Fund HoldingsPFW Advisors LLC

Total Portfolio Value
$314.35M
Total Bought
$1.68M
Total Sold
$20.36M
Net Transaction
-$18.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
COCA COLA CO(KO)486,649485,228-1,42129,77330,8859.83%+1,112
APPLE INC(AAPL)024,450+24,45005,1501.64%+5,150
NVIDIA CORPORATION(NVDA)2,89825,442+22,5442,6193,1431.00%+525
VANGUARD INTL EQUITY INDEX F195,718195,046-6728,1758,5352.72%+360
ALTAIR ENGR INC02,084+2,08402040.07%+204
ISHARES TR20,76221,813+1,0512,2862,4520.78%+165
NEXTERA ENERGY INC(NEE)34,03232,977-1,0552,1752,3350.74%+160
BROADCOM INC(AVGO)535521-147098360.27%+127
ALPHABET INC(GOOG)7,0966,543-5531,0711,1920.38%+121
ALPHABET INC(GOOG)4,4814,296-1856827880.25%+106
AMERICAN WTR WKS CO INC NEW14,17314,172-11,7321,8300.58%+98
ANALOG DEVICES INC(ADI)6,0295,615-4141,1921,2820.41%+89
SPDR SER TR
ST NUVE TERM ETF
018,981+18,98108960.28%+896
TEVA PHARMACEUTICAL INDS LTD(TEVA)25,43925,982+5433594220.13%+63
EXXON MOBIL CORP02,955+2,95503400.11%+340
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
10,64710,556-912,5372,5980.83%+60
WALMART INC(WMT)18,86017,634-1,2261,1351,1940.38%+59
AIR PRODS & CHEMS INC03,597+3,59709280.30%+928
COMMERCE BANCSHARES INC(CBSH)20,65320,482-1711,0991,1420.36%+44
VANGUARD WORLD FD
INF TECH ETF
425455+302232620.08%+40
NOVO-NORDISK A S(NVO)3,0913,018-733974310.14%+34
ORACLE CORP(ORCL)1,8701,87002352640.08%+29
ZOETIS INC(ZTS)10,90410,802-1021,8451,8730.60%+28
PROCTER AND GAMBLE CO(PG)15,76615,670-962,5582,5840.82%+26
TRACTOR SUPPLY CO(TSCO)4,2224,189-331,1051,1310.36%+26
BANK AMERICA CORP21,62821,196-4328208430.27%+23
SOUTHERN CO(SO)6,1515,970-1814414630.15%+22
ELI LILLY & CO(LLY)982866-1167647840.25%+20
TESLA INC(TSLA)02,066+2,06604090.13%+409
INVESCO EXCH TRADED FD TR II037,422+37,42208860.28%+886
L3HARRIS TECHNOLOGIES INC(LHX)4,4054,250-1559399540.30%+16
MIZUHO FINANCIAL GROUP INC(MFG)10,56113,241+2,68042560.02%+14
AMAZON COM INC(AMZN)6,7666,377-3891,2201,2320.39%+12
ISHARES TR2,6992,69903113210.10%+9
NETFLIX INC(NFLX)401371-302442500.08%+7
ECOLAB INC(ECL)5,5495,396-1531,2811,2840.41%+3
SYNOVUS FINL CORP8,4588,434-243393390.11%0
RBC BEARINGS INC(RBC)01,249+1,24903370.11%+337
TRUIST FINL CORP(TFC)5,2085,214+62032030.06%-0
FTI CONSULTING INC(FCN)1,4841,443-413123110.10%-1
WELLS FARGO CO NEW(WFC)11,48311,152-3316666620.21%-3
VERTEX PHARMACEUTICALS INC(VRTX)923805-1183863770.12%-9
KRAFT HEINZ CO(KHC)6,4136,992+5792372250.07%-11
ACUSHNET HLDGS CORP3,7683,716-522492360.08%-13
MARRIOTT INTL INC NEW(MAR)1,3671,364-33453300.10%-15
AMGEN INC(AMGN)4,6404,163-4771,3191,3010.41%-19
MANHATTAN ASSOCIATES INC(MANH)1,7781,727-514454260.14%-19
HONEYWELL INTL INC(HON)04,029+4,02908600.27%+860
PRIMERICA INC(PRI)1,5211,52103853600.11%-25
