Pettinga Financial Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $389 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47M, Ishares Msci Usa Quality Facto with a value of $26M, Ishares Tr with a value of $23.4M, Ishares S&P 500 Growth ETF with a value of $18.8M, and Invesco Exchange Traded Fd Tr with a value of $16.1M.

Examining the 13F form we can see an increase of $17.4M in the current position value, from $372M to 389M.

Below you can find more details about Pettinga Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $389 Million
ETFs: $338 Million
Financial Services: $25.1 Million
Technology: $12.6 Million
Energy: $2.97 Million
Communication Services: $2.41 Million
Consumer Defensive: $2.01 Million
Healthcare: $1.58 Million
Consumer Cyclical: $1.3 Million
Other: $2.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 120
  • Current Value $389 Million
  • Prior Value $372 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 14 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
Track This Portfolio

Track Pettinga Financial Advisors, LLC Portfolio

Follow Pettinga Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pettinga Financial Advisors, LLC, based on Form 13F filings with the SEC.


Stay updated on Pettinga Financial Advisors, LLC with notifications on news.