Pfw Advisors LLC Reduced Holdings in Q2 2025

Pfw Advisors LLC

  • $325 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-9.7K
- 2.08%
$68.37 - $73.9 $663K - $717K
456K $32.3B
AAPL
Apple Inc.

Technology
-2.11K
- 8.46%
$172.42 - $223.89 $363K - $472K
22.8K $4.68B
UNH
Unitedhealth Group Inc

Healthcare
-627
- 21.32%
$274.35 - $599.47 $172K - $376K
2.31K $722M
HD
Home Depot, Inc.

Consumer Cyclical
-1.35K
- 16.8%
$335.24 - $380.78 $453K - $514K
6.69K $2.45B
VTWO
Vanguard Russell 2000 ETF

ETFs
-7.13K
- 26.94%
$70.56 - $87.22 $503K - $622K
19.3K $1.69B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-8.77K
- 42.32%
$48.13 - $49.85 $422K - $437K
11.9K $586M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-17.4K
- 47.81%
$22.18 - $23.36 $385K - $406K
19K $425M
AMGN
Amgen Inc

Healthcare
-895
- 20.51%
$262.28 - $309.85 $235K - $277K
3.47K $969M
Vanguard Instl Index Fd
-4.14K
- 17.29%
N/A
19.8K $1.49B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.54K
- 30.71%
$47.02 - $47.83 $307K - $313K
14.8K $706M
JNJ
Johnson & Johnson

Healthcare
-639
- 4.39%
$146.36 - $159.82 $93.5K - $102K
13.9K $2.13B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.19K
- 14.86%
$72.96 - $90.39 $525K - $650K
41.2K $3.68B
MCD
Mcdonalds Corp

Consumer Cyclical
-293
- 3.44%
$285.55 - $321.23 $83.7K - $94.1K
8.23K $2.4B
PG
Procter & Gamble CO

Consumer Defensive
-468
- 3.0%
$157.66 - $172.39 $73.8K - $80.7K
15.2K $2.41B
SBUX
Starbucks Corp

Consumer Cyclical
-833
- 3.78%
$79.69 - $99.41 $66.4K - $82.8K
21.2K $1.94B
PAYX
Paychex Inc

Industrials
-439
- 2.58%
$137.01 - $159.78 $60.1K - $70.1K
16.6K $2.41B
AWK
American Water Works Company, Inc.

Utilities
-378
- 2.62%
$133.82 - $151.96 $50.6K - $57.4K
14.1K $1.96B
TSCO
Tractor Supply CO

Consumer Cyclical
-2.03K
- 9.65%
$47.86 - $55.77 $97.3K - $113K
19K $1B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-954
- 1.03%
$66.5 - $71.25 $63.4K - $68K
91.5K $6.36B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-256
- 31.96%
$421.16 - $509.5 $108K - $130K
545 $243M
ZTS
Zoetis Inc.

Healthcare
-292
- 2.6%
$144.41 - $170.3 $42.2K - $49.7K
11K $1.71B
UNP
Union Pacific Corp

Industrials
-514
- 14.99%
$208.27 - $238.46 $107K - $123K
2.92K $671M
PSX
Phillips 66

Energy
-425
- 2.24%
$92.87 - $125.73 $39.5K - $53.4K
18.6K $2.21B
AON
Aon PLC

Financial Services
-6
- 0.21%
$335.85 - $398.81 $2.02K - $2.39K
2.88K $1.03B
NEE
Nextera Energy Inc

Utilities
-870
- 2.61%
$64.11 - $75.0 $55.8K - $65.3K
32.5K $2.25B
PLD
Prologis, Inc.

Real Estate
-466
- 5.54%
$89.76 - $112.34 $41.8K - $52.4K
7.94K $834M
XOM
Exxon Mobil Corp

Energy
-657
- 21.58%
$99.93 - $119.04 $65.7K - $78.2K
2.39K $257M
WEC
Wec Energy Group, Inc.

Utilities
-457
- 4.01%
$102.24 - $109.76 $46.7K - $50.2K
11K $1.14B
MKC
Mccormick & CO Inc

Consumer Defensive
-398
- 3.62%
$71.11 - $82.25 $28.3K - $32.7K
10.6K $804M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-67
- 4.77%
$483.48 - $539.8 $32.4K - $36.2K
1.34K $650M
VONE
Vanguard Russell 1000 ETF

ETFs
-867
- 15.87%
$225.48 - $279.48 $195K - $242K
4.6K $1.29B
CMCSA
Comcast Corp

Communication Services
-775
- 1.43%
$32.84 - $36.72 $25.5K - $28.5K
53.3K $1.9B
ITW
Illinois Tool Works Inc

Industrials
-329
- 3.43%
$218.41 - $252.43 $71.9K - $83K
9.26K $2.29B
APD
Air Products & Chemicals, Inc.

Basic Materials
-88
- 2.43%
$248.61 - $294.96 $21.9K - $26K
3.54K $997M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-830
- 2.47%
$63.54 - $68.5 $52.7K - $56.9K
32.7K $2.21B
PPG
Ppg Industries Inc

Basic Materials
-884
- 11.59%
$91.66 - $115.04 $81K - $102K
6.74K $767M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 1.29%
$72.02 - $73.82 $76.5K - $78.4K
81.5K $6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-745
- 1.14%
$96.84 - $99.46 $72.1K - $74.1K
64.5K $6.39B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.51K
- 1.16%
$45.12 - $46.23 $68.1K - $69.8K
129K $5.95B
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.94K
- 3.34%
$166.82 - $194.23 $658K - $766K
114K $22.2B
LLY
Eli Lilly & CO

Healthcare
-10
- 1.17%
$713.71 - $898.95 $7.14K - $8.99K
845 $659M
Linde PLC
-125
- 3.53%
N/A
3.42K $1.6B
SYK
Stryker Corp

Healthcare
-320
- 8.52%
$337.37 - $395.63 $108K - $127K
3.44K $1.36B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-736
- 6.09%
$43.63 - $45.4 $32.1K - $33.4K
11.3K $507M
V
Visa Inc.

Financial Services
-205
- 2.35%
$308.27 - $373.31 $63.2K - $76.5K
8.53K $3.03B
CBSH
Commerce Bancshares Inc

Financial Services
-481
- 2.26%
$55.42 - $65.63 $26.7K - $31.6K
20.8K $1.29B
O
Realty Income Corp

Real Estate
-351
- 2.58%
$52.27 - $58.52 $18.3K - $20.5K
13.2K $763M
BSX
Boston Scientific Corp

Healthcare
-378
- 16.29%
$89.7 - $107.41 $33.9K - $40.6K
1.94K $209M
HYD
Vaneck High Yield Muni ETF

ETFs
-246
- 1.83%
$49.08 - $51.35 $12.1K - $12.6K
13.2K $661M
Activity Summary
Buys All Purchases 26 New Holdings 9 Increased Positions 17 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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