Petros Family Wealth, LLC Sells in Q4 2025

Petros Family Wealth, LLC

  • $150 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-9.96K
- 51.61%
$237.49 - $291.74 $2.36M - $2.9M
9.34K $2.93B
IWM
Ishares Russell 2000 ETF

ETFs
-3.56K
- 45.82%
$236.79 - $250.33 $844K - $892K
4.21K $1.04B
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.62K
- 64.25%
$482.23 - $557.53 $782K - $904K
902 $423M
Blackrock Inc
-416
- 22.38%
N/A
1.44K $1.54B
SYK
Stryker Corp

Healthcare
-1.34K
- 28.51%
$353.81 - $388.35 $476K - $522K
3.37K $1.18B
PANW
Palo Alto Networks Inc

Technology
-2.07K
- 37.52%
$204.77 - $221.38 $423K - $457K
3.44K $634M
UNH
Unitedhealth Group Inc

Healthcare
-1.13K
- 15.19%
$320.52 - $369.92 $363K - $418K
6.31K $2.08B
ORCL
Oracle Corp

Technology
-1.11K
- 38.22%
$217.57 - $313.0 $241K - $347K
1.79K $349M
Arista Networks Inc
-2.71K
- 39.42%
N/A
4.17K $546M
CSCO
Cisco Systems, Inc.

Technology
-7.5K
- 24.93%
$67.46 - $78.0 $506K - $585K
22.6K $1.74B
IBM
International Business Machines Corp

Technology
-1.14K
- 26.54%
$275.97 - $314.98 $314K - $358K
3.15K $931M
ABBV
Abb Vie Inc.

Healthcare
-1.16K
- 36.25%
$211.96 - $244.38 $245K - $282K
2.03K $464M
QCOM
Qualcomm Inc

Technology
-1.47K
- 46.75%
$153.59 - $187.68 $225K - $275K
1.67K $286M
AMT
American Tower Corp

Real Estate
-934
- 28.28%
$176.64 - $193.32 $165K - $181K
2.37K $416M
AVGO
Broadcom Inc.

Technology
-734
- 17.7%
$324.63 - $385.98 $238K - $283K
3.41K $1.18B
TSLA
Tesla, Inc.

Consumer Cyclical
-438
- 13.85%
$401.99 - $468.37 $176K - $205K
2.73K $1.23B
JNJ
Johnson & Johnson

Healthcare
-1.08K
- 36.3%
$185.98 - $199.58 $202K - $216K
1.9K $394M
TMUS
T Mobile Us, Inc.

Communication Services
-99
- 2.84%
$201.01 - $233.26 $19.9K - $23.1K
3.39K $688M
IWR
Ishares Russell Mid Cap ETF

ETFs
-710
- 22.93%
$94.02 - $97.61 $66.8K - $69.3K
2.39K $230M
TXN
Texas Instruments Inc

Technology
-119
- 3.14%
N/A
3.68K $638M
Linde PLC
-55
- 7.45%
N/A
683 $291M
PLTR
Palantir Technologies Inc.

Technology
-212
- 5.04%
$172.14 - $207.18 $36.5K - $43.9K
3.99K $710M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.03K
- 13.49%
$46.75 - $49.34 $48K - $50.6K
6.58K $314M
Lam Research Corp
-1.17K
- 26.9%
N/A
3.19K $546M
MC
Moelis & CO

Financial Services
-366
- 10.2%
$62.14 - $72.09 $22.7K - $26.4K
3.22K $221M
GGG
Graco Inc

Industrials
-65
- 1.08%
$80.15 - $84.86 $5.21K - $5.52K
5.98K $490M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-305
- 8.27%
$75.29 - $82.04 $23K - $25K
3.38K $270M
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.08%
$217.49 - $236.9 $217 - $237
1.22K $272M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-22
- 1.46%
$475.68 - $513.11 $10.5K - $11.3K
1.48K $744M
PWR
Quanta Services, Inc.

Industrials
-42
- 3.81%
$412.21 - $453.83 $17.3K - $19.1K
1.06K $447M
CAT
Caterpillar Inc

Industrials
-160
- 10.8%
$480.82 - $585.49 $76.9K - $93.7K
1.32K $757M
MNST
Monster Beverage Corp

Consumer Defensive
-48
- 0.77%
$66.31 - $71.91 $3.18K - $3.45K
6.19K $475M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-184
- 9.83%
$210.33 - $273.65 $38.7K - $50.4K
1.69K $478M
ISRG
Intuitive Surgical Inc

Healthcare
-198
- 9.37%
$429.59 - $576.2 $85.1K - $114K
1.92K $1.09B
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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