0001831263-21-000003.txt : 20210519
0001831263-21-000003.hdr.sgml : 20210519
20210519121300
ACCESSION NUMBER: 0001831263-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210519
DATE AS OF CHANGE: 20210519
EFFECTIVENESS DATE: 20210519
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PACES FERRY WEALTH ADVISORS, LLC
CENTRAL INDEX KEY: 0001819919
IRS NUMBER: 000000000
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20415
FILM NUMBER: 21939455
BUSINESS ADDRESS:
STREET 1: 2849 PACES FERRY ROAD SE
CITY: ATLANTA
STATE: GA
ZIP: 30318
BUSINESS PHONE: 4044805200
MAIL ADDRESS:
STREET 1: 2849 PACES FERRY ROAD SE
CITY: ATLANTA
STATE: GA
ZIP: 30318
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
true
0001819919
XXXXXXXX
03-31-2021
03-31-2021
PACES FERRY WEALTH ADVISORS, LLC
2849 PACES FERRY ROAD SE
ATLANTA
GA
30318
13F HOLDINGS REPORT
028-20415
N
MICHELLE ELDRIDGE
SR. COMPLIANCE OFFICER
971-371-3446
MICHELLE ELDRIDGE
PORTLAND
OR
05-19-2021
0
116
115008
false
INFORMATION TABLE
2
pacesferry_13f.xml
APPLE INC
COM
037833100
10860
88909
SH
SOLE
0
0
88909
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
6411
98209
SH
SOLE
0
0
98209
AMAZON COM INC
COM
023135106
4830
1561
SH
SOLE
0
0
1561
ISHARES TR
CORE S&P500 ETF
464287200
4659
11712
SH
SOLE
0
0
11712
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3453
34642
SH
SOLE
0
0
34642
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
3336
25703
SH
SOLE
0
0
25703
FACEBOOK INC
CL A
30303M102
3035
10306
SH
SOLE
0
0
10306
VANGUARD INDEX FDS
VALUE ETF
922908744
2822
21468
SH
SOLE
0
0
21468
ISHARES TR
RUSSELL 2000 ETF
464287655
2778
12572
SH
SOLE
0
0
12572
HOME DEPOT INC
COM
437076102
2721
8913
SH
SOLE
0
0
8913
VEEVA SYS INC
CL A COM
922475108
2497
9559
SH
SOLE
0
0
9559
ISHARES TR
RUS 1000 GRW ETF
464287614
2248
9249
SH
SOLE
0
0
9249
THE TRADE DESK INC
COM CL A
88339J105
2008
3082
SH
SOLE
0
0
3082
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1990
5021
SH
SOLE
0
0
5021
MICROSOFT CORP
COM
594918104
1958
8306
SH
SOLE
0
0
8306
VISA INC
COM CL A
92826C839
1839
8683
SH
SOLE
0
0
8683
JPMORGAN CHASE & CO
COM
46625H100
1813
11910
SH
SOLE
0
0
11910
ROPER TECHNOLOGIES INC
COM
776696106
1807
4479
SH
SOLE
0
0
4479
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1751
18230
SH
SOLE
0
0
18230
ISHARES TR
RUS 1000 ETF
464287622
1743
7785
SH
SOLE
0
0
7785
DISNEY WALT CO
COM
254687106
1720
9320
SH
SOLE
0
0
9320
NVIDIA CORPORATION
COM
67066G104
1637
3066
SH
SOLE
0
0
3066
JOHNSON & JOHNSON
COM
478160104
1528
9296
SH
SOLE
0
0
9296
ALPHABET INC
CAP STK CL C
02079K107
1491
721
SH
SOLE
0
0
721
ALPHABET INC
CAP STK CL A
02079K305
1359
659
SH
SOLE
0
0
659
ISHARES TR
RUS MID CAP ETF
464287499
1275
17242
SH
SOLE
