Petra Financial Advisors Inc Purchases in Q2 2025

Petra Financial Advisors Inc

  • $158 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BWXT
Bwx Technologies, Inc.

Industrials
57
+ 1.42%
$89.24 - $144.06 $5.09K - $8.21K
4.08K $587M
VONG
Vanguard Russell 1000 Growth E

ETFs
809
+ 13.05%
$82.51 - $109.2 $66.8K - $88.3K
7.01K $765M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
436
+ 1.57%
$32.02 - $42.16 $14K - $18.4K
28.2K $1.19B
SBSW
Sibanye Stillwater LTD

Basic Materials
2.6K
+ 4.84%
$3.22 - $7.55 $8.38K - $19.7K
56.4K $408M
WPM
Wheaton Precious Metals Corp.

Basic Materials
13
+ 0.1%
$70.56 - $92.75 $917 - $1.21K
12.5K $1.12B
CNX
Cnx Resources Corp

Energy
622
+ 1.1%
$28.13 - $34.85 $17.5K - $21.7K
56.9K $1.92B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.39K
+ 3.04%
$19.6 - $24.44 $27.2K - $34K
47K $1.15B
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
510
+ 1.59%
$28.53 - $35.69 $14.6K - $18.2K
32.6K $1.16B
NPCT
Nuveen Core Plus Impact Fund
10.4K
New
$9.88 - $11.21 $102K - $116K
10.4K $116M
Sei Exchange Traded Funds
103
+ 0.3%
N/A
33.9K $999M
VTI
Vanguard Total Stock Market Et

ETFs
51
+ 2.13%
$243.75 - $303.93 $12.4K - $15.5K
2.45K $744M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2.94K
+ 12.18%
$20.46 - $21.89 $60.1K - $64.2K
27K $592M
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 1.92%
$167.32 - $223.3 $6.69K - $8.93K
2.12K $465M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5
+ 0.06%
$62.73 - $78.42 $314 - $392
8.79K $681M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 2.2%
$498.8 - $620.9 $8.48K - $10.6K
788 $489M
GOOG
Alphabet Inc.

Communication Services
94
+ 6.27%
$146.58 - $180.01 $13.8K - $16.9K
1.59K $283M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
645
+ 1.18%
$46.39 - $47.84 $29.9K - $30.9K
55.3K $2.64B
Sei Exchange Traded Funds
272
+ 1.9%
N/A
14.6K $402M
Sei Exchange Traded Funds
573
+ 4.21%
N/A
14.2K $363M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.6%
$496.48 - $617.85 $1.49K - $1.85K
504 $311M
BNDX
Vanguard Total International B

ETFs
397
+ 5.28%
$48.77 - $49.55 $19.4K - $19.7K
7.92K $392M
AAPL
Apple Inc.

Technology
371
+ 11.76%
$172.42 - $223.89 $64K - $83.1K
3.53K $724M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
718
+ 6.23%
$22.4 - $23.8 $16.1K - $17.1K
12.2K $291M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
860
+ 2.34%
$48.13 - $49.85 $41.4K - $42.9K
37.7K $1.85B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
71
+ 0.96%
$69.8 - $85.28 $4.96K - $6.05K
7.45K $618M
CVS
Cvs Health Corp

Healthcare
143
+ 3.29%
$60.04 - $70.18 $8.59K - $10K
4.49K $310M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
254
+ 5.07%
$49.57 - $50.27 $12.6K - $12.8K
5.27K $265M
SCHP
Schwab Strategic Us Tips ETF

ETFs
630
+ 5.79%
$26.18 - $26.93 $16.5K - $17K
11.5K $307M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
77
+ 0.76%
$77.94 - $79.5 $6K - $6.12K
10.2K $811M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7
+ 0.02%
$45.2 - $46.6 $316 - $326
39.2K $1.82B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
13
+ 0.21%
$55.57 - $62.73 $722 - $815
6.19K $382M
ITM
Vaneck Intermediate Muni ETF

ETFs
15
+ 0.1%
$44.27 - $45.82 $664 - $687
14.9K $678M
VZ
Verizon Communications Inc

Communication Services
163
+ 3.02%
$41.67 - $45.62 $6.79K - $7.44K
5.57K $241M
BTEGF
Baytex Energy Corp.

Energy
115
+ 0.75%
N/A
15.4K $27.6M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.06%
$79.79 - $91.42 $239 - $274
4.83K $430M
RIG
Transocean Ltd.

Energy
51
+ 0.29%
$2.13 - $3.32 $109 - $169
17.9K $46.4M
VMO
Invesco Municipal Opportunity Trust

Financial Services
87
+ 0.15%
$9.0 - $9.58 $783 - $833
57.5K $528M
DUK
Duke Energy Corp

Utilities
17
+ 0.34%
$112.46 - $124.05 $1.91K - $2.11K
5.08K $599M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
1.5K
+ 1.27%
$11.34 - $12.35 $17K - $18.5K
120K $1.43B
SBUX
Starbucks Corp

Consumer Cyclical
15
+ 0.44%
$79.69 - $99.41 $1.2K - $1.49K
3.42K $313M
XOM
Exxon Mobil Corp

Energy
13
+ 0.56%
$99.93 - $119.04 $1.3K - $1.55K
2.34K $252M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
24
+ 0.02%
$10.29 - $11.24 $247 - $270
130K $1.42B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
262
+ 4.87%
$483.48 - $539.8 $127K - $141K
5.64K $2.74B
Activity Summary
Buys All Purchases 94 New Holdings 24 Increased Positions 70 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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