Petra Financial Advisors Inc Reduced Holdings in Q1 2025

Petra Financial Advisors Inc

  • $122 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-20K
- 57.56%
$106.98 - $149.43 $2.14M - $2.99M
14.8K $1.6B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-115K
- 87.16%
$23.16 - $27.04 $2.67M - $3.11M
17K $398M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-159K
- 42.73%
$15.0 - $15.91 $2.39M - $2.53M
213K $3.32B
AVGO
Broadcom Inc.

Technology
-8.05K
- 77.45%
$167.43 - $244.7 $1.35M - $1.97M
2.34K $392M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-16.7K
- 54.27%
$91.45 - $91.75 $1.53M - $1.53M
14.1K $1.29B
COST
Costco Wholesale Corp

Consumer Defensive
-897
- 47.66%
$890.62 - $1076.86 $799K - $966K
985 $931M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-19.6K
- 29.32%
$24.91 - $29.02 $489K - $570K
47.4K $1.19B
IWP
Ishares Russell Mid Cap Growth

ETFs
-823
- 1.44%
$114.9 - $139.6 $94.6K - $115K
56.5K $6.64B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-5.44K
- 63.39%
$132.75 - $177.12 $723K - $964K
3.14K $480M
VST
Vistra Corp.

Utilities
-3.97K
- 61.23%
$108.49 - $191.89 $431K - $763K
2.52K $295M
AAPL
Apple Inc.

Technology
-1.62K
- 33.98%
$209.68 - $247.1 $341K - $401K
3.16K $701M
JXN
Jackson Financial Inc.

Financial Services
-5.01K
- 62.1%
$79.36 - $97.88 $398K - $491K
3.06K $256M
CNX
Cnx Resources Corp

Energy
-3.57K
- 5.96%
$27.38 - $37.32 $97.6K - $133K
56.3K $1.77B
SPOT
Spotify Technology S.A.

Communication Services
-914
- 58.51%
$457.79 - $648.32 $418K - $593K
648 $356M
MSFT
Microsoft Corp

Technology
-90
- 1.53%
$375.39 - $447.2 $33.8K - $40.2K
5.8K $2.18B
WMT
Walmart Inc.

Consumer Defensive
-3.16K
- 37.09%
$84.5 - $105.05 $267K - $332K
5.36K $471M
TSLA
Tesla, Inc.

Consumer Cyclical
-228
- 14.67%
$222.15 - $428.22 $50.7K - $97.6K
1.33K $344M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
-460
- 1.36%
$32.41 - $44.87 $14.9K - $20.6K
33.4K $1.08B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.66K
- 44.86%
$91.76 - $103.26 $244K - $275K
3.27K $303M
American Healthcare Reit Inc
-9.67K
- 55.56%
N/A
7.74K $234M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-869
- 17.75%
$102.72 - $143.06 $89.3K - $124K
4.03K $421M
VUG
Vanguard Growth ETF

ETFs
-299
- 19.56%
$369.1 - $427.61 $110K - $128K
1.23K $456M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.16K
- 13.62%
$81.1 - $94.7 $94.3K - $110K
7.38K $598M
XOM
Exxon Mobil Corp

Energy
-1.72K
- 42.53%
$105.44 - $118.93 $181K - $204K
2.32K $276M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.47K
- 8.92%
$21.75 - $24.28 $97.3K - $109K
45.7K $1.01B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-1.27K
- 4.39%
$35.37 - $41.21 $45.1K - $52.5K
27.7K $1B
AMZN
Amazon Com Inc

Consumer Cyclical
-253
- 10.85%
$190.26 - $242.06 $48.1K - $61.2K
2.08K $395M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.06K
- 8.65%
$25.54 - $27.64 $180K - $195K
74.6K $2.03B
VTV
Vanguard Value ETF

ETFs
-623
- 18.66%
$167.73 - $179.21 $104K - $112K
2.72K $469M
BWXT
Bwx Technologies, Inc.

Industrials
-30
- 0.74%
$96.59 - $128.46 $2.9K - $3.85K
4.02K $396M
GOOG
Alphabet Inc.

Communication Services
-13
- 0.86%
$156.06 - $207.71 $2.03K - $2.7K
1.5K $234M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-4.35K
- 3.55%
$12.03 - $12.69 $52.3K - $55.2K
118K $1.45B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-70
- 2.0%
$102.49 - $119.96 $7.17K - $8.4K
3.43K $358M
MUB
Ishares National Muni Bond ETF

ETFs
-250
- 1.88%
$104.71 - $107.69 $26.2K - $26.9K
13K $1.37B
IEFA
Ishares Tr

ETFs
-976
- 14.71%
$69.57 - $78.65 $67.9K - $76.8K
5.66K $428M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-493
- 1.51%
$31.66 - $34.73 $15.6K - $17.1K
32.1K $1.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.22K
- 8.05%
$42.5 - $46.71 $51.7K - $56.8K
13.9K $628M
ITM
Vaneck Intermediate Muni ETF

ETFs
-565
- 3.65%
$45.21 - $46.67 $25.5K - $26.4K
14.9K $678M
VEA
Vanguard Ftse Developed Market

ETFs
-2.62K
- 8.02%
$47.4 - $52.99 $124K - $139K
30K $1.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
-27
- 5.11%
$551.42 - $612.93 $14.9K - $16.5K
501 $280M
IVV
Ishares Core S&P 500 ETF

ETFs
-11
- 1.41%
$554.06 - $615.85 $6.09K - $6.77K
771 $433M
VEU
Vanguard Ftse All World Ex Us

ETFs
-596
- 14.96%
$56.51 - $62.98 $33.7K - $37.5K
3.39K $206M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.16K
- 9.61%
$25.69 - $26.89 $29.7K - $31.1K
10.9K $292M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-653
- 5.36%
$23.32 - $23.84 $15.2K - $15.6K
11.5K $270M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-308
- 2.95%
$77.7 - $78.94 $23.9K - $24.3K
10.1K $799M
PEP
Pepsico Inc

Consumer Defensive
-57
- 2.24%
$142.64 - $156.42 $8.13K - $8.92K
2.48K $372M
RIG
Transocean Ltd.

Energy
-498
- 2.71%
$2.67 - $4.28 $1.33K - $2.13K
17.9K $56.6M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-2.41K
- 4.1%
$28.37 - $29.61 $68.5K - $71.5K
56.4K $1.66B
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-300
- 1.92%
$33.91 - $36.36 $10.2K - $10.9K
15.3K $535M
Activity Summary
Buys All Purchases 42 New Holdings 11 Increased Positions 31 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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