Petros Family Wealth, LLC Purchases in Q3 2025

Petros Family Wealth, LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
4.49K
+ 30.29%
$175.16 - $255.24 $786K - $1.14M
19.3K $4.7B
Lam Research Corp
4.37K
New
N/A
4.37K $584M
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 0.44%
$617.65 - $666.84 $30.3K - $32.7K
11.3K $7.53B
AVGO
Broadcom Inc.

Technology
1.25K
+ 43.36%
$264.74 - $369.57 $332K - $463K
4.15K $1.37B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.47K
New
$103.83 - $179.9 $257K - $445K
2.47K $442M
KLAC
Kla Corp

Technology
50
+ 2.4%
$843.9 - $1078.6 $42.2K - $53.9K
2.13K $2.3B
AVDE
American Centy ETF Tr Avantis

ETFs
2.43K
+ 5.01%
$73.24 - $79.04 $178K - $192K
50.8K $4.01B
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 2.2%
$293.94 - $444.72 $20K - $30.2K
3.16K $1.41B
WTW
Willis Towers Watson PLC

Financial Services
1.21K
New
$301.83 - $345.45 $366K - $419K
1.21K $419M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.87K
New
$171.01 - $228.24 $320K - $427K
1.87K $400M
VST
Vistra Corp.

Utilities
1.9K
New
$182.0 - $217.92 $346K - $414K
1.9K $372M
MSFT
Microsoft Corp

Technology
333
+ 3.7%
$491.09 - $535.64 $164K - $178K
9.33K $4.83B
PANW
Palo Alto Networks Inc

Technology
1.51K
+ 37.68%
$167.06 - $208.19 $252K - $314K
5.51K $1.12B
BIIB
Biogen Inc.

Healthcare
2.11K
New
$122.68 - $148.84 $259K - $314K
2.11K $295M
Blackrock Inc
59
+ 3.28%
N/A
1.86K $2.17B
APP
App Lovin Corp

Technology
346
New
$335.1 - $718.54 $116K - $249K
346 $249M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.51K
New
$39.8 - $42.86 $219K - $236K
5.51K $236M
IWM
Ishares Russell 2000 ETF

ETFs
123
+ 1.61%
$214.92 - $244.84 $26.4K - $30.1K
7.78K $1.88B
LHX
L3 Harris Technologies, Inc.

Industrials
157
+ 4.83%
$252.18 - $305.41 $39.6K - $47.9K
3.41K $1.04B
MRK
Merck & Co., Inc.

Healthcare
2.6K
New
$77.6 - $87.37 $202K - $227K
2.6K $218M
SAP
Sap Se

Technology
800
New
$252.42 - $311.93 $202K - $250K
800 $214M
TMO
Thermo Fisher Scientific Inc.

Healthcare
439
New
$404.94 - $499.99 $178K - $219K
439 $213M
IBP
Installed Building Products, Inc.

Consumer Cyclical
851
New
$184.09 - $279.47 $157K - $238K
851 $210M
SE
Sea LTD

Consumer Cyclical
1.17K
New
$146.23 - $196.5 $172K - $231K
1.17K $210M
SONY
Sony Group Corp

Technology
7.23K
New
$23.92 - $30.07 $173K - $217K
7.23K $208M
TT
Trane Technologies PLC

Industrials
491
New
$398.96 - $472.54 $196K - $232K
491 $207M
QBTS
D Wave Quantum Inc.

Technology
8.14K
New
$14.81 - $27.72 $121K - $226K
8.14K $201M
AVEM
American Centy ETF Tr Avantis

ETFs
969
+ 5.17%
$68.33 - $75.41 $66.2K - $73.1K
19.7K $1.48B
JNJ
Johnson & Johnson

Healthcare
502
+ 20.21%
$155.17 - $185.42 $77.9K - $93.1K
2.99K $554M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.08K
+ 2.55%
$55.15 - $58.11 $59.3K - $62.5K
43.3K $2.49B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
370
+ 0.91%
$62.09 - $66.51 $23K - $24.6K
41.2K $2.69B
RTX
Raytheon Technologies Corp

Industrials
29
+ 0.43%
$144.19 - $167.33 $4.18K - $4.85K
6.82K $1.14B
LOW
Lowes Companies Inc

Consumer Cyclical
181
+ 5.16%
$215.01 - $273.02 $38.9K - $49.4K
3.69K $926M
Natwest Group PLC
10.4K
New
N/A
10.4K $147M
PSX
Phillips 66

Energy
411
+ 8.15%
$118.37 - $139.46 $48.7K - $57.3K
5.45K $741M
SAN
Banco Santander, S.A.

Financial Services
12.8K
New
$8.27 - $10.48 $106K - $134K
12.8K $134M
SLV
I Shares Silver Trust

ETFs
1.08K
+ 12.8%
$32.73 - $42.5 $35.3K - $45.9K
9.52K $403M
ZETA
Zeta Global Holdings Corp.

Technology
3.51K
+ 27.6%
$14.0 - $22.08 $49.1K - $77.4K
16.2K $322M
BAC
Bank Of America Corp

Financial Services
453
+ 2.3%
$44.92 - $52.42 $20.3K - $23.7K
20.1K $1.04B
HBI
Hanesbrands Inc.

Consumer Cyclical
10.8K
+ 60.77%
$4.07 - $6.59 $44.1K - $71.4K
28.6K $189M
LDOS
Leidos Holdings, Inc.

Technology
130
+ 5.26%
$159.2 - $188.96 $20.7K - $24.6K
2.6K $492M
CEG
Constellation Energy Corp

Utilities
271
+ 28.35%
$298.82 - $354.89 $81K - $96.2K
1.23K $404M
TJX
Tjx Companies Inc

Consumer Cyclical
41
+ 1.02%
$121.35 - $144.54 $4.98K - $5.93K
4.05K $585M
ADI
Analog Devices Inc

Technology
250
+ 7.68%
$220.68 - $255.63 $55.2K - $63.9K
3.51K $861M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 3.02%
$357.4 - $423.42 $16.4K - $19.5K
1.57K $636M
CDNS
Cadence Design Systems Inc

Technology
13
+ 1.02%
$309.46 - $373.37 $4.02K - $4.85K
1.29K $453M
PEP
Pepsico Inc

Consumer Defensive
138
+ 3.29%
$133.81 - $152.16 $18.5K - $21K
4.33K $608M
ETN
Eaton Corp PLC

Industrials
75
+ 4.99%
$342.99 - $392.76 $25.7K - $29.5K
1.58K $591M
MNST
Monster Beverage Corp

Consumer Defensive
389
+ 6.65%
$58.65 - $67.31 $22.8K - $26.2K
6.24K $420M
Activity Summary
Buys All Purchases 75 New Holdings 20 Increased Positions 55 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Petros Family Wealth, LLC Portfolio

Follow Petros Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petros Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Petros Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email