0
0
17242
SALESFORCE COM INC
COM
79466L302
1193
5631
SH
SOLE
0
0
5631
ROKU INC
COM CL A
77543R102
1188
3648
SH
SOLE
0
0
3648
EDWARDS LIFESCIENCES CORP
COM
28176E108
1014
12124
SH
SOLE
0
0
12124
DEERE & CO
COM
244199105
1012
2705
SH
SOLE
0
0
2705
STARBUCKS CORP
COM
855244109
992
9080
SH
SOLE
0
0
9080
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
955
3740
SH
SOLE
0
0
3740
UNITED PARCEL SERVICE INC
CL B
911312106
924
5434
SH
SOLE
0
0
5434
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
883
8738
SH
SOLE
0
0
8738
BOEING CO
COM
097023105
881
3457
SH
SOLE
0
0
3457
INTUITIVE SURGICAL INC
COM NEW
46120E602
877
1187
SH
SOLE
0
0
1187
WORKDAY INC
CL A
98138H101
869
3496
SH
SOLE
0
0
3496
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
861
3797
SH
SOLE
0
0
3797
AUTODESK INC
COM
052769106
791
2853
SH
SOLE
0
0
2853
QUALCOMM INC
COM
747525103
757
5711
SH
SOLE
0
0
5711
ULTA BEAUTY INC
COM
90384S303
752
2432
SH
SOLE
0
0
2432
ORACLE CORP
COM
68389X105
750
10683
SH
SOLE
0
0
10683
ILLUMINA INC
COM
452327109
717
1868
SH
SOLE
0
0
1868
NOVARTIS AG
SPONSORED ADR
66987V109
715
8370
SH
SOLE
0
0
8370
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
691
4881
SH
SOLE
0
0
4881
TWILIO INC
CL A
90138F102
623
1829
SH
SOLE
0
0
1829
ABBOTT LABS
COM
002824100
597
4979
SH
SOLE
0
0
4979
CISCO SYS INC
COM
17275R102
594
11493
SH
SOLE
0
0
11493
MONSTER BEVERAGE CORP NEW
COM
61174X109
580
6370
SH
SOLE
0
0
6370
BK OF AMERICA CORP
COM
060505104
552
14275
SH
SOLE
0
0
14275
SOUTHERN CO
COM
842587107
540
8692
SH
SOLE
0
0
8692
COMCAST CORP NEW
CL A
20030N101
511
9443
SH
SOLE
0
0
9443
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
497
5411
SH
SOLE
0
0
5411
PROCTER AND GAMBLE CO
COM
742718109
494
3649
SH
SOLE
0
0
3649
VANGUARD INDEX FDS
MID CAP ETF
922908629
489
2207
SH
SOLE
0
0
2207
SERVICENOW INC
COM
81762P102
470
940
SH
SOLE
0
0
940
PAYPAL HLDGS INC
COM
70450Y103
467
1924
SH
SOLE
0
0
1924
ADOBE SYSTEMS INCORPORATED
COM
00724F101
452
950
SH
SOLE
0
0
950
MORGAN STANLEY
COM NEW
617446448
452
5821
SH
SOLE
0
0
5821
AT&T INC
COM
00206R102
450
14873
SH
SOLE
0
0
14873
PHILIP MORRIS INTL INC
COM
718172109
449
5058
SH
SOLE
0
0
5058
INSULET CORP
COM
45784P101
437
1675
SH
SOLE
0
0
1675
EXPEDITORS INTL WASH INC
COM
302130109
430
3994
SH
SOLE
0
0
3994
PFIZER INC
COM
717081103
428
11801
SH
SOLE
0
0
11801
TRUIST FINL CORP
COM
89832Q109
425
7295
SH
SOLE
0
0
7295
REGENERON PHARMACEUTICALS
COM
75886F107
411
869
SH
SOLE
0
0
869
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
403
16230
SH
SOLE
0
0
16230
LULULEMON ATHLETICA INC
COM
550021109
401
1307
SH
SOLE
0
0
1307
GLOBAL PMTS INC
COM
37940X102
395
1961
SH
SOLE
0
0
1961
CHEVRON CORP NEW
COM
166764100
395
3768
SH
SOLE
0
0
3768
