Pfw Advisors LLC Reduced Holdings in Q4 2024

Pfw Advisors LLC

  • $325 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-16.1K
- 33.68%
$216.13 - $242.4 $3.48M - $3.9M
31.7K $7.01B
KO
Coca Cola CO

Consumer Defensive
-19.4K
- 4.0%
$61.74 - $71.71 $1.2M - $1.39M
466K $29B
CMCSA
Comcast Corp

Communication Services
-35.7K
- 76.67%
$37.39 - $45.14 $1.33M - $1.61M
10.9K $408M
VONE
Vanguard Russell 1000 ETF

ETFs
-5.17K
- 49.01%
$257.18 - $277.76 $1.33M - $1.44M
5.38K $1.44B
EEM
Ishares Msci Emerging Markets

ETFs
-12.8K
- 7.45%
$41.82 - $47.36 $534K - $605K
159K $6.64B
PLD
Prologis, Inc.

Real Estate
-4.89K
- 60.79%
$101.4 - $126.96 $496K - $621K
3.15K $333M
PSX
Phillips 66

Energy
-246
- 1.29%
$110.35 - $138.93 $27.1K - $34.2K
18.9K $2.15B
MSFT
Microsoft Corp

Technology
-31
- 0.31%
$406.35 - $454.46 $12.6K - $14.1K
9.98K $4.2B
AMD
Advanced Micro Devices Inc

Technology
-227
- 9.39%
$118.88 - $172.8 $27K - $39.2K
2.19K $265M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.92%
$727.2 - $932.06 $5.82K - $7.46K
858 $662M
ADI
Analog Devices Inc

Technology
-3
- 0.05%
$206.35 - $236.48 $619 - $709
5.61K $1.19B
XOM
Exxon Mobil Corp

Energy
-522
- 17.66%
$105.51 - $125.37 $55.1K - $65.4K
2.43K $262M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.59K
- 11.61%
$45.38 - $46.88 $72K - $74.4K
12.1K $551M
Linde PLC
-4
- 0.11%
N/A
3.57K $1.5B
UBER
Uber Technologies, Inc

Technology
-311
- 7.8%
$59.93 - $86.34 $18.6K - $26.9K
3.68K $222M
PPG
Ppg Industries Inc

Basic Materials
-138
- 1.86%
$119.09 - $131.37 $16.4K - $18.1K
7.26K $868M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 0.5%
$396.64 - $516.74 $1.59K - $2.07K
801 $323M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.97K
- 10.06%
$87.42 - $98.06 $260K - $291K
26.6K $2.37B
COP
Conocophillips

Energy
-2
- 0.1%
$95.12 - $114.72 $190 - $229
2.09K $208M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.08K
- 2.88%
$23.42 - $24.25 $25.2K - $26.1K
36.3K $858M
ECL
Ecolab Inc.

Basic Materials
-12
- 0.22%
$234.32 - $261.43 $2.81K - $3.14K
5.38K $1.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
-80
- 11.07%
$567.81 - $607.81 $45.4K - $48.6K
643 $377M
O
Realty Income Corp

Real Estate
-438
- 3.31%
$51.76 - $64.71 $22.7K - $28.3K
12.8K $683M
HYD
Vaneck High Yield Muni ETF

ETFs
-357
- 2.59%
$51.09 - $53.06 $18.2K - $18.9K
13.4K $696M
MFG
Mizuho Financial Group Inc

Financial Services
-1.34K
- 10.14%
$4.05 - $5.26 $5.44K - $7.06K
11.9K $58.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-10
- 5.13%
$1146.59 - $1270.6 $11.5K - $12.7K
185 $219M
GE
General Electric CO

Industrials
-4
- 0.22%
$159.95 - $194.23 $640 - $777
1.83K $306M
GOOGL
Alphabet Inc.

Communication Services
-108
- 1.65%
$161.86 - $196.66 $17.5K - $21.2K
6.44K $1.22B
MAR
Marriott International Inc

Consumer Cyclical
-9
- 0.66%
$246.06 - $292.59 $2.21K - $2.63K
1.36K $378M
BAC
Bank Of America Corp

Financial Services
-400
- 1.89%
$39.22 - $47.77 $15.7K - $19.1K
20.8K $914M
WFC
Wells Fargo & Company

Financial Services
-120
- 1.08%
$54.98 - $77.35 $6.6K - $9.28K
11K $775M
AMZN
Amazon Com Inc

Consumer Cyclical
-232
- 3.64%
$180.88 - $232.93 $42K - $54K
6.15K $1.35B
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 0.53%
$873.59 - $994.69 $10.5K - $11.9K
2.25K $2.06B
ICE
Intercontinental Exchange, Inc.

Financial Services
-24
- 0.14%
$148.29 - $166.93 $3.56K - $4.01K
16.6K $2.48B
NVDA
Nvidia Corp

Technology
-464
- 1.82%
$117.0 - $148.88 $54.3K - $69.1K
25K $3.35B
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.06%
$385.02 - $431.37 $1.93K - $2.16K
8.06K $3.13B
WMT
Walmart Inc.

Consumer Defensive
-53
- 0.3%
$79.1 - $95.7 $4.19K - $5.07K
17.6K $1.59B
TSLA
Tesla, Inc.

Consumer Cyclical
-14
- 0.68%
$213.65 - $479.86 $2.99K - $6.72K
2.05K $829M
V
Visa Inc.

Financial Services
-39
- 0.45%
$273.87 - $320.91 $10.7K - $12.5K
8.7K $2.75B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.64K
- 1.34%
$183.23 - $199.79 $301K - $328K
121K $22.4B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.27K
- 1.67%
$87.25 - $95.52 $285K - $312K
193K $17.1B
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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