PFW Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 13, 2025), PFW Advisors LLC reported 125 stock positions worth $325.1 million. Its top holding was Vulcan Materials (VMC) at 9.5% of the portfolio, followed by Coca-Cola (KO, 8.9%) and iShares Russell 1000 Growth (IWF, 8.7%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001989744
- Portfolio Value
- $325.1M (Q4 2024)
- SEC Filing
- 0001989744-25-000001 ↗ filed Jan 13, 2025
Holdings Value
Holdings 125 stocks · $325.1M
| VMC Vulcan Materials Co. | 9.51% | 120,190 | $30.9M | — |
| KO The Coca-Cola Co. | 8.92% | 465,839 | $29.0M | — |
| IWF iShares Russell 1000 Growth | 8.73% | 70,716 | $28.4M | — |
| IWD iShares Russell 1000 Value E | 6.87% | 120,726 | $22.4M | — |
| IWR iShares Russell Mid-Cap ETF | 5.25% | 192,999 | $17.1M | — |
| MINT PIMCO Enhanced Short Maturit | 2.71% | 87,692 | $8.8M | — |
| VWO Vanguard Ftse Emerging Marke | 2.70% | 199,599 | $8.8M | — |
| VEA Vanguard Ftse Developed ETF | 2.46% | 167,199 | $8.0M | — |
| IWM iShares Russell 2000 ETF | 2.16% | 31,720 | $7.0M | — |
| EEM iShares MSCI Emerging Market | 2.04% | 158,727 | $6.6M | — |
| AGG iShares Core U.S. Aggregate | 2.00% | 67,113 | $6.5M | — |
| BLV Vanguard Long-Term Bond ETF | 1.98% | 94,267 | $6.5M | — |
| AAPL Apple Inc. | 1.92% | 24,946 | $6.2M | — |
| BND Vanguard Total Bond Market | 1.88% | 85,083 | $6.1M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.86% | 133,920 | $6.1M | — |
| PHYL Pgim Active High Yield Bond | 1.46% | 136,556 | $4.7M | — |
| MSFT Microsoft Corp. | 1.29% | 9,976 | $4.2M | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.16% | 41,259 | $3.8M | — |
| EFA iShares MSCI Eafe ETF | 1.11% | 47,761 | $3.6M | — |
| NVDA Nvidia Corp. | 1.03% | 24,978 | $3.4M | — |
| HD Home Depot Inc. | 0.96% | 8,055 | $3.1M | — |
| ACN Accenture PLC Class A | 0.89% | 8,249 | $2.9M | — |
| ACWI iShares MSCI Acwi ETF | 0.88% | 24,217 | $2.8M | — |
| V Visa Inc. Class A | 0.85% | 8,698 | $2.7M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.82% | 10,083 | $2.7M | — |
| PG The Procter & Gamble Co. | 0.82% | 15,841 | $2.7M | — |
| EMR Emerson Electric Co. | 0.80% | 20,968 | $2.6M | — |
| BLK BlackRock Inc. | 0.79% | 2,504 | $2.6M | — |
| ICE Intercontinental Exchange Inc. | 0.76% | 16,648 | $2.5M | — |
| MCD McDonald's Corp. | 0.76% | 8,524 | $2.5M | — |
| ITW Illinois Tool Works | 0.75% | 9,557 | $2.4M | — |
| PAYX Paychex Inc. | 0.74% | 17,151 | $2.4M | — |
| VTWO Vanguard Russell 2000 ETF | 0.73% | 26,557 | $2.4M | — |
| NEE Nextera Energy Inc. | 0.73% | 33,042 | $2.4M | — |
| CSCO Cisco Systems Inc. | 0.73% | 39,866 | $2.4M | — |
| ABT Abbott Laboratories | 0.72% | 20,646 | $2.3M | — |
| PSX Phillips 66 | 0.66% | 18,895 | $2.2M | — |
| JNJ Johnson & Johnson | 0.64% | 14,473 | $2.1M | — |
