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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 Q3 2023 · Filed July 28, 2023 · Accession 0001819919-23-000003

Total Value
$133.2M
Positions
108
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (108)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL72,847$14.1M10.61%
2J P MORGAN EXCHANGE TRADED F46641Q837142,036$7.1M5.35%
3SCHWAB STRATEGIC TR80852430080,741$6.1M4.54%
4SCHWAB STRATEGIC TR80852440986,513$5.8M4.36%
5ISHARES TR46429B655113,166$5.8M4.32%
6SCHWAB STRATEGIC TR80852460795,677$4.2M3.15%
7AMAZON COM INCAMZN30,920$4.0M3.03%
8NVIDIA CORPORATIONNVDA9,488$4.0M3.01%
9ISHARES TR4642872008,678$3.9M2.90%
10SCHWAB STRATEGIC TR80852479746,350$3.4M2.53%
11ISHARES TR46428761411,941$3.3M2.47%
12VANGUARD INDEX FDS92290874422,775$3.2M2.43%
13MICROSOFT CORPMSFT7,779$2.6M1.99%
14INVESCO EXCHANGE TRADED FD TIVZ15,748$2.4M1.77%
15SPDR S&P 500 ETF TRSPY5,090$2.3M1.69%
16HOME DEPOT INCHD7,136$2.2M1.66%
17ROPER TECHNOLOGIES INCROP4,498$2.2M1.62%
18ISHARES TR46428765511,105$2.1M1.56%
19SCHWAB STRATEGIC TR80852420138,729$2.0M1.52%
20INVESCO EXCH TRD SLF IDX FDIVZ39,130$1.9M1.44%
21VISA INCV7,563$1.8M1.35%
22JPMORGAN CHASE & COVYLD11,686$1.7M1.28%
23ALPHABET INCGOOG13,352$1.6M1.21%
24THE TRADE DESK INC88339J10519,964$1.5M1.16%
25ALPHABET INCGOOG12,441$1.5M1.12%
26SPRINKLR INCCXM105,446$1.5M1.09%
27META PLATFORMS INCMETA5,078$1.5M1.09%
28JOHNSON & JOHNSONJNJ8,636$1.4M1.07%
29VEEVA SYS INCVEEV7,159$1.4M1.06%
30ISHARES TR4642876309,771$1.4M1.03%
31INTUITIVE SURGICAL INCISRG3,609$1.2M0.93%
32BERKSHIRE HATHAWAY INC DELBRK-A3,271$1.1M0.84%
33ULTA BEAUTY INCULTA2,296$1.1M0.81%
34ISHARES TR4642876224,351$1.1M0.80%
35ISHARES TR46428749914,069$1.0M0.77%
36SALESFORCE INCCRM4,778$1.0M0.76%
37TESLA INCTSLA3,784$990,5380.74%
38ORACLE CORPORCL-PD8,257$983,3420.74%
39VANGUARD WHITEHALL FDS9219464068,121$861,3930.65%
40EDWARDS LIFESCIENCES CORPEW9,116$859,9120.65%
41STARBUCKS CORPSBUX8,493$841,2680.63%
42UNITED PARCEL SERVICE INCUPS4,177$748,7270.56%
43BOEING COBA-PA3,508$740,7490.56%
44ISHARES TR4642888857,652$730,1180.55%
45NETFLIX INCNFLX1,518$668,6640.50%
46FORTINET INCFTNT8,455$639,1130.48%
47WORKDAY INCWDAY2,742$619,3900.46%
48MONSTER BEVERAGE CORP NEWMNST10,548$605,8770.45%
49DISNEY WALT CO2546871066,481$578,6240.43%
50EXXON MOBIL CORPXOM4,944$530,2950.40%
51SERVICENOW INCNOW926$520,3840.39%
52BROADCOM INCAVGO592$513,5640.39%
53VERTEX PHARMACEUTICALS INCVRTX1,426$501,8240.38%
54COMCAST CORP NEWCCZ12,014$499,1630.37%
55COSTCO WHSL CORP NEW22160K105911$490,2770.37%
56MERCK & CO INCMRK4,109$474,0880.36%
57LULULEMON ATHLETICA INCLULU1,225$463,6630.35%
58VANGUARD INDEX FDS9229086292,078$457,5620.34%
59VANGUARD INDEX FDS9229085535,148$430,2070.32%
60CONOCOPHILLIPSCOP4,113$426,1770.32%
61AUTODESK INCADSK2,038$416,9950.31%
62NOVARTIS AGNVSEF4,106$414,3360.31%
63VANGUARD STAR FDS9219097687,158$401,3950.30%
64REGENERON PHARMACEUTICALSREGN543$390,1670.29%
65PHILIP MORRIS INTL INC7181721093,939$384,5330.29%
66ABBOTT LABSABLZF3,472$378,4690.28%
67ISHARES TR46434V6217,228$372,4400.28%
68QUALCOMM INCQCOM3,117$371,0830.28%
69LOWES COS INC5486611071,587$358,1100.27%
70PFIZER INCPFE9,587$351,6560.26%
71CHEVRON CORP NEWCVX2,208$347,3630.26%
72SOUTHERN COSOMN4,848$340,5710.26%
73INSULET CORPPODD1,180$340,2410.26%
74ADOBE SYSTEMS INCORPORATEDADBE687$335,9360.25%
75NEXTERA ENERGY INCNEE-PW4,492$333,3060.25%
76MASTERCARD INCORPORATEDMA843$331,5890.25%
77MORGAN STANLEYMS-PQ3,771$322,0430.24%
78PROCTER AND GAMBLE CO7427181092,120$321,6510.24%
79CHUBB LIMITEDCB1,670$321,5750.24%
80ISHARES TR4642877212,883$313,8740.24%
81DEERE & CODE767$310,9700.23%
82EXPEDITORS INTL WASH INC3021301092,525$305,8530.23%
83BANK AMERICA CORP06050510410,526$302,0040.23%
84NOVO-NORDISK A SNONOF1,851$299,5470.22%
85CISCO SYS INCCSCO5,695$294,6690.22%
86HUBSPOT INCHUBS522$277,7510.21%
87MEDTRONIC PLCMDT3,129$275,6650.21%
88ILLUMINA INCILMN1,465$274,6730.21%
89ISHARES TR4642884142,512$268,1060.20%
90RAYTHEON TECHNOLOGIES CORPRTX2,729$267,3320.20%
91FACTSET RESH SYS INC303075105654$262,0250.20%
92ABBVIE INCABBV1,926$259,5540.19%
93UNITEDHEALTH GROUP INCUNH525$252,3360.19%
94YUM BRANDS INCYUM1,803$249,8060.19%
95SHOPIFY INCSHOP3,797$245,2860.18%
96GOLDMAN SACHS GROUP INCGSCE755$243,5420.18%
97JOHNSON CTLS INTL PLCG515021053,535$240,8750.18%
98ISHARES INC46434G1034,851$239,1280.18%
99ISHARES TR464287689927$235,9580.18%
100GENERAL DYNAMICS CORPGD1,080$232,3620.17%
101GENUINE PARTS COGPC1,329$224,9340.17%
102INTEL CORPINTC6,194$207,1370.16%
103AMERICAN INTL GROUP INC0268747843,592$206,6840.16%
104BLACKROCK ETF TRUST IIBLK9,298$202,4170.15%
105NIO INCNIOIF20,155$195,3020.15%
106AT&T INCT-PC10,236$163,2580.12%
107FRANKLIN STR PPTYS CORP35471R10612,658$18,3540.01%
108EDGIO INC53261M10410,045$6,7700.01%