Petros Family Wealth, LLC Reduced Holdings in Q3 2025

Petros Family Wealth, LLC

  • $119 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-7.55K
- 17.45%
$107.5 - $115.86 $812K - $875K
35.7K $4.09B
ISRG
Intuitive Surgical Inc

Healthcare
-227
- 9.7%
$433.66 - $544.47 $98.4K - $124K
2.11K $945M
VO
Vanguard Mid Cap ETF

ETFs
-519
- 42.06%
$279.83 - $293.74 $145K - $152K
715 $210M
HRL
Hormel Foods Corp

Consumer Defensive
-1K
- 6.25%
$24.31 - $31.54 $24.3K - $31.5K
15K $371M
UNH
Unitedhealth Group Inc

Healthcare
-1.03K
- 12.14%
$237.77 - $353.61 $245K - $364K
7.44K $2.57B
HON
Honeywell International Inc

Industrials
-81
- 4.66%
$207.7 - $240.4 $16.8K - $19.5K
1.66K $349M
BMY
Bristol Myers Squibb CO

Healthcare
-786
- 8.92%
$43.31 - $48.98 $34K - $38.5K
8.03K $362M
HOOD
Robinhood Markets, Inc.

Technology
-2.32K
- 38.66%
$91.27 - $143.18 $212K - $333K
3.69K $528M
SBUX
Starbucks Corp

Consumer Cyclical
-87
- 2.45%
$81.9 - $96.86 $7.13K - $8.43K
3.47K $293M
PRI
Primerica, Inc.

Financial Services
-130
- 8.91%
$255.46 - $285.58 $33.2K - $37.1K
1.33K $369M
FCN
Fti Consulting, Inc

Industrials
-155
- 8.66%
$157.99 - $174.18 $24.5K - $27K
1.64K $264M
PFE
Pfizer Inc

Healthcare
-2.25K
- 8.51%
$23.29 - $25.88 $52.4K - $58.2K
24.2K $616M
V
Visa Inc.

Financial Services
-18
- 1.47%
$332.09 - $358.86 $5.98K - $6.46K
1.21K $412M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-453
- 5.62%
$46.67 - $49.54 $21.1K - $22.4K
7.6K $370M
GGG
Graco Inc

Industrials
-158
- 2.55%
$82.58 - $88.81 $13K - $14K
6.05K $514M
Solventum Corp
-135
- 4.43%
N/A
2.91K $213M
ORN
Orion Group Holdings Inc

Industrials
-887
- 6.84%
$6.57 - $9.6 $5.83K - $8.52K
12.1K $101M
ROLL
Rbc Bearings Inc

Industrials
-52
- 8.92%
N/A
531 $207M
NXPI
Nxp Semiconductors N.V.

Technology
-133
- 9.13%
$205.16 - $239.07 $27.3K - $31.8K
1.32K $301M
IEFA
Ishares Tr

ETFs
-363
- 9.04%
$81.7 - $87.53 $29.7K - $31.8K
3.65K $319M
LLY
Eli Lilly & CO

Healthcare
-7
- 1.96%
$625.65 - $812.69 $4.38K - $5.69K
350 $267M
Ge Vernova Inc
-160
- 15.27%
N/A
888 $546M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-221
- 9.42%
$158.03 - $197.08 $34.9K - $43.6K
2.13K $356M
MA
Mastercard Inc

Financial Services
-23
- 3.36%
$550.18 - $598.96 $12.7K - $13.8K
662 $377M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-580
- 10.88%
$40.43 - $44.52 $23.4K - $25.8K
4.75K $210M
TTC
Toro CO

Industrials
-368
- 8.95%
$72.64 - $82.54 $26.7K - $30.4K
3.74K $285M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-350
- 8.67%
$73.9 - $84.4 $25.9K - $29.5K
3.69K $289M
MDT
Medtronic PLC

Healthcare
-200
- 8.36%
$87.67 - $95.74 $17.5K - $19.1K
2.19K $209M
QCOM
Qualcomm Inc

Technology
-124
- 3.8%
$145.84 - $173.55 $18.1K - $21.5K
3.14K $522M
WMT
Walmart Inc.

Consumer Defensive
-253
- 4.13%
$94.4 - $104.27 $23.9K - $26.4K
5.87K $605M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-79
- 4.32%
$135.0 - $146.02 $10.7K - $11.5K
1.75K $255M
WTS
Watts Water Technologies Inc

Industrials
-117
- 9.23%
$247.02 - $285.86 $28.9K - $33.4K
1.15K $321M
MC
Moelis & CO

Financial Services
-310
- 7.95%
$64.0 - $77.75 $19.8K - $24.1K
3.59K $256M
NEE
Nextera Energy Inc

Utilities
-471
- 5.09%
$69.77 - $77.54 $32.9K - $36.5K
8.78K $663M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.46%
$459.11 - $506.91 $3.21K - $3.55K
1.5K $756M
GS
Goldman Sachs Group Inc

Financial Services
-64
- 7.69%
$696.56 - $806.32 $44.6K - $51.6K
768 $612M
XEL
Xcel Energy Inc

Utilities
-30
- 0.99%
$67.56 - $80.65 $2.03K - $2.42K
3K $242M
BK
Bank Of New York Mellon Corp

Financial Services
-115
- 2.7%
$90.65 - $109.75 $10.4K - $12.6K
4.15K $452M
GRMN
Garmin LTD

Technology
-4
- 0.21%
$211.13 - $246.22 $845 - $985
1.87K $460M
GE
General Electric CO

Industrials
-36
- 1.71%
$244.75 - $305.63 $8.81K - $11K
2.06K $621M
Harbor ETF Trust
-65
- 0.18%
N/A
36.7K $1.25B
CAT
Caterpillar Inc

Industrials
-61
- 3.96%
$390.92 - $477.15 $23.8K - $29.1K
1.48K $707M
ORCL
Oracle Corp

Technology
-272
- 8.57%
$218.96 - $328.33 $59.6K - $89.3K
2.9K $816M
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 1.32%
$282.78 - $316.06 $21.5K - $24K
5.7K $1.8B
ABBV
Abb Vie Inc.

Healthcare
-91
- 2.78%
$184.85 - $231.54 $16.8K - $21.1K
3.19K $738M
PLTR
Palantir Technologies Inc.

Technology
-374
- 8.17%
$130.68 - $186.97 $48.9K - $69.9K
4.2K $767M
Arista Networks Inc
-462
- 6.3%
N/A
6.88K $1B
GOOGL
Alphabet Inc.

Communication Services
-111
- 2.04%
$174.36 - $254.72 $19.4K - $28.3K
5.34K $1.3B
NVDA
Nvidia Corp

Technology
-337
- 1.69%
$153.3 - $186.58 $51.7K - $62.9K
19.6K $3.66B
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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