Petros Family Wealth, LLC Top Holdings and 13F Report (2025) About Petros Family Wealth, LLCInvestment ActivityPetros 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 SPDR S&P 500 ETF Trust $6,953,728American Century U.S. Quality Growth ETF $4,722,168Apple $4,593,221Microsoft $4,477,382Avantis International Equity ETF $3,583,568 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $3,583,568 Holding025072604 - Avantis Emerging Markets Equity ETF $1,284,096 Holding41151J786 - HARBOR ETF TRUST $1,151,563 Holding770700102 - Robinhood Markets $562,623 Holding369604301 - 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 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$6,953,728$763,644 ▲12.3%11,2556.4%FinanceQGROAmerican Century U.S. Quality Growth ETF$4,722,168$1,091,636 ▲30.1%43,2754.3%ETFAAPLApple$4,593,221$44,931 ▼-1.0%22,3884.2%Computer and TechnologyMSFTMicrosoft$4,477,382$71,133 ▲1.6%9,0014.1%Computer and TechnologyAVDEAvantis International Equity ETF$3,583,568$3,583,568 ▲New Holding48,4203.3%ETFNVDANVIDIA$3,152,849$210,127 ▲7.1%19,9562.9%Computer and TechnologyUNHUnitedHealth Group$2,674,395$96,706 ▲3.8%8,5732.4%MedicalGOOGAlphabet$2,626,288$22,529 ▲0.9%14,8052.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,535,342$180,790 ▲7.7%40,8792.3%ETFCOWZPacer US Cash Cows 100 ETF$2,324,561$214,284 ▲10.2%42,1882.1%ETFCSCOCisco Systems$2,038,181$43,640 ▼-2.1%29,3771.9%Computer and TechnologyAMZNAmazon.com$2,009,833$403,239 ▲25.1%9,1611.8%Retail/WholesaleBLACKROCK INC$1,888,712$77,647 ▲4.3%1,8001.7%COMKLACKLA$1,864,060$240,957 ▲14.8%2,0811.7%Computer and TechnologySYKStryker$1,794,480$66,067 ▲3.8%4,5361.6%MedicalJPMJPMorgan Chase & Co.$1,673,372$85,234 ▲5.4%5,7721.5%FinanceIWMiShares Russell 2000 ETF$1,651,770$111,772 ▲7.3%7,6551.5%FinanceCOSTCostco Wholesale$1,460,163$211,847 ▼-12.7%1,4751.3%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$1,284,096$1,284,096 ▲New Holding18,7351.2%ETFISRGIntuitive Surgical$1,272,123$98,901 ▲8.4%2,3411.2%MedicalMETAMeta Platforms$1,269,515$137,285 ▲12.1%1,7201.2%Computer and TechnologyEMREmerson Electric$1,242,522$10,667 ▲0.9%9,3191.1%IndustrialsIBMInternational Business Machines$1,217,972$40,678 ▼-3.2%4,1321.1%Computer and TechnologyCRWDCrowdStrike$1,211,648$17,317 ▲1.4%2,3791.1%Computer and TechnologyHARBOR ETF TRUST$1,151,563$1,151,563 ▲New Holding36,7471.1%HARBOR ALPHAEDGEMMM3M$1,015,569$10,200 ▼-1.0%6,6710.9%Multi-Sector ConglomeratesICEIntercontinental Exchange$1,002,678$103,479 ▼-9.4%5,4650.9%FinanceRTXRTX$990,922$15,041 ▼-1.5%6,7860.9%AerospaceTSLATesla$983,158$44,472 ▲4.7%3,0950.9%Auto/Tires/TrucksGOOGLAlphabet$960,380$124,409 ▲14.9%5,4500.9%Computer and TechnologyBACBank of America$930,810$30,899 ▼-3.2%19,6710.9%FinanceAMGNAmgen$914,832$7,261 ▼-0.8%3,2760.8%MedicalACNAccenture$902,924$356,866 ▼-28.3%3,0210.8%Computer and TechnologyNFLXNetflix$897,218$77,670 ▼-8.0%6700.8%Consumer DiscretionaryTMUST-Mobile US$827,256$299,976 ▲56.9%3,4720.8%Computer and TechnologyPANWPalo Alto Networks$818,560$54,434 ▲7.1%4,0000.7%Computer and TechnologyLHXL3Harris Technologies$815,005$58,698 ▼-6.7%3,2490.7%AerospaceAVGOBroadcom$797,180$21,501 ▲2.8%2,8920.7%Computer and TechnologyTXNTexas Instruments$786,271$33,220 ▲4.4%3,7870.7%Computer and TechnologyLOWLowe's Companies$777,663$14,644 ▼-1.8%3,5050.7%Retail/WholesaleADIAnalog Devices$774,776$87,356 ▼-10.1%3,2550.7%Computer and TechnologyARISTA NETWORKS INC$750,855$294,551 ▲64.6%7,3390.7%COM SHSBRK.BBerkshire Hathaway$733,513$64,607 ▲9.7%1,5100.7%FinanceBRK.ABerkshire