Pfw Advisors LLC Portfolio Holdings

Pfw Advisors LLC

  • $325 Billion
  • Q2 2025

Pfw Advisors LLC has filed its 13F form on July 09, 2025 for Q2 2025 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: Coca Cola CO with a value of $32.3B, Vulcan Materials CO with a value of $31.3B, Ishares Russell 1000 Gr ETF with a value of $28.3B, Ishares Russell 1000 Val ETF with a value of $22.2B, and Ishares Russell Mid Cap ETF with a value of $16.8B.

Examining the 13F form we can see an increase of $6.11B in the current position value, from $319B 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: $152 Billion
Consumer Defensive: $41.5 Billion
Basic Materials: $35 Billion
Technology: $22.1 Billion
Industrials: $14.7 Billion
Financial Services: $14.6 Billion
Consumer Cyclical: $12.3 Billion
Healthcare: $11.4 Billion
Other: $16 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$1.36 Billion 0.42% of portfolio
3,437
Q2 2025 Reduced 8.52%
$119B
$1.31 Billion 0.4% of portfolio
5,500
Q2 2025 Reduced 2.31%
$7.33B
$1.29 Billion 0.4% of portfolio
20,769
Q2 2025 Reduced 2.26%
$0
$1.29 Billion 0.4% of portfolio
4,596
Q2 2025 Reduced 15.87%
$1.21T
$1.19 Billion 0.37% of portfolio
6,773
Q2 2025 Added 2.48%
$34.5B
$1.14 Billion 0.35% of portfolio
10,952
Q2 2025 Reduced 4.01%
$86.2B
$1.11 Billion 0.34% of portfolio
3,791
Q2 2025 Reduced 4.12%
$127B
$1.09 Billion 0.34% of portfolio
3,958
Q2 2025 Reduced 28.63%
$94.4B
$1.05 Billion 0.32% of portfolio
14,732
Q2 2025 Added 12.96%
$75.3B
$1.03 Billion 0.32% of portfolio
2,879
Q2 2025 Reduced 0.21%
$6.58B
$1 Billion 0.31% of portfolio
19,029
Q2 2025 Reduced 9.65%
$64.2B
$997 Million 0.31% of portfolio
3,536
Q2 2025 Reduced 2.43%
$152B
$969 Million 0.3% of portfolio
3,469
Q2 2025 Reduced 20.51%
$51.7B
$987 Million 0.3% of portfolio
3,934
Q2 2025 Reduced 11.4%
$381B
$984 Million 0.3% of portfolio
20,798
Q2 2025 Added 0.01%
$96.6B
$912 Million 0.28% of portfolio
1,305
Q2 2025 Reduced 2.25%
$302B
$887 Million 0.27% of portfolio
11,071
Q2 2025 Added 0.35%
$96.8B
$834 Million 0.26% of portfolio
7,938
Q2 2025 Reduced 5.54%
$17.3B
$804 Million 0.25% of portfolio
10,602
Q2 2025 Reduced 3.62%
$25.6B
$767 Million 0.24% of portfolio
6,740
Q2 2025 Reduced 11.59%
$1.08T
$734 Million 0.23% of portfolio
2,310
Q2 2025 Reduced 16.4%
$35.6B
$763 Million 0.23% of portfolio
13,242
Q2 2025 Reduced 2.58%
$1.24T
$741 Million 0.23% of portfolio
4,177
Q2 2025 Reduced 3.87%
$0
$706 Million 0.22% of portfolio
14,757
Q2 2025 Reduced 30.71%
$245B
$722 Million 0.22% of portfolio
2,314
Q2 2025 Reduced 21.32%
$30.2B
$672 Million 0.21% of portfolio
1,257
Q1 2025 Reduced 17.25%
$135B
$671 Million 0.21% of portfolio
2,915
Q2 2025 Reduced 14.99%
$608B
$659 Million 0.2% of portfolio
845
Q2 2025 Reduced 1.17%
$621B
$650 Million 0.2% of portfolio
1,338
Q2 2025 Reduced 4.77%
$0
$661 Million 0.2% of portfolio
13,168
Q2 2025 Reduced 1.83%
$0
$591 Million 0.18% of portfolio
2,494
Q4 2023 Reduced 12.03%
$102B
$569 Million 0.18% of portfolio
6,200
Q2 2025 Added 1.41%
$0
$586 Million 0.18% of portfolio
11,949
Q2 2025 Reduced 42.32%
$548B
$539 Million 0.17% of portfolio
960
Q2 2025 Reduced 1.23%
$0
$507 Million 0.16% of portfolio
11,342
Q2 2025 Reduced 6.09%
$545B
$510 Million 0.16% of portfolio
381
Q2 2025 Added 1.06%
$7.21B
$481 Million 0.15% of portfolio
1,249
Q2 2024 Added 0.08%
$18.4B
$441 Million 0.14% of portfolio
26,295
Q2 2025 Added 1.2%
$8.13B
$461 Million 0.14% of portfolio
2,968
Q2 2024 Reduced 2.46%
$9.88B
$416 Million 0.13% of portfolio
1,521
Q4 2023 Added 3.82%
$0
$410 Million 0.13% of portfolio
8,048
Q2 2025 New
$0
$425 Million 0.13% of portfolio
18,968
Q2 2025 Reduced 47.81%
$7.11B
$438 Million 0.13% of portfolio
8,473
Q2 2025 Reduced 0.77%
$0
$397 Million 0.12% of portfolio
643
Q4 2024 Reduced 11.07%
$0
$364 Million 0.11% of portfolio
2,699
Q2 2023 New
$86B
$371 Million 0.11% of portfolio
1,357
Q2 2025 Added 0.15%
$182B
$351 Million 0.11% of portfolio
3,762
Q2 2025 Added 1.54%
$306B
$354 Million 0.11% of portfolio
1,374
Q2 2025 Reduced 25.0%
$0
$309 Million 0.1% of portfolio
466
Q2 2025 Added 2.42%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $325 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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