Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $319 Billion
  • Q1 2025

Pfw Advisors LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coca Cola CO with a value of $33.3B, Vulcan Materials CO with a value of $28B, Ishares Russell 1000 Gr ETF with a value of $25B, Ishares Russell 1000 Val ETF with a value of $22.2B, and Ishares Russell Mid Cap ETF with a value of $16B.

Examining the 13F form we can see an decrease of $6.16B in the current position value, from $325B to 319B.

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 $319 Billion
ETFs: $148 Billion
Consumer Defensive: $42.8 Billion
Basic Materials: $31.8 Billion
Technology: $20.3 Billion
Financial Services: $14.3 Billion
Industrials: $13.8 Billion
Healthcare: $13.6 Billion
Consumer Cyclical: $12.8 Billion
Other: $16.1 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $319 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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