Pfw Advisors LLC Incresed Positions in Q4 2024

Pfw Advisors LLC

  • $325 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
31.9K
+ 57.06%
$100.22 - $100.73 $3.19M - $3.21M
87.7K $8.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.05K
+ 1.5%
$370.24 - $418.94 $387K - $438K
70.7K $28.4B
AAPL
Apple Inc.

Technology
496
+ 2.03%
$221.69 - $259.02 $110K - $128K
24.9K $6.25B
CSCO
Cisco Systems, Inc.

Technology
105
+ 0.26%
$52.45 - $60.02 $5.51K - $6.3K
39.9K $2.36B
ACN
Accenture PLC

Technology
2
+ 0.02%
$343.9 - $376.86 $688 - $754
8.25K $2.9B
ACWI
Ishares Msci Acwi ETF

ETFs
2.4K
+ 11.02%
$117.05 - $123.03 $281K - $296K
24.2K $2.85B
AVGO
Broadcom Inc.

Technology
4.77K
+ 915.16%
$159.67 - $250.0 $761K - $1.19M
5.29K $1.23B
PAYX
Paychex Inc

Industrials
7
+ 0.04%
$135.86 - $148.73 $951 - $1.04K
17.2K $2.4B
SBUX
Starbucks Corp

Consumer Cyclical
362
+ 1.68%
$87.44 - $102.5 $31.7K - $37.1K
21.9K $2B
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.16%
$288.47 - $316.54 $4.04K - $4.43K
8.52K $2.47B
VO
Vanguard Mid Cap ETF

ETFs
165
+ 1.66%
$261.5 - $284.63 $43.1K - $47K
10.1K $2.66B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.55K
+ 2.33%
$44.04 - $49.49 $201K - $225K
200K $8.79B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.81K
+ 7.31%
$91.29 - $91.8 $257K - $258K
41.3K $3.77B
ABT
Abbott Laboratories

Healthcare
386
+ 1.91%
$111.93 - $119.39 $43.2K - $46.1K
20.6K $2.34B
ITW
Illinois Tool Works Inc

Industrials
201
+ 2.15%
$253.56 - $278.5 $51K - $56K
9.56K $2.42B
AON
Aon PLC

Financial Services
47
+ 1.66%
$344.14 - $393.31 $16.2K - $18.5K
2.88K $1.03B
CBSH
Commerce Bancshares Inc

Financial Services
965
+ 4.71%
$57.04 - $74.36 $55K - $71.8K
21.4K $1.34B
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$205.18 - $250.29 $205 - $250
5.03K $1.21B
WEC
Wec Energy Group, Inc.

Utilities
130
+ 1.15%
$92.94 - $101.82 $12.1K - $13.2K
11.4K $1.07B
PH
Parker Hannifin Corp

Industrials
22
+ 1.68%
$621.74 - $709.46 $13.7K - $15.6K
1.33K $847M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.81K
+ 8.66%
$75.1 - $82.99 $286K - $316K
47.8K $3.61B
META
Meta Platforms, Inc.

Communication Services
18
+ 0.96%
$554.08 - $632.68 $9.97K - $11.4K
1.89K $1.11B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
8
+ 0.03%
$16.43 - $22.77 $131 - $182
26K $573M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.73K
+ 15.15%
$49.79 - $51.14 $136K - $139K
20.7K $1.04B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.46K
+ 2.22%
$96.64 - $101.23 $141K - $147K
67.1K $6.5B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.86K
+ 2.24%
$71.75 - $75.11 $134K - $140K
85.1K $6.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.19%
$285.5 - $335.62 $2K - $2.35K
3.6K $1.05B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.32K
+ 12.2%
$47.26 - $48.18 $109K - $112K
21.3K $1.01B
PHYL
Pgim ETF Tr

ETFs
1.88K
+ 1.39%
$34.74 - $35.59 $65.2K - $66.8K
137K $4.74B
SNV
Synovus Financial Corp

Financial Services
105
+ 1.24%
$42.5 - $58.73 $4.46K - $6.17K
8.54K $437M
NFLX
Netflix Inc

Communication Services
5
+ 1.35%
$687.65 - $936.56 $3.44K - $4.68K
376 $335M
MA
Mastercard Inc

Financial Services
1
+ 0.1%
$491.3 - $536.15 $491 - $536
972 $512M
SYK
Stryker Corp

Healthcare
24
+ 0.64%
$345.14 - $392.15 $8.28K - $9.41K
3.75K $1.35B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.68K
+ 1.27%
$45.07 - $47.1 $75.9K - $79.3K
134K $6.05B
PG
Procter & Gamble CO

Consumer Defensive
171
+ 1.09%
$161.05 - $179.7 $27.5K - $30.7K
15.8K $2.66B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 0.57%
$442.29 - $483.08 $3.54K - $3.86K
1.41K $637M
MKC
Mccormick & CO Inc

Consumer Defensive
76
+ 0.7%
$73.97 - $84.09 $5.62K - $6.39K
10.9K $830M
HON
Honeywell International Inc

Industrials
12
+ 0.3%
$202.84 - $236.0 $2.43K - $2.83K
4.04K $913M
ORCL
Oracle Corp

Technology
1
+ 0.05%
$165.41 - $192.43 $165 - $192
1.87K $312M
GOOG
Alphabet Inc.

Communication Services
49
+ 1.14%
$163.08 - $198.16 $7.99K - $9.71K
4.35K $827M
NEE
Nextera Energy Inc

Utilities
65
+ 0.2%
$69.77 - $85.43 $4.54K - $5.55K
33K $2.37B
SO
Southern CO

Utilities
28
+ 0.47%
$81.5 - $94.15 $2.28K - $2.64K
6K $494M
TFC
Truist Financial Corp

Financial Services
7
+ 0.13%
$41.51 - $48.1 $291 - $337
5.22K $227M
UNP
Union Pacific Corp

Industrials
77
+ 2.33%
$223.15 - $249.32 $17.2K - $19.2K
3.39K $773M
ABBV
Abb Vie Inc.

Healthcare
21
+ 1.75%
$164.99 - $203.87 $3.46K - $4.28K
1.22K $217M
SAN
Banco Santander, S.A.

Financial Services
2.47K
+ 9.03%
$4.49 - $5.05 $11.1K - $12.5K
29.8K $136M
JNJ
Johnson & Johnson

Healthcare
169
+ 1.18%
$143.34 - $165.86 $24.2K - $28K
14.5K $2.09B
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.3%
$485.52 - $625.25 $4.37K - $5.63K
3.02K $1.53B
TSCO
Tractor Supply CO

Consumer Cyclical
16.8K
+ 400.86%
$52.59 - $303.74 $883K - $5.1M
21K $1.11B
Activity Summary
Buys All Purchases 69 New Holdings 11 Increased Positions 58 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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