Loading…
CIK 0001989744 • 6 13F filings • Apr 14, 2025 – Jul 13, 2026
Import this data to Google Sheets with:
=jivedata("pfw-advisors-llc-0001989744-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $2.7M | 0.9% | 20,456 SH | |
| ABBVIE INC | COM | $256K | 0.1% | 1,221 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $2.6M | 0.8% | 8,195 SH | |
| ACUSHNET HLDGS CORP | COM | $255K | 0.1% | 3,716 SH | |
| ADVANCED MICRO DEVICES INC | COM | $234K | 0.1% | 2,278 SH | |
| AIR PRODS & CHEMS INC | COM | $1.1M | 0.3% | 3,624 SH | |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.3% | 6,609 SH | |
| ALPHABET INC | CAP STK CL C | $679K | 0.2% | 4,345 SH | |
| AMAZON COM INC | COM | $1.2M | 0.4% | 6,548 SH | |
| AMERICAN WTR WKS CO INC NEW | COM | $2.1M | 0.7% | 14,454 SH | |
| AMGEN INC | COM | $1.4M | 0.4% | 4,364 SH | |
| ANALOG DEVICES INC | COM | $1.1M | 0.4% | 5,630 SH | |
| AON PLC | SHS CL A | $1.2M | 0.4% | 2,885 SH | |
| APPLE INC | COM | $5.5M | 1.7% | 24,899 SH | |
| APPLOVIN CORP | COM CL A | $207K | 0.1% | 781 SH | |
| BANCO SANTANDER S.A. | ADR | $200K | 0.1% | 29,789 SH | |
| BANK AMERICA CORP | COM | $868K | 0.3% | 20,796 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $748K | 0.2% | 1,405 SH | |
| BLACKROCK INC | COM | $2.4M | 0.7% | 2,518 SH | |
| BOSTON SCIENTIFIC CORP | COM | $234K | 0.1% | 2,320 SH | |
| BROADCOM INC | COM | $929K | 0.3% | 5,546 SH | |
| CISCO SYS INC | COM | $2.5M | 0.8% | 39,828 SH | |
| COCA COLA CO | COM | $33.3M | 10.5% | 465,611 SH | |
| COMCAST CORP NEW | CL A | $2.0M | 0.6% | 54,118 SH | |
| COMMERCE BANCSHARES INC | COM | $1.3M | 0.4% | 21,250 SH | |
| CONOCOPHILLIPS | COM | $227K | 0.1% | 2,165 SH | |
| COSTCO WHSL CORP NEW | COM | $2.1M | 0.6% | 2,186 SH | |
| ECOLAB INC | COM | $1.4M | 0.4% | 5,381 SH | |
| ELI LILLY & CO | COM | $706K | 0.2% | 855 SH | |
| EMCOR GROUP INC | COM | $465K | 0.1% | 1,257 SH | |
| EMERSON ELEC CO | COM | $2.3M | 0.7% | 21,009 SH | |
| EXXON MOBIL CORP | COM | $362K | 0.1% | 3,044 SH | |
| FTI CONSULTING INC | COM | $237K | 0.1% | 1,443 SH | |
| GE AEROSPACE | COM NEW | $367K | 0.1% | 1,832 SH | |
| GENERAL DYNAMICS CORP | COM | $1.1M | 0.3% | 3,954 SH | |
| GRACO INC | COM | $245K | 0.1% | 2,935 SH | |
| HALEON PLC | SPON ADS | $125K | 0.0% | 12,118 SH | |
| HOME DEPOT INC | COM | $2.9M | 0.9% | 8,042 SH | |
| HONEYWELL INTL INC | COM | $866K | 0.3% | 4,089 SH | |
| HOULIHAN LOKEY INC | CL A | $226K | 0.1% | 1,402 SH | |
| ILLINOIS TOOL WKS INC | COM | $2.4M | 0.7% | 9,584 SH | |
| INTERCONTINENTAL EXCHANGE IN | COM | $2.9M | 0.9% | 16,627 SH | |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | $837K | 0.3% | 36,344 SH | |
| ISHARES TR | CORE S&P TTL STK | $329K | 0.1% | 2,699 SH | |
| ISHARES TR | CORE TOTAL USD | $6.0M | 1.9% | 130,175 SH | |
| ISHARES TR | CORE US AGGBD ET | $6.4M | 2.0% | 65,195 SH | |
| ISHARES TR | MSCI ACWI ETF | $2.9M | 0.9% | 24,575 SH | |
| ISHARES TR | MSCI EAFE ETF | $4.0M | 1.2% | 48,374 SH | |
| ISHARES TR | MSCI EMG MKT ETF | $6.9M | 2.2% | 157,457 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $25.0M | 7.8% | 69,110 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $22.2M | 7.0% | 118,069 SH | |
| ISHARES TR | RUS MID CAP ETF | $16.0M | 5.0% | 188,596 SH | |
| ISHARES TR | RUSSELL 2000 ETF | $6.1M | 1.9% | 30,438 SH | |
| JOHNSON & JOHNSON | COM | $2.4M | 0.8% | 14,571 SH | |
| JPMORGAN CHASE & CO. | COM | $1.2M | 0.4% | 5,029 SH | |
| L3HARRIS TECHNOLOGIES INC | COM | $929K | 0.3% | 4,440 SH | |
| LINDE PLC | SHS | $1.6M | 0.5% | 3,542 SH | |
| MANHATTAN ASSOCIATES INC | COM | $299K | 0.1% | 1,727 SH | |
| MARRIOTT INTL INC NEW | CL A | $323K | 0.1% | 1,355 SH | |
| MASTERCARD INCORPORATED | CL A | $533K | 0.2% | 972 SH | |
| MCCORMICK & CO INC | COM NON VTG | $905K | 0.3% | 11,000 SH | |
| MCDONALDS CORP | COM | $2.7M | 0.8% | 8,522 SH | |
| MERCADOLIBRE INC | COM | $207K | 0.1% | 106 SH | |
