Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $325 Billion
  • Q2 2025

Pfw Advisors LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $325 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $32.3B, Vulcan Materials CO with a value of $31.3B, Ishares Russell 1000 Gr ETF with a value of $28.3B, Ishares Russell 1000 Val ETF with a value of $22.2B, and Ishares Russell Mid Cap ETF with a value of $16.8B.

Examining the 13F form we can see an increase of $6.11B in the current position value, from $319B to 325B.

Pfw Advisors LLC is based out at Atlanta, GA

Below you can find more details about Pfw Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Billion
ETFs: $152 Billion
Consumer Defensive: $41.5 Billion
Basic Materials: $35 Billion
Technology: $22.1 Billion
Industrials: $14.7 Billion
Financial Services: $14.6 Billion
Consumer Cyclical: $12.3 Billion
Healthcare: $11.4 Billion
Other: $16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$305B
$32.3 Billion 9.92% of portfolio
455,909
Q2 2025 Reduced 2.08%
$35B
$31.3 Billion 9.64% of portfolio
120,190
Q2 2024 Reduced 0.27%
$0
$28.3 Billion 8.71% of portfolio
66,710
Q2 2025 Reduced 3.47%
$0
$22.2 Billion 6.82% of portfolio
114,125
Q2 2025 Reduced 3.34%
$0
$16.8 Billion 5.18% of portfolio
183,040
Q2 2025 Reduced 2.95%
$0
$9.55 Billion 2.94% of portfolio
193,147
Q2 2025 Reduced 5.17%
$0
$8.79 Billion 2.7% of portfolio
154,222
Q2 2025 Reduced 5.87%
$0
$6.91 Billion 2.13% of portfolio
143,231
Q2 2025 Reduced 9.03%
$0
$6.39 Billion 1.97% of portfolio
64,450
Q2 2025 Reduced 1.14%
$0
$6.36 Billion 1.96% of portfolio
91,514
Q2 2025 Reduced 1.03%
$0
$6.32 Billion 1.95% of portfolio
29,303
Q2 2025 Reduced 3.73%
$0
$6.18 Billion 1.9% of portfolio
61,479
Q2 2025 Added 6.58%
$0
$6 Billion 1.85% of portfolio
81,510
Q2 2025 Reduced 1.29%
$0
$5.95 Billion 1.83% of portfolio
128,665
Q2 2025 Reduced 1.16%
$3.38T
$4.68 Billion 1.44% of portfolio
22,792
Q2 2025 Reduced 8.46%
$0
$4.66 Billion 1.43% of portfolio
131,236
Q2 2025 Reduced 0.44%
$431B
$3.86 Billion 1.19% of portfolio
24,423
Q2 2025 Reduced 3.87%
$0
$3.68 Billion 1.13% of portfolio
41,184
Q2 2025 Reduced 14.86%
$0
$3.22 Billion 0.99% of portfolio
25,022
Q2 2025 Added 1.82%
$572B
$3.03 Billion 0.93% of portfolio
8,533
Q2 2025 Reduced 2.35%
$102B
$2.91 Billion 0.89% of portfolio
15,834
Q2 2025 Reduced 4.77%
$85.4B
$2.69 Billion 0.83% of portfolio
20,204
Q2 2025 Reduced 3.83%
$211B
$2.71 Billion 0.83% of portfolio
19,953
Q2 2025 Reduced 2.46%
$280B
$2.68 Billion 0.82% of portfolio
38,615
Q2 2025 Reduced 3.05%
$0
$2.64 Billion 0.81% of portfolio
9,450
Q2 2025 Reduced 7.11%
Blackrock Inc
-
$2.53 Billion 0.78% of portfolio
-
Q2 2025 Reduced 4.09%
$368B
$2.45 Billion 0.75% of portfolio
6,691
Q2 2025 Reduced 16.8%
$51.6B
$2.41 Billion 0.74% of portfolio
16,591
Q2 2025 Reduced 2.58%
$369B
$2.41 Billion 0.74% of portfolio
15,150
Q2 2025 Reduced 3.0%
$221B
$2.4 Billion 0.74% of portfolio
8,229
Q2 2025 Reduced 3.44%
$79.2B
$2.29 Billion 0.7% of portfolio
9,255
Q2 2025 Reduced 3.43%
$178B
$2.27 Billion 0.7% of portfolio
7,588
Q2 2025 Reduced 7.41%
$148B
$2.25 Billion 0.69% of portfolio
32,477
Q2 2025 Reduced 2.61%
$60.2B
$2.21 Billion 0.68% of portfolio
18,557
Q2 2025 Reduced 2.24%
$95.7B
$2.21 Billion 0.68% of portfolio
32,708
Q2 2025 Reduced 2.47%
$426B
$2.13 Billion 0.65% of portfolio
13,932
Q2 2025 Reduced 4.39%
$422B
$2.05 Billion 0.63% of portfolio
2,066
Q2 2025 Reduced 5.49%
$108B
$1.94 Billion 0.6% of portfolio
21,207
Q2 2025 Reduced 3.78%
$25.9B
$1.96 Billion 0.6% of portfolio
14,076
Q2 2025 Reduced 2.62%
$153B
$1.9 Billion 0.59% of portfolio
53,343
Q2 2025 Reduced 1.43%
$70.2B
$1.71 Billion 0.53% of portfolio
10,954
Q2 2025 Reduced 2.6%
$0
$1.69 Billion 0.52% of portfolio
19,341
Q2 2025 Reduced 26.94%
Linde PLC
-
$1.6 Billion 0.49% of portfolio
-
Q2 2025 Reduced 3.53%
$258B
$1.58 Billion 0.48% of portfolio
16,111
Q2 2025 Reduced 6.04%
Vanguard Instl Index Fd
-
$1.49 Billion 0.46% of portfolio
-
Q2 2025 Reduced 17.29%
$2.28T
$1.5 Billion 0.46% of portfolio
6,850
Q2 2025 Added 4.61%
$76.7B
$1.42 Billion 0.44% of portfolio
5,266
Q2 2025 Reduced 2.14%
$850B
$1.42 Billion 0.44% of portfolio
4,888
Q2 2025 Reduced 2.8%
$1.62T
$1.44 Billion 0.44% of portfolio
1,953
Q2 2025 Added 3.01%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $325 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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