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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
ITWIllinois Tool Wks Inc
Recent Activity
Increased 2.15%
0.75%
$2.423M
9,557 shares@ $253.57 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.05%
0.74%
$2.405M
17,151 shares@ $140.22 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -10.05%
0.73%
$2.372M
26,557 shares@ $89.34 avg price
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
PSXPhillips 66
Recent Activity
Decreased -1.28%
0.67%
$2.153M
18,895 shares@ $113.93 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.19%
0.65%
$2.093M
14,473 shares@ $144.62 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.53%
0.64%
$2.057M
2,245 shares@ $916.27 avg price
SBUXStarbucks Corp
Recent Activity
Increased 1.68%
0.62%
$2.002M
21,936 shares@ $91.25 avg price