Hathaway$728,8000.0%10.7%FinanceORCLOracle$693,931$33,013 ▼-4.5%3,1740.6%Computer and TechnologyAMTAmerican Tower$669,322$11,273 ▼-1.7%3,0280.6%FinanceNEENextEra Energy$642,067$168,413 ▲35.6%9,2490.6%UtilitiesPFEPfizer$640,091$188,566 ▼-22.8%26,4060.6%MedicalPALANTIR TECHNOLOGIES INC$624,073$182,941 ▲41.5%4,5780.6%CL AABBVAbbVie$608,230$8,167 ▲1.4%3,2770.6%MedicalPSXPhillips 66$601,300$8,232 ▼-1.4%5,0400.5%EnergyWMTWalmart$599,097$3,520 ▼-0.6%6,1270.5%Retail/WholesaleCATCaterpillar$598,626$56,291 ▲10.4%1,5420.5%IndustrialsAXPAmerican Express$594,903$65,072 ▲12.3%1,8650.5%FinanceGSThe Goldman Sachs Group$588,848$19,109 ▲3.4%8320.5%FinancePGRProgressive$586,559$84,061 ▲16.7%2,1980.5%FinanceAMDAdvanced Micro Devices$566,608$29,941 ▲5.6%3,9930.5%Computer and TechnologyABTAbbott Laboratories$565,665$2,992 ▲0.5%4,1590.5%MedicalHOODRobinhood Markets$562,623$562,623 ▲New Holding6,0090.5%FinanceHDHome Depot$558,359$90,921 ▼-14.0%1,5230.5%Retail/WholesaleGE VERNOVA INC$554,550$20,637 ▼-3.6%1,0480.5%COMPEPPepsiCo$553,591$58,620 ▼-9.6%4,1930.5%Consumer StaplesSPGIS&P Global$548,909$4,746 ▼-0.9%1,0410.5%FinanceGEGE Aerospace$540,519$540,519 ▲New Holding2,1000.5%AerospaceETNEaton$536,557$7,497 ▲1.4%1,5030.5%IndustrialsGGGGraco$533,379$7,136 ▼-1.3%6,2040.5%IndustrialsQCOMQUALCOMM$519,167$309,111 ▼-37.3%3,2600.5%Computer and TechnologyTJXTJX Companies$494,957$50,261 ▼-9.2%4,0080.5%Retail/WholesaleHRLHormel Foods$484,3030.0%16,0100.4%Consumer StaplesAXONAxon Enterprise$480,206$8,279 ▼-1.7%5800.4%AerospaceWFCWells Fargo & Company$461,012$87,972 ▼-16.0%5,7540.4%FinanceVVisa$435,292$22,013 ▲5.3%1,2260.4%Business ServicesISHARES TR$419,339$78,737 ▲23.1%16,3130.4%IBONDS DEC 2034BMYBristol Myers Squibb$408,000$37,912 ▼-8.5%8,8140.4%MedicalPWRQuanta Services$407,192$23,441 ▼-5.4%1,0770.4%ConstructionHONHoneywell International$404,746$7,685 ▲1.9%1,7380.4%Multi-Sector ConglomeratesPRIPrimerica$399,2850.0%1,4590.4%FinanceCDNSCadence Design Systems$393,507$9,861 ▲2.6%1,2770.4%Computer and TechnologyGRMNGarmin$390,736$38,197 ▲10.8%1,8720.4%Computer and TechnologyNUMGNuveen ESG Mid-Cap Growth ETF$390,313$390,313 ▲New Holding8,0560.4%ETFLDOSLeidos$390,153$9,466 ▲2.5%2,4730.4%Computer and TechnologyBKBank of New York Mellon$388,220$26,331 ▼-6.4%4,2610.4%FinanceMAMastercard$384,928$37,088 ▲10.7%6850.4%Business ServicesPYPLPayPal$380,147$29,654 ▲8.5%5,1150.3%Business ServicesJNJJohnson & Johnson$379,373$65,367 ▼-14.7%2,4840.3%MedicalMNSTMonster Beverage$366,445$366,445 ▲New Holding5,8500.3%Consumer StaplesSSDSimpson Manufacturing$364,513$1,087 ▲0.3%2,3470.3%ConstructionUSBU.S. Bancorp$348,878$12,037 ▼-3.3%7,7100.3%FinanceFICOFair Isaac$347,313$347,313 ▲New Holding1900.3%Computer and TechnologyLINDE PLC$346,255$11,260 ▼-3.1%7380.3%SHSVOVanguard Mid-Cap ETF$345,346$345,346 ▲New Holding1,2340.3%ETFIEFAiShares Core MSCI EAFE ETF$335,256$147,760 ▼-30.6%4,0160.3%ETFSBUXStarbucks$325,851$25,383 ▼-7.2%3,5560.3%Retail/WholesaleNXPINXP Semiconductors$318,368$42,828 ▼-11.9%1,4570.3%Computer and TechnologyEMEEMCOR Group$315,585$44,931 ▼-12.5%5900.3%ConstructionWTSWatts Water Technologies$311,7890.0%1,2680.3%Computer and TechnologyCEGConstellation Energy$308,559$308,559 ▲New Holding9560.3%EnergySOSouthern$298,723$1,286 ▲0.4%3,2530.3%UtilitiesBRBroadridge Financial Solutions$296,253$1,215 ▼-0.4%1,2190.3%Computer and TechnologyGOLFAcushnet$294,047$947 ▼-0.3%4,0380.3%Consumer DiscretionaryShowing 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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