Petros Family Wealth as of March 31, 2025
Portfolio Holdings for Petros Family Wealth
Petros Family Wealth holds 121 positions in its portfolio as reported in the March 2025 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) | 6.2 | $5.6M | 10k | 559.37 | |
| Apple (AAPL) | 5.6 | $5.0M | 23k | 222.13 | |
| UnitedHealth (UNH) | 4.8 | $4.3M | 8.3k | 523.77 | |
| Microsoft Corporation (MSFT) | 3.7 | $3.3M | 8.9k | 375.39 | |
| American Centy Etf Tr Us Quality Grow (QGRO) | 3.4 | $3.1M | 33k | 93.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $2.3M | 15k | 156.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $2.2M | 38k | 58.35 | |
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.3 | $2.1M | 38k | 54.76 | |
| NVIDIA Corporation (NVDA) | 2.2 | $2.0M | 19k | 108.38 | |
| Cisco Systems (CSCO) | 2.0 | $1.9M | 30k | 61.71 | |
| Blackrock (BLK) | 1.8 | $1.6M | 1.7k | 946.44 | |
| Stryker Corporation (SYK) | 1.8 | $1.6M | 4.4k | 372.25 | |
| Costco Wholesale Corporation (COST) | 1.8 | $1.6M | 1.7k | 945.71 | |
| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $1.4M | 7.1k | 199.49 | |
| Amazon (AMZN) | 1.5 | $1.4M | 7.3k | 190.26 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $1.3M | 5.5k | 245.30 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.5 | $1.3M | 4.2k | 312.03 | |
| Kla Corp Com New (KLAC) | 1.4 | $1.2M | 1.8k | 679.80 | |
| Intuitive Surgical Com New (ISRG) | 1.2 | $1.1M | 2.2k | 495.30 | |
| International Business Machines (IBM) | 1.2 | $1.1M | 4.3k | 248.68 | |
| Intercontinental Exchange (ICE) | 1.2 | $1.0M | 6.0k | 172.52 | |
| Amgen (AMGN) | 1.1 | $1.0M | 3.3k | 311.53 | |
| Emerson Electric (EMR) | 1.1 | $1.0M | 9.2k | 109.67 | |
| 3M Company (MMM) | 1.1 | $990k | 6.7k | 146.86 | |
| Raytheon Technologies Corp (RTX) | 1.0 | $913k | 6.9k | 132.46 | |
| Meta Platforms Cl A (META) | 1.0 | $884k | 1.5k | 576.35 | |
| Pfizer (PFE) | 1.0 | $866k | 34k | 25.34 | |
| Bank of America Corporation (BAC) | 0.9 | $848k | 20k | 41.73 | |
| Lowe's Companies (LOW) | 0.9 | $833k | 3.6k | 233.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $827k | 2.3k | 352.59 | |
| Qualcomm (QCOM) | 0.9 | $799k | 5.2k | 153.64 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $798k | 1.00 | 798442.00 | |
| Tesla Motors (TSLA) | 0.8 | $766k | 3.0k | 259.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $734k | 4.7k | 154.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $733k | 1.4k | 532.57 | |
| Analog Devices (ADI) | 0.8 | $730k | 3.6k | 201.67 | |
| L3harris Technologies (LHX) | 0.8 | $729k | 3.5k | 209.25 | |
| Pepsi (PEP) | 0.8 | $695k | 4.6k | 149.94 | |
| Netflix (NFLX) | 0.8 | $679k | 728.00 | 932.52 | |
| Abbvie (ABBV) | 0.7 | $677k | 3.2k | 209.50 | |
| American Tower Reit (AMT) | 0.7 | $670k | 3.1k | 217.67 | |
| Texas Instruments Incorporated (TXN) | 0.7 | $652k | 3.6k | 179.71 | |
| Home Depot (HD) | 0.7 | $649k | 1.8k | 366.50 | |
| Palo Alto Networks (PANW) | 0.7 | $637k | 3.7k | 170.62 | |
| Phillips 66 (PSX) | 0.7 | $631k | 5.1k | 123.48 | |
| Metropcs Communications (TMUS) | 0.7 | $590k | 2.2k | 266.71 | |
| Bristol Myers Squibb (BMY) | 0.6 | $588k | 9.6k | 60.99 | |
| Abbott Laboratories (ABT) | 0.6 | $549k | 4.1k | 132.64 | |
| Wal-Mart Stores (WMT) | 0.6 | $541k | 6.2k | 87.79 | |
| TJX Companies (TJX) | 0.6 | $538k | 4.4k | 121.80 | |
| S&p Global (SPGI) | 0.6 | $534k | 1.1k | 508.10 | |
| Progressive Corporation (PGR) | 0.6 | $533k | 1.9k | 283.00 | |
| Gra (GGG) | 0.6 | $525k | 6.3k | 83.50 | |
| Hormel Foods Corporation (HRL) | 0.5 | $495k | 16k | 30.94 | |
| Wells Fargo & Company (WFC) | 0.5 | $492k | 6.9k | 71.79 | |
| Nextera Energy (NEE) | 0.5 | $484k | 6.8k | 70.89 | |
| Johnson & Johnson (JNJ) | 0.5 | $483k | 2.9k | 165.84 | |
| Broadcom (AVGO) | 0.5 | $471k | 2.8k | 167.43 | |
| Oracle Corporation (ORCL) | 0.5 | $465k | 3.3k | 139.81 | |
