Pfw Advisors LLC Reduced Holdings in Q1 2025

Pfw Advisors LLC

  • $319 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.61K
- 2.27%
$360.07 - $417.26 $578K - $670K
69.1K $25B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-30K
- 34.22%
$100.32 - $100.76 $3.01M - $3.02M
57.7K $5.8B
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.4K
- 2.28%
$82.81 - $92.93 $365K - $409K
189K $16B
IWM
Ishares Russell 2000 ETF

ETFs
-1.28K
- 4.04%
$198.1 - $229.79 $254K - $295K
30.4K $6.07B
AAPL
Apple Inc.

Technology
-47
- 0.19%
$209.68 - $247.1 $9.85K - $11.6K
24.9K $5.53B
MSFT
Microsoft Corp

Technology
-136
- 1.36%
$375.39 - $447.2 $51.1K - $60.8K
9.84K $3.69B
ACN
Accenture PLC

Technology
-54
- 0.65%
$300.91 - $398.25 $16.2K - $21.5K
8.2K $2.56B
VTWO
Vanguard Russell 2000 ETF

ETFs
-85
- 0.32%
$80.08 - $92.93 $6.81K - $7.9K
26.5K $2.13B
EME
Emcor Group, Inc.

Industrials
-262
- 17.25%
$361.16 - $535.99 $94.6K - $140K
1.26K $465M
HD
Home Depot, Inc.

Consumer Cyclical
-13
- 0.16%
$347.25 - $424.87 $4.51K - $5.52K
8.04K $2.95B
PHYL
Pgim ETF Tr

ETFs
-4.74K
- 3.47%
$34.67 - $35.44 $164K - $168K
132K $4.59B
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.66K
- 2.2%
$182.82 - $196.21 $486K - $521K
118K $22.2B
NVO
Novo Nordisk A S

Healthcare
-546
- 14.28%
$69.3 - $90.95 $37.8K - $49.7K
3.28K $228M
WMT
Walmart Inc.

Consumer Defensive
-434
- 2.47%
$84.5 - $105.05 $36.7K - $45.6K
17.1K $1.51B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.75K
- 2.8%
$44.72 - $46.25 $167K - $173K
130K $6B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.92K
- 2.86%
$95.85 - $99.25 $184K - $190K
65.2K $6.45B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.51K
- 2.95%
$71.17 - $73.66 $179K - $185K
82.6K $6.06B
CBSH
Commerce Bancshares Inc

Financial Services
-197
- 0.92%
$58.85 - $68.59 $11.6K - $13.5K
21.3K $1.32B
MFG
Mizuho Financial Group Inc

Financial Services
-1.48K
- 12.45%
$4.83 - $6.04 $7.16K - $8.95K
10.4K $57.4M
PG
Procter & Gamble CO

Consumer Defensive
-223
- 1.41%
$158.56 - $176.26 $35.4K - $39.3K
15.6K $2.66B
COST
Costco Wholesale Corp

Consumer Defensive
-59
- 2.63%
$890.62 - $1076.86 $52.5K - $63.5K
2.19K $2.07B
UNH
Unitedhealth Group Inc

Healthcare
-77
- 2.55%
$461.52 - $548.18 $35.5K - $42.2K
2.94K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
-2
- 0.04%
$225.19 - $279.95 $450 - $560
5.03K $1.23B
LLY
Eli Lilly & CO

Healthcare
-3
- 0.35%
$725.72 - $929.72 $2.18K - $2.79K
855 $706M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.8K
- 1.91%
$66.9 - $71.57 $120K - $129K
92.5K $6.51B
CSCO
Cisco Systems, Inc.

Technology
-38
- 0.1%
$58.74 - $64.87 $2.23K - $2.47K
39.8K $2.46B
ECL
Ecolab Inc.

Basic Materials
-3
- 0.06%
$229.72 - $269.82 $689 - $809
5.38K $1.36B
Linde PLC
-30
- 0.84%
N/A
3.54K $1.65B
MCD
Mcdonalds Corp

Consumer Cyclical
-2
- 0.02%
$279.74 - $321.29 $559 - $643
8.52K $2.66B
PAYX
Paychex Inc

Industrials
-121
- 0.71%
$136.06 - $154.52 $16.5K - $18.7K
17K $2.63B
EEM
Ishares Msci Emerging Markets

ETFs
-1.27K
- 0.8%
$40.81 - $45.34 $51.8K - $57.6K
157K $6.88B
VEA
Vanguard Ftse Developed Market

ETFs
-3.35K
- 2.01%
$47.4 - $52.99 $159K - $178K
164K $8.33B
ABT
Abbott Laboratories

Healthcare
-190
- 0.92%
$111.1 - $140.22 $21.1K - $26.6K
20.5K $2.71B
ICE
Intercontinental Exchange, Inc.

Financial Services
-21
- 0.13%
$142.8 - $176.36 $3K - $3.7K
16.6K $2.87B
KO
Coca Cola CO

Consumer Defensive
-228
- 0.05%
$60.81 - $72.32 $13.9K - $16.5K
466K $33.3B
Activity Summary
Buys All Purchases 52 New Holdings 3 Increased Positions 49 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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