Petros Family Wealth, LLC Top Holdings and 13F Report (2025) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $90.43 million in total holdings as of March 31, 2025.Petros Family Wealth, LLC owns shares of 121 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 6.75% of the portfolio was sold this quarter.This quarter, Petros Family Wealth, LLC has purchased 129 new stocks and bought additional shares in 69 stocks.Petros Family Wealth, LLC sold shares of 34 stocks and completely divested from 18 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $5,604,590Apple $5,021,706UnitedHealth Group $4,327,953Microsoft $3,325,215American Century STOXX U.S. Quality Growth ETF $3,116,494 Largest New Holdings this Quarter 872590104 - T-Mobile US $590,238 Holding002824100 - Abbott Laboratories $548,774 Holding46438G646 - ISHARES TR $340,128 Holding36828A101 - GE VERNOVA INC $331,839 Holding70450Y103 - PayPal $307,719 Holding Largest Purchases this Quarter American Century STOXX U.S. Quality Growth ETF 8,751 shares (about $819.71K)T-Mobile US 2,213 shares (about $590.24K)Abbott Laboratories 4,137 shares (about $548.77K)ISHARES TR 13,250 shares (about $340.13K)TJX Companies 2,747 shares (about $334.59K) Largest Sales this Quarter Johnson & Johnson 1,894 shares (about $314.14K)NVIDIA 1,750 shares (about $189.67K)Leidos 1,205 shares (about $162.60K)SPDR S&P 500 ETF Trust 234 shares (about $130.90K)Hormel Foods 4,040 shares (about $125.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPetros Family Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$5,604,590$130,899 ▼-2.3%10,0196.2%FinanceAAPLApple$5,021,706$5,331 ▲0.1%22,6075.6%Computer and TechnologyUNHUnitedHealth Group$4,327,953$90,089 ▲2.1%8,2634.8%MedicalMSFTMicrosoft$3,325,215$244,380 ▲7.9%8,8583.7%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$3,116,494$819,706 ▲35.7%33,2713.4%ETFGOOGAlphabet$2,293,195$99,521 ▲4.5%14,6782.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,215,216$8,111 ▲0.4%37,9642.4%ETFCOWZPacer US Cash Cows 100 ETF$2,097,234$61,057 ▲3.0%38,2992.3%ETFNVDANVIDIA$2,018,686$189,665 ▼-8.6%18,6262.2%Computer and TechnologyCSCOCisco Systems$1,851,701$76,522 ▲4.3%30,0062.0%Computer and TechnologyBLACKROCK INC$1,633,640$10,411 ▲0.6%1,7261.8%COMSYKStryker$1,626,259$16,378 ▼-1.0%4,3691.8%MedicalCOSTCostco Wholesale$1,597,422$7,566 ▼-0.5%1,6891.8%Retail/WholesaleIWMiShares Russell 2000 ETF$1,423,746$13,765 ▼-1.0%7,1371.6%FinanceAMZNAmazon.com$1,393,275$135,465 ▲10.8%7,3231.5%Retail/WholesaleJPMJPMorgan Chase & Co.$1,343,753$245 ▲0.0%5,4781.5%FinanceACNAccenture$1,315,214$253,370 ▲23.9%4,2151.5%Computer and TechnologyKLACKLA$1,231,809$64,582 ▼-5.0%1,8121.4%Computer and TechnologyISRGIntuitive Surgical$1,069,288$43,584 ▲4.2%2,1591.2%MedicalIBMInternational Business Machines$1,061,735$36,054 ▲3.5%4,2701.2%Computer and TechnologyICEIntercontinental Exchange$1,040,011$43,643 ▼-4.0%6,0291.2%FinanceAMGNAmgen$1,028,733$8,100 ▲0.8%3,3021.1%MedicalEMREmerson Electric$1,012,973$59,425 ▲6.2%9,2391.1%IndustrialsMMM3M$989,502$2,350 ▲0.2%6,7381.1%Multi-Sector ConglomeratesRTXRTX$912,533$35,235 ▼-3.7%6,8891.0%AerospaceMETAMeta Platforms$884,136$121,612 ▲15.9%1,5341.0%Computer and TechnologyPFEPfizer$866,254$12,239 ▼-1.4%34,1851.0%MedicalBACBank of America$848,132$149,187 ▲21.3%20,3240.9%FinanceLOWLowe's Companies$832,864$5,364 ▼-0.6%3,5710.9%Retail/WholesaleCRWDCrowdStrike$826,800$27,854 ▲3.5%2,3450.9%Computer and TechnologyQCOMQUALCOMM$798,978$308,162 ▲62.8%5,2010.9%Computer and TechnologyBRK.ABerkshire Hathaway$798,4420.0%10.9%FinanceTSLATesla$765,818$121,546 ▼-13.7%2,9550.8%Auto/Tires/TrucksGOOGLAlphabet$733,684$66,811 ▲10.0%4,7440.8%Computer and TechnologyBRK.BBerkshire Hathaway$733,362$95,332 ▲14.9%1,3770.8%FinanceADIAnalog Devices$730,459$73,611 ▼-9.2%3,6220.8%Computer and TechnologyLHXL3Harris Technologies$729,038$30,769 ▼-4.0%3,4830.8%AerospacePEPPepsiCo$695,342$34,940 ▼-4.8%4,6370.8%Consumer StaplesNFLXNetflix$678,882$12,123 ▼-1.8%7280.8%Consumer DiscretionaryABBVAbbVie$677,362$1,676 ▲0.2%3,2330.7%MedicalAMTAmerican Tower$669,991$6,093 ▲0.9%3,0790.7%FinanceTXNTexas Instruments$651,773$24,799 ▼-3.7%3,6270.7%Computer and TechnologyHDHome Depot$648,958$3,664 ▲0.6%1,7710.7%Retail/WholesalePANWPalo Alto Networks$637,170$92,828 ▲17.1%3,7340.7%Computer and TechnologyPSXPhillips 66$630,866$35,686 ▼-5.4%5,1090.7%EnergyTMUST-Mobile US$590,238$590,238 ▲New Holding2,2130.7%Computer and TechnologyBMYBristol-Myers Squibb$587,525$4,757 ▲0.8%9,6330.6%MedicalABTAbbott Laboratories$548,774$548,774 ▲New Holding4,1370.6%MedicalWMTWalmart$541,0500.0%6,1630.6%Retail/WholesaleTJXTJX Companies$537,752$334,588 ▲164.7%4,4150.6%Retail/WholesaleSPGIS&P Global$533,505$58,940 ▲12.4%1,0500.6%Business ServicesPGRProgressive$532,906$62,828 ▲13.4%1,8830.6%FinanceGGGGraco$525,048$3,758 ▼-0.7%6,2870.6%IndustrialsHRLHormel Foods$495,349$124,997 ▼-20.1%16,0100.5%Consumer StaplesWFCWells Fargo & Company$491,905$21,178 ▲4.5%6,8520.5%FinanceNEENextEra Energy$483,693$29,066 ▲6.4%6,8230.5%UtilitiesJNJJohnson & Johnson$482,990$314,143 ▼-39.4%2,9120.5%MedicalAVGOBroadcom$471,148$44,536 ▲10.4%2,8140.5%Computer and TechnologyORCLOracle$464,868$45,858 ▲10.9%3,3250.5%Computer and TechnologyCATCaterpillar$460,736$97,952 ▲27.0%1,3970.5%IndustrialsAXPAmerican Express$446,896$29,058 ▲7.0%1,6610.5%FinanceGSThe Goldman Sachs Group$439,764$18,574 ▲4.4%8050.5%FinanceIEFAiShares Core MSCI EAFE ETF$437,711$12,482 ▲2.9%5,7860.5%ETFPRIPrimerica$415,130$9,390 ▲2.3%1,4590.5%FinanceVVisa$407,935$18,224 ▲4.7%1,1640.5%Business ServicesETNEaton$402,852$41,590 ▲11.5%1,4820.4%IndustrialsAMDAdvanced Micro Devices$388,563$65,034 ▲20.1%3,7820.4%Computer and TechnologyBKBank of New York Mellon$381,609$36,232 ▲10.5%4,5500.4%FinanceSBUXStarbucks$375,988$4,708 ▲1.3%3,8330.4%Retail/WholesaleSSDSimpson Manufacturing$367,567$3,142 ▲0.9%2,3400.4%ConstructionGRMNGarmin$366,744$37,348 ▲11.3%1,6890.4%Computer and TechnologyHONHoneywell International$361,034$2,329 ▲0.6%1,7050.4%Multi-Sector ConglomeratesLINDE PLC$354,818$18,626 ▲5.5%7620.4%SHSARISTA NETWORKS INC$345,561$10,847 ▲3.2%4,4600.4%COM SHSISHARES TR$340,128$340,128 ▲New Holding13,2500.4%IBONDS DEC 2034MAMastercard$339,286$23,569 ▲7.5%6190.4%Business ServicesUSBU.S. Bancorp$336,747$9,331 ▼-2.7%7,9760.4%FinanceGE VERNOVA INC$331,839$331,839 ▲New Holding1,0870.4%COMLMTLockheed Martin$330,118$31,270 ▼-8.7%7390.4%AerospaceLDOSLeidos$325,611$162,603 ▼-33.3%2,4130.4%AerospaceCDNSCadence Design Systems$316,641$51,120 ▲19.3%1,2450.4%Computer and TechnologyNXPINXP Semiconductors$314,247$66,157 ▼-17.4%1,6530.3%Computer and TechnologyAXONAxon Enterprise$310,311$14,201 ▼-4.4%5900.3%AerospacePYPLPayPal$307,719$307,719 ▲New Holding4,7160.3%Computer and TechnologySOSouthern$297,826$6,253 ▲2.1%3,2390.3%UtilitiesBRBroadridge Financial Solutions$296,771$11,638 ▼-3.8%1,2240.3%Business ServicesLLYEli Lilly and Company$296,502$39,644 ▲15.4%3590.3%MedicalFCNFTI Consulting$293,703$4,102 ▲1.4%1,7900.3%Business ServicesKMIKinder Morgan$293,675$5,963 ▼-2.0%10,2940.3%EnergyPWRQuanta Services$289,511$56,428 ▲24.2%1,1390.3%ConstructionFIFiserv$280,675$19,212 ▼-6.4%1,2710.3%Business ServicesMDTMedtronic$279,542$11,412 ▲4.3%3,1110.3%MedicalGOLFAcushnet$278,141$1,716 ▼-0.6%4,0510.3%Consumer DiscretionaryFDXFedEx$276,935$37,786 ▼-12.0%1,1360.3%TransportationECLEcolab$273,335$6,592 ▼-2.4%1,0780.3%Basic MaterialsPALANTIR TECHNOLOGIES INC$273,118$273,118 ▲New Holding3,2360.3%CL ACVXChevron$263,984$669 ▲0.3%1,5780.3%EnergyIWRiShares Russell Mid-Cap ETF$263,3770.0%3,0960.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$262,071$10,981 ▼-4.0%2,1480.3%ETFWTSWatts Water Technologies$258,571$1,631 ▲0.6%1,2680.3%Computer and TechnologyShowing largest 100 holdings. 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