Petredis Investment Advisors LLC Portfolio Holdings

Petredis Investment Advisors LLC

  • $1.14 Trillion
  • Q2 2025

Petredis Investment Advisors LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.14 Trillion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $102B, Vanguard Mega Cap Growth ETF with a value of $101B, Nvidia Corp with a value of $66.9B, Microsoft Corp with a value of $62.9B, and Vanguard Ftse Developed Market with a value of $47.8B.

Examining the 13F form we can see an increase of $185B in the current position value, from $957B to 1.14T.

Petredis Investment Advisors LLC is based out at Warrendale, PA

Below you can find more details about Petredis Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.14 Trillion
ETFs: $499 Billion
Technology: $266 Billion
Consumer Cyclical: $86.6 Billion
Communication Services: $86.4 Billion
Healthcare: $56.8 Billion
Industrials: $49.7 Billion
Energy: $24.4 Billion
Consumer Defensive: $20.8 Billion
Other: $21.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$618B
$389 Million 0.03% of portfolio
1,781
Q1 2024 New
$631B
$279 Million 0.02% of portfolio
575
Q1 2025 Reduced 3.36%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $1.14 Trillion
  • Prior Value $957 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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