Pettinga Financial Advisors, LLC Portfolio Holdings
Pettinga Financial Advisors, LLC
- $478 Million
- Q3 2025
Pettinga Financial Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $478 Million distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $32.8M, Ishares Msci Usa Quality Facto with a value of $31.1M, Ishares Core S&P 500 ETF with a value of $31M, Ishares S&P 500 Growth ETF with a value of $30.8M, and Ishares S&P 500 Value ETF with a value of $24.8M.
Examining the 13F form we can see an increase of $41.5M in the current position value, from $436M to 478M.
Below you can find more details about Pettinga Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$478 Million
ETFs: $420 Million
Financial Services: $21.7 Million
Technology: $18.7 Million
Communication Services: $4.23 Million
Energy: $2.94 Million
Consumer Defensive: $2.43 Million
Industrials: $2.16 Million
N/A: $2.1 Million
Other: $3.51 Million