The Analysis of Petros Family Wealth, LLC's Holdings
Currently, Petros Family Wealth, LLC holds 141 types of securities in its portfolio with a total value $150.2M. In the most recent quarter, they have increased their positions in VO (+16.2K shares, valued at $4.7M), VEA (+74.0K shares, valued at $4.6M), VWO (+56.0K shares, valued at $3.0M); decreased their positions in N/A (-10.0K shares, valued at $3.1M), IWM (-3.6K shares, valued at $877.3K), CRWD (-1.6K shares, valued at $759.9K); initiated new positions in VEA (+74.0K shares, valued at $4.6M), VWO (+56.0K shares, valued at $3.0M), IVV (+3.8K shares, valued at $2.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC31.3K shares41.25%2025-12-312026-01-14
SPY SPDR S&P 500 ETF TR11.5K shares2.02%2025-12-312026-01-14 AVDE AMERICAN CENTY ETF TR70.9K shares39.46%2025-12-312026-01-14 MSFT MICROSOFT CORP11.0K shares17.67%2025-12-312026-01-14 VO VANGUARD INDEX FDS16.9K shares2263.92%2025-12-312026-01-14 NVDA NVIDIA CORPORATION25.7K shares31.04%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS74.0K sharesnew addition2025-12-312026-01-14 QGRO AMERICAN CENTY ETF TR36.1K shares1.00%2025-12-312026-01-14 IJH ISHARES TR47.6K shares15.46%2025-12-312026-01-14 KLAC KLA CORP2.5K shares17.41%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F56.0K sharesnew addition2025-12-312026-01-14 ALPHABET INC ALPHABET INC9.3K shares-51.61%2025-12-312026-01-14 COWZ PACER FDS TR45.4K shares4.92%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.8.1K shares42.15%2025-12-312026-01-14 IVV ISHARES TR3.8K sharesnew addition2025-12-312026-01-14 ALPHABET INC ALPHABET INC8.0K shares49.47%2025-12-312026-01-14 AMZN AMAZON COM INC10.8K shares16.25%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC6.3K shares-15.19%2025-12-312026-01-14 CSCO CISCO SYS INC22.6K shares-24.93%2025-12-312026-01-14 AVEM AMERICAN CENTY ETF TR21.4K shares8.41%2025-12-312026-01-14 EMR EMERSON ELEC CO12.3K shares27.83%2025-12-312026-01-14 BAC BANK AMERICA CORP29.4K shares46.29%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW1.8K shares14.89%2025-12-312026-01-14 BLACKROCK INC BLACKROCK INC1.4K shares-22.38%2025-12-312026-01-14 AMGN AMGEN INC4.7K shares38.61%2025-12-312026-01-14 AGG ISHARES TR14.8K sharesnew addition2025-12-312026-01-14 LHX L3HARRIS TECHNOLOGIES INC4.8K shares41.51%2025-12-312026-01-14 IEFA ISHARES TR15.4K shares320.86%2025-12-312026-01-14 META META PLATFORMS INC2.1K shares20.28%2025-12-312026-01-14 ADI ANALOG DEVICES INC4.8K shares37.92%2025-12-312026-01-14 RTX RTX CORPORATION7.1K shares4.68%2025-12-312026-01-14 PULS PGIM ETF TR25.5K sharesnew addition2025-12-312026-01-14 ITOT ISHARES TR8.3K shares375.01%2025-12-312026-01-14 TSLA TESLA INC2.7K shares-13.85%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC5.6K shares69.54%2025-12-312026-01-14 SYK STRYKER CORPORATION3.4K shares-28.51%2025-12-312026-01-14 BROADCOM INC BROADCOM INC3.4K shares-17.70%2025-12-312026-01-14 