Petros Family Wealth
Latest statistics and disclosures from Petros Family Wealth's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002004963
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Positions held by Petros Family Wealth consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Petros Family Wealth
Petros Family Wealth holds 129 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $6.0M | 10k | 586.08 |
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| Apple (AAPL) | 6.1 | $5.7M | 23k | 250.42 |
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| UnitedHealth (UNH) | 4.4 | $4.1M | 8.1k | 505.87 |
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| Microsoft Corporation (MSFT) | 3.7 | $3.5M | 8.2k | 421.50 |
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| NVIDIA Corporation (NVDA) | 3.0 | $2.7M | 20k | 134.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $2.7M | 14k | 190.44 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 2.6 | $2.4M | 25k | 99.70 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $2.4M | 38k | 62.31 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.3 | $2.1M | 37k | 56.48 |
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| Blackrock (BLK) | 1.9 | $1.8M | 1.7k | 1025.12 |
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| Cisco Systems (CSCO) | 1.8 | $1.7M | 29k | 59.20 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $1.6M | 7.2k | 220.96 |
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| Stryker Corporation (SYK) | 1.7 | $1.6M | 4.4k | 360.05 |
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| Costco Wholesale Corporation (COST) | 1.7 | $1.6M | 1.7k | 916.29 |
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| Amazon (AMZN) | 1.6 | $1.5M | 6.6k | 219.39 |
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| Tesla Motors (TSLA) | 1.5 | $1.4M | 3.4k | 403.85 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $1.3M | 5.5k | 239.72 |
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| Kla Corp Com New (KLAC) | 1.3 | $1.2M | 1.9k | 630.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.3 | $1.2M | 3.4k | 351.79 |
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| Intuitive Surgical Com New (ISRG) | 1.2 | $1.1M | 2.1k | 522.00 |
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| Emerson Electric (EMR) | 1.2 | $1.1M | 8.7k | 123.95 |
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| Intercontinental Exchange (ICE) | 1.0 | $936k | 6.3k | 149.00 |
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| Pfizer (PFE) | 1.0 | $920k | 35k | 26.53 |
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| International Business Machines (IBM) | 1.0 | $907k | 4.1k | 219.80 |
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| Lowe's Companies (LOW) | 1.0 | $887k | 3.6k | 246.83 |
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| 3M Company (MMM) | 0.9 | $868k | 6.7k | 129.14 |
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| Amgen (AMGN) | 0.9 | $854k | 3.3k | 260.64 |
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| Analog Devices (ADI) | 0.9 | $847k | 4.0k | 212.47 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $828k | 7.2k | 115.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $816k | 4.3k | 189.30 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $775k | 2.3k | 342.16 |
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| Meta Platforms Cl A (META) | 0.8 | $775k | 1.3k | 585.51 |
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| L3harris Technologies (LHX) | 0.8 | $763k | 3.6k | 210.26 |
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| Pepsi (PEP) | 0.8 | $741k | 4.9k | 152.06 |
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| Bank of America Corporation (BAC) | 0.8 | $736k | 17k | 43.95 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $706k | 3.8k | 187.52 |
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| Johnson & Johnson (JNJ) | 0.7 | $695k | 4.8k | 144.60 |
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| Home Depot (HD) | 0.7 | $685k | 1.8k | 389.00 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $681k | 1.00 | 680920.00 |
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| Netflix (NFLX) | 0.7 | $661k | 741.00 | 891.32 |
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| Hormel Foods Corporation (HRL) | 0.7 | $629k | 20k | 31.37 |
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| Phillips 66 (PSX) | 0.7 | $615k | 5.4k | 113.93 |
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| Broadcom (AVGO) | 0.6 | $591k | 2.5k | 231.85 |
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| Palo Alto Networks (PANW) | 0.6 | $581k | 3.2k | 182.00 |
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| Abbvie (ABBV) | 0.6 | $573k | 3.2k | 177.71 |
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| American Tower Reit (AMT) | 0.6 | $560k | 3.1k | 183.38 |
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| Wal-Mart Stores (WMT) | 0.6 | $557k | 6.2k | 90.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $543k | 1.2k | 453.25 |
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| Bristol Myers Squibb (BMY) | 0.6 | $540k | 9.6k | 56.54 |
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| Gra (GGG) | 0.6 | $534k | 6.3k | 84.30 |
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| Leidos Holdings (LDOS) | 0.6 | $521k | 3.6k | 144.00 |
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| Oracle Corporation (ORCL) | 0.5 | $499k | 3.0k | 166.64 |
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| Qualcomm (QCOM) | 0.5 | $491k | 3.2k | 153.64 |
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| Arista Networks Com Shs | 0.5 | $478k | 4.3k | 110.53 |
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| S&p Global (SPGI) | 0.5 | $465k | 934.00 | 498.00 |
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| American Express Company (AXP) | 0.5 | $461k | 1.6k | 296.80 |
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| Wells Fargo & Company (WFC) | 0.5 | $461k | 6.6k | 70.25 |
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| Nextera Energy (NEE) | 0.5 | $460k | 6.4k | 71.69 |
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| Goldman Sachs (GS) | 0.5 | $442k | 771.00 | 572.67 |
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| Eaton Corp SHS (ETN) | 0.5 | $441k | 1.3k | 331.86 |
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| Nxp Semiconductors N V (NXPI) | 0.4 | $416k | 2.0k | 207.89 |
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| Caterpillar (CAT) | 0.4 | $399k | 1.1k | 362.73 |
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| Progressive Corporation (PGR) | 0.4 | $398k | 1.7k | 239.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $395k | 5.6k | 70.28 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $393k | 809.00 | 485.95 |
