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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
SOSouthern Co
Recent Activity
Increased 0.47%
0.16%
$493,755
5,998 shares@ $82.32 avg price
SNVSynovus Finl Corp
Recent Activity
Increased 1.25%
0.14%
$437,453
8,539 shares@ $51.24 avg price
NFLXNetflix Inc
Recent Activity
Increased 1.35%
0.11%
$335,136
376 shares@ $891.32 avg price
NVONovo-nordisk A S
Recent Activity
Increased 26.71%
0.11%
$328,940
3,824 shares@ $86.02 avg price
ORCLOracle Corp
Recent Activity
Increased 0.06%
0.1%
$311,783
1,871 shares@ $166.64 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.14%
0.07%
$226,505
5,221 shares@ $43.39 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.76%
0.07%
$216,972
1,221 shares@ $177.71 avg price
SANBanco Santander S.a.
Recent Activity
Increased 9.03%
0.05%
$135,838
29,789 shares@ $4.57 avg price