Sponsored

The Analysis of Petros Family Wealth, LLC's Holdings & P&L

Currently, Petros Family Wealth, LLC holds 131 types of securities in its portfolio with a total value $140.3M. In the most recent quarter, they have increased their positions in SHY (+40.4K shares, valued at $3.3M), QGRO (+8.0K shares, valued at $841.2K), SGOV (+7.1K shares, valued at $715.2K); decreased their positions in AAPL (-4.6K shares, valued at $1.2M), NVDA (-5.8K shares, valued at $1.0M), N/A (-2.4K shares, valued at $689.0K); initiated new positions in SHY (+40.4K shares, valued at $3.3M), SGOV (+7.1K shares, valued at $715.2K), CVX (+2.5K shares, valued at $507.7K).

1M P&L

+7.4M+4.17%

3M P&L

+428.4K+0.23%

HY P&L

+14.5M+8.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A60.7M

47.2%

2Semiconductors7.0M

5.4%

3Consumer Electronics6.8M

5.3%

Top Industries by Stock Count

1N/A34 stocks

29.6%

2Semiconductors5 stocks

4.3%

3Banks - Diversified5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T12.4K shares7.62%2026-03-312026-04-24

AAPL APPLE INC26.7K shares-14.82%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR78.4K shares10.63%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS84.1K shares13.74%2026-03-312026-04-24

VO VANGUARD INDEX FDS18.5K shares9.23%2026-03-312026-04-24

QGRO AMERICAN CENTY ETF TR44.1K shares22.20%2026-03-312026-04-24

MSFT MICROSOFT CORP9.7K shares-11.65%2026-03-312026-04-24

IJH ISHARES TR51.9K shares9.06%2026-03-312026-04-24

Sponsored

NVDA NVIDIA CORPORATION19.9K shares-22.58%2026-03-312026-04-24

SHY ISHARES TR40.4K sharesnew addition2026-03-312026-04-24

KLAC KLA CORP2.2K shares-10.11%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F58.1K shares3.76%2026-03-312026-04-24

COWZ PACER FDS TR49.9K shares9.90%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO7.5K shares-7.92%2026-03-312026-04-24

IVV ISHARES TR3.2K shares-16.21%2026-03-312026-04-24

AMGN AMGEN INC5.8K shares23.06%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC6.9K shares-25.73%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR23.9K shares12.08%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC5.5K shares13.53%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.8K shares-3.58%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC6.5K shares2.58%2026-03-312026-04-24

CSCO CISCO SYS INC22.6K shares-0.11%2026-03-312026-04-24

AMZN AMAZON COM INC8.3K shares-22.92%2026-03-312026-04-24

ALPHABET INC ALPHABET INC5.7K shares-28.21%2026-03-312026-04-24

Sponsored

PSX PHILLIPS 668.6K shares16.53%2026-03-312026-04-24

ADI ANALOG DEVICES INC4.9K shares0.43%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC1.6K shares10.81%2026-03-312026-04-24

BAC BANK AMERICA CORP31.5K shares7.10%2026-03-312026-04-24

RTX RTX CORPORATION7.9K shares10.36%2026-03-312026-04-24

HARBOR ETF TRUST HARBOR ETF TRUST42.4K shares13.68%2026-03-312026-04-24

AGG ISHARES TR14.0K shares-5.50%2026-03-312026-04-24

PULS PGIM ETF TR26.9K shares5.37%2026-03-312026-04-24

Sponsored

EMR EMERSON ELEC CO9.9K shares-19.03%2026-03-312026-04-24

LOW LOWES COS INC5.2K shares10.13%2026-03-312026-04-24

IEFA ISHARES TR13.4K shares-12.95%2026-03-312026-04-24

SYK STRYKER CORPORATION3.6K shares5.67%2026-03-312026-04-24

IBTP ISHARES TR41.1K shares105.25%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN6.7K shares10.80%2026-03-312026-04-24

TJX TJX COS INC NEW6.5K shares-1.66%2026-03-312026-04-24

NEE NEXTERA ENERGY INC10.7K shares16.43%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC1.7K shares-16.33%2026-03-312026-04-24