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| Us Bancorp Del Com New (USB) | 0.4 | $392k | 8.2k | 47.80 |
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| Primerica (PRI) | 0.4 | $386k | 1.4k | 271.00 |
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| Simpson Manufacturing (SSD) | 0.4 | $385k | 2.3k | 165.83 |
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| Honeywell International (HON) | 0.4 | $383k | 1.7k | 225.92 |
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| Advanced Micro Devices (AMD) | 0.4 | $380k | 3.1k | 120.67 |
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| Booking Holdings (BKNG) | 0.4 | $368k | 74.00 | 4968.43 |
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| Axon Enterprise (AXON) | 0.4 | $367k | 617.00 | 594.33 |
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| FedEx Corporation (FDX) | 0.4 | $363k | 1.3k | 281.33 |
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| Visa Com Cl A (V) | 0.4 | $351k | 1.1k | 316.04 |
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| Starbucks Corporation (SBUX) | 0.4 | $345k | 3.8k | 91.25 |
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| Johnson Ctls Intl SHS (JCI) | 0.4 | $342k | 4.3k | 78.93 |
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| FTI Consulting (FCN) | 0.4 | $337k | 1.8k | 191.13 |
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| Ingersoll Rand (IR) | 0.4 | $331k | 3.7k | 90.46 |
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| Bank of New York Mellon Corporation (BK) | 0.3 | $316k | 4.1k | 76.84 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $316k | 249.00 | 1267.28 |
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| Cadence Design Systems (CDNS) | 0.3 | $313k | 1.0k | 300.00 |
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| Garmin SHS (GRMN) | 0.3 | $313k | 1.5k | 206.25 |
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| W.W. Grainger (GWW) | 0.3 | $309k | 293.00 | 1054.00 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $303k | 576.00 | 526.57 |
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| Emcor (EME) | 0.3 | $302k | 666.00 | 453.90 |
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| Linde SHS (LIN) | 0.3 | $302k | 722.00 | 418.67 |
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| Quanta Services (PWR) | 0.3 | $290k | 917.00 | 316.00 |
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| Acushnet Holdings Corp (GOLF) | 0.3 | $290k | 4.1k | 71.08 |
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| Cbre Group Cl A (CBRE) | 0.3 | $289k | 2.2k | 131.30 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $288k | 2.2k | 128.62 |
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| Kinder Morgan (KMI) | 0.3 | $288k | 11k | 27.40 |
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| Broadridge Financial Solutions (BR) | 0.3 | $288k | 1.3k | 226.00 |
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| Moelis & Co Cl A (MC) | 0.3 | $283k | 3.8k | 73.80 |
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| Toro Company (TTC) | 0.3 | $280k | 3.5k | 80.09 |
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| Fiserv (FI) | 0.3 | $279k | 1.4k | 205.42 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $274k | 3.1k | 88.40 |
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| Gilead Sciences (GILD) | 0.3 | $271k | 2.9k | 92.40 |
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| Southern Company (SO) | 0.3 | $261k | 3.2k | 82.32 |
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| Motorola Solutions Com New (MSI) | 0.3 | $261k | 564.00 | 462.22 |
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| Ecolab (ECL) | 0.3 | $259k | 1.1k | 234.32 |
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| Watts Water Technologies Cl A (WTS) | 0.3 | $256k | 1.3k | 203.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $255k | 433.00 | 588.68 |
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| Landstar System (LSTR) | 0.3 | $250k | 1.5k | 171.88 |
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| CorVel Corporation (CRVL) | 0.3 | $250k | 2.2k | 111.26 |
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| Kadant (KAI) | 0.3 | $243k | 705.00 | 344.99 |
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| Eli Lilly & Co. (LLY) | 0.3 | $240k | 311.00 | 772.00 |
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| Medtronic SHS (MDT) | 0.3 | $238k | 3.0k | 79.89 |
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| Select Sector Spdr Tr Technology (XLK) | 0.3 | $236k | 1.0k | 232.52 |
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| Target Corporation (TGT) | 0.3 | $233k | 1.7k | 135.00 |
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| Chevron Corporation (CVX) | 0.2 | $228k | 1.6k | 144.82 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $220k | 423.00 | 520.22 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $219k | 8.3k | 26.33 |
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| Automatic Data Processing (ADP) | 0.2 | $213k | 729.00 | 292.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $213k | 416.00 | 511.20 |
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| United Parcel Service CL B (UPS) | 0.2 | $210k | 1.7k | 126.12 |
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| Merck & Co (MRK) | 0.2 | $210k | 2.1k | 99.33 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.2 | $209k | 4.4k | 47.38 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $208k | 2.7k | 76.14 |
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| Trane Technologies SHS (TT) | 0.2 | $205k | 556.00 | 369.36 |
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| Solventum Corp Com Shs (SOLV) | 0.2 | $205k | 3.1k | 66.11 |
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| RBC Bearings Incorporated (RBC) | 0.2 | $205k | 684.00 | 299.14 |
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| TJX Companies (TJX) | 0.2 | $202k | 1.7k | 120.81 |
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| Science App Int'l (SAIC) | 0.2 | $201k | 1.8k | 111.78 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 0.2 | $150k | 10k | 14.65 |
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| Cleveland-cliffs (CLF) | 0.2 | $144k | 15k | 9.40 |
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| Hanesbrands (HBI) | 0.1 | $93k | 11k | 8.15 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $59k | 22k | 2.72 |
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| Humacyte (HUMA) | 0.1 | $51k | 10k | 5.05 |
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| Xtant Med Hldgs Com New (XTNT) | 0.0 | $8.9k | 20k | 0.44 |
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Past Filings by Petros Family Wealth
SEC 13F filings are viewable for Petros Family Wealth going back to 2024
- Petros Family Wealth 2024 Q4 filed Feb. 13, 2025