Petra Financial Advisors Inc Reduced Holdings in Q4 2024

Petra Financial Advisors Inc

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-5.54K
- 3.26%
$29.6 - $32.67 $164K - $181K
164K $4.86B
IAU
Ishares Gold Trust

ETFs
-13.6K
- 58.26%
$48.37 - $52.65 $659K - $718K
9.76K $483M
American Healthcare Reit Inc
-21.3K
- 55.01%
N/A
17.4K $495M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-154
- 0.19%
$26.05 - $29.17 $4.01K - $4.49K
81.6K $2.14B
MSFT
Microsoft Corp

Technology
-360
- 5.76%
$406.35 - $454.46 $146K - $164K
5.89K $2.48B
BAH
Booz Allen Hamilton Holding Corp

Industrials
-139
- 2.76%
$128.36 - $186.0 $17.8K - $25.9K
4.9K $630M
VUG
Vanguard Growth ETF

ETFs
-595
- 28.01%
$378.79 - $428.11 $225K - $255K
1.53K $628M
GLD
Spdr Gold Trust

ETFs
-661
- 2.7%
$236.59 - $257.5 $156K - $170K
23.8K $5.77B
CNX
Cnx Resources Corp

Energy
-12.5K
- 17.22%
$32.66 - $41.09 $407K - $512K
59.9K $2.2B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.18K
- 3.73%
$26.08 - $27.65 $56.7K - $60.1K
56.2K $1.47B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-464
- 5.15%
$89.81 - $104.0 $41.7K - $48.3K
8.54K $769M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-440
- 0.36%
$12.12 - $13.1 $5.33K - $5.76K
123K $1.49B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-879
- 25.52%
$103.53 - $112.72 $91K - $99.1K
2.57K $267M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.48K
- 27.09%
$57.29 - $63.1 $84.8K - $93.5K
3.99K $229M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-132
- 1.4%
$87.1 - $98.49 $11.5K - $13K
9.29K $811M
FCX
Freeport Mcmoran Inc

Basic Materials
-29
- 0.33%
$38.08 - $50.82 $1.1K - $1.47K
8.8K $335M
XLP
Consumer Staples Sector Spdr

ETFs
-1K
- 26.22%
N/A
2.82K $222M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-112
- 2.15%
$442.29 - $483.08 $49.5K - $54.1K
5.1K $2.31B
VZ
Verizon Communications Inc

Communication Services
-988
- 14.79%
$39.6 - $45.21 $39.1K - $44.7K
5.69K $228M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-47
- 0.53%
$63.27 - $70.31 $2.97K - $3.3K
8.81K $559M
XLU
Utilities Sector Spdr

ETFs
-578
- 14.42%
$74.89 - $82.93 $43.3K - $47.9K
3.43K $260M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-85
- 0.56%
$44.04 - $49.49 $3.74K - $4.21K
15.1K $665M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-1.06K
- 1.76%
$28.24 - $29.18 $29.8K - $30.8K
58.9K $1.67B
PEP
Pepsico Inc

Consumer Defensive
-51
- 1.97%
$151.29 - $176.1 $7.72K - $8.98K
2.54K $386M
XOM
Exxon Mobil Corp

Energy
-113
- 2.72%
$105.51 - $125.37 $11.9K - $14.2K
4.04K $435M
IEFA
Ishares Tr

ETFs
-2
- 0.03%
$70.06 - $77.43 $140 - $155
6.64K $466M
VLO
Valero Energy Corp

Energy
-10
- 0.27%
$118.59 - $144.02 $1.19K - $1.44K
3.72K $456M
CVX
Chevron Corp

Energy
-151
- 8.95%
$141.15 - $162.53 $21.3K - $24.5K
1.54K $223M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-64
- 0.61%
$77.86 - $79.27 $4.98K - $5.07K
10.4K $814M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-89
- 0.37%
$22.39 - $23.45 $1.99K - $2.09K
23.9K $549M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-2.3K
- 7.33%
$35.84 - $41.12 $82.3K - $94.5K
29K $1.12B
SUB
Ishares Short Term National Mu

ETFs
-58
- 1.03%
$104.94 - $106.2 $6.09K - $6.16K
5.57K $587M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-103
- 1.99%
$48.33 - $49.08 $4.98K - $5.06K
5.07K $245M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-398
- 1.21%
$32.51 - $34.98 $12.9K - $13.9K
32.6K $1.08B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-10
- 0.16%
$60.51 - $65.57 $605 - $656
6.29K $383M
IESC
Ies Holdings, Inc.

Industrials
-25
- 0.64%
$196.89 - $309.86 $4.92K - $7.75K
3.87K $779M
META
Meta Platforms, Inc.

Communication Services
-13
- 2.15%
$554.08 - $632.68 $7.2K - $8.22K
592 $347M
VONG
Vanguard Russell 1000 Growth E

ETFs
-280
- 4.55%
$95.27 - $107.82 $26.7K - $30.2K
5.87K $606M
JPM
Jpmorgan Chase & CO

Financial Services
-61
- 5.26%
$205.18 - $250.29 $12.5K - $15.3K
1.1K $263M
GDDY
Go Daddy Inc.

Technology
-660
- 17.77%
$153.16 - $209.03 $101K - $138K
3.05K $603M
AMZN
Amazon Com Inc

Consumer Cyclical
-222
- 8.7%
$180.88 - $232.93 $40.2K - $51.7K
2.33K $511M
GOOGL
Alphabet Inc.

Communication Services
-31
- 1.63%
$161.86 - $196.66 $5.02K - $6.1K
1.87K $353M
KKR
Kkr & Co. Inc.

Financial Services
-37
- 0.64%
$129.87 - $162.87 $4.81K - $6.03K
5.7K $844M
Ftai Aviation LTD
-83
- 0.87%
N/A
9.49K $1.37B
VST
Vistra Corp.

Utilities
-72
- 1.1%
$115.74 - $166.61 $8.33K - $12K
6.49K $895M
NVDA
Nvidia Corp

Technology
-514
- 1.45%
$117.0 - $148.88 $60.1K - $76.5K
34.8K $4.68B
Activity Summary
Buys All Purchases 67 New Holdings 20 Increased Positions 47 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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