Petros Family Wealth, LLC New Holdings in Q4 2025

Petros Family Wealth, LLC

  • $150 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
74K
New
$59.18 - $62.09 $4.38M - $4.59M
74K $4.62B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56K
New
$52.54 - $55.77 $2.94M - $3.12M
56K $3.01B
IVV
Ishares Core S&P 500 ETF

ETFs
3.79K
New
$656.2 - $690.71 $2.49M - $2.62M
3.79K $2.59B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.8K
New
$99.87 - $101.27 $1.48M - $1.5M
14.8K $1.48B
PULS
Pgim ETF Tr

ETFs
25.5K
New
$49.64 - $49.83 $1.27M - $1.27M
25.5K $1.27B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
8.34K
New
$127.15 - $133.03 $1.06M - $1.11M
8.34K $1.1B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.4K
New
$46.57 - $47.16 $1.09M - $1.1M
23.4K $1.09B
PHYL
Pgim ETF Tr

ETFs
18.6K
New
$35.18 - $35.74 $655K - $666K
18.6K $661M
IEMG
Ishares Inc

ETFs
9.77K
New
N/A
9.77K $656M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.3K
New
$114.27 - $121.15 $606K - $642K
5.3K $637M
BX
Blackstone Inc.

Financial Services
3.54K
New
$138.42 - $168.45 $491K - $597K
3.54K $546M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.45K
New
$178.37 - $198.46 $437K - $487K
2.45K $512M
GD
General Dynamics Corp

Industrials
1.45K
New
$330.59 - $353.77 $478K - $511K
1.45K $486M
SOFI
So Fi Technologies, Inc.

Financial Services
13.8K
New
$25.24 - $32.21 $347K - $443K
13.8K $360M
EMB
Ishares Tr

ETFs
3.41K
New
$94.63 - $97.03 $322K - $330K
3.41K $328M
ASML
Asml Holding Nv

Technology
290
New
$936.19 - $1075.45 $271K - $312K
290 $310M
J P Morgan Exchange Traded F
5.65K
New
N/A
5.65K $306M
KO
Coca Cola CO

Consumer Defensive
4.34K
New
$66.1 - $71.61 $287K - $311K
4.34K $303M
XOM
Exxon Mobil Corp

Energy
2.41K
New
$110.64 - $119.78 $267K - $289K
2.41K $290M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.24K
New
$37.19 - $37.8 $269K - $273K
7.24K $271M
DIS
Walt Disney CO

Communication Services
2.36K
New
$105.69 - $116.65 $249K - $275K
2.36K $268M
MU
Micron Technology Inc

Technology
935
New
$181.6 - $253.3 $170K - $237K
935 $267M
MCD
Mcdonalds Corp

Consumer Cyclical
847
New
$293.81 - $310.11 $249K - $263K
847 $259M
JKHY
Henry Jack & Associates Inc

Technology
1.37K
New
$146.26 - $167.17 $201K - $230K
1.37K $251M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.4K
New
$13.16 - $13.86 $242K - $255K
18.4K $244M
AZN
Astrazeneca PLC

Healthcare
2.56K
New
$81.15 - $89.4 $208K - $229K
2.56K $236M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
757
New
$280.66 - $305.09 $212K - $231K
757 $230M
KMT
Kennametal Inc

Industrials
7.97K
New
$20.45 - $27.78 $163K - $221K
7.97K $226M
AWK
American Water Works Company, Inc.

Utilities
1.72K
New
$125.97 - $145.43 $217K - $250K
1.72K $224M
FTGC
First Trust Global Tactical CO

ETFs
9.56K
New
$25.56 - $27.34 $244K - $261K
9.56K $222M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.48K
New
$40.65 - $42.74 $223K - $234K
5.48K $221M
Tidal Trust I
8.64K
New
N/A
8.64K $214M
LSTR
Landstar System Inc

Industrials
1.48K
New
$121.23 - $136.78 $179K - $202K
1.48K $212M
DVY
Ishares Tr

ETFs
1.5K
New
$138.1 - $143.11 $207K - $215K
1.5K $212M
APH
Amphenol Corp

Technology
1.53K
New
$121.7 - $143.85 $186K - $220K
1.53K $206M
XLC
Select Sector Spdr Tr Communic

ETFs
1.75K
New
$111.33 - $117.16 $195K - $205K
1.75K $206M
ABT
Abbott Laboratories

Healthcare
1.63K
New
$123.62 - $134.59 $201K - $219K
1.63K $204M
RLI
Rli Corp

Financial Services
3.13K
New
$58.43 - $65.35 $183K - $205K
3.13K $200M
Activity Summary
Buys All Purchases 102 New Holdings 39 Increased Positions 63 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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