$300 Million is the total value of PFW Advisors LLC's 119 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 2 | Q3 2023 | 9.9% |
| VULCAN MATLS CO | 2 | Q3 2023 | 9.0% |
| ISHARES TR | 2 | Q3 2023 | 7.5% |
| ISHARES TR | 2 | Q3 2023 | 6.7% |
| ISHARES TR | 2 | Q3 2023 | 5.4% |
| ISHARES TR | 2 | Q3 2023 | 5.0% |
| ISHARES TR | 2 | Q3 2023 | 3.2% |
| VANGUARD TAX-MANAGED INTL FD | 2 | Q3 2023 | 2.6% |
| PIMCO ETF TR | 2 | Q3 2023 | 3.2% |
| VANGUARD BD INDEX FDS | 2 | Q3 2023 | 2.3% |
View PFW Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-14 |
View PFW Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.