Pfw Advisors LLC Purchases in Q3 2025

Pfw Advisors LLC

  • $338 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Instl Index Fd
49K
+ 247.39%
N/A
68.7K $5.2B
VEA
Vanguard Ftse Developed Market

ETFs
26.5K
+ 17.21%
$56.02 - $60.3 $1.49M - $1.6M
181K $10.8B
AAPL
Apple Inc.

Technology
1.45K
+ 6.38%
$202.38 - $256.87 $294K - $373K
24.2K $6.17B
NVDA
Nvidia Corp

Technology
1.2K
+ 4.93%
$153.3 - $186.58 $184K - $224K
25.6K $4.78B
LLY
Eli Lilly & CO

Healthcare
1.08K
+ 127.57%
$625.65 - $812.69 $674K - $876K
1.92K $1.47B
GOOGL
Alphabet Inc.

Communication Services
856
+ 12.64%
$174.36 - $254.72 $149K - $218K
7.63K $1.85B
HD
Home Depot, Inc.

Consumer Cyclical
273
+ 4.08%
$357.4 - $423.42 $97.6K - $116K
6.96K $2.82B
MSFT
Microsoft Corp

Technology
243
+ 2.79%
$491.09 - $535.64 $119K - $130K
8.95K $4.63B
GOOG
Alphabet Inc.

Communication Services
10
+ 0.24%
$175.16 - $255.24 $1.75K - $2.55K
4.19K $1.02B
HOOD
Robinhood Markets, Inc.

Technology
1.91K
New
$91.27 - $143.18 $174K - $273K
1.91K $273M
COP
Conocophillips

Energy
2.71K
New
$91.0 - $98.99 $247K - $268K
2.71K $256M
BX
Blackstone Inc.

Financial Services
1.49K
New
$152.77 - $188.68 $228K - $282K
1.49K $255M
APP
App Lovin Corp

Technology
12
+ 1.85%
$335.1 - $718.54 $4.02K - $8.62K
662 $476M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.75K
+ 2.71%
$97.75 - $100.75 $171K - $176K
66.2K $6.64B
AVGO
Broadcom Inc.

Technology
42
+ 1.06%
$264.74 - $369.57 $11.1K - $15.5K
4K $1.32B
ABBV
Abb Vie Inc.

Healthcare
983
New
$184.85 - $231.54 $182K - $228K
983 $228M
TJX
Tjx Companies Inc

Consumer Cyclical
1.54K
New
$121.35 - $144.54 $187K - $222K
1.54K $222M
UNH
Unitedhealth Group Inc

Healthcare
408
+ 17.63%
$237.77 - $353.61 $97K - $144K
2.72K $940M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.38K
+ 1.51%
$67.48 - $71.55 $93.4K - $99K
92.9K $6.58B
PLTR
Palantir Technologies Inc.

Technology
1.18K
New
$130.68 - $186.97 $154K - $220K
1.18K $215M
Ge Vernova Inc
342
New
N/A
342 $210M
CDNS
Cadence Design Systems Inc

Technology
597
New
$309.46 - $373.37 $185K - $223K
597 $210M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
738
New
$224.68 - $282.71 $166K - $209K
738 $206M
AMZN
Amazon Com Inc

Consumer Cyclical
925
+ 13.5%
$211.65 - $238.24 $196K - $220K
7.78K $1.71B
SHEL
Shell PLC

Energy
2.83K
New
$69.82 - $73.93 $198K - $209K
2.83K $202M
SONY
Sony Group Corp

Technology
6.97K
New
$23.92 - $30.07 $167K - $209K
6.97K $201M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.75K
+ 31.39%
$48.5 - $50.19 $182K - $188K
15.7K $786M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.85K
+ 41.4%
$21.89 - $23.17 $172K - $182K
26.8K $619M
WMT
Walmart Inc.

Consumer Defensive
765
+ 4.75%
$94.4 - $104.27 $72.2K - $79.8K
16.9K $1.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
195
+ 14.57%
$459.11 - $506.91 $89.5K - $98.8K
1.53K $771M
SPY
Spdr S&P 500 ETF Trust

ETFs
130
+ 20.22%
$617.65 - $666.84 $80.3K - $86.7K
773 $515M
WEC
Wec Energy Group, Inc.

Utilities
28
+ 0.26%
$103.66 - $114.59 $2.9K - $3.21K
11K $1.26B
BAC
Bank Of America Corp

Financial Services
268
+ 1.29%
$44.92 - $52.42 $12K - $14K
21.1K $1.09B
GE
General Electric CO

Industrials
138
+ 10.04%
$244.75 - $305.63 $33.8K - $42.2K
1.51K $455M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
256
+ 0.2%
$45.6 - $46.92 $11.7K - $12K
129K $6.02B
ADI
Analog Devices Inc

Technology
124
+ 2.25%
$220.68 - $255.63 $27.4K - $31.7K
5.62K $1.38B
SAN
Banco Santander, S.A.

Financial Services
544
+ 1.82%
$8.27 - $10.48 $4.5K - $5.7K
30.4K $318M
PHYL
Pgim ETF Tr

ETFs
596
+ 0.45%
$35.14 - $35.8 $20.9K - $21.3K
132K $4.71B
MA
Mastercard Inc

Financial Services
62
+ 6.46%
$550.18 - $598.96 $34.1K - $37.1K
1.02K $581M
IBM
International Business Machines Corp

Technology
121
+ 16.05%
$234.77 - $292.47 $28.4K - $35.4K
875 $247M
SO
Southern CO

Utilities
1
+ 0.02%
$90.83 - $96.0 $90.8 - $96
6.2K $588M
SPGI
S&P Global Inc.

Financial Services
69
+ 16.91%
$484.94 - $564.15 $33.5K - $38.9K
477 $232M
PPG
Ppg Industries Inc

Basic Materials
685
+ 10.16%
$103.65 - $119.07 $71K - $81.6K
7.43K $780M
NOW
Service Now, Inc.

Technology
37
+ 18.88%
$850.86 - $1044.69 $31.5K - $38.7K
233 $214M
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.15%
$255.35 - $282.87 $511 - $566
1.36K $354M
MELI
Mercadolibre Inc

Consumer Cyclical
5
+ 4.76%
$2292.04 - $2514.05 $11.5K - $12.6K
110 $257M
NFLX
Netflix Inc

Communication Services
25
+ 6.56%
$1147.87 - $1297.18 $28.7K - $32.4K
406 $487M
ZTS
Zoetis Inc.

Healthcare
550
+ 5.02%
$141.13 - $159.19 $77.6K - $87.6K
11.5K $1.68B
V
Visa Inc.

Financial Services
233
+ 2.73%
$332.09 - $358.86 $77.4K - $83.6K
8.77K $2.99B
Activity Summary
Buys All Purchases 54 New Holdings 11 Increased Positions 43 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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