Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

$314 Billion
Q2 2024

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MFG Mizuho Financial Group Inc Financial Services	$55.2B	$56 Million 0.02% of portfolio	13,241	Q2 2024 Added 25.38%

Summary

Portfolio
No. of Stocks 118
Current Value $314 Billion
Prior Value $327 Billion
Filing
Period Q2 2024
Filing Date July 10, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 1 stocks
Additional Purchases 17 stocks
Sold out of 0 stocks
Reduced holdings in 94 stocks

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