| COST Costco Wholesale Corp. | 0.63% | 2,245 | $2.1M | — |
| SBUX Starbucks Corp. | 0.62% | 21,936 | $2.0M | — |
| MDLZ Mondelez International Inc. Class A | 0.55% | 30,051 | $1.8M | — |
| AWK American Water Works Co. Inc. | 0.55% | 14,326 | $1.8M | — |
| ZTS Zoetis Inc. | 0.54% | 10,826 | $1.8M | — |
| WMT Walmart Inc. | 0.49% | 17,581 | $1.6M | — |
| UNH Unitedhealth Group Inc. | 0.47% | 3,018 | $1.5M | — |
| LIN Linde PLC | 0.46% | 3,572 | $1.5M | — |
| VONE Vanguard Russell 1000 | 0.44% | 5,382 | $1.4M | — |
| SYK Stryker Corp. | 0.42% | 3,750 | $1.4M | — |
| AMZN Amazon.com Inc. | 0.41% | 6,145 | $1.3M | — |
| CBSH Commerce Bancshares Inc. | 0.41% | 21,447 | $1.3M | — |
| ECL Ecolab Inc. | 0.39% | 5,384 | $1.3M | — |
| AVGO Broadcom Inc. | 0.38% | 5,289 | $1.2M | — |
| GOOGL Alphabet Inc. Class A | 0.37% | 6,435 | $1.2M | — |
| JPM JPMorgan Chase & Co. | 0.37% | 5,031 | $1.2M | — |
| ADI Analog Devices Inc. | 0.37% | 5,612 | $1.2M | — |
| TSCO Tractor Supply Company | 0.34% | 20,981 | $1.1M | — |
| META Meta Platforms Inc. Class A | 0.34% | 1,890 | $1.1M | — |
| AMGN Amgen Inc. | 0.34% | 4,238 | $1.1M | — |
| WEC WEC Energy Group Inc. | 0.33% | 11,407 | $1.1M | — |
| APD Air Products & Chemicals Inc. | 0.32% | 3,604 | $1.0M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 20,717 | $1.0M | — |
| GD General Dynamics Corp. | 0.32% | 3,936 | $1.0M | — |
| AON Aon PLC Class A | 0.32% | 2,879 | $1.0M | — |
| SHM SS SPDR N Ice St Muni ETF | 0.31% | 21,296 | $1.0M | — |
| LHX L3HARRIS Technologies Inc. | 0.28% | 4,385 | $922K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.28% | 20,796 | $914K | — |
| HON Honeywell International Inc. | 0.28% | 4,041 | $913K | — |
| PPG PPG Industries Inc. | 0.27% | 7,263 | $868K | — |
| PZA Invesco National Amt-Free Mu | 0.26% | 36,344 | $858K | — |
| PH Parker Hannifin Corp. | 0.26% | 1,331 | $847K | — |
| MKC McCormick & Co.-Non VTG SHRS | 0.26% | 10,893 | $830K | — |
| TSLA Tesla Inc. | 0.25% | 2,052 | $829K | — |
| GOOG Alphabet Inc. Class C | 0.25% | 4,345 | $827K | — |
| WFC Wells Fargo & Co. | 0.24% | 11,032 | $775K | — |
| UNP Union Pacific Corp. | 0.24% | 3,388 | $773K | — |
| HYD Vaneck High Yield Muni ETF | 0.21% | 13,414 | $696K | — |
| EME Emcor Group Inc. | 0.21% | 1,519 | $689K | — |
| O Realty Income Corp. | 0.21% | 12,790 | $683K | — |
| LLY Eli Lilly & Co. | 0.20% | 858 | $662K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.20% | 1,405 | $637K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,494 | $599K | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.18% | 25,990 | $573K | — |
| TFI SS SPDR N Ice Muni Bond ETF | 0.17% | 12,078 | $551K | — |
| MA Mastercard Inc. Class A | 0.16% | 972 | $512K | — |
| SO The Southern Co. | 0.15% | 5,998 | $494K | — |
| SSD Simpson Manufacturing Co. Inc. | 0.15% | 2,968 | $492K | — |
