Pettinga Financial Advisors, LLC Portfolio Holdings
Pettinga Financial Advisors, LLC
- $436 Million
- Q2 2025
Pettinga Financial Advisors, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $436 Million distributed in 133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $32.2M, Ishares Core S&P 500 ETF with a value of $29.3M, Ishares S&P 500 Growth ETF with a value of $28.7M, Ishares Tr with a value of $28.4M, and Ishares S&P 500 Value ETF with a value of $22.2M.
Examining the 13F form we can see an increase of $22.9M in the current position value, from $413M to 436M.
Below you can find more details about Pettinga Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$436 Million
ETFs: $388 Million
Financial Services: $17.6 Million
Technology: $16.4 Million
Communication Services: $3.19 Million
Energy: $2.43 Million
Consumer Defensive: $2.35 Million
Industrials: $1.89 Million
Consumer Cyclical: $1.63 Million
Other: $1.64 Million