Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $325 Billion
  • Q4 2024

Pfw Advisors LLC has filed its 13F form on January 13, 2025 for Q4 2024 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: Vulcan Materials CO with a value of $30.9B, Coca Cola CO with a value of $29B, Ishares Russell 1000 Gr ETF with a value of $28.4B, Ishares Russell 1000 Val ETF with a value of $22.4B, and Ishares Russell Mid Cap ETF with a value of $17.1B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $314B 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: $159 Billion
Consumer Defensive: $37.9 Billion
Basic Materials: $34.6 Billion
Technology: $23.5 Billion
Industrials: $14.5 Billion
Financial Services: $13.6 Billion
Healthcare: $12.6 Billion
Consumer Cyclical: $11.8 Billion
Other: $13.3 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $325 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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