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  Name: PACES FERRY WEALTH ADVISORS LLC
  City: ATLANTA
  State: GA
  Zip: 30318
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $156,148,000
  Total Value Change : $12,375,000
  Securities Held Change : 4
   
All Securities Held : 111
  New Positions : 7
  Closed Positions : 7
  Increased Positions : 27
  Unchanged Positions : 5
  Decreased Positions : 72

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ROP)1 Year Chart         ROP Roper Industries Inc 16 - $550.36 $2,523,000 4,498 1.62% 71,000 0 0.004    Diversified Machinery
   (CXM)1 Year Chart         CXM Sprinklr, Inc. 32 - $9.20 $1,294,000 105,446 0.83% 24,000 0 0.07    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 37 - $106.69 $896,000 8,326 0.57% -7,000 0 0.001    Closed - End Fund - E...
   (NIO)1 Year Chart         NIO Nio Inc 110 - $4.91 $91,000 20,155 0.06% -92,000 0 0.002    N/A
   (FSP)1 Year Chart         FSP Franklin Street Properties ... 111 - $1.83 $29,000 12,658 0.02% -3,000 0 0.012    REIT - Diversified

      5 Records Found
  1    
Page 1 of 1
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