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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$3.54 Billion 2.25% of portfolio
22,435
Q2 2025 Added 51.85%
$3.95T
$2.87 Billion 1.82% of portfolio
5,760
Q2 2025 Reduced 0.71%
$621B
$2.74 Billion 1.74% of portfolio
5,638
Q2 2025 Added 4.87%
$439B
$1.76 Billion 1.12% of portfolio
1,782
Q2 2025 Added 80.91%
$306B
$1.54 Billion 0.98% of portfolio
5,997
Q2 2025 Added 105.24%
$281B
$1.13 Billion 0.71% of portfolio
11,514
Q2 2025 Added 114.81%
$1.27T
$895 Million 0.57% of portfolio
3,953
Q2 2025 New
$3.69T
$724 Million 0.46% of portfolio
3,526
Q2 2025 Added 11.76%
$1.08T
$673 Million 0.43% of portfolio
2,118
Q2 2025 Added 59.73%
$367B
$470 Million 0.3% of portfolio
3,450
Q2 2025 New
$2.26T
$465 Million 0.29% of portfolio
2,118
Q2 2025 Added 1.92%
$551B
$377 Million 0.24% of portfolio
1,062
Q2 2025 Reduced 2.66%
$1.78T
$382 Million 0.24% of portfolio
518
Q2 2025 Reduced 41.53%
$1.21T
$324 Million 0.21% of portfolio
1,836
Q2 2025 Reduced 3.82%
$202B
$319 Million 0.2% of portfolio
2,413
Q2 2025 Reduced 2.78%
$859B
$298 Million 0.19% of portfolio
1,029
Q2 2025 Reduced 1.06%
$442B
$252 Million 0.16% of portfolio
2,336
Q2 2025 Added 0.56%
$684B
$234 Million 0.15% of portfolio
1,072
Q2 2025 New
$405B
$213 Million 0.13% of portfolio
580
Q1 2025 Added 0.35%
$207B
$204 Million 0.13% of portfolio
1,644
Q2 2025 New

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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