Petros Family Wealth, LLC Reduced Holdings in Q2 2025

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-219
- 0.97%
$172.42 - $223.89 $37.8K - $49K
22.4K $4.59B
ACN
Accenture PLC

Technology
-1.19K
- 28.33%
$279.23 - $323.21 $333K - $386K
3.02K $903M
QCOM
Qualcomm Inc

Technology
-1.94K
- 37.32%
$124.66 - $159.48 $242K - $310K
3.26K $519M
BMY
Bristol Myers Squibb CO

Healthcare
-819
- 8.5%
$44.12 - $59.6 $36.1K - $48.8K
8.81K $408M
PEP
Pepsico Inc

Consumer Defensive
-444
- 9.58%
$128.02 - $151.37 $56.8K - $67.2K
4.19K $554M
COST
Costco Wholesale Corp

Consumer Defensive
-214
- 12.67%
$908.13 - $1056.85 $194K - $226K
1.48K $1.46B
AMGN
Amgen Inc

Healthcare
-26
- 0.79%
$262.28 - $309.85 $6.82K - $8.06K
3.28K $915M
JNJ
Johnson & Johnson

Healthcare
-428
- 14.7%
$146.36 - $159.82 $62.6K - $68.4K
2.48K $379M
IEFA
Ishares Tr

ETFs
-1.77K
- 30.59%
$67.83 - $84.09 $120K - $149K
4.02K $335M
PFE
Pfizer Inc

Healthcare
-2.78K
- 9.52%
$21.59 - $24.84 $60K - $69K
26.4K $640M
KMI
Kinder Morgan, Inc.

Energy
-2.72K
- 26.45%
$25.21 - $29.4 $68.6K - $80.1K
7.57K $223M
MDT
Medtronic PLC

Healthcare
-718
- 23.08%
$80.68 - $88.86 $57.9K - $63.8K
2.39K $209M
LOW
Lowes Companies Inc

Consumer Cyclical
-66
- 1.85%
$210.83 - $235.28 $13.9K - $15.5K
3.51K $778M
FDX
Fedex Corp

Industrials
-140
- 12.32%
$198.07 - $245.17 $27.7K - $34.3K
996 $226M
SBUX
Starbucks Corp

Consumer Cyclical
-277
- 7.23%
$79.69 - $99.41 $22.1K - $27.5K
3.56K $326M
TJX
Tjx Companies Inc

Consumer Cyclical
-407
- 9.22%
$119.13 - $135.03 $48.5K - $55K
4.01K $495M
ICE
Intercontinental Exchange, Inc.

Financial Services
-564
- 9.35%
$151.62 - $183.47 $85.5K - $103K
5.47K $1B
WFC
Wells Fargo & Company

Financial Services
-1.1K
- 16.02%
$60.98 - $80.12 $67K - $88K
5.75K $461M
PSX
Phillips 66

Energy
-69
- 1.35%
$92.87 - $125.73 $6.41K - $8.68K
5.04K $601M
ECL
Ecolab Inc.

Basic Materials
-144
- 13.36%
$225.65 - $270.95 $32.5K - $39K
934 $252M
LLY
Eli Lilly & CO

Healthcare
-2
- 0.56%
$713.71 - $898.95 $1.43K - $1.8K
357 $278M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-320
- 14.9%
$108.12 - $135.04 $34.6K - $43.2K
1.83K $247M
Linde PLC
-24
- 3.15%
N/A
738 $346M
Solventum Corp
-50
- 1.61%
N/A
3.05K $231M
AMT
American Tower Corp

Real Estate
-51
- 1.66%
$203.96 - $228.19 $10.4K - $11.6K
3.03K $669M
BR
Broadridge Financial Solutions, Inc.

Technology
-5
- 0.41%
$217.22 - $246.25 $1.09K - $1.23K
1.22K $296M
NXPI
Nxp Semiconductors N.V.

Technology
-196
- 11.86%
$153.5 - $218.72 $30.1K - $42.9K
1.46K $318M
ROLL
Rbc Bearings Inc

Industrials
-101
- 14.77%
N/A
583 $224M
BK
Bank Of New York Mellon Corp

Financial Services
-289
- 6.35%
$73.31 - $91.62 $21.2K - $26.5K
4.26K $388M
GGG
Graco Inc

Industrials
-83
- 1.32%
$74.02 - $87.26 $6.14K - $7.24K
6.2K $533M
USB
Us Bancorp \De\

Financial Services
-266
- 3.34%
$36.4 - $45.76 $9.68K - $12.2K
7.71K $349M
SPGI
S&P Global Inc.

Financial Services
-9
- 0.86%
$438.31 - $527.29 $3.94K - $4.75K
1.04K $549M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-13
- 0.32%
$56.27 - $73.32 $732 - $953
4.04K $294M
MMM
3 M CO

Industrials
-67
- 0.99%
$126.09 - $154.15 $8.45K - $10.3K
6.67K $1.02B
ADI
Analog Devices Inc

Technology
-367
- 10.13%
$164.6 - $238.02 $60.4K - $87.4K
3.26K $775M
WMT
Walmart Inc.

Consumer Defensive
-36
- 0.58%
$81.79 - $99.98 $2.94K - $3.6K
6.13K $599M
EME
Emcor Group, Inc.

Industrials
-84
- 12.46%
$342.02 - $534.89 $28.7K - $44.9K
590 $316M
RTX
Raytheon Technologies Corp

Industrials
-103
- 1.5%
$113.75 - $148.48 $11.7K - $15.3K
6.79K $991M
BAC
Bank Of America Corp

Financial Services
-653
- 3.21%
$34.39 - $47.46 $22.5K - $31K
19.7K $931M
LHX
L3 Harris Technologies, Inc.

Industrials
-234
- 6.72%
$200.21 - $256.99 $46.8K - $60.1K
3.25K $815M
PWR
Quanta Services, Inc.

Industrials
-62
- 5.44%
$239.47 - $381.26 $14.8K - $23.6K
1.08K $407M
IBM
International Business Machines Corp

Technology
-138
- 3.23%
$221.03 - $294.78 $30.5K - $40.7K
4.13K $1.22B
AXON
Axon Enterprise, Inc.

Industrials
-10
- 1.69%
$497.13 - $827.94 $4.97K - $8.28K
580 $480M
CSCO
Cisco Systems, Inc.

Technology
-629
- 2.1%
$53.19 - $69.38 $33.5K - $43.6K
29.4K $2.04B
NFLX
Netflix Inc

Communication Services
-58
- 7.97%
$855.86 - $1339.13 $49.6K - $77.7K
670 $897M
Ge Vernova Inc
-39
- 3.59%
N/A
1.05K $555M
ORCL
Oracle Corp

Technology
-151
- 4.54%
$122.82 - $218.63 $18.5K - $33K
3.17K $694M
Activity Summary
Buys All Purchases 69 New Holdings 18 Increased Positions 51 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 2 Puts 0
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