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Thomas Healy

@Pfw Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$325.119MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Increased 2.22%
2.01%
$6.503M
67,113 shares@ $96.91 avg price
BLVVanguard Bd Index Fds
Recent Activity
Increased 2.28%
1.99%
$6.451M
94,267 shares@ $68.44 avg price
AAPLApple Inc
Recent Activity
Increased 2.03%
1.93%
$6.247M
24,946 shares@ $250.42 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 2.24%
1.89%
$6.118M
85,083 shares@ $71.92 avg price
IUSBIshares Tr
Recent Activity
Increased 1.28%
1.87%
$6.053M
133,920 shares@ $45.2 avg price
PHYLPgim Etf Tr
Recent Activity
Increased 1.4%
1.46%
$4.744M
136,556 shares@ $34.74 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.3%
1.3%
$4.205M
9,976 shares@ $421.5 avg price
BILSpdr Ser Tr
Recent Activity
Increased 7.32%
1.17%
$3.772M
41,259 shares@ $91.43 avg price
EFAIshares Tr
Recent Activity
Increased 8.66%
1.12%
$3.611M
47,761 shares@ $75.61 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.82%
1.04%
$3.354M
24,978 shares@ $134.3 avg price