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CIK: 0001989744
Total reported value
$343.0M
$343.0M
121 檔
36.3%
According to the latest 13F quarterly dataset, PFW Advisors LLC managed an equity portfolio of $343.0M at the end of Q1 2025, spanning 121 distinct U.S. exchange-listed positions.
In Q1 2025, PFW Advisors LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 10.45% | -0.12% | -0.05% | |
| 2 | VMC | Vulcan Materials Co | Stock-Materials | 8.79% | +0.04% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.82% | +0.60% | -2.27% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.97% | +0.31% | -2.20% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.03% | +0.23% | -2.28% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.89% | +0.01% | +2.05% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.61% | +0.08% | -2.01% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.16% | +0.20% | -0.80% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.04% | -0.09% | -1.91% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.02% | — | -2.86% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.90% | +0.21% | -4.04% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.90% | — | -2.95% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.88% | — | -2.80% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.82% | -0.10% | -34.22% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.02% | -0.19% | |
| 16 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 1.44% | -0.05% | -3.47% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.24% | -0.04% | +1.28% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.04% | -1.36% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | +0.02% | +0.46% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.03% | -0.16% | |
| 21 | ICE | Intercontinental Exchange In | Stock-Financials | 0.90% | -0.22% | -0.13% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.90% | +0.04% | +1.48% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.01% | +1.71% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.85% | -0.06% | -0.92% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.16% | -0.02% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.03% | -1.41% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.82% | -0.03% | +0.89% | |
| 28 | PAYX | Paychex Inc | Stock-Tech | 0.82% | +0.03% | -0.71% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.80% | -0.17% | -0.65% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.04% | -0.10% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.09% | +0.68% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.06% | +0.56% | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | -0.05% | +0.28% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.17% | +0.92% | |
| 35 | PSX | Phillips 66 | Stock-Energy | 0.73% | -0.96% | EXIT | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.72% | — | +0.20% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.71% | -0.04% | +11.60% | |
| 38 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | — | +0.47% | |
| 39 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.07% | -0.32% | |
| 40 | AWK | American Water Works Co Inc | Stock-Utilities | 0.67% | -0.07% | +0.89% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.09% | -2.63% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.63% | — | +398.32% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.58% | -0.47% | +3.88% | |
| 44 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.57% | -0.38% | — | |
| 45 | LIN | Linde plc | Stock-Materials | 0.52% | -0.02% | -0.84% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.09% | -2.55% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | -2.47% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.44% | -0.05% | +0.19% | |
| 49 | VONE | Vanguard Russell 1000 | ETF-Other | 0.43% | +0.02% | +1.50% | |
| 50 | ECL | Ecolab Inc | Stock-Materials | 0.43% | -0.02% | -0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +1.5% | -0.05% | Trim |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +0.6% | NEW | New buy |
| 3 | CMCSA | Comcast Corp-class A | +0.5% | +398.32% | Add |
| 4 | NKE | Nike Inc -cl B | +0.3% | NEW | New buy |
| 5 | PLD | Prologis Inc | +0.2% | +166.46% | Add |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.05% | Add |
| 7 | MDLZ | Mondelez International Inc-a | +0.2% | +11.60% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | -2.01% | Trim |
| 9 | ICE | Intercontinental Exchange In | +0.1% | -0.13% | Trim |
| 10 | ABT | Abbott Laboratories | +0.1% | -0.92% | Trim |
| 11 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.28% | Add |
| 12 | AWK | American Water Works Co Inc | +0.1% | +0.89% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +0.68% | Add |
| 14 | EEM | Ishares Msci Emerging Market | +0.1% | -0.80% | Trim |
| 15 | V | Visa Inc-class A Shares | +0.1% | +0.46% | Add |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | -2.20% | Trim |
| 17 | AMGN | Amgen Inc | +0.1% | +2.97% | Add |
| 18 | PAYX | Paychex Inc | +0.1% | -0.71% | Trim |
| 19 | PSX | Phillips 66 | +0.1% | +0.46% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | -0.02% | Trim |
| 21 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 22 | WEC | Wec Energy Group Inc | +0.1% | +0.02% | Add |
| 23 | SBUX | Starbucks CORP | +0.1% | +0.47% | Add |
| 24 | LIN | Linde plc | +0.1% | -0.84% | Trim |
| 25 | PHYL | Pgim Active High Yield Bond | 0% | -3.47% | Trim |
| 26 | HD | Home Depot Inc | 0% | -0.16% | Trim |
| 27 | BLK | Blackrock Inc | 0% | +0.56% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.70% | Add |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -0.03% | Trim |
| 31 | MANH | Manhattan Associates Inc | -0.1% | — | Unchanged |
| 32 | VTWO | Vanguard Russell 2000 ETF | -0.1% | -0.32% | Trim |
| 33 | EME | Emcor Group Inc | -0.1% | -17.25% | Trim |
| 34 | NOW | Servicenow Inc | -0.1% | EXIT | Sold out |
| 35 | ALTREUR | Altair Engineering Inc - A | -0.1% | EXIT | Sold out |
| 36 | FCNCA | First Citizens Bcshs -cl A | -0.1% | EXIT | Sold out |
| 37 | EMR | Emerson Electric Co | -0.1% | +0.20% | Add |
| 38 | AAON | Aaon Inc | -0.1% | EXIT | Sold out |
| 39 | PRIM | Primoris Services CORP | -0.1% | EXIT | Sold out |
| 40 | ACN | Accenture plc | -0.1% | -0.65% | Trim |
| 41 | AVGO | Broadcom Inc | -0.1% | +4.86% | Add |
| 42 | MSFT | Microsoft CORP | -0.1% | -1.36% | Trim |
| 43 | NVDA | Nvidia CORP | -0.2% | +1.71% | Add |
| 44 | AAPL | Apple Inc | -0.2% | -0.19% | Trim |
| 45 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -2.28% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -0.3% | -4.04% | Trim |
| 47 | VMC | Vulcan Materials Co | -0.7% | — | Unchanged |
| 48 | MINT | Pimco Enhanced Short Maturit | -0.9% | -34.22% | Trim |
| 49 | IWF | Ishares Russell 1000 Growth | -0.9% | -2.27% | Trim |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, PFW Advisors LLC reported a total U.S. public equity portfolio value of $343.0M across 121 disclosed positions in Q1 2025.
During Q1 2025, PFW Advisors LLC's top holdings by market value included KO (10.4%)、VMC (8.8%)、IWF (7.8%). The largest single position, KO, represented 10.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including KO, VMC, IWF) accounted for 36.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
VBIL
市值: $1.8M
Top Position Liquidated / Trimmed
BIL
前期市值: $3.8M
In Q1 2025, PFW Advisors LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 21 holdings, and fully liquidating 6 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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