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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 $312,942,808
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 486,729 $28,682,940 9.16%
2.
Vulcan Materials Co
 VMC 120,511 $27,357,202 8.74%
3.
Ishares Trust
 IEF 81,283 $24,642,567 7.87%
4.
Ishares Trust
 IEF 127,622 $21,089,536 6.73%
5.
Ishares Trust
 IEF 210,902 $16,393,412 5.23%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)