LOW LOWES COS INC4.8K shares29.11%2025-12-312026-01-14 GSLC GOLDMAN SACHS ETF TR8.3K sharesnew addition2025-12-312026-01-14 IUSB ISHARES TR23.4K sharesnew addition2025-12-312026-01-14 ISRG INTUITIVE SURGICAL INC1.9K shares-9.37%2025-12-312026-01-14 WMT WALMART INC9.6K shares63.28%2025-12-312026-01-14 IWM ISHARES TR4.2K shares-45.82%2025-12-312026-01-14 TJX TJX COS INC NEW6.6K shares63.89%2025-12-312026-01-14 ICE INTERCONTINENTAL EXCHANGE IN6.0K shares4.94%2025-12-312026-01-14 PSX PHILLIPS 667.4K shares36.05%2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS3.1K shares-26.54%2025-12-312026-01-14 SPGI S&P GLOBAL INC1.5K shares37.45%2025-12-312026-01-14 CAT CATERPILLAR INC1.3K shares-10.80%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR5.2K shares406.89%2025-12-312026-01-14 NEE NEXTERA ENERGY INC9.2K shares5.16%2025-12-312026-01-14 V VISA INC2.1K shares72.27%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO2.0K shares1.34%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC4.0K shares-5.04%2025-12-312026-01-14 TMUS T-MOBILE US INC3.4K shares-2.84%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC773 shares0.65%2025-12-312026-01-14 PHYL PGIM ETF TR18.6K sharesnew addition2025-12-312026-01-14 IEMG ISHARES INC9.8K sharesnew addition2025-12-312026-01-14 NFLX NETFLIX INC7.0K shares895.01%2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE2.1K shares1.84%2025-12-312026-01-14 TXN TEXAS INSTRS INC3.7K shares-3.14%2025-12-312026-01-14 IJR ISHARES TR5.3K sharesnew addition2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC3.4K shares-37.52%2025-12-312026-01-14 PEP PEPSICO INC4.4K shares0.81%2025-12-312026-01-14 WFC WELLS FARGO CO NEW6.6K shares14.21%2025-12-312026-01-14 DE DEERE & CO1.3K sharesnew addition2025-12-312026-01-14 GEV GE VERNOVA INC915 shares3.04%2025-12-312026-01-14 BLACKSTONE INC BLACKSTONE INC3.5K sharesnew addition2025-12-312026-01-14 IBTP ISHARES TR20.0K shares12.89%2025-12-312026-01-14 PNC PNC FINL SVCS GROUP INC2.5K sharesnew addition2025-12-312026-01-14 BK BANK NEW YORK MELLON CORP4.4K shares5.55%2025-12-312026-01-14 GGG GRACO INC6.0K shares-1.08%2025-12-312026-01-14 LLY ELI LILLY & CO447 shares27.71%2025-12-312026-01-14 EXPE EXPEDIA GROUP INC1.7K shares-9.83%2025-12-312026-01-14 MNST MONSTER BEVERAGE CORP NEW6.2K shares-0.77%2025-12-312026-01-14 ABBV ABBVIE INC2.0K shares-36.25%2025-12-312026-01-14 AXON AXON ENTERPRISE INC788 shares35.40%2025-12-312026-01-14 PWR QUANTA SVCS INC1.1K shares-3.81%2025-12-312026-01-14 CDNS CADENCE DESIGN SYSTEM INC1.4K shares9.61%2025-12-312026-01-14 HOOD ROBINHOOD MKTS INC3.8K shares2.20%2025-12-312026-01-14 SBUX STARBUCKS CORP5.1K shares45.81%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC902 shares-64.25%2025-12-312026-01-14 XEL XCEL ENERGY INC5.7K shares90.41%2025-12-312026-01-14 AMT AMERICAN TOWER CORP NEW2.4K shares-28.28%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.9K