Petros Family Wealth, LLC Incresed Positions in Q2 2025

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
MSFT
Microsoft Corp

Technology
143
+ 1.61%
$354.56 - $497.45 $50.7K - $71.1K
9K $4.48B
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
Arista Networks Inc
2.88K
+ 64.55%
N/A
7.34K $751M
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
PLTR
Palantir Technologies Inc.

Technology
1.34K
+ 41.47%
$74.01 - $144.25 $99.3K - $194K
4.58K $624M
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
Blackrock Inc
74
+ 4.29%
N/A
1.8K $1.89B
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
TSLA
Tesla, Inc.

Consumer Cyclical
140
+ 4.74%
$221.86 - $362.89 $31.1K - $50.8K
3.1K $983M
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 8.43%
$451.58 - $565.94 $82.2K - $103K
2.34K $1.27B
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
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
Ishares Tr
3.06K
+ 23.12%
N/A
16.3K $419M
CDNS
Cadence Design Systems Inc

Technology
32
+ 2.57%
$231.64 - $323.08 $7.41K - $10.3K
1.28K $394M
PYPL
Pay Pal Holdings, Inc.

Financial Services
399
+ 8.46%
$57.41 - $74.81 $22.9K - $29.8K
5.12K $380M
PGR
Progressive Corp

Financial Services
315
+ 16.73%
$255.27 - $288.74 $80.4K - $91K
2.2K $587M
MA
Mastercard Inc

Financial Services
66
+ 10.66%
$479.92 - $590.74 $31.7K - $39K
685 $385M
HON
Honeywell International Inc

Industrials
33
+ 1.94%
$182.86 - $232.88 $6.03K - $7.69K
1.74K $405M
TTC
Toro CO

Industrials
590
+ 16.76%
$63.51 - $77.8 $37.5K - $45.9K
4.11K $290M
V
Visa Inc.

Financial Services
62
+ 5.33%
$308.27 - $373.31 $19.1K - $23.1K
1.23K $435M
GRMN
Garmin LTD

Technology
183
+ 10.83%
$173.63 - $218.07 $31.8K - $39.9K
1.87K $391M
SLV
I Shares Silver Trust

ETFs
225
+ 2.74%
$27.08 - $33.74 $6.09K - $7.59K
8.44K $277M
MC
Moelis & CO

Financial Services
27
+ 0.7%
$48.86 - $62.99 $1.32K - $1.7K
3.9K $243M
ABT
Abbott Laboratories

Healthcare
22
+ 0.53%
$123.95 - $138.08 $2.73K - $3.04K
4.16K $566M
LSTR
Landstar System Inc

Industrials
152
+ 10.43%
$131.55 - $151.93 $20K - $23.1K
1.61K $224M
SO
Southern CO

Utilities
14
+ 0.43%
$84.91 - $92.56 $1.19K - $1.3K
3.25K $299M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
133
+ 9.66%
$483.48 - $539.8 $64.3K - $71.8K
1.51K $734M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
7
+ 0.3%
$139.81 - $165.8 $979 - $1.16K
2.35K $365M
HBI
Hanesbrands Inc.

Consumer Cyclical
2.39K
+ 15.49%
$4.32 - $5.95 $10.3K - $14.2K
17.8K $81.6M
ABBV
Abb Vie Inc.

Healthcare
44
+ 1.36%
$170.16 - $206.27 $7.49K - $9.08K
3.28K $608M
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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