Petros Family Wealth, LLC Options Holdings

Petros Family Wealth, LLC

  • $109 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
UNH
Unitedhealth Group Inc

Healthcare
CALL
$31.2 Million
100
Q2 2025
New holding
ZETA
Zeta Global Holdings Corp.

Technology
CALL
$18.6 Million
1.2K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 445
  • Current Value $109 Billion
  • Prior Value $90.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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