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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
NEENextera Energy Inc
Recent Activity
Increased 0.2%
0.73%
$2.369M
33,042 shares@ $71.7 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.27%
0.73%
$2.36M
39,866 shares@ $59.2 avg price
ABTAbbott Labs
Recent Activity
Increased 1.91%
0.72%
$2.335M
20,646 shares@ $113.11 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.19%
0.65%
$2.093M
14,473 shares@ $144.62 avg price
SBUXStarbucks Corp
Recent Activity
Increased 1.68%
0.62%
$2.002M
21,936 shares@ $91.25 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 1.62%
0.56%
$1.795M
30,051 shares@ $59.73 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Increased 1.09%
0.55%
$1.783M
14,326 shares@ $124.5 avg price
ZTSZoetis Inc
Recent Activity
Increased 0.23%
0.55%
$1.764M
10,826 shares@ $162.93 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.3%
0.47%
$1.527M
3,018 shares@ $505.86 avg price
SYKStryker Corporation
Recent Activity
Increased 0.65%
0.42%
$1.35M
3,750 shares@ $360.06 avg price