Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $152 Billion
  • Q3 2024

Petra Financial Advisors Inc has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $7.47B, Ishares Russell Mid Cap Growth with a value of $6.58B, Listed Fds Tr Core Alternative with a value of $6.23B, Spdr Gold Trust with a value of $5.95B, and Columbia ETF Tr Ii with a value of $5.55B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $139B to 152B.

Petra Financial Advisors Inc is based out at Colorado Srpings, CO

Below you can find more details about Petra Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $152 Billion
ETFs: $95.5 Billion
Financial Services: $14.7 Billion
Technology: $13.7 Billion
Industrials: $7.42 Billion
Energy: $3.72 Billion
Consumer Cyclical: $3.17 Billion
Healthcare: $2.97 Billion
Consumer Defensive: $2.55 Billion
Other: $5.59 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.33 Billion 3.52% of portfolio
338,086
Q3 2024 Added 25.78%
$0
$1.61 Billion 1.06% of portfolio
122,985
Q3 2024 Reduced 2.23%
$0
$1.54 Billion 1.02% of portfolio
128,539
Q3 2024 Reduced 0.55%
$0
$590 Million 0.39% of portfolio
57,440
Q3 2023 Reduced 4.96%
$0
$183 Million 0.12% of portfolio
17,000
Q4 2022 New
$0
$140 Million 0.09% of portfolio
15,500
Q4 2022 New
$0
$129 Million 0.09% of portfolio
11,115
Q3 2024 New
$0
$104 Million 0.07% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $152 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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