Petros Family Wealth, LLC Top Holdings and 13F Report (2025) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $90.43 million in total holdings as of March 31, 2025.Petros Family Wealth, LLC owns shares of 121 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 129 new stocks and bought additional shares in 69 stocks.Petros Family Wealth, LLC sold shares of 34 stocks and completely divested from 18 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $5,604,590Apple $5,021,706UnitedHealth Group $4,327,953Microsoft $3,325,215American Century U.S. Quality Growth ETF $3,116,494 Largest New Holdings this Quarter 872590104 - T-Mobile US $590,238 Holding002824100 - Abbott Laboratories $548,774 Holding46438G646 - ISHARES TR $340,128 Holding36828A101 - GE VERNOVA INC $331,839 Holding70450Y103 - PayPal $307,719 Holding Largest Purchases this Quarter American Century U.S. Quality Growth ETF 8,751 shares (about $819.71K)T-Mobile US 2,213 shares (about $590.24K)Abbott Laboratories 4,137 shares (about $548.77K)ISHARES TR 13,250 shares (about $340.13K)TJX Companies 2,747 shares (about $334.59K) Largest Sales this Quarter Johnson & Johnson 1,894 shares (about $314.14K)NVIDIA 1,750 shares (about $189.67K)Leidos 1,205 shares (about $162.60K)SPDR S&P 500 ETF Trust 234 shares (about $130.90K)Hormel Foods 4,040 shares (about $125.00K) 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$5,604,590$130,899 ▼-2.3%10,0196.2%FinanceAAPLApple$5,021,706$5,331 ▲0.1%22,6075.6%Computer and TechnologyUNHUnitedHealth Group$4,327,953$90,089 ▲2.1%8,2634.8%MedicalMSFTMicrosoft$3,325,215$244,380 ▲7.9%8,8583.7%Computer and TechnologyQGROAmerican Century U.S. Quality Growth ETF$3,116,494$819,706 ▲35.7%33,2713.4%ETFGOOGAlphabet$2,293,195$99,521 ▲4.5%14,6782.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,215,216$8,111 ▲0.4%37,9642.4%ETFCOWZPacer US Cash Cows 100 ETF$2,097,234$61,057 ▲3.0%38,2992.3%ETFNVDANVIDIA$2,018,686$189,665 ▼-8.6%18,6262.2%Computer and TechnologyCSCOCisco Systems$1,851,701$76,522 ▲4.3%30,0062.0%Computer and TechnologyBLACKROCK INC$1,633,640$10,411 ▲0.6%1,7261.8%COMSYKStryker$1,626,259$16,378 ▼-1.0%4,3691.8%MedicalCOSTCostco Wholesale$1,597,422$7,566 ▼-0.5%1,6891.8%Retail/WholesaleIWMiShares Russell 2000 ETF$1,423,746$13,765 ▼-1.0%7,1371.6%FinanceAMZNAmazon.com$1,393,275$135,465 ▲10.8%7,3231.5%Retail/WholesaleJPMJPMorgan Chase & Co.$1,343,753$245 ▲0.0%5,4781.5%FinanceACNAccenture$1,315,214$253,370 ▲23.9%4,2151.5%Computer and TechnologyKLACKLA$1,231,809$64,582 ▼-5.0%1,8121.4%Computer and TechnologyISRGIntuitive Surgical$1,069,288$43,584 ▲4.2%2,1591.2%MedicalIBMInternational Business Machines$1,061,735$36,054 ▲3.5%4,2701.2%Computer and TechnologyICEIntercontinental Exchange$1,040,011$43,643 ▼-4.0%6,0291.2%FinanceAMGNAmgen$1,028,733$8,100 ▲0.8%3,3021.1%MedicalEMREmerson Electric$1,012,973$59,425 ▲6.2%9,2391.1%IndustrialsMMM3M$989,502$2,350 ▲0.2%6,7381.1%Multi-Sector ConglomeratesRTXRTX$912,533$35,235 ▼-3.7%6,8891.0%AerospaceMETAMeta Platforms$884,136$121,612 ▲15.9%1,5341.0%Computer and TechnologyPFEPfizer$866,254$12,239 ▼-1.4%34,1851.0%MedicalBACBank of America$848,132$149,187 ▲21.3%20,3240.9%FinanceLOWLowe's Companies$832,864$5,364 ▼-0.6%3,5710.9%Retail/WholesaleCRWDCrowdStrike$826,800$27,854 ▲3.5%2,3450.9%Computer and TechnologyQCOMQUALCOMM$798,978$308,162 ▲62.8%5,2010.9%Computer and TechnologyBRK.ABerkshire Hathaway$798,4420.0%10.9%FinanceTSLATesla$765,818$121,546 ▼-13.7%2,9550.8%Auto/Tires/TrucksGOOGLAlphabet$733,684$66,811 ▲10.0%4,7440.8%Computer and TechnologyBRK.BBerkshire Hathaway$733,362$95,332 ▲14.9%1,3770.8%FinanceADIAnalog Devices$730,459$73,611 ▼-9.2%3,6220.8%Computer and TechnologyLHXL3Harris Technologies$729,038$30,769 ▼-4.0%3,4830.8%AerospacePEPPepsiCo$695,342$34,940 ▼-4.8%4,6370.8%Consumer StaplesNFLXNetflix$678,882$12,123 ▼-1.8%7280.8%Consumer