Pettinga Financial Advisors, LLC Portfolio Holdings
Pettinga Financial Advisors, LLC
- $413 Million
- Q1 2025
Pettinga Financial Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $413 Million distributed in 130 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 $32.7M, Ishares Msci Usa Quality Facto with a value of $29.8M, Ishares S&P 500 Growth ETF with a value of $27M, Ishares Tr with a value of $26.3M, and Ishares S&P 500 Value ETF with a value of $19M.
Examining the 13F form we can see an decrease of $22.5M in the current position value, from $436M to 413M.
Below you can find more details about Pettinga Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$413 Million
ETFs: $365 Million
Financial Services: $19.2 Million
Technology: $15.3 Million
Communication Services: $2.72 Million
Energy: $2.56 Million
Consumer Defensive: $2.33 Million
Industrials: $1.54 Million
Consumer Cyclical: $1.46 Million
Other: $1.55 Million