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 Exited	0%	$1.979M 2,513 shares@ $787.32 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$857,484 11,377 shares@ $75.37 avg price	Exited
ASMLAsml Holding N V Recent Activity Exited	0%	$228,069 223 shares@ $1022.74 avg price	Exited
KHCKraft Heinz Co Recent Activity Exited	0%	$225,282 6,992 shares@ $32.22 avg price	Exited