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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
HDHome Depot Inc
Recent Activity
Decreased -0.06%
0.97%
$3.133M
8,055 shares@ $388.99 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.03%
0.9%
$2.902M
8,249 shares@ $351.8 avg price
ACWIIshares Tr
Recent Activity
Increased 11.03%
0.88%
$2.846M
24,217 shares@ $117.51 avg price
VVisa Inc
Recent Activity
Decreased -0.44%
0.85%
$2.749M
8,698 shares@ $316.05 avg price
VOVanguard Index Fds
Recent Activity
Increased 1.67%
0.82%
$2.663M
10,083 shares@ $264.14 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.1%
0.82%
$2.656M
15,841 shares@ $167.66 avg price
EMREmerson Elec Co
Recent Activity
Increased 0.01%
0.8%
$2.599M
20,968 shares@ $123.93 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.79%
$2.567M
2,504 shares@ $1025.11 avg price
ICEIntercontinental Exchange In
Recent Activity
Decreased -0.14%
0.77%
$2.481M
16,648 shares@ $149.01 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.17%
0.77%
$2.471M
8,524 shares@ $289.89 avg price