$420,9890.34%
64MERCK & CO INCMRK3,908$415,7930.34%
65CONOCOPHILLIPSCOP4,008$397,6610.32%
66BROADCOM INCAVGO616$394,9820.32%
67NOVARTIS AGNVSEF4,248$390,8160.32%
68PFIZER INCPFE9,252$377,4960.30%
69INSULET CORPPODD1,180$376,3730.30%
70ABBOTT LABSABLZF3,711$375,7880.30%
71ISHARES TR4642884143,462$372,9960.30%
72VANGUARD STAR FDS9219097686,716$370,8140.30%
73ISHARES TR46434V6217,220$360,9290.29%
74NEXTERA ENERGY INCNEE-PW4,666$359,6550.29%
75ABBVIE INCABBV2,249$358,4840.29%
76CHEVRON CORP NEWCVX2,162$352,6840.28%
77HUBSPOT INCHUBS812$348,1450.28%
78BANK AMERICA CORP06050510412,134$347,0460.28%
79CHUBB LIMITEDCB1,774$344,4750.28%
80MORGAN STANLEYMS-PQ3,648$320,2940.26%
81DEERE & CODE767$316,6440.26%
82LOWES COS INC5486611071,581$316,1850.26%
83PROCTER AND GAMBLE CO7427181092,116$314,6630.25%
84ADOBE SYSTEMS INCORPORATEDADBE804$309,8370.25%
85MASTERCARD INCORPORATEDMA831$302,0790.24%
86AT&T INCT-PC15,516$298,6770.24%
87NOVO-NORDISK A SNONOF1,859$295,8410.24%
88CISCO SYS INCCSCO5,647$295,2170.24%
89EXPEDITORS INTL WASH INC3021301092,518$277,2820.22%
90FACTSET RESH SYS INC303075105652$270,6390.22%
91ISHARES TR4642877212,881$267,4070.22%
92PAYPAL HLDGS INCPYPL3,457$262,5250.21%
93RAYTHEON TECHNOLOGIES CORPRTX2,665$260,9540.21%
94MEDTRONIC PLCMDT3,219$259,5160.21%
95GENERAL DYNAMICS CORPGD1,092$249,2050.20%
96GOLDMAN SACHS GROUP INCGSCE755$246,9780.20%
97VERIZON COMMUNICATIONS INCVZ6,180$240,3560.19%
98YUM BRANDS INCYUM1,811$239,1970.19%
99ISHARES INC46434G1034,847$236,4810.19%
100UNITEDHEALTH GROUP INCUNH491$232,0420.19%
101SHOPIFY INCSHOP4,786$229,4410.19%
102SOUTHSTATE CORPORATIONSSB3,180$226,6070.18%
103GENUINE PARTS COGPC1,341$224,3890.18%
104TRUIST FINL CORP89832Q1096,450$219,9580.18%
105ISHARES TR464287689925$217,7160.18%
106JOHNSON CTLS INTL PLCG515021053,490$210,1680.17%
107SEI INVTS CO7841171033,629$208,8490.17%
108TARGET CORPTGT1,212$200,7440.16%
109BLACKROCK ETF TRUST IIBLK9,298$200,5890.16%
110NIO INCNIOIF18,155$190,8090.15%
111GLOBAL NET LEASE INCGNL-PE10,217$131,3910.11%