IUSB ISHARES TR21.3K shares-8.86%2026-03-312026-04-24

KO COCA COLA CO12.9K shares196.64%2026-03-312026-04-24

IWM ISHARES TR3.9K shares-8.52%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC4.6K shares-17.43%2026-03-312026-04-24

TMUS T-MOBILE US INC4.3K shares26.34%2026-03-312026-04-24

WMT WALMART INC7.1K shares-26.36%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC1.8K shares-4.38%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.79%2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.5K shares-26.52%2026-03-312026-04-24

TXN TEXAS INSTRS INC4.0K shares8.49%2026-03-312026-04-24

GSLC GOLDMAN SACHS ETF TR6.1K shares-27.15%2026-03-312026-04-24

SGOV ISHARES TR7.1K sharesnew addition2026-03-312026-04-24

ITOT ISHARES TR5.0K shares-39.61%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR4.8K shares-6.89%2026-03-312026-04-24

TSLA TESLA INC1.7K shares-38.68%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.5.8K shares-16.34%2026-03-312026-04-24

CAT CATERPILLAR INC773 shares-41.48%2026-03-312026-04-24

IEMG ISHARES INC7.8K shares-20.18%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.5K sharesnew addition2026-03-312026-04-24

DE DEERE & CO872 shares-33.13%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares-31.53%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares-2.35%2026-03-312026-04-24

AMT AMERICAN TOWER CORP2.8K shares17.77%2026-03-312026-04-24

Sponsored

IJR ISHARES TR3.8K shares-27.66%2026-03-312026-04-24

GGG GRACO INC5.6K shares-7.07%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-38.38%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC3.2K shares-20.52%2026-03-312026-04-24

GEV GE VERNOVA INC519 shares-43.28%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.5K shares-25.05%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC1.2K shares-23.24%2026-03-312026-04-24

WFC WELLS FARGO & CO5.4K shares-18.60%2026-03-312026-04-24

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares-20.26%2026-03-312026-04-24

XOM EXXON MOBIL CORP2.4K shares-1.49%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC472 shares-38.94%2026-03-312026-04-24

V VISA INC1.3K shares-37.00%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC3.4K shares-3.19%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP3.3K shares-25.62%2026-03-312026-04-24

SSD SIMPSON MFG INC2.2K shares5.05%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.3K shares-36.58%2026-03-312026-04-24

Sponsored

XEL XCEL ENERGY INC4.7K shares-17.48%2026-03-312026-04-24

TTC TORO CO3.9K shares4.82%2026-03-312026-04-24

PWR QUANTA SVCS INC662 shares-37.49%2026-03-312026-04-24

PKG PACKAGING CORP AMER1.7K sharesnew addition2026-03-312026-04-24

WTS WATTS WATER TECHNOLOGIES INC1.2K shares5.53%2026-03-312026-04-24

PRI PRIMERICA INC1.4K shares5.24%2026-03-312026-04-24

ASML ASML HLDG NV265 shares-8.62%2026-03-312026-04-24

UNP UNION PAC CORP1.4K sharesnew addition2026-03-312026-04-24

Sponsored

NOC NORTHROP GRUMMAN CORP494 sharesnew addition2026-03-312026-04-24

GOLF ACUSHNET HLDGS CORP3.6K shares5.50%2026-03-312026-04-24

PHYL PGIM ETF TR9.5K shares-48.85%2026-03-312026-04-24

OKE ONEOK INC NEW3.6K sharesnew addition2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I1.1K sharesnew addition2026-03-312026-04-24

SPGI S&P GLOBAL INC769 shares-48.77%2026-03-312026-04-24

CDNS CADENCE DESIGN SYSTEM INC1.2K shares-17.04%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC1.5K shares-36.99%2026-03-312026-04-24

Sponsored

FCN FTI CONSULTING INC1.7K shares5.63%2026-03-312026-04-24

RBC RBC BEARINGS INC555 shares-3.98%2026-03-312026-04-24

HOOD ROBINHOOD MKTS INC4.3K shares15.13%2026-03-312026-04-24

TPL TEXAS PACIFIC LAND CORPORATI626 sharesnew addition2026-03-312026-04-24

JBND J P MORGAN EXCHANGE TRADED F5.5K shares-3.10%2026-03-312026-04-24

MNST MONSTER BEVERAGE CORP NEW4.1K shares-34.37%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.2K shares-38.59%2026-03-312026-04-24

