Petros Family Wealth, LLC Top Holdings and 13F Report (2025) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $119.48 million in total holdings as of September 30, 2025.Petros Family Wealth, LLC owns shares of 134 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 7.84% of the portfolio was purchased this quarter.About 6.99% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 130 new stocks and bought additional shares in 55 stocks.Petros Family Wealth, LLC sold shares of 51 stocks and completely divested from 16 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $7,530,792Apple $5,640,717Microsoft $4,834,407Alphabet $4,698,022American Century U.S. Quality Growth ETF $4,086,826 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $584,474 Holding01609W102 - Alibaba Group $441,775 HoldingG96629103 - Willis Towers Watson Public $419,376 Holding30212P303 - Expedia Group $400,140 Holding538034109 - Live Nation Entertainment $376,800 Holding Largest Purchases this Quarter Alphabet 4,485 shares (about $1.09M)LAM RESEARCH CORP 4,365 shares (about $584.47K)Alibaba Group 2,472 shares (about $441.78K)Willis Towers Watson Public 1,214 shares (about $419.38K)Broadcom 1,254 shares (about $413.71K) Largest Sales this Quarter American Century U.S. Quality Growth ETF 7,551 shares (about $863.83K)UnitedHealth Group 1,029 shares (about $355.30K)Robinhood Markets 2,323 shares (about $332.61K)Vanguard Mid-Cap ETF 519 shares (about $152.48K)Advanced Micro Devices 674 shares (about $109.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPetros Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$7,530,792$32,644 ▲0.4%11,3046.3%FinanceAAPLApple$5,640,717$59,837 ▼-1.0%22,1534.7%Computer and TechnologyMSFTMicrosoft$4,834,407$172,472 ▲3.7%9,3344.0%Computer and TechnologyGOOGAlphabet$4,698,022$1,092,308 ▲30.3%19,2903.9%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$4,086,826$863,834 ▼-17.4%35,7243.4%ETFAVDEAvantis International Equity ETF$4,011,674$191,333 ▲5.0%50,8453.4%ETFNVDANVIDIA$3,660,514$62,877 ▼-1.7%19,6193.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,691,889$24,146 ▲0.9%41,2492.3%ETFUNHUnitedHealth Group$2,604,869$355,304 ▼-12.0%7,5442.2%MedicalCOWZPacer US Cash Cows 100 ETF$2,486,339$61,781 ▲2.5%43,2632.1%ETFKLACKLA$2,298,539$53,931 ▲2.4%2,1311.9%Computer and TechnologyBLACKROCK INC$2,167,420$68,788 ▲3.3%1,8591.8%COMCSCOCisco Systems$2,059,496$49,536 ▲2.5%30,1011.7%Computer and TechnologyAMZNAmazon.com$2,042,220$30,740 ▲1.5%9,3011.7%Retail/WholesaleIWMiShares Russell 2000 ETF$1,881,993$29,762 ▲1.6%7,7781.6%FinanceJPMJPMorgan Chase & Co.$1,796,712$23,973 ▼-1.3%5,6961.5%FinanceSYKStryker$1,742,539$65,798 ▲3.9%4,7141.5%MedicalCOSTCostco Wholesale$1,485,640$120,332 ▲8.8%1,6051.2%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$1,479,967$72,782 ▲5.2%19,7041.2%ETFTSLATesla$1,406,650$30,241 ▲2.2%3,1631.2%Auto/Tires/TrucksAVGOBroadcom$1,367,807$413,707 ▲43.4%4,1461.1%Computer and TechnologyGOOGLAlphabet$1,297,832$26,982 ▼-2.0%5,3391.1%Computer and TechnologyMETAMeta Platforms$1,267,540$4,406 ▲0.3%1,7261.1%Computer and TechnologyEMREmerson Electric$1,258,176$35,682 ▲2.9%9,5911.1%IndustrialsHARBOR ETF TRUST$1,245,717$2,207 ▼-0.2%36,6821.0%HARBOR ALPHAEDGECRWDCrowdStrike$1,237,229$70,615 ▲6.1%2,5231.0%Computer and TechnologyIBMInternational Business Machines$1,207,895$42,041 ▲3.6%4,2811.0%Computer and TechnologyRTXRTX$1,140,400$4,853 ▲0.4%6,8151.0%AerospacePANWPalo Alto Networks$1,121,335$306,855 ▲37.7%5,5070.9%Computer and TechnologyLHXL3Harris Technologies$1,040,271$47,951 ▲4.8%3,4060.9%AerospaceBACBank of America$1,038,182$23,370 ▲2.3%20,1240.9%FinanceMMM3M$1,035,1880.0%6,6710.9%Multi-Sector ConglomeratesARISTA NETWORKS INC$1,002,048$67,318 ▼-6.3%6,8770.8%COM SHSICEIntercontinental Exchange$968,104$47,344 ▲5.1%5,7460.8%FinanceAMGNAmgen$951,587$27,091 ▲2.9%3,3720.8%MedicalISRGIntuitive Surgical$945,444$101,521 ▼-9.7%2,1140.8%MedicalLOWLowe's Companies$926,349$45,488 ▲5.2%3,6860.8%Retail/WholesaleADIAnalog Devices$861,205$61,427 ▲7.7%3,5050.7%Computer and TechnologyNFLXNetflix$840,444$37,167 ▲4.6%7010.7%Consumer DiscretionaryTMUST-Mobile US$834,503$3,351 ▲0.4%3,4860.7%Computer and TechnologyORCLOracle$816,158$76,497 ▼-8.6%2,9020.