Pfw Advisors LLC Reduced Holdings in Q2 2024

Pfw Advisors LLC

  • $314 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VMC
Vulcan Materials CO

Basic Materials
-321
- 0.27%
$244.64 - $272.07 $78.5K - $87.3K
120K $29.9B
IWR
Ishares Russell Mid Cap ETF

ETFs
-5.92K
- 2.93%
$78.66 - $83.59 $466K - $495K
196K $15.9B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.75K
- 2.19%
$169.4 - $179.05 $465K - $492K
122K $21.3B
PSX
Phillips 66

Energy
-1.41K
- 6.87%
$135.85 - $172.71 $192K - $244K
19.1K $2.7B
IWM
Ishares Russell 2000 ETF

ETFs
-1.14K
- 2.32%
$192.84 - $209.44 $219K - $238K
47.8K $9.7B
EEM
Ishares Msci Emerging Markets

ETFs
-17.8K
- 9.38%
$39.71 - $43.79 $705K - $777K
171K $7.3B
ACN
Accenture PLC

Technology
-232
- 2.74%
$281.76 - $339.17 $65.4K - $78.7K
8.25K $2.5B
ITW
Illinois Tool Works Inc

Industrials
-353
- 3.64%
$235.01 - $265.23 $83K - $93.6K
9.36K $2.22B
HD
Home Depot, Inc.

Consumer Cyclical
-165
- 2.01%
$325.1 - $368.03 $53.6K - $60.7K
8.06K $2.77B
MCD
Mcdonalds Corp

Consumer Cyclical
-418
- 4.68%
$249.37 - $280.22 $104K - $117K
8.51K $2.17B
ABT
Abbott Laboratories

Healthcare
-993
- 4.67%
$100.73 - $112.44 $100K - $112K
20.3K $2.11B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.41K
- 1.51%
$67.85 - $72.06 $95.7K - $102K
92.2K $6.48B
HYD
Vaneck High Yield Muni ETF

ETFs
-5.31K
- 27.82%
$51.05 - $52.32 $271K - $278K
13.8K $711M
CMCSA
Comcast Corp

Communication Services
-1.58K
- 3.29%
$36.9 - $42.28 $58.4K - $67K
46.6K $1.82B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.09K
- 3.08%
$95.11 - $97.92 $198K - $204K
65.7K $6.37B
BLK
Black Rock Inc.

Financial Services
-155
- 5.81%
$747.3 - $826.77 $116K - $128K
2.51K $1.98B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.19K
- 3.07%
$44.3 - $45.58 $185K - $191K
132K $5.98B
V
Visa Inc.

Financial Services
-311
- 3.44%
$262.47 - $281.5 $81.6K - $87.5K
8.74K $2.29B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.45K
- 5.98%
$91.42 - $91.82 $224K - $225K
38.4K $3.53B
VEA
Vanguard Ftse Developed Market

ETFs
-1.93K
- 1.16%
$47.83 - $51.21 $92.5K - $99K
165K $8.17B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.28K
- 2.67%
$70.55 - $72.66 $161K - $166K
83.2K $6B
PPG
Ppg Industries Inc

Basic Materials
-452
- 5.76%
$124.9 - $143.38 $56.5K - $64.8K
7.4K $932M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-902
- 2.96%
$65.44 - $71.94 $59K - $64.9K
29.6K $1.94B
PHYL
Pgim ETF Tr

ETFs
-3.07K
- 2.23%
$33.95 - $34.61 $104K - $106K
135K $4.65B
MSFT
Microsoft Corp

Technology
-1.05K
- 9.48%
$389.33 - $452.85 $408K - $475K
10K $4.47B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6.18K
- 8.14%
$316.15 - $367.33 $1.95M - $2.27M
69.7K $25.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-351
- 32.68%
$495.16 - $548.49 $174K - $193K
723 $393M
PAYX
Paychex Inc

Industrials
-744
- 4.16%
$117.39 - $126.98 $87.3K - $94.5K
17.1K $2.03B
EMR
Emerson Electric CO

Industrials
-839
- 3.85%
$105.97 - $115.59 $88.9K - $97K
21K $2.31B
SYK
Stryker Corp

Healthcare
-225
- 5.69%
$324.3 - $354.67 $73K - $79.8K
3.73K $1.27B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.48K
- 2.58%
$100.13 - $100.67 $148K - $149K
55.8K $5.62B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-2.49K
- 15.4%
$45.15 - $46.21 $112K - $115K
13.7K $625M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-75
- 2.46%
$160.17 - $201.35 $12K - $15.1K
2.97K $500M
AON
Aon PLC

Financial Services
-29
- 1.01%
$275.82 - $329.64 $8K - $9.56K
2.83K $831M
UNP
Union Pacific Corp

Industrials
-180
- 5.16%
$221.38 - $247.4 $39.8K - $44.5K
3.31K $749M
VTWO
Vanguard Russell 2000 ETF

ETFs
-199
- 0.67%
$77.95 - $84.63 $15.5K - $16.8K
29.5K $2.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.95K
- 9.77%
$49.55 - $50.44 $96.5K - $98.3K
18K $902M
ICE
Intercontinental Exchange, Inc.

Financial Services
-710
- 4.08%
$126.54 - $138.72 $89.8K - $98.5K
16.7K $2.28B
Linde PLC
-32
- 0.89%
N/A
3.58K $1.57B
MA
Mastercard Inc

Financial Services
-138
- 12.44%
$441.1 - $479.43 $60.9K - $66.2K
971 $428M
COST
Costco Wholesale Corp

Consumer Defensive
-504
- 18.25%
$704.88 - $870.75 $355K - $439K
2.26K $1.92B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-397
- 0.9%
$76.09 - $82.16 $30.2K - $32.6K
44K $3.44B
EME
Emcor Group, Inc.

Industrials
-333
- 17.98%
$328.63 - $398.69 $109K - $133K
1.52K $555M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-165
- 10.56%
$396.73 - $420.24 $65.5K - $69.3K
1.4K $568M
VO
Vanguard Mid Cap ETF

ETFs
-35
- 0.35%
$234.99 - $248.98 $8.22K - $8.71K
9.92K $2.4B
META
Meta Platforms, Inc.

Communication Services
-247
- 11.66%
$430.17 - $527.34 $106K - $130K
1.87K $944M
SAN
Banco Santander, S.A.

Financial Services
-13.7K
- 33.33%
$4.57 - $5.25 $62.4K - $71.7K
27.3K $127M
MKC
Mccormick & CO Inc

Consumer Defensive
-82
- 0.75%
$67.67 - $78.27 $5.55K - $6.42K
10.8K $767M
UNH
Unitedhealth Group Inc

Healthcare
-224
- 6.93%
$439.2 - $524.63 $98.4K - $118K
3.01K $1.53B
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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