| Caterpillar (CAT) | 0.5 | $461k | 1.4k | 329.79 | |
| American Express Company (AXP) | 0.5 | $447k | 1.7k | 269.08 | |
| Goldman Sachs (GS) | 0.5 | $440k | 805.00 | 546.33 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $438k | 5.8k | 75.65 | |
| Primerica (PRI) | 0.5 | $416k | 1.5k | 285.00 | |
| Visa Com Cl A (V) | 0.5 | $408k | 1.2k | 350.45 | |
| Eaton Corp SHS (ETN) | 0.4 | $403k | 1.5k | 271.80 | |
| Advanced Micro Devices (AMD) | 0.4 | $389k | 3.8k | 102.72 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $382k | 4.6k | 83.86 | |
| Starbucks Corporation (SBUX) | 0.4 | $376k | 3.8k | 98.10 | |
| Simpson Manufacturing (SSD) | 0.4 | $368k | 2.3k | 157.08 | |
| Garmin SHS (GRMN) | 0.4 | $367k | 1.7k | 217.20 | |
| Honeywell International (HON) | 0.4 | $361k | 1.7k | 211.73 | |
| Linde SHS (LIN) | 0.4 | $355k | 762.00 | 465.67 | |
| Arista Networks Com Shs (ANET) | 0.4 | $346k | 4.5k | 77.50 | |
| Ishares Tr Ibonds Dec 2034 (IBTP) | 0.4 | $340k | 13k | 25.67 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $339k | 619.00 | 548.12 | |
| Us Bancorp Del Com New (USB) | 0.4 | $337k | 8.0k | 42.20 | |
| Ge Vernova (GEV) | 0.4 | $332k | 1.1k | 305.25 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $330k | 739.00 | 446.50 | |
| Leidos Holdings (LDOS) | 0.4 | $326k | 2.4k | 135.00 | |
| Cadence Design Systems (CDNS) | 0.4 | $317k | 1.2k | 254.38 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $314k | 1.7k | 190.11 | |
| Axon Enterprise (AXON) | 0.3 | $310k | 590.00 | 526.00 | |
| Paypal Holdings (PYPL) | 0.3 | $308k | 4.7k | 65.20 | |
| Southern Company (SO) | 0.3 | $298k | 3.2k | 91.95 | |
| Broadridge Financial Solutions (BR) | 0.3 | $297k | 1.2k | 242.33 | |
| Eli Lilly & Co. (LLY) | 0.3 | $297k | 359.00 | 825.91 | |
| Kinder Morgan (KMI) | 0.3 | $294k | 10k | 28.53 | |
| FTI Consulting (FCN) | 0.3 | $294k | 1.8k | 164.08 | |
| Quanta Services (PWR) | 0.3 | $290k | 1.1k | 254.25 | |
| Fiserv (FI) | 0.3 | $281k | 1.3k | 220.83 | |
| Medtronic SHS (MDT) | 0.3 | $280k | 3.1k | 89.89 | |
| Acushnet Holdings Corp (GOLF) | 0.3 | $278k | 4.1k | 68.66 | |
| FedEx Corporation (FDX) | 0.3 | $277k | 1.1k | 243.83 | |
| Ecolab (ECL) | 0.3 | $273k | 1.1k | 253.56 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $273k | 3.2k | 84.40 | |
| Chevron Corporation (CVX) | 0.3 | $264k | 1.6k | 167.29 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $263k | 3.1k | 85.07 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $262k | 2.1k | 122.01 | |
| Watts Water Technologies Cl A (WTS) | 0.3 | $259k | 1.3k | 203.92 | |
| CorVel Corporation (CRVL) | 0.3 | $256k | 2.3k | 111.97 | |
| Toro Company (TTC) | 0.3 | $256k | 3.5k | 72.75 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $255k | 8.2k | 30.99 | |
| Deere & Company (DE) | 0.3 | $249k | 531.00 | 469.33 | |
| Emcor (EME) | 0.3 | $249k | 674.00 | 369.63 | |
| Kadant (KAI) | 0.3 | $237k | 702.00 | 336.91 | |
| Solventum Corp Com Shs (SOLV) | 0.3 | $235k | 3.1k | 76.00 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $228k | 459.00 | 497.56 | |
| Moelis & Co Cl A (MC) | 0.2 | $226k | 3.9k | 58.40 | |
| RBC Bearings Incorporated (RBC) | 0.2 | $220k | 684.00 | 321.77 | |
| Landstar System (LSTR) | 0.2 | $219k | 1.5k | 150.20 | |
| CVS Caremark Corporation (CVS) | 0.2 | $217k | 3.2k | 67.74 | |
| Ufp Industries (UFPI) | 0.2 | $214k | 2.0k | 107.06 | |
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $210k | 1.0k | 206.48 | |
| Science App Int'l (SAIC) | 0.2 | $202k | 1.8k | 112.27 | |
| Trane Technologies SHS (TT) | 0.2 | $201k | 595.00 | 337.00 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 0.2 | $139k | 10k | 13.45 | |
| Hanesbrands (HBI) | 0.1 | $89k | 15k | 5.77 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $88k | 23k | 3.82 | |
| Orion Marine (ORN) | 0.1 | $68k | 13k | 5.23 | |
| Xtant Med Hldgs Com New (XTNT) | 0.0 | $9.4k | 20k | 0.47 |