HUBSPOT INC
COM
443573100
387
852
SH
SOLE
0
0
852
VANGUARD STAR FDS
VG TL INTL STK F
921909768
370
5901
SH
SOLE
0
0
5901
MEDTRONIC PLC
SHS
G5960L103
367
3110
SH
SOLE
0
0
3110
ISHARES TR
CORE DIV GRWTH
46434V621
360
7454
SH
SOLE
0
0
7454
FASTLY INC
CL A
31188V100
357
5311
SH
SOLE
0
0
5311
INTEL CORP
COM
458140100
348
5434
SH
SOLE
0
0
5434
FORTINET INC
COM
34959E109
343
1858
SH
SOLE
0
0
1858
DOCUSIGN INC
COM
256163106
341
1684
SH
SOLE
0
0
1684
AMERICAN INTL GROUP INC
COM NEW
026874784
318
6881
SH
SOLE
0
0
6881
EXXON MOBIL CORP
COM
30231G102
312
5589
SH
SOLE
0
0
5589
VERIZON COMMUNICATIONS INC
COM
92343V104
312
5369
SH
SOLE
0
0
5369
TARGET CORP
COM
87612E106
305
1540
SH
SOLE
0
0
1540
COSTCO WHSL CORP NEW
COM
22160K105
298
845
SH
SOLE
0
0
845
MASTERCARD INCORPORATED
CL A
57636Q104
294
826
SH
SOLE
0
0
826
GOLDMAN SACHS GROUP INC
COM
38141G104
292
894
SH
SOLE
0
0
894
SCHWAB STRATEGIC TR
1000 INDEX ETF
808524722
289
7326
SH
SOLE
0
0
7326
KIMBERLY-CLARK CORP
COM
494368103
288
2073
SH
SOLE
0
0
2073
NEXTERA ENERGY INC
COM
65339F101
286
3784
SH
SOLE
0
0
3784
FIVERR INTL LTD
ORD SHS
M4R82T106
282
1300
SH
SOLE
0
0
1300
MERCK & CO. INC
COM
58933Y105
280
3636
SH
SOLE
0
0
3636
LOWES COS INC
COM
548661107
273
1436
SH
SOLE
0
0
1436
BROADCOM INC
COM
11135F101
273
588
SH
SOLE
0
0
588
JOHNSON CTLS INTL PLC
SHS
G51502105
266
4456
SH
SOLE
0
0
4456
CITIGROUP INC
COM NEW
172967424
263
3617
SH
SOLE
0
0
3617
CHUBB LIMITED
COM
H1467J104
262
1659
SH
SOLE
0
0
1659
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
259
710
SH
SOLE
0
0
710
CATERPILLAR INC
COM
149123101
255
1101
SH
SOLE
0
0
1101
SEI INVTS CO
COM
784117103
252
4137
SH
SOLE
0
0
4137
ISHARES TR
U.S. TECH ETF
464287721
250
2854
SH
SOLE
0
0
2854
CERNER CORP
COM
156782104
248
3446
SH
SOLE
0
0
3446
SCHWAB CHARLES CORP
COM
808513105
247
3789
SH
SOLE
0
0
3789
SCHLUMBERGER LTD
COM
806857108
245
9018
SH
SOLE
0
0
9018
ABBVIE INC
COM
00287Y109
244
2259
SH
SOLE
0
0
2259
GENERAL MTRS CO
COM
37045V100
241
4200
SH
SOLE
0
0
4200
MONDELEZ INTL INC
CL A
609207105
240
4094
SH
SOLE
0
0
4094
COLGATE PALMOLIVE CO
COM
194162103
235
2976
SH
SOLE
0
0
2976
NIKE INC
CL B
654106103
227
1708
SH
SOLE
0
0
1708
FACTSET RESH SYS INC
COM
303075105
226
732
SH
SOLE
0
0
732
ISHARES TR
RUS 2000 VAL ETF
464287630
224
1405
SH
SOLE
0
0
1405
SPDR SER TR
DJ REIT ETF
78464A607
224
2370
SH
SOLE
0
0
2370
BOOKING HOLDINGS INC
COM
09857L108
219
94
SH
SOLE
0
0
94
ISHARES TR
RUSSELL 3000 ETF
464287689
218
920
SH
SOLE
0
0
920
YUM BRANDS INC
COM
988498101
218
2019
SH
SOLE
0
0
2019
PEPSICO INC
COM
713448108
217
1534
SH
SOLE
0
0
1534
BCE INC
COM NEW
05534B760
211
4676
SH
SOLE
0
0
4676
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
209
2702
SH
SOLE
0
0
2702