DiscretionaryABBVAbbVie$677,362$1,676 ▲0.2%3,2330.7%MedicalAMTAmerican Tower$669,991$6,093 ▲0.9%3,0790.7%FinanceTXNTexas Instruments$651,773$24,799 ▼-3.7%3,6270.7%Computer and TechnologyHDHome Depot$648,958$3,664 ▲0.6%1,7710.7%Retail/WholesalePANWPalo Alto Networks$637,170$92,828 ▲17.1%3,7340.7%Computer and TechnologyPSXPhillips 66$630,866$35,686 ▼-5.4%5,1090.7%EnergyTMUST-Mobile US$590,238$590,238 ▲New Holding2,2130.7%Computer and TechnologyBMYBristol Myers Squibb$587,525$4,757 ▲0.8%9,6330.6%MedicalABTAbbott Laboratories$548,774$548,774 ▲New Holding4,1370.6%MedicalWMTWalmart$541,0500.0%6,1630.6%Retail/WholesaleTJXTJX Companies$537,752$334,588 ▲164.7%4,4150.6%Retail/WholesaleSPGIS&P Global$533,505$58,940 ▲12.4%1,0500.6%FinancePGRProgressive$532,906$62,828 ▲13.4%1,8830.6%FinanceGGGGraco$525,048$3,758 ▼-0.7%6,2870.6%IndustrialsHRLHormel Foods$495,349$124,997 ▼-20.1%16,0100.5%Consumer StaplesWFCWells Fargo & Company$491,905$21,178 ▲4.5%6,8520.5%FinanceNEENextEra Energy$483,693$29,066 ▲6.4%6,8230.5%UtilitiesJNJJohnson & Johnson$482,990$314,143 ▼-39.4%2,9120.5%MedicalAVGOBroadcom$471,148$44,536 ▲10.4%2,8140.5%Computer and TechnologyORCLOracle$464,868$45,858 ▲10.9%3,3250.5%Computer and TechnologyCATCaterpillar$460,736$97,952 ▲27.0%1,3970.5%IndustrialsAXPAmerican Express$446,896$29,058 ▲7.0%1,6610.5%FinanceGSThe Goldman Sachs Group$439,764$18,574 ▲4.4%8050.5%FinanceIEFAiShares Core MSCI EAFE ETF$437,711$12,482 ▲2.9%5,7860.5%ETFPRIPrimerica$415,130$9,390 ▲2.3%1,4590.5%FinanceVVisa$407,935$18,224 ▲4.7%1,1640.5%Business ServicesETNEaton$402,852$41,590 ▲11.5%1,4820.4%IndustrialsAMDAdvanced Micro Devices$388,563$65,034 ▲20.1%3,7820.4%Computer and TechnologyBKBank of New York Mellon$381,609$36,232 ▲10.5%4,5500.4%FinanceSBUXStarbucks$375,988$4,708 ▲1.3%3,8330.4%Retail/WholesaleSSDSimpson Manufacturing$367,567$3,142 ▲0.9%2,3400.4%ConstructionGRMNGarmin$366,744$37,348 ▲11.3%1,6890.4%Computer and TechnologyHONHoneywell International$361,034$2,329 ▲0.6%1,7050.4%Multi-Sector ConglomeratesLINDE PLC$354,818$18,626 ▲5.5%7620.4%SHSARISTA NETWORKS INC$345,561$10,847 ▲3.2%4,4600.4%COM SHSISHARES TR$340,128$340,128 ▲New Holding13,2500.4%IBONDS DEC 2034MAMastercard$339,286$23,569 ▲7.5%6190.4%Business ServicesUSBU.S. Bancorp$336,747$9,331 ▼-2.7%7,9760.4%FinanceGE VERNOVA INC$331,839$331,839 ▲New Holding1,0870.4%COMLMTLockheed Martin$330,118$31,270 ▼-8.7%7390.4%AerospaceLDOSLeidos$325,611$162,603 ▼-33.3%2,4130.4%Computer and TechnologyCDNSCadence Design Systems$316,641$51,120 ▲19.3%1,2450.4%Computer and TechnologyNXPINXP Semiconductors$314,247$66,157 ▼-17.4%1,6530.3%Computer and TechnologyAXONAxon Enterprise$310,311$14,201 ▼-4.4%5900.3%AerospacePYPLPayPal$307,719$307,719 ▲New Holding4,7160.3%Business ServicesSOSouthern$297,826$6,253 ▲2.1%3,2390.3%UtilitiesBRBroadridge Financial Solutions$296,771$11,638 ▼-3.8%1,2240.3%Computer and TechnologyLLYEli Lilly and Company$296,502$39,644 ▲15.4%3590.3%MedicalFCNFTI Consulting$293,703$4,102 ▲1.4%1,7900.3%Business ServicesKMIKinder Morgan$293,675$5,963 ▼-2.0%10,2940.3%EnergyPWRQuanta Services$289,511$56,428 ▲24.2%1,1390.3%ConstructionFIFiserv$280,675$19,212 ▼-6.4%1,2710.3%Business ServicesMDTMedtronic$279,542$11,412 ▲4.3%3,1110.3%MedicalGOLFAcushnet$278,141$1,716 ▼-0.6%4,0510.3%Consumer DiscretionaryFDXFedEx$276,935$37,786 ▼-12.0%1,1360.3%TransportationECLEcolab$273,335$6,592 ▼-2.4%1,0780.3%Basic MaterialsPALANTIR TECHNOLOGIES INC$273,118$273,118 ▲New Holding3,2360.3%CL ACVXChevron$263,984$669 ▲0.3%1,5780.3%EnergyIWRiShares Russell Mid-Cap ETF$263,3770.0%3,0960.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$262,071$10,981 ▼-4.0%2,1480.3%ETFWTSWatts Water Technologies$258,571$1,631 ▲0.6%1,2680.3%Computer and TechnologyShowing 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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