| MANH Manhattan Associates Inc. | 0.14% | 1,727 | $467K | — |
| SNV Synovus Financial Corp. | 0.13% | 8,539 | $437K | — |
| PRI Primerica Inc. | 0.13% | 1,521 | $413K | — |
| CMCSA Comcast Corp. Class A | 0.13% | 10,860 | $408K | — |
| MAR Marriott International Class A | 0.12% | 1,355 | $378K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 643 | $377K | — |
| RBC RBC Bearings Inc. | 0.11% | 1,249 | $374K | — |
| ITOT iShares Core S&P Total U.S. | 0.11% | 2,699 | $347K | — |
| NFLX Netflix Inc. | 0.10% | 376 | $335K | — |
| PLD Prologis Inc. | 0.10% | 3,154 | $333K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 3,824 | $329K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.10% | 801 | $323K | — |
| ORCL Oracle Corp. | 0.10% | 1,871 | $312K | — |
| GE General Electric filed as GE AEROSPACE | 0.09% | 1,832 | $306K | — |
| VGT Vanguard Info Tech ETF | 0.09% | 455 | $283K | — |
| FCN Fti Consulting Inc. | 0.08% | 1,443 | $276K | — |
| AMD Advanced Micro Devices | 0.08% | 2,191 | $265K | — |
| GOLF Acushnet Holdings Corp. | 0.08% | 3,716 | $264K | — |
| XOM Exxon Mobil Corp. | 0.08% | 2,433 | $262K | — |
| AAON Aaon Inc. | 0.08% | 2,124 | $250K | — |
| GGG Graco Inc. | 0.08% | 2,935 | $247K | — |
| PRIM Primoris Services Corp. | 0.08% | 3,211 | $245K | — |
| HLI Houlihan Lokey Inc. | 0.07% | 1,402 | $243K | — |
| WTS Watts Water Technologies-A | 0.07% | 1,144 | $233K | — |
| ALTR Altair Engineering Inc. Class A | 0.07% | 2,084 | $227K | — |
| TFC Truist Financial Corp. | 0.07% | 5,221 | $227K | — |
| UBER Uber Technologies Inc. | 0.07% | 3,676 | $222K | — |
| ORLY O'reilly Automotive Inc. | 0.07% | 185 | $219K | — |
| ABBV Abbvie Inc. | 0.07% | 1,221 | $217K | — |
| APP AppLovin Corp. Class A | 0.07% | 668 | $216K | — |
| FCNCA First Citizens Bcshs Class A | 0.07% | 101 | $213K | — |
| COP Conocophillips | 0.06% | 2,094 | $208K | — |
| BSX Boston Scientific Corp. | 0.06% | 2,320 | $207K | — |
| NOW ServiceNow Inc. | 0.06% | 195 | $207K | — |
| SPGI S&P Global Inc. | 0.06% | 408 | $203K | — |
| SAN Banco Santander SA-Spon ADR | 0.04% | 29,789 | $136K | — |
| HLN Haleon PLC-ADR | 0.03% | 10,381 | $99K | — |
| TIXT Telus International Cda Inc. | 0.02% | 17,049 | $67K | — |
| MFG Mizuho Financial Group-ADR | 0.02% | 11,899 | $58K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 124 | $343.0M | KO, VMC, IWF, IWD, IWR |
| Q1 2026 | 118 | $317.9M | KO, VMC, IWF, IWD, IWR |
| Q4 2025 | 121 | $331.1M | KO, VMC, IWF, IWD, IWR |
| Q3 2025 | 129 | $338.1M | VMC, IWF, KO, IWD, IWR |
| Q2 2025 | 125 | $325.1M | KO, VMC, IWF, IWD, IWR |
| Q1 2025 | 121 | $319.0M | KO, VMC, IWF, IWD, IWR |
| Q4 2024 | 125 | $325.1M | VMC, KO, IWF, IWD, IWR |
| Q2 2024 | 118 | $314.3M | KO, VMC, IWF, IWD, IWR |
| Q1 2024 | 123 | $327.1M | VMC, KO, IWF, IWD, IWR |