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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
VMCVulcan Matls Co
Recent Activity
9.51%
$30.916M
120,190 shares@ $257.24 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.99%
8.93%
$29.003M
465,839 shares@ $62.26 avg price
IWFIshares Tr
Recent Activity
Increased 1.5%
8.74%
$28.398M
70,716 shares@ $401.58 avg price
IWDIshares Tr
Recent Activity
Decreased -1.34%
6.88%
$22.35M
120,726 shares@ $185.13 avg price
IWRIshares Tr
Recent Activity
Decreased -1.66%
5.25%
$17.061M
192,999 shares@ $88.41 avg price
MINTPimco Etf Tr
Recent Activity
Increased 57.06%
2.71%
$8.799M
87,692 shares@ $100.34 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 2.34%
2.71%
$8.79M
199,599 shares@ $44.05 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.09%
2.46%
$7.995M
167,199 shares@ $47.82 avg price
IWMIshares Tr
Recent Activity
Decreased -33.67%
2.16%
$7.009M
31,720 shares@ $220.96 avg price
EEMIshares Tr
Recent Activity
Decreased -7.44%
2.05%
$6.638M
158,727 shares@ $41.82 avg price