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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
CBSHCommerce Bancshares Inc
Recent Activity
Increased 4.72%
0.42%
$1.336M
21,447 shares@ $62.32 avg price
AVGOBroadcom Inc
Recent Activity
Increased 915.17%
0.38%
$1.226M
5,289 shares@ $231.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.02%
0.38%
$1.206M
5,031 shares@ $239.71 avg price
TSCOTractor Supply Co
Recent Activity
Increased 400.86%
0.35%
$1.113M
20,981 shares@ $53.07 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.97%
0.35%
$1.107M
1,890 shares@ $585.52 avg price
AMGNAmgen Inc
Recent Activity
Increased 1.81%
0.34%
$1.105M
4,238 shares@ $260.64 avg price
WECWec Energy Group Inc
Recent Activity
Increased 1.16%
0.33%
$1.073M
11,407 shares@ $94.04 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 0.2%
0.33%
$1.045M
3,604 shares@ $290.04 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 15.15%
0.32%
$1.039M
20,717 shares@ $50.13 avg price
AONAon Plc
Recent Activity
Increased 1.66%
0.32%
$1.034M
2,879 shares@ $359.17 avg price