Petros Family Wealth, LLC Incresed Positions 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
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
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
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
Blackrock Inc
59
+ 3.28%
N/A
1.86K $2.17B
IWM
Ishares Russell 2000 ETF

ETFs
123
+ 1.61%
$214.92 - $244.84 $26.4K - $30.1K
7.78K $1.88B
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
PSX
Phillips 66

Energy
411
+ 8.15%
$118.37 - $139.46 $48.7K - $57.3K
5.45K $741M
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
AXP
American Express CO

Financial Services
81
+ 4.34%
$294.27 - $342.31 $23.8K - $27.7K
1.95K $646M
PWR
Quanta Services, Inc.

Industrials
24
+ 2.23%
$372.29 - $421.68 $8.93K - $10.1K
1.1K $456M
Ishares Tr
1.44K
+ 8.85%
N/A
17.8K $460M
AMGN
Amgen Inc

Healthcare
96
+ 2.93%
$271.18 - $309.22 $26K - $29.7K
3.37K $952M
ENB
Enbridge Inc

Energy
100
+ 1.85%
$43.79 - $50.46 $4.38K - $5.05K
5.49K $277M
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 1.53%
$211.65 - $238.24 $29.6K - $33.4K
9.3K $2.04B
CRWD
Crowd Strike Holdings, Inc.

Technology
144
+ 6.05%
$412.46 - $514.1 $59.4K - $74K
2.52K $1.24B
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 8.81%
$915.95 - $994.57 $119K - $129K
1.61K $1.49B
USB
Us Bancorp \De\

Financial Services
29
+ 0.38%
$43.94 - $50.41 $1.27K - $1.46K
7.74K $374M
WFC
Wells Fargo & Company

Financial Services
4
+ 0.07%
$77.05 - $85.16 $308 - $341
5.76K $483M
CSCO
Cisco Systems, Inc.

Technology
724
+ 2.46%
$66.2 - $71.79 $47.9K - $52K
30.1K $2.06B
EMR
Emerson Electric CO

Industrials
272
+ 2.92%
$128.6 - $149.63 $35K - $40.7K
9.59K $1.26B
SO
Southern CO

Utilities
11
+ 0.34%
$90.83 - $96.0 $999 - $1.06K
3.26K $309M
TMUS
T Mobile Us, Inc.

Communication Services
14
+ 0.4%
$226.02 - $259.01 $3.16K - $3.63K
3.49K $835M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.35%
$695.21 - $791.73 $4.17K - $4.75K
1.73K $1.27B
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 0.25%
$233.75 - $266.89 $701 - $801
1.22K $291M
IBM
International Business Machines Corp

Technology
149
+ 3.61%
$234.77 - $292.47 $35K - $43.6K
4.28K $1.21B
SPGI
S&P Global Inc.

Financial Services
51
+ 4.9%
$484.94 - $564.15 $24.7K - $28.8K
1.09K $531M
AMT
American Tower Corp

Real Estate
275
+ 9.08%
$192.32 - $232.35 $52.9K - $63.9K
3.3K $635M
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
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