Long-term investor
Paces Ferry Wealth Advisors, LLC @pacesferrywealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001819919).
Record
- Tracked since 2025-06-30 (446 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524300 · 8.7% · long · since 2025-06-30
- 808524797 · 7.1% · long · since 2025-06-30
- 41151J885 · 7.0% · long · since 2025-06-30
- NVDA · 5.6% · long · since 2025-06-30
- AAPL · 5.4% · long · since 2025-06-30
- 46641Q837 · 5.2% · long · since 2025-06-30
- AFL · 5.0% · long · since 2025-06-30
- 46429B655 · 3.3% · long · since 2025-06-30
- 808524409 · 2.7% · long · since 2025-06-30
- 46137V357 · 2.6% · long · since 2025-06-30
- 72201R866 · 2.2% · long · since 2025-09-30
- AMZN · 2.0% · long · since 2025-06-30