| META PLATFORMS INC | CL A | $1.1M | 0.3% | 1,896 SH | |
| MICROSOFT CORP | COM | $3.7M | 1.2% | 9,840 SH | |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | $57K | 0.0% | 10,417 SH | |
| MONDELEZ INTL INC | CL A | $2.3M | 0.7% | 33,538 SH | |
| NETFLIX INC | COM | $352K | 0.1% | 377 SH | |
| NEXTERA ENERGY INC | COM | $2.4M | 0.7% | 33,347 SH | |
| NIKE INC | CL B | $828K | 0.3% | 13,042 SH | |
| NOVO-NORDISK A S | ADR | $228K | 0.1% | 3,278 SH | |
| NVIDIA CORPORATION | COM | $2.8M | 0.9% | 25,406 SH | |
| ORACLE CORP | COM | $262K | 0.1% | 1,873 SH | |
| OREILLY AUTOMOTIVE INC | COM | $265K | 0.1% | 185 SH | |
| PARKER-HANNIFIN CORP | COM | $811K | 0.3% | 1,335 SH | |
| PAYCHEX INC | COM | $2.6M | 0.8% | 17,030 SH | |
| PGIM ETF TR | ACTV HY BD ETF | $4.6M | 1.4% | 131,812 SH | |
| PHILLIPS 66 | COM | $2.3M | 0.7% | 18,982 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $5.8M | 1.8% | 57,686 SH | |
| PPG INDS INC | COM | $834K | 0.3% | 7,624 SH | |
| PRIMERICA INC | COM | $433K | 0.1% | 1,521 SH | |
| PROCTER AND GAMBLE CO | COM | $2.7M | 0.8% | 15,618 SH | |
| PROLOGIS INC. | COM | $939K | 0.3% | 8,404 SH | |
| RBC BEARINGS INC | COM | $402K | 0.1% | 1,249 SH | |
| REALTY INCOME CORP | COM | $789K | 0.2% | 13,593 SH | |
| S&P GLOBAL INC | COM | $207K | 0.1% | 408 SH | |
| SIMPSON MFG INC | COM | $466K | 0.1% | 2,968 SH | |
| SOUTHERN CO | COM | $562K | 0.2% | 6,114 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $360K | 0.1% | 643 SH | |
| SPDR SER TR | NUVEEN BLMBRG MU | $544K | 0.2% | 12,078 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $1.0M | 0.3% | 21,296 SH | |
| STARBUCKS CORP | COM | $2.2M | 0.7% | 22,040 SH | |
| STRYKER CORPORATION | COM | $1.4M | 0.4% | 3,757 SH | |
| SYNOVUS FINL CORP | COM NEW | $399K | 0.1% | 8,539 SH | |
| TESLA INC | COM | $716K | 0.2% | 2,763 SH | |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | $399K | 0.1% | 25,982 SH | |
| TRACTOR SUPPLY CO | COM | $1.2M | 0.4% | 21,062 SH | |
| TRUIST FINL CORP | COM | $215K | 0.1% | 5,224 SH | |
| UBER TECHNOLOGIES INC | COM | $270K | 0.1% | 3,705 SH | |
| UNION PAC CORP | COM | $810K | 0.3% | 3,429 SH | |
| UNITEDHEALTH GROUP INC | COM | $1.5M | 0.5% | 2,941 SH | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | $687K | 0.2% | 13,414 SH | |
| VANGUARD BD INDEX FDS | LONG TERM BOND | $6.5M | 2.0% | 92,468 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $6.1M | 1.9% | 82,572 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.6M | 0.8% | 10,173 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $553K | 0.2% | 2,494 SH | |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $1.8M | 0.6% | 23,923 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.2M | 2.9% | 203,686 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.0M | 0.3% | 20,717 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $1.4M | 0.4% | 5,463 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $2.1M | 0.7% | 26,472 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $8.3M | 2.6% | 163,845 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $247K | 0.1% | 455 SH | |
| VERTEX PHARMACEUTICALS INC | COM | $388K | 0.1% | 801 SH | |
| VISA INC | COM CL A | $3.1M | 1.0% | 8,738 SH | |
| VULCAN MATLS CO | COM | $28.0M | 8.8% | 120,190 SH | |
| WALMART INC | COM | $1.5M | 0.5% | 17,147 SH | |
| WATTS WATER TECHNOLOGIES INC | CL A | $233K | 0.1% | 1,144 SH | |
| WEC ENERGY GROUP INC | COM | $1.2M | 0.4% | 11,409 SH | |
| WELLS FARGO CO NEW | COM | $792K | 0.2% | 11,032 SH | |
| ZOETIS INC | CL A | $1.9M | 0.6% | 11,246 SH |
| 13F-HR |
| 0001989744-25-000005 |
| $338.1M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001989744-26-000003 | $343.0M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001989744-25-000004 | $325.1M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001989744-26-000002 | $317.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001989744-25-000002 | $319.0M | View |