Petros Family Wealth, LLC Top Holdings and 13F Report (2025) About Petros Family Wealth, LLCInvestment ActivityPetros Family Wealth, LLC has $92.71 million in total holdings as of December 31, 2024.Petros Family Wealth, LLC owns shares of 129 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR S&P 500 ETF Trust $6,008,793Apple $5,655,205UnitedHealth Group $4,093,104Microsoft $3,459,162NVIDIA $2,736,293 Sector AllocationMap of 500 Largest Holdings ofPetros Family Wealth, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$6,008,79310,2536.5%FinanceAAPLApple$5,655,20522,5836.1%Computer and TechnologyUNHUnitedHealth Group$4,093,1048,0914.4%MedicalMSFTMicrosoft$3,459,1628,2073.7%Computer and TechnologyNVDANVIDIA$2,736,29320,3763.0%Computer and TechnologyGOOGAlphabet$2,674,05114,0412.9%Computer and TechnologyQGROAmerican Century STOXX U.S. Quality Growth ETF$2,444,64424,5202.6%ETFIJHiShares Core S&P Mid-Cap ETF$2,356,88837,8252.5%ETFCOWZPacer US Cash Cows 100 ETF$2,100,14937,1842.3%ETFBLACKROCK INC$1,758,0641,7151.9%COMCSCOCisco Systems$1,702,94328,7661.8%Computer and TechnologyIWMiShares Russell 2000 ETF$1,592,1337,2061.7%FinanceSYKStryker$1,588,8014,4131.7%MedicalCOSTCostco Wholesale$1,554,9101,6971.7%Retail/WholesaleAMZNAmazon.com$1,450,3876,6111.6%Retail/WholesaleTSLATesla$1,382,7493,4241.5%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,312,8915,4771.4%FinanceKLACKLA$1,201,6381,9071.3%Computer and TechnologyACNAccenture$1,197,1033,4031.3%Computer and TechnologyISRGIntuitive Surgical$1,080,9802,0711.2%MedicalEMREmerson Electric$1,077,8148,6971.2%Industrial ProductsICEIntercontinental Exchange$936,0806,2821.0%FinancePFEPfizer$919,73934,6681.0%MedicalIBMInternational Business Machines$906,7524,1251.0%Computer and TechnologyLOWLowe's Companies$887,0003,5941.0%Retail/WholesaleMMM3M$867,6946,7220.9%Multi-Sector ConglomeratesAMGNAmgen$853,7263,2760.9%MedicalADIAnalog Devices$847,0783,9870.9%Computer and TechnologyRTXRTX$827,9777,1550.9%AerospaceGOOGLAlphabet$816,3274,3120.9%Computer and TechnologyCRWDCrowdStrike$775,3342,2660.8%Computer and TechnologyMETAMeta Platforms$774,6301,3230.8%Computer and TechnologyLHXL3Harris Technologies$763,3163,6300.8%AerospacePEPPepsiCo$740,5874,8700.8%Consumer StaplesBACBank of America$736,11916,7490.8%FinanceTXNTexas Instruments$705,9763,7650.8%Computer and TechnologyJNJJohnson & Johnson$695,0224,8060.7%MedicalHDHome Depot$684,8471,7610.7%Retail/WholesaleBRK.ABerkshire Hathaway$680,92010.7%FinanceNFLXNetflix$660,4687410.7%Consumer DiscretionaryHRLHormel Foods$628,96920,0500.7%Consumer StaplesPSXPhillips 66$614,9755,3980.7%Oils/EnergyAVGOBroadcom$590,7282,5480.6%Computer and TechnologyPANWPalo Alto Networks$580,4533,1900.6%Computer and TechnologyABBVAbbVie$573,1463,2250.6%MedicalAMTAmerican Tower$559,5283,0510.6%FinanceWMTWalmart$556,8296,1630.6%Retail/WholesaleBRK.BBerkshire Hathaway$543,0291,1980.6%FinanceBMYBristol-Myers Squibb$540,4169,5550.6%MedicalGGGGraco$533,7456,3320.6%Industrial ProductsLDOSLeidos$521,2093,6180.6%AerospaceORCLOracle$499,4212,9970.5%Computer and TechnologyQCOMQUALCOMM$490,7993,1950.5%Computer and TechnologyARISTA NETWORKS INC$477,4904,3200.5%COM SHSSPGIS&P Global$465,1609340.5%Business ServicesAXPAmerican Express$460,9191,5530.5%FinanceWFCWells Fargo & Company$460,5646,5570.5%FinanceNEENextEra Energy$459,7486,4130.5%UtilitiesGSThe Goldman Sachs Group$441,4907710.5%FinanceETNEaton$441,0551,3290.5%Industrial ProductsNXPINXP Semiconductors$415,8802,0010.4%Computer and TechnologyCATCaterpillar$399,0411,1000.4%Industrial ProductsPGRProgressive$397,9931,6610.4%FinanceIEFAiShares Core MSCI EAFE ETF$395,0445,6210.4%ETFLMTLockheed Martin$393,1268090.4%AerospaceUSBU.S. Bancorp$392,0628,1970.4%FinancePRIPrimerica$387,0451,4260.4%FinanceSSDSimpson Manufacturing$384,7262,3200.4%ConstructionHONHoneywell International$382,6581,6940.4%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$380,3683,1490.4%Computer and TechnologyBKNGBooking$367,663740.4%Retail/WholesaleAXONAxon Enterprise$366,6956170.4%AerospaceFDXFedEx$363,1971,2910.4%TransportationVVisa$351,4361,1120.4%Business ServicesSBUXStarbucks$345,3823,7850.4%Retail/WholesaleJCIJohnson Controls International$341,5314,3270.4%ConstructionFCNFTI Consulting$337,3441,7650.4%Business ServicesIRIngersoll Rand$330,7223,6560.4%Industrial ProductsBKBank of New York Mellon$316,3864,1180.3%FinanceTDGTransDigm Group$315,5532490.3%AerospaceCDNSCadence Design Systems$313,6801,0440.3%Computer and TechnologyGRMNGarmin$312,9071,5170.3%Computer and TechnologyGWWW.W. Grainger$308,8382930.3%Industrial ProductsMAMastercard$303,3055760.3%Business ServicesEMEEMCOR Group$302,2976660.3%ConstructionLINDE PLC$302,2807220.3%SHSPWRQuanta Services$289,8189170.3%ConstructionGOLFAcushnet$289,7224,0760.3%Consumer DiscretionaryCBRECBRE Group$288,4442,1970.3%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$287,8382,2380.3%ETFKMIKinder Morgan$287,77210,5030.3%Oils/EnergyBRBroadridge Financial Solutions$287,5861,2720.3%Business ServicesMCMoelis & Company$282,9603,8300.3%FinanceTTCToro$279,5493,4900.3%Consumer DiscretionaryFIFiserv$278,9611,3580.3%Business ServicesIWRiShares Russell Mid-Cap ETF$273,6863,0960.3%ETFGILDGilead Sciences$270,6952,9310.3%MedicalSOSouthern$261,0373,1710.3%UtilitiesMSIMotorola Solutions$260,6985640.3%Computer and TechnologyECLEcolab$258,5801,1040.3%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
