Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

$325 Billion
Q4 2024

Pfw Advisors LLC has filed its 13F form on January 13, 2025 for Q4 2024 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: Vulcan Materials CO with a value of $30.9B, Coca Cola CO with a value of $29B, Ishares Russell 1000 Gr ETF with a value of $28.4B, Ishares Russell 1000 Val ETF with a value of $22.4B, and Ishares Russell Mid Cap ETF with a value of $17.1B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $314B 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: $159 Billion

Consumer Defensive: $37.9 Billion

Basic Materials: $34.6 Billion

Technology: $23.5 Billion

Industrials: $14.5 Billion

Financial Services: $13.6 Billion

Healthcare: $12.6 Billion

Consumer Cyclical: $11.8 Billion

Other: $13.3 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
TIXT Telus International (Cda) Inc. Technology	$240M	$66.8 Million 0.02% of portfolio	17,049	Q4 2024 New

Summary

Portfolio
No. of Stocks 125
Current Value $325 Billion
Prior Value $314 Billion
Filing
Period Q4 2024
Filing Date January 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 11 stocks
Additional Purchases 58 stocks
Sold out of 0 stocks
Reduced holdings in 42 stocks

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