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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 $325,065,616
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Coca Cola Co
 KO 455,909 $32,255,562 9.92%
2.
Vulcan Materials Co
 VMC 120,190 $31,347,956 9.64%
3.
Ishares Trust
 IEF 66,710 $28,323,732 8.71%
4.
Ishares Trust
 IEF 114,125 $22,166,499 6.82%
5.
Ishares Trust
 IEF 183,040 $16,834,189 5.18%
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)