Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $338 Billion
  • Q3 2025

Pfw Advisors LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 129 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vulcan Materials CO with a value of $33B, Ishares Russell 1000 Gr ETF with a value of $30.6B, Coca Cola CO with a value of $30.2B, Ishares Russell 1000 Val ETF with a value of $23.2B, and Ishares Russell Mid Cap ETF with a value of $17.6B.

Examining the 13F form we can see an increase of $13B in the current position value, from $325B to 338B.

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 $338 Billion
ETFs: $154 Billion
Consumer Defensive: $38.9 Billion
Basic Materials: $36.6 Billion
Technology: $26.2 Billion
Financial Services: $15.1 Billion
Industrials: $14.4 Billion
Consumer Cyclical: $13.4 Billion
Healthcare: $12.6 Billion
Other: $17.6 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.39B
$1.24 Billion 0.37% of portfolio
20,720
Q3 2025 Reduced 0.24%
$6.15B
$1.08 Billion 0.32% of portfolio
18,939
Q3 2025 Reduced 0.47%
$7.09B
$497 Million 0.15% of portfolio
2,968
Q2 2024 Reduced 2.46%
$7.21B
$487 Million 0.14% of portfolio
1,249
Q2 2024 Added 0.08%
$6.28B
$429 Million 0.13% of portfolio
3,124
Q2 2025 New
$9.51B
$422 Million 0.12% of portfolio
1,521
Q4 2023 Added 3.82%
$6.8B
$416 Million 0.12% of portfolio
8,473
Q2 2025 Reduced 0.77%
$8.94B
$288 Million 0.09% of portfolio
1,402
Q4 2024 New
$6.2B
$299 Million 0.09% of portfolio
2,775
Q2 2025 Added 1,400.0%
$7.37B
$319 Million 0.09% of portfolio
1,144
Q4 2023 New
$5.65B
$292 Million 0.09% of portfolio
3,716
Q2 2024 Reduced 1.38%
$5.68B
$233 Million 0.07% of portfolio
1,443
Q2 2024 Reduced 2.76%

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $338 Billion
  • Prior Value $325 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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