Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $319 Billion
  • Q1 2025

Pfw Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $33.3B, Vulcan Materials CO with a value of $28B, Ishares Russell 1000 Gr ETF with a value of $25B, Ishares Russell 1000 Val ETF with a value of $22.2B, and Ishares Russell Mid Cap ETF with a value of $16B.

Examining the 13F form we can see an decrease of $6.16B in the current position value, from $325B to 319B.

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 $319 Billion
ETFs: $148 Billion
Consumer Defensive: $42.8 Billion
Basic Materials: $31.8 Billion
Technology: $20.3 Billion
Financial Services: $14.3 Billion
Industrials: $13.8 Billion
Healthcare: $13.6 Billion
Consumer Cyclical: $12.8 Billion
Other: $16.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$247 Million 0.08% of portfolio
455
Q2 2024 Added 7.06%
$145B
$270 Million 0.08% of portfolio
3,705
Q1 2025 Added 0.79%
$88.8B
$265 Million 0.08% of portfolio
185
Q4 2024 Reduced 5.13%
$363B
$262 Million 0.08% of portfolio
1,873
Q1 2025 Added 0.11%
$317B
$256 Million 0.08% of portfolio
1,221
Q4 2024 Added 1.75%
$4.39B
$255 Million 0.08% of portfolio
3,716
Q2 2024 Reduced 1.38%
$13.4B
$245 Million 0.08% of portfolio
2,935
Q2 2023 New
$7.7B
$226 Million 0.07% of portfolio
1,402
Q4 2024 New
$5.34B
$233 Million 0.07% of portfolio
1,144
Q4 2023 New
$149B
$228 Million 0.07% of portfolio
3,278
Q1 2025 Reduced 14.28%
$153B
$234 Million 0.07% of portfolio
2,278
Q1 2025 Added 3.97%
$110B
$227 Million 0.07% of portfolio
2,165
Q1 2025 Added 3.39%
$5.75B
$237 Million 0.07% of portfolio
1,443
Q2 2024 Reduced 2.76%
$48B
$215 Million 0.07% of portfolio
5,224
Q1 2025 Added 0.06%
$135B
$234 Million 0.07% of portfolio
2,320
Q4 2024 New
$110B
$200 Million 0.06% of portfolio
29,789
Q4 2024 Added 9.03%
$154B
$207 Million 0.06% of portfolio
408
Q4 2024 New
$103B
$207 Million 0.06% of portfolio
106
Q1 2025 New
$46.6B
$125 Million 0.04% of portfolio
12,118
Q1 2025 Added 16.73%
$59.9B
$57.4 Million 0.02% of portfolio
10,417
Q1 2025 Reduced 12.45%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $319 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Pfw Advisors LLC Portfolio

Follow Pfw Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfw Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfw Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email