Portfolio (Quarterly)
Guide ↗
PFW Advisors LLC
· CIK 0001989744| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | — | 69,051 | $6.9M | 2.08% | SOLD |
| 2 | IUSB | ISHARES TR | — | 129,289 | $6.0M | 1.82% | SOLD |
| 3 | EMR | EMERSON ELEC CO | Industrials | 19,098 | $2.5M | 0.77% | SOLD |
| 4 | SBUX | STARBUCKS CORP | Consumer Cyclical | 18,569 | $1.6M | 0.47% | SOLD |
| 5 | APD | AIR PRODS & CHEMS INC | Basic Materials | 3,342 | $826K | 0.25% | SOLD |
| 6 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 26,295 | $821K | 0.25% | SOLD |
| 7 | HON | HONEYWELL INTL INC | Industrials | 3,896 | $760K | 0.23% | SOLD |
| 8 | — | SYNOVUS FINL CORP | — | 8,473 | $424K | 0.13% | SOLD |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 793 | $235K | 0.07% | SOLD |
| 10 | BX | BLACKSTONE INC | Financial Services | 1,496 | $231K | 0.07% | SOLD |
| 11 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,283 | $223K | 0.07% | SOLD |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 435 | $204K | 0.06% | SOLD |
| 13 | THC | TENET HEALTHCARE CORP | Healthcare | 1,020 | $203K | 0.06% | SOLD |
Sector Allocation
Consumer Defensive
25.8%
Basic Materials
20.1%
Technology
13.8%
Financial Services
9.4%
Healthcare
7.3%
Consumer Cyclical
6.2%
Industrials
6.0%
Utilities
4.2%
Communication Services
2.8%
Energy
2.5%