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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
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -10.05%
0.73%
$2.372M
26,557 shares@ $89.34 avg price
PSXPhillips 66
Recent Activity
Decreased -1.28%
0.67%
$2.153M
18,895 shares@ $113.93 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.53%
0.64%
$2.057M
2,245 shares@ $916.27 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.3%
0.49%
$1.588M
17,581 shares@ $90.35 avg price
LINLinde Plc
Recent Activity
Decreased -0.11%
0.46%
$1.495M
3,572 shares@ $418.67 avg price
VONEVanguard Scottsdale Fds
Recent Activity
Decreased -49.01%
0.45%
$1.435M
5,382 shares@ $266.72 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.63%
0.42%
$1.348M
6,145 shares@ $219.4 avg price
ECLEcolab Inc
Recent Activity
Decreased -0.22%
0.39%
$1.262M
5,384 shares@ $234.33 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.65%
0.38%
$1.218M
6,435 shares@ $189.31 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -0.05%
0.37%
$1.192M
5,612 shares@ $212.47 avg price