Petros Family Wealth, LLC Reduced Holdings in Q1 2025

Petros Family Wealth, LLC

  • $90.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.75K
- 8.59%
$106.98 - $149.43 $187K - $262K
18.6K $2.02B
TSLA
Tesla, Inc.

Consumer Cyclical
-469
- 13.7%
$222.15 - $428.22 $104K - $201K
2.96K $766M
SPY
Spdr S&P 500 ETF Trust

ETFs
-234
- 2.28%
$551.42 - $612.93 $129K - $143K
10K $5.6B
LDOS
Leidos Holdings, Inc.

Technology
-1.41K
- 38.83%
$126.82 - $161.11 $178K - $226K
2.21K $299M
JNJ
Johnson & Johnson

Healthcare
-1.89K
- 39.41%
$142.06 - $167.7 $269K - $318K
2.91K $483M
IWM
Ishares Russell 2000 ETF

ETFs
-69
- 0.96%
$198.1 - $229.79 $13.7K - $15.9K
7.14K $1.42B
HRL
Hormel Foods Corp

Consumer Defensive
-4.04K
- 20.15%
$28.29 - $31.52 $114K - $127K
16K $495M
ADI
Analog Devices Inc

Technology
-365
- 9.15%
$201.56 - $243.82 $73.6K - $89K
3.62K $730M
NXPI
Nxp Semiconductors N.V.

Technology
-348
- 17.39%
$189.99 - $245.86 $66.1K - $85.6K
1.65K $314M
FDX
Fedex Corp

Industrials
-155
- 12.01%
$230.33 - $281.53 $35.7K - $43.6K
1.14K $277M
AXON
Axon Enterprise, Inc.

Industrials
-27
- 4.38%
$496.65 - $710.01 $13.4K - $19.2K
590 $310M
USB
Us Bancorp \De\

Financial Services
-221
- 2.7%
$40.92 - $50.9 $9.04K - $11.2K
7.98K $337M
TXN
Texas Instruments Inc

Technology
-138
- 3.67%
N/A
3.63K $652M
LOW
Lowes Companies Inc

Consumer Cyclical
-23
- 0.64%
$222.66 - $268.42 $5.12K - $6.17K
3.57K $833M
PEP
Pepsico Inc

Consumer Defensive
-233
- 4.78%
$142.64 - $156.42 $33.2K - $36.4K
4.64K $695M
LHX
L3 Harris Technologies, Inc.

Industrials
-147
- 4.05%
$194.65 - $222.86 $28.6K - $32.8K
3.48K $729M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-90
- 4.02%
$120.29 - $134.6 $10.8K - $12.1K
2.15K $262M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-25
- 0.61%
$63.83 - $75.78 $1.6K - $1.89K
4.05K $278M
GGG
Graco Inc

Industrials
-45
- 0.71%
$80.53 - $87.54 $3.62K - $3.94K
6.29K $525M
KAI
Kadant Inc

Industrials
-3
- 0.43%
$335.28 - $398.39 $1.01K - $1.2K
702 $237M
FISV
Fiserv Inc

Technology
-87
- 6.41%
N/A
1.27K $281M
KMI
Kinder Morgan, Inc.

Energy
-209
- 1.99%
$26.1 - $31.22 $5.45K - $6.52K
10.3K $294M
BR
Broadridge Financial Solutions, Inc.

Technology
-48
- 3.77%
$221.46 - $244.83 $10.6K - $11.8K
1.22K $297M
ECL
Ecolab Inc.

Basic Materials
-26
- 2.36%
$229.72 - $269.82 $5.97K - $7.02K
1.08K $273M
PSX
Phillips 66

Energy
-289
- 5.35%
$113.93 - $131.55 $32.9K - $38K
5.11K $631M
NFLX
Netflix Inc

Communication Services
-13
- 1.75%
$828.4 - $1058.6 $10.8K - $13.8K
728 $679M
KLAC
Kla Corp

Technology
-95
- 4.98%
$636.62 - $777.63 $60.5K - $73.9K
1.81K $1.23B
SLV
I Shares Silver Trust

ETFs
-100
- 1.2%
$26.93 - $31.32 $2.69K - $3.13K
8.22K $255M
SYK
Stryker Corp

Healthcare
-44
- 1.0%
$355.18 - $399.9 $15.6K - $17.6K
4.37K $1.63B
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 0.47%
$890.62 - $1076.86 $7.12K - $8.61K
1.69K $1.6B
RTX
Raytheon Technologies Corp

Industrials
-266
- 3.72%
$114.1 - $135.66 $30.4K - $36.1K
6.89K $913M
ICE
Intercontinental Exchange, Inc.

Financial Services
-253
- 4.03%
$142.8 - $176.36 $36.1K - $44.6K
6.03K $1.04B
Activity Summary
Buys All Purchases 80 New Holdings 10 Increased Positions 70 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 2 Puts 0
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