Petredis Investment Advisors LLC Portfolio Holdings

Petredis Investment Advisors LLC

  • $957 Billion
  • Q1 2025

Petredis Investment Advisors LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $957 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Financial Sector Spdr with a value of $95.1B, Vanguard Mega Cap Growth ETF with a value of $82.4B, Microsoft Corp with a value of $47.1B, Apple Inc. with a value of $46.6B, and Vanguard Mega Cap Value with a value of $45.5B.

Examining the 13F form we can see an decrease of $11.1B in the current position value, from $968B to 957B.

Petredis Investment Advisors LLC is based out at Warrendale, PA

Below you can find more details about Petredis Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $957 Billion
ETFs: $423 Billion
Technology: $204 Billion
Consumer Cyclical: $76.5 Billion
Communication Services: $70 Billion
Healthcare: $64.9 Billion
Industrials: $43.1 Billion
Energy: $26 Billion
Consumer Defensive: $20.4 Billion
Other: $19.7 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$95.1 Billion 9.95% of portfolio
1,910,007
Q1 2025 Added 5.41%
$0
$82.4 Billion 8.61% of portfolio
266,651
Q1 2025 Added 2.75%
$0
$45.5 Billion 4.76% of portfolio
353,409
Q1 2025 Reduced 0.95%
$0
$37.9 Billion 3.96% of portfolio
745,701
Q1 2025 Added 157.34%
$0
$29.7 Billion 3.11% of portfolio
88,933
Q1 2025 Added 6.2%
$0
$28.5 Billion 2.98% of portfolio
138,152
Q1 2025 Reduced 0.14%
$0
$22.5 Billion 2.35% of portfolio
122,147
Q1 2025 Added 0.07%
$0
$19.5 Billion 2.04% of portfolio
87,950
Q1 2025 Added 1.37%
$0
$13.8 Billion 1.44% of portfolio
143,100
Q1 2025 Added 1.41%
$0
$10.4 Billion 1.09% of portfolio
52,850
Q1 2025 Added 3.78%
$0
$10.4 Billion 1.09% of portfolio
71,217
Q1 2025 Reduced 0.7%
$0
$8.86 Billion 0.93% of portfolio
41,908
Q1 2025 Added 7.37%
$0
$4.43 Billion 0.46% of portfolio
54,667
Q1 2025 Added 1.9%
$0
$4.13 Billion 0.43% of portfolio
31,486
Q1 2025 Added 8.99%
$0
$1.36 Billion 0.14% of portfolio
30,054
Q1 2025 Added 4.55%
$0
$1.13 Billion 0.12% of portfolio
3,684
Q4 2022 New
$0
$998 Million 0.1% of portfolio
18,000
Q4 2022 New
$0
$934 Million 0.1% of portfolio
15,400
Q4 2024 Reduced 5.52%
$0
$842 Million 0.09% of portfolio
9,181
Q1 2025 New
$0
$834 Million 0.09% of portfolio
8,385
Q1 2025 New
$0
$631 Million 0.07% of portfolio
1,701
Q1 2025 Reduced 12.36%
$0
$539 Million 0.06% of portfolio
4,513
Q2 2023 Reduced 35.65%
$0
$550 Million 0.06% of portfolio
978
Q3 2024 New
$0
$489 Million 0.05% of portfolio
874
Q1 2025 Reduced 62.86%
$0
$427 Million 0.04% of portfolio
2,268
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $957 Billion
  • Prior Value $968 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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