Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $158 Billion
  • Q2 2025

Petra Financial Advisors Inc has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 141 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 $10.7B, Ishares Russell Mid Cap Growth with a value of $9.79B, Spdr Gold Trust with a value of $7.09B, Guggenheim Strategic Opportunities Fund with a value of $6.63B, and Invesco ETF Tr Ii S&P 500 Low with a value of $5.84B.

Examining the 13F form we can see an increase of $35.6B in the current position value, from $122B to 158B.

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 $158 Billion
ETFs: $97.9 Billion
Financial Services: $17.5 Billion
Technology: $11 Billion
Industrials: $7.31 Billion
Consumer Defensive: $4.51 Billion
Communication Services: $3.34 Billion
Energy: $2.74 Billion
Consumer Cyclical: $2.52 Billion
Other: $6.22 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.7 Billion 6.82% of portfolio
178,914
Q2 2025 Added 25.14%
$0
$9.79 Billion 6.21% of portfolio
70,570
Q2 2025 Added 24.85%
$106B
$7.09 Billion 4.5% of portfolio
23,252
Q2 2025 Added 0.41%
$0
$5.84 Billion 3.71% of portfolio
80,228
Q2 2025 Reduced 41.66%
$0
$5.69 Billion 3.61% of portfolio
205,750
Q2 2025 Added 0.12%
$1.18B
$4.47 Billion 2.84% of portfolio
140,130
Q2 2025 Added 1.58%
$0
$4.42 Billion 2.81% of portfolio
74,375
Q2 2025 Added 1,496.37%
$0
$2.64 Billion 1.68% of portfolio
55,288
Q2 2025 Added 1.18%
$0
$2.27 Billion 1.44% of portfolio
77,620
Q2 2025 Added 63.9%
$0
$2.08 Billion 1.32% of portfolio
78,516
Q2 2025 Reduced 2.49%
$0
$1.97 Billion 1.25% of portfolio
74,065
Q2 2025 Reduced 0.7%
$0
$1.88 Billion 1.19% of portfolio
22,702
Q2 2025 Reduced 0.44%
$0
$1.85 Billion 1.17% of portfolio
37,673
Q2 2025 Added 2.34%
$0
$1.82 Billion 1.15% of portfolio
39,240
Q2 2025 Added 0.02%
$0
$1.61 Billion 1.02% of portfolio
28,158
Q2 2025 Reduced 6.09%
$0
$1.57 Billion 0.99% of portfolio
32,672
Q2 2025 Reduced 2.12%
$0
$1.53 Billion 0.97% of portfolio
16,683
Q2 2025 Added 18.56%
$0
$1.5 Billion 0.95% of portfolio
28,215
Q2 2025 Added 62.42%
$0
$1.5 Billion 0.95% of portfolio
54,166
Q2 2025 Reduced 4.03%
$0
$1.45 Billion 0.92% of portfolio
54,503
Q2 2025 Reduced 2.23%
$0
$1.33 Billion 0.84% of portfolio
12,704
Q2 2025 Reduced 2.5%
$0
$1.19 Billion 0.75% of portfolio
28,183
Q2 2025 Added 1.57%
$0
$1.16 Billion 0.74% of portfolio
32,575
Q2 2025 Added 1.59%
$0
$1.15 Billion 0.73% of portfolio
47,043
Q2 2025 Added 3.04%
$0
$1.13 Billion 0.72% of portfolio
10,029
Q2 2025 Added 206.42%
$0
$833 Million 0.53% of portfolio
26,229
Q2 2025 Reduced 0.4%
$0
$811 Million 0.51% of portfolio
10,201
Q2 2025 Added 0.76%
$0
$809 Million 0.51% of portfolio
9,172
Q2 2025 Reduced 0.99%
$0
$782 Million 0.5% of portfolio
15,234
Q2 2025 Reduced 1.21%
$0
$765 Million 0.49% of portfolio
7,009
Q2 2025 Added 13.05%
$0
$744 Million 0.47% of portfolio
2,449
Q2 2025 Added 2.13%
$0
$681 Million 0.43% of portfolio
8,786
Q2 2025 Added 0.06%
$0
$678 Million 0.43% of portfolio
14,920
Q2 2025 Added 0.1%
$0
$670 Million 0.42% of portfolio
13,539
Q2 2025 Reduced 2.49%
$0
$618 Million 0.39% of portfolio
7,448
Q2 2025 Added 0.96%
$0
$590 Million 0.37% of portfolio
5,551
Q2 2025 Reduced 0.32%
$0
$568 Million 0.36% of portfolio
15,287
Q2 2025 Reduced 0.14%
$0
$497 Million 0.32% of portfolio
8,452
Q2 2025 Reduced 0.47%
$0
$501 Million 0.32% of portfolio
21,806
Q2 2025 Reduced 8.72%
$0
$489 Million 0.31% of portfolio
788
Q2 2025 Added 2.2%
$0
$491 Million 0.31% of portfolio
19,408
Q2 2025 Added 14.37%
$0
$479 Million 0.3% of portfolio
6,510
Q2 2025 New
$0
$446 Million 0.28% of portfolio
4,901
Q2 2023 New
$0
$426 Million 0.27% of portfolio
971
Q2 2025 Reduced 21.06%
$0
$430 Million 0.27% of portfolio
4,831
Q2 2025 Added 0.06%
$0
$392 Million 0.25% of portfolio
7,921
Q2 2025 Added 5.28%
$0
$387 Million 0.25% of portfolio
2,187
Q2 2025 Reduced 19.45%
$0
$382 Million 0.24% of portfolio
6,192
Q2 2025 Added 0.21%
$0
$374 Million 0.24% of portfolio
3,426
Q1 2025 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $158 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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