Petros Family Wealth, LLC Incresed Positions in Q1 2025

Petros Family Wealth, LLC

  • $90.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.75K
+ 35.69%
$91.68 - $109.93 $802K - $962K
33.3K $3.12B
TJX
Tjx Companies Inc

Consumer Cyclical
2.75K
+ 164.69%
$112.81 - $126.16 $310K - $347K
4.42K $538M
QCOM
Qualcomm Inc

Technology
2.01K
+ 62.79%
$151.94 - $175.86 $305K - $353K
5.2K $799M
UNH
Unitedhealth Group Inc

Healthcare
172
+ 2.13%
$461.52 - $548.18 $79.4K - $94.3K
8.26K $4.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
179
+ 14.94%
$442.66 - $534.52 $79.2K - $95.7K
1.38K $733M
AMGN
Amgen Inc

Healthcare
26
+ 0.79%
$258.59 - $327.36 $6.72K - $8.51K
3.3K $1.03B
IBM
International Business Machines Corp

Technology
145
+ 3.52%
$217.4 - $264.74 $31.5K - $38.4K
4.27K $1.06B
CSCO
Cisco Systems, Inc.

Technology
1.24K
+ 4.31%
$58.74 - $64.87 $72.8K - $80.4K
30K $1.85B
PGR
Progressive Corp

Financial Services
222
+ 13.37%
$235.61 - $291.22 $52.3K - $64.7K
1.88K $533M
MMM
3 M CO

Industrials
16
+ 0.24%
$129.7 - $155.12 $2.08K - $2.48K
6.74K $990M
BAC
Bank Of America Corp

Financial Services
3.58K
+ 21.34%
$39.61 - $47.74 $142K - $171K
20.3K $848M
AMT
American Tower Corp

Real Estate
28
+ 0.92%
$173.46 - $217.6 $4.86K - $6.09K
3.08K $670M
META
Meta Platforms, Inc.

Communication Services
211
+ 15.95%
$576.36 - $736.67 $122K - $155K
1.53K $884M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.25%
$169.2 - $216.66 $1.35K - $1.73K
3.23K $677M
SPGI
S&P Global Inc.

Financial Services
116
+ 12.42%
$478.26 - $543.77 $55.5K - $63.1K
1.05K $534M
BK
Bank Of New York Mellon Corp

Financial Services
432
+ 10.49%
$75.42 - $88.95 $32.6K - $38.4K
4.55K $382M
CAT
Caterpillar Inc

Industrials
297
+ 27.0%
$326.75 - $407.63 $97K - $121K
1.4K $461M
PANW
Palo Alto Networks Inc

Technology
544
+ 17.05%
$167.82 - $208.28 $91.3K - $113K
3.73K $637M
V
Visa Inc.

Financial Services
52
+ 4.68%
$306.92 - $362.71 $16K - $18.9K
1.16K $408M
LLY
Eli Lilly & CO

Healthcare
48
+ 15.43%
$725.72 - $929.72 $34.8K - $44.6K
359 $297M
GRMN
Garmin LTD

Technology
172
+ 11.34%
$204.55 - $241.93 $35.2K - $41.6K
1.69K $367M
Linde PLC
40
+ 5.54%
N/A
762 $355M
CRWD
Crowd Strike Holdings, Inc.

Technology
79
+ 3.49%
$308.86 - $455.36 $24.4K - $36K
2.35K $827M
BMY
Bristol Myers Squibb CO

Healthcare
78
+ 0.82%
$53.9 - $63.11 $4.2K - $4.92K
9.63K $588M
IEFA
Ishares Tr

ETFs
165
+ 2.94%
$69.57 - $78.65 $11.5K - $13K
5.79K $438M
MDT
Medtronic PLC

Healthcare
127
+ 4.26%
$79.84 - $94.5 $10.1K - $12K
3.11K $280M
SO
Southern CO

Utilities
68
+ 2.14%
$80.96 - $92.96 $5.51K - $6.32K
3.24K $298M
CVX
Chevron Corp

Energy
4
+ 0.25%
$146.71 - $167.97 $587 - $672
1.58K $264M
MA
Mastercard Inc

Financial Services
43
+ 7.47%
$504.67 - $576.31 $21.7K - $24.8K
619 $339M
WFC
Wells Fargo & Company

Financial Services
295
+ 4.5%
$66.78 - $81.42 $19.7K - $24K
6.85K $492M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.02%
$225.19 - $279.95 $225 - $280
5.48K $1.34B
SBUX
Starbucks Corp

Consumer Cyclical
48
+ 1.27%
$91.75 - $115.81 $4.4K - $5.56K
3.83K $376M
LYG
Lloyds Banking Group PLC

Financial Services
1.47K
+ 6.78%
$2.58 - $3.9 $3.79K - $5.73K
23.1K $88.3M
PRI
Primerica, Inc.

Financial Services
33
+ 2.31%
$271.41 - $296.43 $8.96K - $9.78K
1.46K $415M
NEE
Nextera Energy Inc

Utilities
410
+ 6.39%
$66.96 - $76.16 $27.5K - $31.2K
6.82K $484M
TMO
Thermo Fisher Scientific Inc.

Healthcare
36
+ 8.51%
$497.6 - $606.74 $17.9K - $21.8K
459 $228M
AMD
Advanced Micro Devices Inc

Technology
633
+ 20.1%
$96.63 - $129.55 $61.2K - $82K
3.78K $389M
CRVL
Corvel Corp

Financial Services
44
+ 1.96%
$103.48 - $128.46 $4.55K - $5.65K
2.29K $256M
CDNS
Cadence Design Systems Inc

Technology
201
+ 19.25%
$233.96 - $324.52 $47K - $65.2K
1.25K $317M
WTS
Watts Water Technologies Inc

Industrials
8
+ 0.63%
$195.28 - $224.67 $1.56K - $1.8K
1.27K $259M
PWR
Quanta Services, Inc.

Industrials
222
+ 24.21%
$236.71 - $358.03 $52.5K - $79.5K
1.14K $290M
GS
Goldman Sachs Group Inc

Financial Services
34
+ 4.41%
$524.81 - $672.19 $17.8K - $22.9K
805 $440M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.12K
+ 3.0%
$53.6 - $58.97 $59.8K - $65.8K
38.3K $2.1B
HBI
Hanesbrands Inc.

Consumer Cyclical
4.01K
+ 35.11%
$5.76 - $8.6 $23.1K - $34.5K
15.4K $89M
TT
Trane Technologies PLC

Industrials
39
+ 7.01%
$332.0 - $400.86 $12.9K - $15.6K
595 $200M
ISRG
Intuitive Surgical Inc

Healthcare
88
+ 4.25%
$476.63 - $610.45 $41.9K - $53.7K
2.16K $1.07B
PKE
Park Aerospace Corp

Industrials
43
+ 0.42%
$13.25 - $15.32 $570 - $659
10.3K $139M
AXP
American Express CO

Financial Services
108
+ 6.95%
$255.39 - $325.87 $27.6K - $35.2K
1.66K $447M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
20
+ 0.86%
$154.39 - $176.55 $3.09K - $3.53K
2.34K $368M
Activity Summary
Buys All Purchases 80 New Holdings 10 Increased Positions 70 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 2 Puts 0
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