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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
CMCSAComcast Corp New
Recent Activity
Decreased -76.67%
0.13%
$407,576
10,860 shares@ $37.54 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -0.65%
0.12%
$377,964
1,355 shares@ $278.95 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -11.06%
0.12%
$376,866
643 shares@ $586.11 avg price
PLDPrologis Inc.
Recent Activity
Decreased -60.78%
0.11%
$333,378
3,154 shares@ $105.71 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -0.49%
0.1%
$322,563
801 shares@ $402.71 avg price
GEGe Aerospace
Recent Activity
Decreased -0.21%
0.1%
$305,559
1,832 shares@ $166.79 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -9.38%
0.09%
$264,651
2,191 shares@ $120.8 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -17.66%
0.09%
$261,718
2,433 shares@ $107.58 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -7.8%
0.07%
$221,736
3,676 shares@ $60.32 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -5.12%
0.07%
$219,373
185 shares@ $1185.8 avg price