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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 $318,959,345
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 465,611 $33,347,060 10.45%
2.
Vulcan Materials Co
 VMC 120,190 $28,040,327 8.79%
3.
Ishares Trust
 IEF 69,110 $24,954,930 7.82%
4.
Ishares Trust
 IEF 118,069 $22,215,863 6.97%
5.
Ishares Trust
 IEF 188,596 $16,043,862 5.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)