Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $152 Billion
  • Q3 2024

Petra Financial Advisors Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $7.47B, Ishares Russell Mid Cap Growth with a value of $6.58B, Listed Fds Tr Core Alternative with a value of $6.23B, Spdr Gold Trust with a value of $5.95B, and Columbia ETF Tr Ii with a value of $5.55B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $139B to 152B.

Petra Financial Advisors Inc is based out at Colorado Srpings, CO

Below you can find more details about Petra Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $95.5 Billion
Financial Services: $14.7 Billion
Technology: $13.7 Billion
Industrials: $7.42 Billion
Energy: $3.72 Billion
Consumer Cyclical: $3.17 Billion
Healthcare: $2.97 Billion
Consumer Defensive: $2.55 Billion
Other: $5.59 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.47 Billion 4.93% of portfolio
132,037
Q3 2024 Added 28.6%
$0
$6.58 Billion 4.34% of portfolio
56,095
Q3 2024 Added 1.78%
$0
$6.23 Billion 4.11% of portfolio
227,793
Q3 2024 Added 0.16%
$85.1B
$5.95 Billion 3.93% of portfolio
24,487
Q3 2024 Added 1.52%
$0
$5.55 Billion 3.66% of portfolio
169,813
Q3 2024 Added 1.77%
$0
$5.23 Billion 3.45% of portfolio
65,072
Q3 2024 Added 2.97%
$0
$4.53 Billion 2.99% of portfolio
63,211
Q3 2024 Added 22.85%
$0
$3.32 Billion 2.19% of portfolio
64,544
Q3 2024 Added 2.83%
$0
$2.44 Billion 1.61% of portfolio
49,710
Q3 2024 Added 278.14%
$0
$2.38 Billion 1.57% of portfolio
81,801
Q3 2024 Reduced 0.22%
$0
$2.12 Billion 1.4% of portfolio
25,065
Q3 2024 Added 9.13%
$0
$1.93 Billion 1.27% of portfolio
18,514
Q3 2024 Reduced 2.11%
$0
$1.88 Billion 1.24% of portfolio
22,455
Q3 2024 Added 4.12%
$0
$1.72 Billion 1.14% of portfolio
59,914
Q3 2024 Added 1.21%
$0
$1.72 Billion 1.14% of portfolio
18,758
Q3 2024 Added 447.2%
$0
$1.73 Billion 1.14% of portfolio
36,590
Q3 2024 New
$0
$1.61 Billion 1.06% of portfolio
58,356
Q3 2024 Added 2.36%
$0
$1.54 Billion 1.02% of portfolio
30,105
Q3 2024 Reduced 1.66%
$0
$1.51 Billion 1.0% of portfolio
32,896
Q3 2024 Added 0.65%
$0
$1.41 Billion 0.93% of portfolio
20,725
Q3 2024 Reduced 1.22%
$0
$1.38 Billion 0.91% of portfolio
12,698
Q3 2024 Added 5.9%
$42.8B
$1.16 Billion 0.77% of portfolio
23,391
Q3 2024 Added 120.54%
$0
$1.13 Billion 0.75% of portfolio
31,318
Q3 2024 Added 1.42%
$0
$1.09 Billion 0.72% of portfolio
32,956
Q3 2024 Added 1.75%
$0
$924 Million 0.61% of portfolio
9,417
Q1 2024 Reduced 13.65%
$0
$890 Million 0.59% of portfolio
9,004
Q3 2024 Added 1.72%
$0
$873 Million 0.58% of portfolio
25,305
Q4 2023 Reduced 3.5%
$0
$834 Million 0.55% of portfolio
10,496
Q3 2024 Reduced 0.94%
$0
$815 Million 0.54% of portfolio
2,124
Q3 2024 Reduced 0.19%
$0
$817 Million 0.54% of portfolio
15,420
Q1 2024 Reduced 1.81%
$0
$803 Million 0.53% of portfolio
4,483
Q3 2024 Added 0.18%
$0
$809 Million 0.53% of portfolio
8,346
Q3 2024 New
$0
$727 Million 0.48% of portfolio
15,186
Q3 2024 Added 5.95%
$0
$726 Million 0.48% of portfolio
15,470
Q2 2023 New
$0
$644 Million 0.42% of portfolio
2,274
Q2 2023 Reduced 72.43%
$0
$630 Million 0.42% of portfolio
8,855
Q3 2024 Reduced 4.21%
$0
$594 Million 0.39% of portfolio
6,151
Q1 2024 Added 2.11%
$0
$597 Million 0.39% of portfolio
5,625
Q3 2024 Added 0.57%
$0
$577 Million 0.38% of portfolio
3,306
Q3 2024 Added 32.19%
$0
$562 Million 0.37% of portfolio
23,978
Q4 2023 Reduced 13.19%
$0
$539 Million 0.36% of portfolio
15,452
Q3 2024 Added 2.51%
$0
$549 Million 0.36% of portfolio
11,266
Q3 2024 Added 71.22%
$0
$518 Million 0.34% of portfolio
6,637
Q3 2024 Reduced 0.49%
$0
$501 Million 0.33% of portfolio
8,492
Q2 2023 New
$0
$470 Million 0.31% of portfolio
4,821
Q3 2024 Added 29.95%
$0
$459 Million 0.3% of portfolio
16,086
Q3 2024 Reduced 44.42%
$0
$451 Million 0.3% of portfolio
4,901
Q2 2023 New
$0
$451 Million 0.3% of portfolio
782
Q3 2024 Added 1.96%
$0
$409 Million 0.27% of portfolio
3,495
Q3 2024 Added 23.59%

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $152 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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