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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$33.3 Billion 10.45% of portfolio
465,611
Q1 2025 Reduced 0.05%
$32.2B
$28 Billion 8.79% of portfolio
120,190
Q2 2024 Reduced 0.27%
$3.17T
$5.53 Billion 1.73% of portfolio
24,899
Q1 2025 Reduced 0.19%
$2.74T
$3.69 Billion 1.16% of portfolio
9,840
Q1 2025 Reduced 1.36%
$539B
$3.06 Billion 0.96% of portfolio
8,738
Q1 2025 Added 0.46%
$363B
$2.95 Billion 0.92% of portfolio
8,042
Q1 2025 Reduced 0.16%
$88.6B
$2.87 Billion 0.9% of portfolio
16,627
Q1 2025 Reduced 0.13%
$253B
$2.75 Billion 0.86% of portfolio
25,406
Q1 2025 Added 1.71%
$229B
$2.71 Billion 0.85% of portfolio
20,456
Q1 2025 Reduced 0.92%
$229B
$2.66 Billion 0.83% of portfolio
8,522
Q1 2025 Reduced 0.02%
$404B
$2.66 Billion 0.83% of portfolio
15,618
Q1 2025 Reduced 1.41%
$52.2B
$2.63 Billion 0.82% of portfolio
17,030
Q1 2025 Reduced 0.71%
$178B
$2.56 Billion 0.8% of portfolio
8,195
Q1 2025 Reduced 0.65%
$229B
$2.46 Billion 0.77% of portfolio
39,828
Q1 2025 Reduced 0.1%
$412B
$2.42 Billion 0.76% of portfolio
14,571
Q1 2025 Added 0.68%
$70.9B
$2.38 Billion 0.75% of portfolio
9,584
Q1 2025 Added 0.28%
$47.7B
$2.34 Billion 0.73% of portfolio
18,982
Q1 2025 Added 0.46%
$58.9B
$2.3 Billion 0.72% of portfolio
21,009
Q1 2025 Added 0.2%
$92.3B
$2.28 Billion 0.71% of portfolio
33,538
Q1 2025 Added 11.6%
$93.5B
$2.16 Billion 0.68% of portfolio
22,040
Q1 2025 Added 0.47%
$27B
$2.13 Billion 0.67% of portfolio
14,454
Q1 2025 Added 0.89%
$440B
$2.07 Billion 0.65% of portfolio
2,186
Q1 2025 Reduced 2.63%
$150B
$2 Billion 0.63% of portfolio
54,118
Q1 2025 Added 398.32%
$69.6B
$1.85 Billion 0.58% of portfolio
11,246
Q1 2025 Added 3.88%
$425B
$1.54 Billion 0.48% of portfolio
2,941
Q1 2025 Reduced 2.55%
$253B
$1.51 Billion 0.47% of portfolio
17,147
Q1 2025 Reduced 2.47%
$131B
$1.4 Billion 0.44% of portfolio
3,757
Q1 2025 Added 0.19%
$148B
$1.36 Billion 0.43% of portfolio
4,364
Q1 2025 Added 2.97%
$68B
$1.36 Billion 0.43% of portfolio
5,381
Q1 2025 Reduced 0.06%
$7.15B
$1.32 Billion 0.41% of portfolio
21,250
Q1 2025 Reduced 0.92%
$34.2B
$1.24 Billion 0.39% of portfolio
11,409
Q1 2025 Added 0.02%
$680B
$1.23 Billion 0.39% of portfolio
5,029
Q1 2025 Reduced 0.04%
$1.76T
$1.25 Billion 0.39% of portfolio
6,548
Q1 2025 Added 6.56%
$76B
$1.15 Billion 0.36% of portfolio
2,885
Q1 2025 Added 0.21%
$5.57B
$1.16 Billion 0.36% of portfolio
21,062
Q1 2025 Added 0.39%
$90.7B
$1.14 Billion 0.36% of portfolio
5,630
Q1 2025 Added 0.32%
$1.13T
$1.09 Billion 0.34% of portfolio
1,896
Q1 2025 Added 0.32%
$75.8B
$1.08 Billion 0.34% of portfolio
3,954
Q1 2025 Added 0.46%
$58.3B
$1.07 Billion 0.34% of portfolio
3,624
Q1 2025 Added 0.55%
$931B
$1.02 Billion 0.32% of portfolio
6,609
Q1 2025 Added 2.7%
$69.3B
$929 Million 0.29% of portfolio
5,546
Q1 2025 Added 4.86%
$41.8B
$929 Million 0.29% of portfolio
4,440
Q1 2025 Added 1.25%
$94.3B
$939 Million 0.29% of portfolio
8,404
Q1 2025 Added 166.46%
$18.9B
$905 Million 0.28% of portfolio
11,000
Q1 2025 Added 0.98%
$300B
$868 Million 0.27% of portfolio
20,796
Q4 2024 Reduced 1.89%
$132B
$866 Million 0.27% of portfolio
4,089
Q1 2025 Added 1.19%
$70.2B
$828 Million 0.26% of portfolio
13,042
Q1 2025 New
$23.5B
$834 Million 0.26% of portfolio
7,624
Q1 2025 Added 4.97%
$246B
$792 Million 0.25% of portfolio
11,032
Q4 2024 Reduced 1.08%

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
Track This Portfolio

Track Pfw Advisors LLC Portfolio

Follow Pfw Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pfw Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfw Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email