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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
GDGeneral Dynamics Corp
Recent Activity
Decreased -0.17%
0.32%
$1.037M
3,936 shares@ $263.5 avg price
BACBank America Corp
Recent Activity
Decreased -1.88%
0.29%
$913,984
20,796 shares@ $43.95 avg price
PPGPpg Inds Inc
Recent Activity
Decreased -1.86%
0.27%
$867,565
7,263 shares@ $119.45 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.88%
0.27%
$858,082
36,344 shares@ $23.62 avg price
TSLATesla Inc
Recent Activity
Decreased -0.67%
0.26%
$828,680
2,052 shares@ $403.85 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -1.07%
0.24%
$774,888
11,032 shares@ $70.25 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -2.59%
0.22%
$696,321
13,414 shares@ $51.92 avg price
ORealty Income Corp
Recent Activity
Decreased -3.31%
0.22%
$683,114
12,790 shares@ $53.42 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -0.92%
0.21%
$662,376
858 shares@ $772.0 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -11.6%
0.17%
$550,998
12,078 shares@ $45.62 avg price