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CIK: 0001989744
Total reported value
$343.0M
$343.0M
125 檔
37.2%
As reported in its official Q4 2024 Form 13F filing, PFW Advisors LLC's tracked investment portfolio stood at $343.0M with 125 total positions.
In Q4 2024, PFW Advisors LLC displayed an active expansion posture, initiating 9 new positions and adding to 20 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VMC, KO, IWF) accounted for 37.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMC | Vulcan Materials Co | Stock-Materials | 9.51% | +0.04% | — | |
| 2 | KO | Coca-cola Co/the | Stock-Consumer Staples | 8.92% | -0.12% | -4.00% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.73% | +0.60% | +1.50% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.87% | +0.31% | -1.34% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.25% | +0.23% | -1.67% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.71% | -0.10% | +57.06% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.70% | +0.01% | +2.33% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.46% | +0.08% | +1.09% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.16% | +0.21% | -33.68% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.04% | +0.20% | -7.45% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.00% | — | +2.22% | |
| 12 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.98% | -0.09% | +2.27% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.92% | +0.02% | +2.03% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.88% | — | +2.24% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.86% | — | +1.27% | |
| 16 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 1.46% | -0.05% | +1.39% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | +0.04% | -0.31% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.16% | -0.15% | +7.31% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.11% | -0.04% | +8.66% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.01% | -1.82% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.03% | -0.06% | |
| 22 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.17% | +0.02% | |
| 23 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.88% | +0.04% | +11.02% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.02% | -0.45% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | -0.03% | +1.66% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.03% | +1.09% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 0.80% | — | +0.00% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.79% | -0.06% | — | |
| 29 | ICE | Intercontinental Exchange In | Stock-Financials | 0.76% | -0.22% | -0.14% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.16% | +0.16% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | -0.05% | +2.15% | |
| 32 | PAYX | Paychex Inc | Stock-Tech | 0.74% | +0.03% | +0.04% | |
| 33 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.73% | +0.07% | -10.06% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.17% | +0.20% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.04% | +0.26% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.06% | +1.91% | |
| 37 | PSX | Phillips 66 | Stock-Energy | 0.66% | -0.96% | EXIT | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.09% | +1.18% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.09% | -0.53% | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | — | +1.68% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.55% | -0.04% | +1.61% | |
| 42 | AWK | American Water Works Co Inc | Stock-Utilities | 0.55% | -0.07% | +1.09% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.54% | -0.47% | +0.22% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.09% | -0.30% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.09% | +0.30% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.46% | -0.02% | -0.11% | |
| 47 | VONE | Vanguard Russell 1000 | ETF-Other | 0.44% | +0.02% | -49.01% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.42% | -0.05% | +0.64% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | +0.01% | -3.64% | |
| 50 | CBSH | Commerce Bancshares Inc | Stock-Financials | 0.41% | +0.02% | +4.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.9% | +57.06% | Add |
| 2 | BLK | Blackrock Inc | +0.8% | NEW | New buy |
| 3 | IWF | Ishares Russell 1000 Growth | +0.7% | +1.50% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +2.03% | Add |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.2% | -1.67% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.1% | +0.26% | Add |
| 7 | V | Visa Inc-class A Shares | +0.1% | -0.45% | Trim |
| 8 | TSLA | Tesla Inc | +0.1% | -0.68% | Trim |
| 9 | WMT | Walmart Inc | +0.1% | -0.30% | Trim |
| 10 | AVGO | Broadcom Inc | +0.1% | +915.16% | Add |
| 11 | ACWI | Ishares Msci Acwi ETF | +0.1% | +11.02% | Add |
| 12 | ACN | Accenture plc | +0.1% | +0.02% | Add |
| 13 | PAYX | Paychex Inc | +0.1% | +0.04% | Add |
| 14 | SBUX | Starbucks CORP | +0.1% | +1.68% | Add |
| 15 | IWD | Ishares Russell 1000 Value E | +0.1% | -1.34% | Trim |
| 16 | HD | Home Depot Inc | +0.1% | -0.06% | Trim |
| 17 | AAON | Aaon Inc | +0.1% | NEW | New buy |
| 18 | PRIM | Primoris Services CORP | +0.1% | NEW | New buy |
| 19 | MCD | Mcdonald's CORP | +0.1% | +0.16% | Add |
| 20 | EMR | Emerson Electric Co | +0.1% | +0.00% | Add |
| 21 | HLI | Houlihan Lokey Inc | +0.1% | NEW | New buy |
| 22 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 23 | FCNCA | First Citizens Bcshs -cl A | +0.1% | NEW | New buy |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +1.66% | Add |
| 25 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 26 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 27 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 28 | AON | Aon plc | +0.1% | +1.66% | Add |
| 29 | ABT | Abbott Laboratories | +0.1% | +1.91% | Add |
| 30 | CBSH | Commerce Bancshares Inc | +0.1% | +4.71% | Add |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | +0.02% | Add |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +7.31% | Add |
| 33 | ITW | Illinois Tool Works | 0% | +2.15% | Add |
| 34 | NVDA | Nvidia CORP | 0% | -1.82% | Trim |
| 35 | ICE | Intercontinental Exchange In | 0% | -0.14% | Trim |
| 36 | VMC | Vulcan Materials Co | — | — | Unchanged |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.33% | Add |
| 38 | ASML | ASML Holding N.V. | -0.1% | EXIT | Sold out |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | EXIT | Sold out |
| 40 | AMGN | Amgen Inc | -0.1% | +1.80% | Add |
| 41 | MSFT | Microsoft CORP | -0.1% | -0.31% | Trim |
| 42 | PLD | Prologis Inc | -0.2% | -60.79% | Trim |
| 43 | PSX | Phillips 66 | -0.2% | -1.29% | Trim |
| 44 | NKE | Nike Inc -cl B | -0.3% | EXIT | Sold out |
| 45 | EEM | Ishares Msci Emerging Market | -0.3% | -7.45% | Trim |
| 46 | VONE | Vanguard Russell 1000 | -0.4% | -49.01% | Trim |
| 47 | CMCSA | Comcast Corp-class A | -0.5% | -76.67% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.6% | EXIT | Sold out |
| 49 | KO | Coca-cola Co/the | -0.9% | -4.00% | Trim |
| 50 | IWM | Ishares Russell 2000 ETF | -0.9% | -33.68% | Trim |
According to official SEC Form 13F filings, PFW Advisors LLC reported a total U.S. public equity portfolio value of $343.0M across 125 disclosed positions in Q4 2024.
During Q4 2024, PFW Advisors LLC's top holdings by market value included VMC (9.5%)、KO (8.9%)、IWF (8.7%). The largest single position, VMC, represented 9.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $2.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.0M
In Q4 2024, PFW Advisors LLC made 49 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 16 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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