VST VISTRA CORP1.9K shares-16.72%2026-03-312026-04-24

Sponsored

EMB ISHARES TR2.9K shares-15.01%2026-03-312026-04-24

PPG PPG INDS INC2.5K sharesnew addition2026-03-312026-04-24

NUMG NUSHARES ETF TR6.5K shares-1.75%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC778 shares2.77%2026-03-312026-04-24

ASTRAZENECA PLC ASTRAZENECA PLC1.3K sharesnew addition2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC2.1K shares-43.09%2026-03-312026-04-24

LSTR LANDSTAR SYS INC1.5K shares4.95%2026-03-312026-04-24

USHY ISHARES TR6.7K shares-7.01%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC750 shares-22.68%2026-03-312026-04-24

ABBV ABBVIE INC1.1K shares-45.00%2026-03-312026-04-24

IBP INSTALLED BLDG PRODS INC905 shares4.62%2026-03-312026-04-24

AWK AMERICAN WTR WKS CO INC NEW1.7K shares1.34%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR5.8K shares5.82%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC2.7K shares-16.39%2026-03-312026-04-24

IWR ISHARES TR2.4K shares0.00%2026-03-312026-04-24

MA MASTERCARD INCORPORATED464 shares-30.23%2026-03-312026-04-24

Sponsored

JKHY HENRY JACK & ASSOC INC1.5K shares5.68%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD4.5K sharesnew addition2026-03-312026-04-24

DVY ISHARES TR1.5K shares0.00%2026-03-312026-04-24

T AT&T INC7.7K sharesnew addition2026-03-312026-04-24

EME EMCOR GROUP INC293 sharesnew addition2026-03-312026-04-24

NUSC NUSHARES ETF TR4.7K sharesnew addition2026-03-312026-04-24

HON HONEYWELL INTL INC905 sharesnew addition2026-03-312026-04-24

LLY ELI LILLY & CO222 shares-50.34%2026-03-312026-04-24

Sponsored

LINDE PLC LINDE PLC410 shares-39.97%2026-03-312026-04-24

PDBC INVESCO ACTVELY MNGD ETC FD11.2K shares-38.96%2026-03-312026-04-24

SAN BANCO SANTANDER SA11.5K shares-9.71%2026-03-312026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

7.62%

Shares12.4K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-14.82%

Shares26.7K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

10.63%

Shares78.4K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

13.74%

Shares84.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

9.23%

Shares18.5K

Event2026-03-31

Filed2026-04-24

QGRO

AMERICAN CENTY ETF TR

22.20%

Shares44.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-11.65%

Shares9.7K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

9.06%

Shares51.9K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-22.58%

Shares19.9K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

New

Shares40.4K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

-10.11%

Shares2.2K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

3.76%

Shares58.1K

Event2026-03-31

Filed2026-04-24

COWZ

PACER FDS TR

9.90%

Shares49.9K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-7.92%

Shares7.5K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-16.21%

Shares3.2K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

23.06%

Shares5.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-25.73%

Shares6.9K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

12.08%

Shares23.9K

Event2026-03-31

Filed2026-04-24

LHX

L3HARRIS TECHNOLOGIES INC

13.53%

Shares5.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-3.58%

Shares1.8K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

2.58%

Shares6.5K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-0.11%

Shares22.6K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-22.92%

Shares8.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-28.21%

Shares5.7K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

16.53%

Shares8.6K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

0.43%

Shares4.9K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

10.81%

Shares1.6K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

7.10%

Shares31.5K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

10.36%

Shares7.9K

Event2026-03-31

Filed2026-04-24

HARBOR ETF TRUST

13.68%

Shares42.4K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

-5.50%

Shares14.0K

Event2026-03-31

Filed2026-04-24

PULS

PGIM ETF TR

5.37%

Shares26.9K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

-19.03%

Shares9.9K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

10.13%

Shares5.2K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-12.95%

Shares13.4K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

5.67%

Shares3.6K

Event2026-03-31

Filed2026-04-24

IBTP

ISHARES TR

105.25%

Shares41.1K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

10.80%

Shares6.7K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-1.66%

Shares6.5K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

16.43%

Shares10.7K

Event2026-03-31

Filed2026-04-24