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$766,893$68,225 ▼-8.2%4,2040.6%CL ABRK.BBerkshire Hathaway$755,617$3,519 ▼-0.5%1,5030.6%FinanceBRK.ABerkshire Hathaway$754,2000.0%10.6%FinancePSXPhillips 66$741,493$55,908 ▲8.2%5,4510.6%EnergyABBVAbbVie$737,732$21,071 ▼-2.8%3,1860.6%MedicalCATCaterpillar$706,667$29,106 ▼-4.0%1,4810.6%IndustrialsTXNTexas Instruments$697,279$1,470 ▲0.2%3,7950.6%Computer and TechnologyNEENextEra Energy$662,645$35,555 ▼-5.1%8,7780.6%UtilitiesAXPAmerican Express$646,388$26,905 ▲4.3%1,9460.5%FinanceHDHome Depot$635,764$18,639 ▲3.0%1,5690.5%Retail/WholesaleAMTAmerican Tower$635,165$52,882 ▲9.1%3,3030.5%FinanceGEGE Aerospace$620,894$10,830 ▼-1.7%2,0640.5%AerospacePFEPfizer$615,553$57,280 ▼-8.5%24,1580.5%MedicalGSThe Goldman Sachs Group$611,597$50,966 ▼-7.7%7680.5%FinancePEPPepsiCo$608,205$19,379 ▲3.3%4,3310.5%Consumer StaplesWMTWalmart$605,375$26,074 ▼-4.1%5,8740.5%Retail/WholesaleETNEaton$590,567$28,069 ▲5.0%1,5780.5%IndustrialsTJXTJX Companies$585,258$5,926 ▲1.0%4,0490.5%Retail/WholesaleLAM RESEARCH CORP$584,474$584,474 ▲New Holding4,3650.5%COM NEWJNJJohnson & Johnson$553,586$93,068 ▲20.2%2,9860.5%MedicalGE VERNOVA INC$546,032$98,384 ▼-15.3%8880.5%COMAMDAdvanced Micro Devices$536,981$109,046 ▼-16.9%3,3190.4%Computer and TechnologySPGIS&P Global$531,487$24,822 ▲4.9%1,0920.4%FinanceHOODRobinhood Markets$527,761$332,607 ▼-38.7%3,6860.4%FinanceQCOMQUALCOMM$521,752$20,631 ▼-3.8%3,1360.4%Computer and TechnologyGGGGraco$513,689$13,424 ▼-2.5%6,0460.4%IndustrialsLDOSLeidos$491,890$24,566 ▲5.3%2,6030.4%Computer and TechnologyWFCWells Fargo & Company$482,636$335 ▲0.1%5,7580.4%FinanceISHARES TR$460,058$37,388 ▲8.8%17,7560.4%IBONDS DEC 2034GRMNGarmin$459,952$985 ▼-0.2%1,8680.4%Computer and TechnologyPWRQuanta Services$456,276$9,946 ▲2.2%1,1010.4%ConstructionCDNSCadence Design Systems$453,126$4,566 ▲1.0%1,2900.4%Computer and TechnologyBKBank of New York Mellon$451,748$12,530 ▼-2.7%4,1460.4%FinanceBABAAlibaba Group$441,775$441,775 ▲New Holding2,4720.4%Retail/WholesaleMNSTMonster Beverage$419,947$26,184 ▲6.6%6,2390.4%Consumer StaplesWTWWillis Towers Watson Public$419,376$419,376 ▲New Holding1,2140.4%FinanceAXONAxon Enterprise$417,667$1,435 ▲0.3%5820.3%AerospaceVVisa$412,386$6,145 ▼-1.5%1,2080.3%Business ServicesCEGConstellation Energy$403,773$89,179 ▲28.3%1,2270.3%EnergySLViShares Silver Trust$403,362$45,760 ▲12.8%9,5200.3%ETFEXPEExpedia Group$400,140$400,140 ▲New Holding1,8720.3%Retail/WholesaleLYVLive Nation Entertainment$376,800$376,800 ▲New Holding2,3060.3%Consumer DiscretionaryMAMastercard$376,553$13,083 ▼-3.4%6620.3%Business ServicesUSBU.S. Bancorp$374,026$1,402 ▲0.4%7,7390.3%FinanceVSTVistra$372,444$372,444 ▲New Holding1,9010.3%UtilitiesHRLHormel Foods$371,347$24,740 ▼-6.2%15,0100.3%Consumer StaplesNUMGNuveen ESG Mid-Cap Growth ETF$370,114$22,052 ▼-5.6%7,6030.3%ETFPRIPrimerica$368,918$36,087 ▼-8.9%1,3290.3%FinanceBMYBristol Myers Squibb$362,075$35,450 ▼-8.9%8,0280.3%MedicalSSDSimpson Manufacturing$356,020$37,009 ▼-9.4%2,1260.3%ConstructionLINDE PLC$350,5500.0%7380.3%SHSHONHoneywell International$348,799$17,051 ▼-4.7%1,6570.3%Multi-Sector ConglomeratesBIIBBiogen$323,445$323,445 ▲New Holding2,3090.3%MedicalZETA GLOBAL HOLDINGS CORP$322,013$45,800 ▲16.6%16,2060.3%CL AWTSWatts Water Technologies$321,451$32,676 ▼-9.2%1,1510.3%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$318,944$31,694 ▼-9.0%3,6530.3%ETFSOSouthern$309,329$1,042 ▲0.3%3,2640.3%UtilitiesNXPINXP Semiconductors$301,431$30,280 ▼-9.1%1,3240.3%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$298,9190.0%3,0960.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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