Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $325 Billion
  • Q2 2025

Pfw Advisors LLC has filed its 13F form on July 09, 2025 for Q2 2025 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: Coca Cola CO with a value of $32.3B, Vulcan Materials CO with a value of $31.3B, Ishares Russell 1000 Gr ETF with a value of $28.3B, Ishares Russell 1000 Val ETF with a value of $22.2B, and Ishares Russell Mid Cap ETF with a value of $16.8B.

Examining the 13F form we can see an increase of $6.11B in the current position value, from $319B 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: $152 Billion
Consumer Defensive: $41.5 Billion
Basic Materials: $35 Billion
Technology: $22.1 Billion
Industrials: $14.7 Billion
Financial Services: $14.6 Billion
Consumer Cyclical: $12.3 Billion
Healthcare: $11.4 Billion
Other: $16 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.3 Billion 8.71% of portfolio
66,710
Q2 2025 Reduced 3.47%
$0
$22.2 Billion 6.82% of portfolio
114,125
Q2 2025 Reduced 3.34%
$0
$16.8 Billion 5.18% of portfolio
183,040
Q2 2025 Reduced 2.95%
$0
$9.55 Billion 2.94% of portfolio
193,147
Q2 2025 Reduced 5.17%
$0
$8.79 Billion 2.7% of portfolio
154,222
Q2 2025 Reduced 5.87%
$0
$6.91 Billion 2.13% of portfolio
143,231
Q2 2025 Reduced 9.03%
$0
$6.39 Billion 1.97% of portfolio
64,450
Q2 2025 Reduced 1.14%
$0
$6.36 Billion 1.96% of portfolio
91,514
Q2 2025 Reduced 1.03%
$0
$6.32 Billion 1.95% of portfolio
29,303
Q2 2025 Reduced 3.73%
$0
$6.18 Billion 1.9% of portfolio
61,479
Q2 2025 Added 6.58%
$0
$6 Billion 1.85% of portfolio
81,510
Q2 2025 Reduced 1.29%
$0
$5.95 Billion 1.83% of portfolio
128,665
Q2 2025 Reduced 1.16%
$0
$4.66 Billion 1.43% of portfolio
131,236
Q2 2025 Reduced 0.44%
$0
$3.68 Billion 1.13% of portfolio
41,184
Q2 2025 Reduced 14.86%
$0
$3.22 Billion 0.99% of portfolio
25,022
Q2 2025 Added 1.82%
$0
$2.64 Billion 0.81% of portfolio
9,450
Q2 2025 Reduced 7.11%
$0
$1.29 Billion 0.4% of portfolio
4,596
Q2 2025 Reduced 15.87%
$0
$706 Million 0.22% of portfolio
14,757
Q2 2025 Reduced 30.71%
$0
$661 Million 0.2% of portfolio
13,168
Q2 2025 Reduced 1.83%
$0
$591 Million 0.18% of portfolio
2,494
Q4 2023 Reduced 12.03%
$0
$586 Million 0.18% of portfolio
11,949
Q2 2025 Reduced 42.32%
$0
$507 Million 0.16% of portfolio
11,342
Q2 2025 Reduced 6.09%
$0
$410 Million 0.13% of portfolio
8,048
Q2 2025 New
$0
$425 Million 0.13% of portfolio
18,968
Q2 2025 Reduced 47.81%
$0
$397 Million 0.12% of portfolio
643
Q4 2024 Reduced 11.07%
$0
$364 Million 0.11% of portfolio
2,699
Q2 2023 New
$0
$309 Million 0.1% of portfolio
466
Q2 2025 Added 2.42%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $325 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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