Petros Family Wealth, LLC New Holdings 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
AVEM
American Centy ETF Tr Avantis

ETFs
18.7K
New
$53.08 - $68.54 $994K - $1.28M
18.7K $1.28B
Harbor ETF Trust
36.7K
New
N/A
36.7K $1.15B
HOOD
Robinhood Markets, Inc.

Technology
6.01K
New
$34.17 - $93.63 $205K - $563K
6.01K $563M
GE
General Electric CO

Industrials
2.1K
New
$166.81 - $257.39 $350K - $541K
2.1K $541M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
8.06K
New
$37.77 - $48.45 $304K - $390K
8.06K $390M
MNST
Monster Beverage Corp

Consumer Defensive
5.85K
New
$55.01 - $64.24 $322K - $376K
5.85K $366M
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
CEG
Constellation Energy Corp

Utilities
956
New
$170.96 - $322.76 $163K - $309K
956 $309M
ENB
Enbridge Inc

Energy
5.39K
New
$41.09 - $47.16 $222K - $254K
5.39K $244M
SPYG
Spdr Portfolio

ETFs
2.33K
New
$71.83 - $95.32 $167K - $222K
2.33K $222M
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
ZETA
Zeta Global Holdings Corp.

Technology
12.7K
New
$11.02 - $16.81 $140K - $214K
12.7K $197M
ELAN
Elanco Animal Health Inc

Healthcare
10.5K
New
$8.1 - $14.3 $84.7K - $150K
10.5K $149M
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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