Pfw Advisors LLC has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $314 Billion distributed in 118 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $30.9B, Vulcan Materials CO with a value of $29.9B, Ishares Russell 1000 Gr ETF with a value of $25.4B, Ishares Russell 1000 Val ETF with a value of $21.3B, and Ishares Russell Mid Cap ETF with a value of $15.9B.
Examining the 13F form we can see an decrease of $12.8B in the current position value, from $327B to 314B.
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
$314 Billion
ETFs: $154 Billion
Consumer Defensive: $39.5 Billion
Basic Materials: $33.5 Billion
Technology: $21.1 Billion
Financial Services: $13.1 Billion
Industrials: $12.9 Billion
Healthcare: $12.4 Billion
Consumer Cyclical: $11 Billion
Other: $15.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
