Petros Family Wealth, LLC Purchases in Q2 2025

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
48.4K
New
$59.32 - $74.36 $2.87M - $3.6M
48.4K $3.58B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
10K
+ 30.07%
$83.67 - $109.12 $837K - $1.09M
43.3K $4.72B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.24K
+ 12.34%
$496.48 - $617.85 $614K - $764K
11.3K $6.95B
AVEM
American Centy ETF Tr Avantis

ETFs
18.7K
New
$53.08 - $68.54 $994K - $1.28M
18.7K $1.28B
MSFT
Microsoft Corp

Technology
143
+ 1.61%
$354.56 - $497.45 $50.7K - $71.1K
9K $4.48B
Harbor ETF Trust
36.7K
New
N/A
36.7K $1.15B
NVDA
Nvidia Corp

Technology
1.33K
+ 7.14%
$94.31 - $157.99 $125K - $210K
20K $3.15B
KLAC
Kla Corp

Technology
269
+ 14.85%
$576.53 - $902.94 $155K - $243K
2.08K $1.86B
AMZN
Amazon Com Inc

Consumer Cyclical
1.84K
+ 25.1%
$167.32 - $223.3 $308K - $410K
9.16K $2.01B
HOOD
Robinhood Markets, Inc.

Technology
6.01K
New
$34.17 - $93.63 $205K - $563K
6.01K $563M
Arista Networks Inc
2.88K
+ 64.55%
N/A
7.34K $751M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
8.06K
New
$37.77 - $48.45 $304K - $390K
8.06K $390M
META
Meta Platforms, Inc.

Communication Services
186
+ 12.13%
$484.66 - $738.09 $90.1K - $137K
1.72K $1.27B
CRWD
Crowd Strike Holdings, Inc.

Technology
34
+ 1.45%
$321.63 - $509.31 $10.9K - $17.3K
2.38K $1.21B
MNST
Monster Beverage Corp

Consumer Defensive
5.85K
New
$55.01 - $64.24 $322K - $376K
5.85K $366M
PLTR
Palantir Technologies Inc.

Technology
1.34K
+ 41.47%
$74.01 - $144.25 $99.3K - $194K
4.58K $624M
FICO
Fair Isaac Corp

Technology
190
New
$1503.62 - $2206.01 $286K - $419K
190 $347M
VO
Vanguard Mid Cap ETF

ETFs
1.23K
New
$228.54 - $279.83 $282K - $345K
1.23K $345M
GOOG
Alphabet Inc.

Communication Services
127
+ 0.87%
$146.58 - $180.01 $18.6K - $22.9K
14.8K $2.63B
JPM
Jpmorgan Chase & CO

Financial Services
294
+ 5.37%
$210.28 - $289.91 $61.8K - $85.2K
5.77K $1.67B
AVGO
Broadcom Inc.

Technology
78
+ 2.77%
$146.29 - $275.65 $11.4K - $21.5K
2.89K $797M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.92K
+ 7.68%
$51.16 - $62.02 $149K - $181K
40.9K $2.54B
CEG
Constellation Energy Corp

Utilities
956
New
$170.96 - $322.76 $163K - $309K
956 $309M
Blackrock Inc
74
+ 4.29%
N/A
1.8K $1.89B
QQQ
Invesco Qqq Trust, Series 1

ETFs
456
New
$416.06 - $551.64 $190K - $252K
456 $252M
ENB
Enbridge Inc

Energy
5.39K
New
$41.09 - $47.16 $222K - $254K
5.39K $244M
TMUS
T Mobile Us, Inc.

Communication Services
1.26K
+ 56.89%
$220.99 - $268.54 $278K - $338K
3.47K $827M
EMR
Emerson Electric CO

Industrials
80
+ 0.87%
$94.15 - $133.33 $7.53K - $10.7K
9.32K $1.24B
IWM
Ishares Russell 2000 ETF

ETFs
518
+ 7.26%
$174.82 - $215.79 $90.6K - $112K
7.66K $1.65B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.89K
+ 10.15%
$47.46 - $55.3 $185K - $215K
42.2K $2.32B
GOOGL
Alphabet Inc.

Communication Services
706
+ 14.88%
$144.7 - $178.6 $102K - $126K
5.45K $960M
SPYG
Spdr Portfolio

ETFs
2.33K
New
$71.83 - $95.32 $167K - $222K
2.33K $222M
TSLA
Tesla, Inc.

Consumer Cyclical
140
+ 4.74%
$221.86 - $362.89 $31.1K - $50.8K
3.1K $983M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.33K
New
$33.38 - $40.81 $178K - $218K
5.33K $217M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.41K
New
$73.02 - $90.22 $176K - $217K
2.41K $215M
XEL
Xcel Energy Inc

Utilities
3.03K
New
$65.65 - $72.39 $199K - $220K
3.03K $207M
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 8.43%
$451.58 - $565.94 $82.2K - $103K
2.34K $1.27B
ZETA
Zeta Global Holdings Corp.

Technology
12.7K
New
$11.02 - $16.81 $140K - $214K
12.7K $197M
PANW
Palo Alto Networks Inc

Technology
266
+ 7.12%
$152.44 - $204.64 $40.5K - $54.4K
4K $819M
AMD
Advanced Micro Devices Inc

Technology
211
+ 5.58%
$78.21 - $143.81 $16.5K - $30.3K
3.99K $567M
SYK
Stryker Corp

Healthcare
167
+ 3.82%
$337.37 - $395.63 $56.3K - $66.1K
4.54K $1.79B
NEE
Nextera Energy Inc

Utilities
2.43K
+ 35.56%
$64.11 - $75.0 $156K - $182K
9.25K $642M
ELAN
Elanco Animal Health Inc

Healthcare
10.5K
New
$8.1 - $14.3 $84.7K - $150K
10.5K $149M
GS
Goldman Sachs Group Inc

Financial Services
27
+ 3.35%
$462.22 - $707.75 $12.5K - $19.1K
832 $589M
AXP
American Express CO

Financial Services
204
+ 12.28%
$231.39 - $318.98 $47.2K - $65.1K
1.87K $595M
CAT
Caterpillar Inc

Industrials
145
+ 10.38%
$273.94 - $388.21 $39.7K - $56.3K
1.54K $599M
TXN
Texas Instruments Inc

Technology
160
+ 4.41%
N/A
3.79K $786M
ETN
Eaton Corp PLC

Industrials
21
+ 1.42%
$246.52 - $356.99 $5.18K - $7.5K
1.5K $537M
LDOS
Leidos Holdings, Inc.

Technology
260
+ 11.75%
$132.9 - $160.3 $34.6K - $41.7K
2.47K $390M
Activity Summary
Buys All Purchases 69 New Holdings 18 Increased Positions 51 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 2 Puts 0
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