Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $90.4 Billion
  • Q1 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.88B
$368 Million 0.41% of portfolio
2,340
Q1 2025 Added 0.86%
$5.59B
$294 Million 0.32% of portfolio
1,790
Q1 2025 Added 1.42%
$5.2B
$278 Million 0.31% of portfolio
4,051
Q1 2025 Reduced 0.61%
$6.72B
$259 Million 0.29% of portfolio
1,268
Q1 2025 Added 0.63%
$7.36B
$256 Million 0.28% of portfolio
3,520
Q1 2025 Added 0.86%
$3.6B
$237 Million 0.26% of portfolio
702
Q1 2025 Reduced 0.43%
$3.79B
$226 Million 0.25% of portfolio
3,870
Q1 2025 Added 1.04%
$7.21B
$220 Million 0.24% of portfolio
684
Q4 2024 New
$6.21B
$214 Million 0.24% of portfolio
1,998
Q1 2025 New
$5B
$219 Million 0.24% of portfolio
1,458
Q1 2025 Added 0.21%
$5.79B
$202 Million 0.22% of portfolio
1,799
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 426
  • Current Value $90.4 Billion
  • Prior Value $92.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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