Petros Family Wealth, LLC Portfolio Holdings
Petros Family Wealth, LLC
- $92.7 Billion
- Q4 2024
Petros Family Wealth, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.7 Billion distributed in 454 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 $6.01B, Apple Inc. with a value of $5.66B, Unitedhealth Group Inc with a value of $4.09B, Microsoft Corp with a value of $3.46B, and Nvidia Corp with a value of $2.74B.
Examining the 13F form we can see an increase of $92.7B in the current position value.
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
$92.7 Billion
Technology: $24.3 Billion
ETFs: $16.8 Billion
Healthcare: $11.6 Billion
Industrials: $10.7 Billion
Financial Services: $8.78 Billion
Consumer Cyclical: $5.7 Billion
Communication Services: $4.93 Billion
Consumer Defensive: $3.71 Billion
Other: $3.49 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 454
- Current Value $92.7 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 129 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks