Thomas Healy

@Pfw Advisors Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$325.119M

Total holdings125

Assets growth rate3.43%

Assets growth rate (2-Q avg)-0.23%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pfw Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Pfw Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 325.119M in assets, with a quarterly growth rate of 3.43% and a 2-quarter average growth rate of -0.23%. The portfolio is managed by Thomas Healy, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.79%	$2.567M 2,504 shares@ $1025.11 avg price	New Position
AAONAaon Inc Recent Activity New Position	0.08%	$249,952 2,124 shares@ $117.68 avg price	New Position
PRIMPrimoris Svcs Corp Recent Activity New Position	0.08%	$245,320 3,211 shares@ $76.4 avg price	New Position
HLIHoulihan Lokey Inc Recent Activity New Position	0.08%	$243,471 1,402 shares@ $173.66 avg price	New Position
APPApplovin Corp Recent Activity New Position	0.07%	$216,318 668 shares@ $323.83 avg price	New Position
FCNCAFirst Ctzns Bancshares Inc N Recent Activity New Position	0.07%	$213,415 101 shares@ $2113.02 avg price	New Position
BSXBoston Scientific Corp Recent Activity New Position	0.07%	$207,222 2,320 shares@ $89.32 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.07%	$206,723 195 shares@ $1060.12 avg price	New Position
SPGIS&p Global Inc Recent Activity New Position	0.07%	$203,196 408 shares@ $498.03 avg price	New Position
HLNHaleon Plc Recent Activity New Position	0.04%	$99,035 10,381 shares@ $9.55 avg price	New Position