shares-36.30%2025-12-312026-01-14 MA MASTERCARD INCORPORATED665 shares0.45%2025-12-312026-01-14 VST VISTRA CORP2.2K shares17.99%2025-12-312026-01-14 SOFI SOFI TECHNOLOGIES INC13.8K sharesnew addition2025-12-312026-01-14 ORCL ORACLE CORP1.8K shares-38.22%2025-12-312026-01-14 SSD SIMPSON MFG INC2.1K shares0.56%2025-12-312026-01-14 PRI PRIMERICA INC1.3K shares0.45%2025-12-312026-01-14 HD HOME DEPOT INC970 shares-38.18%2025-12-312026-01-14 EMB ISHARES TR3.4K sharesnew addition2025-12-312026-01-14 WTS WATTS WATER TECHNOLOGIES INC1.2K shares0.52%2025-12-312026-01-14 NUMG NUSHARES ETF TR6.6K shares-13.49%2025-12-312026-01-14 ASML ASML HOLDING N V290 sharesnew addition2025-12-312026-01-14 JBND J P MORGAN EXCHANGE TRADED F5.7K sharesnew addition2025-12-312026-01-14 KO COCA COLA CO4.3K sharesnew addition2025-12-312026-01-14 TTC TORO CO3.8K shares0.35%2025-12-312026-01-14 LINDE PLC LINDE PLC683 shares-7.45%2025-12-312026-01-14 XOM EXXON MOBIL CORP2.4K sharesnew addition2025-12-312026-01-14 QCOM QUALCOMM INC1.7K shares-46.75%2025-12-312026-01-14 FCN FTI CONSULTING INC1.6K shares0.00%2025-12-312026-01-14 BR BROADRIDGE FINL SOLUTIONS IN1.2K shares-0.08%2025-12-312026-01-14 USHY ISHARES TR7.2K sharesnew addition2025-12-312026-01-14 GOLF ACUSHNET HLDGS CORP3.4K shares-8.27%2025-12-312026-01-14 DIS DISNEY WALT CO2.4K sharesnew addition2025-12-312026-01-14 MU MICRON TECHNOLOGY INC935 sharesnew addition2025-12-312026-01-14 TMO THERMO FISHER SCIENTIFIC INC456 shares3.87%2025-12-312026-01-14 RBC RBC BEARINGS INC578 shares8.85%2025-12-312026-01-14 MCD MCDONALDS CORP847 sharesnew addition2025-12-312026-01-14 JKHY HENRY JACK & ASSOC INC1.4K sharesnew addition2025-12-312026-01-14 PDBC INVESCO ACTVELY MNGD ETC FD18.4K sharesnew addition2025-12-312026-01-14 AZN ASTRAZENECA PLC2.6K sharesnew addition2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD757 sharesnew addition2025-12-312026-01-14 IWR ISHARES TR2.4K shares-22.93%2025-12-312026-01-14 KMT KENNAMETAL INC8.0K sharesnew addition2025-12-312026-01-14 IBP INSTALLED BLDG PRODS INC865 shares1.65%2025-12-312026-01-14 AWK AMERICAN WTR WKS CO INC NEW1.7K sharesnew addition2025-12-312026-01-14 FTGC FIRST TR EXCHANGE TRAD FD VI9.6K sharesnew addition2025-12-312026-01-14 MC MOELIS & CO3.2K shares-10.20%2025-12-312026-01-14 XLRE SELECT SECTOR SPDR TR5.5K sharesnew addition2025-12-312026-01-14 GRNY TIDAL TRUST I8.6K sharesnew addition2025-12-312026-01-14 LSTR LANDSTAR SYS INC1.5K sharesnew addition2025-12-312026-01-14 DVY ISHARES TR1.5K sharesnew addition2025-12-312026-01-14 APH AMPHENOL CORP NEW1.5K sharesnew addition2025-12-312026-01-14 XLC SELECT SECTOR SPDR TR1.8K sharesnew addition2025-12-312026-01-14 ABT ABBOTT LABS1.6K sharesnew addition2025-12-312026-01-14 RLI RLI CORP3.1K sharesnew addition2025-12-312026-01-14 SAN BANCO SANTANDER SA12.8K shares0.00%2025-12-312026-01-14 ORN ORION GROUP HLDGS INC12.1K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available