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Petros Family Wealth, LLC Top Holdings and 13F Report (2025)

About Petros Family Wealth, LLC

Investment Activity

  • Petros Family Wealth, LLC has $109.49 million in total holdings as of June 30, 2025.
  • Petros Family Wealth, LLC owns shares of 130 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 14.96% of the portfolio was purchased this quarter.
  • About 4.38% of the portfolio was sold this quarter.
  • This quarter, Petros Family Wealth, LLC has purchased 121 new stocks and bought additional shares in 51 stocks.
  • Petros Family Wealth, LLC sold shares of 48 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$4,593,221
Microsoft
$4,477,382

Largest New Holdings this Quarter

025072703 - Avantis International Equity ETF
$3,583,568 Holding
025072604 - Avantis Emerging Markets Equity ETF
$1,284,096 Holding
41151J786 - HARBOR ETF TRUST
$1,151,563 Holding
770700102 - Robinhood Markets
$562,623 Holding
369604301 - GE Aerospace
$540,519 Holding

Largest Purchases this Quarter

Avantis International Equity ETF
48,420 shares (about $3.58M)
Avantis Emerging Markets Equity ETF
18,735 shares (about $1.28M)
HARBOR ETF TRUST
36,747 shares (about $1.15M)
American Century U.S. Quality Growth ETF
10,004 shares (about $1.09M)
SPDR S&P 500 ETF Trust
1,236 shares (about $763.64K)