UBER TECHNOLOGIES INC(UBER)4,1043,987-1173162900.09%-26
VANGUARD INDEX FDS2,4942,49405705440.17%-26
REALTY INCOME CORP(O)013,228+13,22806990.22%+699
JPMORGAN CHASE & CO.(JPM)5,2325,030-2021,0481,0170.32%-31
WEC ENERGY GROUP INC(WEC)011,277+11,27708850.28%+885
ASML HOLDING N V
N Y REGISTRY SHS
269223-462612280.07%-33
WATTS WATER TECHNOLOGIES INC(WTS)1,1441,14402432100.07%-33
GENERAL DYNAMICS CORP(GD)4,1703,943-2271,1781,1440.36%-34
SUPER GROUP SGHC LIMITED
ORD SHS
10,8260-10,826370-37
GRACO INC(GGG)2,9352,93502742330.07%-42
PARKER-HANNIFIN CORP(PH)1,2671,309+427046620.21%-42
CONOCOPHILLIPS(COP)2,2452,096-1492862400.08%-46
ABBVIE INC(ABBV)1,3941,200-1942542060.07%-48
GE AEROSPACE(GE)1,9531,836-1173432920.09%-51
OREILLY AUTOMOTIVE INC(ORLY)231195-362612060.07%-55
CISCO SYS INC(CSCO)39,00739,761+7541,9471,8890.60%-58
ADVANCED MICRO DEVICES INC(AMD)2,5192,418-1014553920.12%-62
UNITEDHEALTH GROUP INC(UNH)03,009+3,00901,5320.49%+1,532
MCCORMICK & CO INC(MKC)10,89910,817-828377670.24%-70
BANCO SANTANDER S.A.(SAN)40,98227,323-13,6591981270.04%-72
META PLATFORMS INC(META)2,1191,872-2471,0299440.30%-85
VANGUARD INDEX FDS9,9539,918-352,4872,4010.76%-86
BERKSHIRE HATHAWAY INC DEL1,5621,397-1656575680.18%-89
EMCOR GROUP INC(EME)1,8521,519-3336495550.18%-94
ISHARES TR44,35343,956-3973,5423,4431.10%-99
PROLOGIS INC.(PLD)7,6998,043+3441,0039030.29%-99
COSTCO WHSL CORP NEW(COST)2,7612,257-5042,0231,9180.61%-104
MASTERCARD INCORPORATED(MA)1,109971-1385344280.14%-106
LINDE PLC(LIN)3,6083,576-321,6751,5690.50%-106
INTERCONTINENTAL EXCHANGE IN(ICE)17,38216,672-7102,3892,2820.73%-107
VANGUARD MUN BD FDS017,992+17,99209020.29%+902
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
29,72629,527-1992,5282,4200.77%-108
UNION PAC CORP(UNP)3,4913,311-1808597490.24%-109
JOHNSON & JOHNSON(JNJ)014,304+14,30402,0910.67%+2,091
AON PLC(AON)2,8612,832-299558310.26%-123
SIMPSON MFG INC(SSD)3,0432,968-756245000.16%-124
SPDR SER TR
ST STR NUVEE ETF
013,664+13,66406250.20%+625
PIMCO ETF TR
ENHAN SHRT MA AC
57,31555,834-1,4815,7625,6201.79%-143
STRYKER CORPORATION(SYK)3,9513,726-2251,4141,2680.40%-146
NIKE INC(NKE)011,377+11,37708570.27%+857
EMERSON ELEC CO(EMR)21,80620,967-8392,4732,3100.73%-164
PAYCHEX INC(PAYX)17,88817,144-7442,1972,0330.65%-164
SPDR S&P 500 ETF TR(SPY)1,074723-3515623930.13%-168
ISHARES TR75,84769,671-6,17625,56425,3968.08%-168
MICROSOFT CORP(MSFT)11,05510,007-1,0484,6514,4731.42%-178
PGIM ETF TR
ACTV HY BD ETF
137,753134,680-3,0734,8254,6451.48%-180
MONDELEZ INTL INC(MDLZ)029,574+29,57401,9350.62%+1,935
PPG INDS INC(PPG)07,401+7,40109320.30%+932
MERCK & CO INC(MRK)1,6040-1,6042120-212
VANGUARD BD INDEX FDS85,50283,219-2,2836,2105,9961.91%-214
DANAHER CORPORATION(DHR)8720-8722180-218
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