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Home > Institutional Investor > Pfw Advisors Llc > Profile

Instuitional Investor - Pfw Advisors Llc

Fund Profile
Filing Period:
Fund Name: Pfw Advisors Llc
Portfolio Value $325,119,191
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vulcan Materials Co
 VMC 120,190 $30,916,474 9.5%
2.
Coca Cola Co
 KO 465,839 $29,003,136 8.92%
3.
Ishares Trust
 IEF 70,716 $28,398,131 8.73%
4.
Ishares Trust
 IEF 120,726 $22,350,004 6.87%
5.
Ishares Trust
 IEF 192,999 $17,061,112 5.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)