Largest Sales this Quarter

Accenture
1,194 shares (about $356.87K)
QUALCOMM
1,941 shares (about $309.11K)
Costco Wholesale
214 shares (about $211.85K)
Pfizer
7,779 shares (about $188.57K)
iShares Core MSCI EAFE ETF
1,770 shares (about $147.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPetros Family Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,953,728$763,644 12.3%11,2556.4%Finance
American Century U.S. Quality Growth ETF stock logo
QGRO
American Century U.S. Quality Growth ETF
$4,722,168$1,091,636 30.1%43,2754.3%ETF
Apple Inc. stock logo
AAPL
Apple
$4,593,221$44,931 -1.0%22,3884.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,477,382$71,133 1.6%9,0014.1%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$3,583,568$3,583,568 New Holding48,4203.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,152,849$210,127 7.1%19,9562.9%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,674,395$96,706 3.8%8,5732.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$2,626,288$22,529 0.9%14,8052.4%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,535,342$180,790 7.7%40,8792.3%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$2,324,561$214,284 10.2%42,1882.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,038,181$43,640 -2.1%29,3771.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,009,833$403,239 25.1%9,1611.8%Retail/Wholesale
BLACKROCK INC
$1,888,712$77,647 4.3%1,8001.7%COM
KLA Corporation stock logo
KLAC
KLA
$1,864,060$240,957 14.8%2,0811.7%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$1,794,480$66,067 3.8%4,5361.6%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,673,372$85,234 5.4%5,7721.5%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,651,770$111,772 7.3%7,6551.5%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,460,163$211,847 -12.7%1,4751.3%Retail/Wholesale
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$1,284,096$1,284,096 New Holding18,7351.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,272,123$98,901 8.4%2,3411.2%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,269,515$137,285 12.1%1,7201.2%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,242,522$10,667 0.9%9,3191.1%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,217,972$40,678 -3.2%4,1321.1%Computer and Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$1,211,648$17,317 1.4%2,3791.1%Computer and Technology
HARBOR ETF TRUST
$1,151,563$1,151,563 New Holding36,7471.1%HARBOR ALPHAEDGE
3M Company stock logo
MMM
3M
$1,015,569$10,200 -1.0%6,6710.9%Multi-Sector Conglomerates
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$1,002,678$103,479 -9.4%5,4650.9%Finance
RTX Corporation stock logo
RTX
RTX
$990,922$15,041 -1.5%6,7860.9%Aerospace
Tesla, Inc. stock logo
TSLA
Tesla
$983,158$44,472 4.7%3,0950.9%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOGL
Alphabet
$960,380$124,409 14.9%5,4500.9%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$930,810$30,899 -3.2%19,6710.9%Finance
Amgen Inc. stock logo
AMGN
Amgen
$914,832$7,261 -0.8%3,2760.8%Medical
Accenture PLC stock logo
ACN
Accenture
$902,924$356,866 -28.3%3,0210.8%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$897,218$77,670 -8.0%6700.8%Consumer Discretionary
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$827,256$299,976 56.9%3,4720.8%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$818,560$54,434 7.1%4,0000.7%Computer and Technology
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$815,005$58,698 -6.7%3,2490.7%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$797,180$21,501 2.8%2,8920.7%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$786,271$33,220 4.4%3,7870.7%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$777,663$14,644 -1.8%3,5050.7%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$774,776$87,356 -10.1%3,2550.7%Computer and Technology
ARISTA NETWORKS INC
$750,855$294,551 64.6%7,3390.7%COM SHS
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$733,513$64,607 9.7%1,5100.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.7%Finance
Oracle Corporation stock logo
ORCL
Oracle
$693,931$33,013 -4.5%3,1740.6%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$669,322$11,273 -1.7%3,0280.6%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$642,067$168,413 35.6%9,2490.6%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$640,091$188,566 -22.8%26,4060.6%Medical
PALANTIR TECHNOLOGIES INC
$624,073$182,941 41.5%4,5780.6%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$608,230$8,167 1.4%3,2770.6%Medical
Phillips 66 stock logo
PSX
Phillips 66
$601,300$8,232 -1.4%5,0400.5%Energy
Walmart Inc. stock logo
WMT
Walmart
$599,097$3,520 -0.6%6,1270.5%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$598,626$56,291 10.4%1,5420.5%Industrials
American Express Company stock logo
AXP
American Express
$594,903$65,072 12.3%1,8650.5%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$588,848$19,109 3.4%8320.5%Finance
The Progressive Corporation stock logo
PGR
Progressive
$586,559$84,061 16.7%2,1980.5%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$566,608$29,941 5.6%3,9930.5%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$565,665$2,992 0.5%4,1590.5%Medical
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$562,623$562,623 New Holding6,0090.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$558,359$90,921 -14.0%1,5230.5%Retail/Wholesale
GE VERNOVA INC
$554,550$20,637 -3.6%1,0480.5%COM
PepsiCo, Inc. stock logo
PEP
PepsiCo
$553,591$58,620 -9.6%4,1930.5%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$548,909$4,746 -0.9%1,0410.5%Finance
GE Aerospace stock logo
GE
GE Aerospace
$540,519$540,519 New Holding2,1000.5%Aerospace
Eaton Corporation, PLC stock logo
ETN
Eaton
$536,557$7,497 1.4%1,5030.5%Industrials
Graco Inc. stock logo
GGG
Graco
$533,379$7,136 -1.3%6,2040.5%Industrials
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$519,167$309,111 -37.3%3,2600.5%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$494,957$50,261 -9.2%4,0080.5%Retail/Wholesale
Hormel Foods Corporation stock logo
HRL
Hormel Foods
$484,3030.0%16,0100.4%Consumer Staples
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$480,206$8,279 -1.7%5800.4%Aerospace
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$461,012$87,972 -16.0%5,7540.4%Finance
Visa Inc. stock logo
V
Visa
$435,292$22,013 5.3%1,2260.4%Business Services
ISHARES TR
$419,339$78,737 23.1%16,3130.4%IBONDS DEC 2034
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$408,000$37,912 -8.5%8,8140.4%Medical
Quanta Services, Inc. stock logo
PWR
Quanta Services
$407,192$23,441 -5.4%1,0770.4%Construction
Honeywell International Inc. stock logo
HON
Honeywell International
$404,746$7,685 1.9%1,7380.4%Multi-Sector Conglomerates
Primerica, Inc. stock logo
PRI
Primerica
$399,2850.0%1,4590.4%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$393,507$9,861 2.6%1,2770.4%Computer and Technology
Garmin Ltd. stock logo
GRMN
Garmin
$390,736$38,197 10.8%1,8720.4%Computer and Technology
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$390,313$390,313 New Holding8,0560.4%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$390,153$9,466 2.5%2,4730.4%Computer and Technology
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$388,220$26,331 -6.4%4,2610.4%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$384,928$37,088 10.7%6850.4%Business Services
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$380,147$29,654 8.5%5,1150.3%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$379,373$65,367 -14.7%2,4840.3%Medical
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$366,445$366,445 New Holding5,8500.3%Consumer Staples
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$364,513$1,087 0.3%2,3470.3%Construction
U.S. Bancorp stock logo
USB
U.S. Bancorp
$348,878$12,037 -3.3%7,7100.3%Finance
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$347,313$347,313 New Holding1900.3%Computer and Technology
LINDE PLC
$346,255$11,260 -3.1%7380.3%SHS
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$345,346$345,346 New Holding1,2340.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$335,256$147,760 -30.6%4,0160.3%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$325,851$25,383 -7.2%3,5560.3%Retail/Wholesale
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$318,368$42,828 -11.9%1,4570.3%Computer and Technology
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$315,585$44,931 -12.5%5900.3%Construction
Watts Water Technologies, Inc. stock logo
WTS
Watts Water Technologies
$311,7890.0%1,2680.3%Computer and Technology
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$308,559$308,559 New Holding9560.3%Energy
Southern Company (The) stock logo
SO
Southern
$298,723$1,286 0.4%3,2530.3%Utilities
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$296,253$1,215 -0.4%1,2190.3%Computer and Technology
Acushnet stock logo
GOLF
Acushnet
$294,047$947 -0.3%4,0380.3%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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