PA

PFW Advisors LLC

13F
PFW Advisors LLC
Last update 2025-04-14 121 Stocks (3 new)
Value $319.00 Mil Turnover 2 %
Countries:
Top Holdings: KO(10.45%)VMC(8.79%)IWF(7.82%)IWD(6.97%)IWR(5.03%)
Summary Stock Picks Current Portfolio
PFW Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KO 		Coca-Cola Co
465,611
33,347.1
-0.05%
10.450
0%
0.010
+17.07%
+16.43%
309,684.7
Beverages - Non-Alcoholic
VMC 		Vulcan Materials Co
120,190
28,040.3
0%
8.790
0%
0.090
-10.90%
-3.86%
32,596.0
Building Materials
IWF 		iShares Russell 1000 Growth ETF
69,110
24,954.9
-2.27%
7.820
-0.20%
0.030
-13.27%
-10.27%
96,773.9
 
IWD 		iShares Russell 1000 Value ETF
118,069
22,215.9
-2.20%
6.970
-0.15%
0.040
-6.67%
-2.31%
59,905.5
 
IWR 		iShares Russell Mid-Cap ETF
188,596
16,043.9
-2.28%
5.030
-0.12%
0.040
-9.90%
-5.59%
37,971.1
 
VWO 		Vanguard FTSE Emerging Markets ETF
203,686
9,218.8
+2.05%
2.890
+0.06%
0.010
+0.46%
+1.69%
83,060.5
 
VEA 		Vanguard FTSE Developed Markets ETF
163,845
8,328.2
-2.01%
2.610
-0.05%
0.010
+4.78%
+9.60%
152,066.9
 
EEM 		iShares MSCI Emerging Markets ETF
157,457
6,880.9
-0.80%
2.160
-0.02%
0.040
+0.77%
+3.49%
16,301.7
 
BLV 		Vanguard Long-Term Bond ETF
92,468
6,511.6
-1.91%
2.040
-0.04%
0.120
+1.93%
+1.97%
5,724.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
65,195
6,449.1
-2.86%
2.020
-0.06%
0.010
+2.44%
+2.56%
123,355.4
 

PFW Advisors LLC's Historical Top Holdings Breakdowns

PFW Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Sold Out
-1.16%
●
91.45 ($91.59) 91.75
$91.70
0.12%
Sold Out
0
-41,259
MINT 		PIMCO Enhanced Short Maturity Active Exchange-Traded Fund2025-03-31Reduce
-0.93%
●
100.32 ($100.52) 100.76
$100.41
-0.11%
Reduce -34.22%
57,686
-30,006
VBIL 		Vanguard 0-3 Month Treasury Bill ETF2025-03-31New Buy
+0.57%
●
75.01 ($75.24) 75.44
$75.44
0.26%
New holding
23,923
23,923
CMCSA 		Comcast Corp2025-03-31Add
+0.50%
●
33.19 ($36.08) 38.23
$33.35
-7.55%
Add 398.32%
54,118
43,258
NKE 		Nike Inc2025-03-31New Buy
+0.26%
●
63.29 ($73.61) 81.72
$57.28
-22.18%
New holding
13,042
13,042
IWF 		iShares Russell 1000 Growth ETF2025-03-31Reduce
-0.20%
●
360.07 ($394.62) 417.26
$359.96
-8.78%
Reduce -2.27%
69,110
-1,606
PLD 		Prologis Inc2025-03-31Add
+0.18%
●
103.59 ($115.69) 124.04
$102.95
-11.01%
Add 166.46%
8,404
5,250
IWD 		iShares Russell 1000 Value ETF2025-03-31Reduce
-0.15%
●
182.82 ($190.45) 196.21
$180.09
-5.44%
Reduce -2.2%
118,069
-2,657
IWR 		iShares Russell Mid-Cap ETF2025-03-31Reduce
-0.12%
●
82.81 ($89.19) 92.93
$83.21
-6.70%
Reduce -2.28%
188,596
-4,403
IWM 		iShares Russell 2000 ETF2025-03-31Reduce
-0.09%
●
198.1 ($216.92) 229.79
$192.67
-11.18%
Reduce -4.04%
30,438
-1,282

PFW Advisors LLC Total Holding History ($B)

To

PFW Advisors LLC's Asset Allocation

To

PFW Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PFW Advisors LLC's Hypothetical Growth since 2025-03-31

PFW Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PFW Advisors LLC's Holdings Heat Map

Size field:

PFW Advisors LLC's Holdings Bubble Chart

PFW Advisors LLC News

  • 1

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