Petros Family Wealth, LLC Portfolio Holdings

Petros Family Wealth, LLC

  • $90.4 Billion
  • Q1 2025

Petros Family Wealth, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $90.4 Billion distributed in 426 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $5.6B, Apple Inc. with a value of $5.02B, Unitedhealth Group Inc with a value of $4.33B, Microsoft Corp with a value of $3.33B, and American Centy ETF Tr Stoxx Us with a value of $3.12B.

Examining the 13F form we can see an decrease of $2.28B in the current position value, from $92.7B to 90.4B.

Petros Family Wealth, LLC is based out at Bloomington, MN

Below you can find more details about Petros Family Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $90.4 Billion
Technology: $23.2 Billion
ETFs: $15.9 Billion
Healthcare: $12.2 Billion
Financial Services: $9.97 Billion
Industrials: $8.99 Billion
Communication Services: $5.18 Billion
Consumer Cyclical: $4.92 Billion
Consumer Defensive: $3.33 Billion
Other: $3.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$533 Million 0.59% of portfolio
1,883
Q1 2025 Added 13.37%
$170B
$534 Million 0.59% of portfolio
1,050
Q1 2025 Added 12.42%
$14.4B
$525 Million 0.58% of portfolio
6,287
Q1 2025 Reduced 0.71%
$16.6B
$495 Million 0.55% of portfolio
16,010
Q1 2025 Reduced 20.15%
$296B
$492 Million 0.54% of portfolio
6,852
Q1 2025 Added 4.5%
$140B
$484 Million 0.53% of portfolio
6,823
Q1 2025 Added 6.39%
$398B
$483 Million 0.53% of portfolio
2,912
Q1 2025 Reduced 39.41%
$107B
$471 Million 0.52% of portfolio
2,814
Q1 2025 Added 10.44%
$580B
$465 Million 0.51% of portfolio
3,325
Q1 2025 Added 10.94%
$197B
$461 Million 0.51% of portfolio
1,397
Q1 2025 Added 27.0%
$230B
$447 Million 0.49% of portfolio
1,661
Q1 2025 Added 6.95%
$226B
$440 Million 0.49% of portfolio
805
Q1 2025 Added 4.41%
$0
$438 Million 0.48% of portfolio
5,786
Q1 2025 Added 2.94%
$10.1B
$415 Million 0.46% of portfolio
1,459
Q1 2025 Added 2.31%
$137B
$403 Million 0.45% of portfolio
1,482
Q1 2025 Added 11.51%
$575B
$408 Million 0.45% of portfolio
1,164
Q1 2025 Added 4.68%
$105B
$376 Million 0.42% of portfolio
3,833
Q1 2025 Added 1.27%
$73.7B
$382 Million 0.42% of portfolio
4,550
Q1 2025 Added 10.49%
$39.3B
$367 Million 0.41% of portfolio
1,689
Q1 2025 Added 11.34%
$6.88B
$368 Million 0.41% of portfolio
2,340
Q1 2025 Added 0.86%
$151B
$361 Million 0.4% of portfolio
1,705
Q1 2025 Added 0.65%
Linde PLC
-
$355 Million 0.39% of portfolio
-
Q1 2025 Added 5.54%
$532B
$339 Million 0.38% of portfolio
619
Q1 2025 Added 7.47%
Ishares Tr
-
$340 Million 0.38% of portfolio
-
Q1 2025 New
Arista Networks Inc
-
$346 Million 0.38% of portfolio
-
Q1 2025 Added 3.24%
$66.2B
$337 Million 0.37% of portfolio
7,976
Q1 2025 Reduced 2.7%
Ge Vernova Inc
-
$332 Million 0.37% of portfolio
-
Q1 2025 New
$121B
$330 Million 0.37% of portfolio
739
Q1 2025 Reduced 8.65%
$57.4B
$314 Million 0.35% of portfolio
1,653
Q1 2025 Reduced 17.39%
$81.4B
$317 Million 0.35% of portfolio
1,245
Q1 2025 Added 19.25%
$85.1B
$308 Million 0.34% of portfolio
4,716
Q1 2025 New
$56.5B
$310 Million 0.34% of portfolio
590
Q1 2025 Reduced 4.38%
$37.3B
$297 Million 0.33% of portfolio
1,224
Q1 2025 Reduced 3.77%
$20.8B
$299 Million 0.33% of portfolio
2,213
Q1 2025 Reduced 38.83%
$98.9B
$298 Million 0.33% of portfolio
3,239
Q1 2025 Added 2.14%
$739B
$297 Million 0.33% of portfolio
359
Q1 2025 Added 15.43%
$5.59B
$294 Million 0.32% of portfolio
1,790
Q1 2025 Added 1.42%
$64.2B
$294 Million 0.32% of portfolio
10,294
Q1 2025 Reduced 1.99%
$53.2B
$290 Million 0.32% of portfolio
1,139
Q1 2025 Added 24.21%
$114B
$280 Million 0.31% of portfolio
3,111
Q1 2025 Added 4.26%
$5.2B
$278 Million 0.31% of portfolio
4,051
Q1 2025 Reduced 0.61%
$59.7B
$277 Million 0.31% of portfolio
1,136
Q1 2025 Reduced 12.01%
$79.5B
$281 Million 0.31% of portfolio
1,271
Q1 2025 Reduced 6.41%
$76B
$273 Million 0.3% of portfolio
1,078
Q1 2025 Reduced 2.36%
$281B
$273 Million 0.3% of portfolio
3,236
Q1 2025 New
$281B
$264 Million 0.29% of portfolio
1,578
Q1 2025 Added 0.25%
$6.72B
$259 Million 0.29% of portfolio
1,268
Q1 2025 Added 0.63%
$0
$263 Million 0.29% of portfolio
3,096
Q4 2024 New
$0
$262 Million 0.29% of portfolio
2,148
Q1 2025 Reduced 4.02%

Summary

  • Portfolio
  • No. of Stocks 426
  • Current Value $90.4 Billion
  • Prior Value $92.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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