Petros Family Wealth, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $90.4 Billion distributed in 426 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.6B, Apple Inc. with a value of $5.02B, Unitedhealth Group Inc with a value of $4.33B, Microsoft Corp with a value of $3.33B, and American Centy ETF Tr Stoxx Us with a value of $3.12B.
Examining the 13F form we can see an decrease of $2.28B in the current position value, from $92.7B to 90.4B.
Petros Family Wealth, LLC is based out at Bloomington, MN
Below you can find more details about Petros Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$90.4 Billion
Technology: $23.2 Billion
ETFs: $15.9 Billion
Healthcare: $12.2 Billion
Financial Services: $9.97 Billion
Industrials: $8.99 Billion
Communication Services: $5.18 Billion
Consumer Cyclical: $4.92 Billion
Consumer Defensive: $3.33 Billion
Other: $3.49 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
