PETROS FAMILY WEALTH, LLC 13F Portfolio
PETROS FAMILY WEALTH, LLC runs PETROS FAMILY WEALTH, LLC and currently holds 134 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $163.51M. Their top holdings are SPY, AVDE, AAPL, VEA, KLAC. The top five represent 22.7% of reported portfolio weight. PETROS FAMILY WEALTH, LLC ranks #821 out of 1000 investors tracked by Alpha Score. In the most recent quarter, PETROS FAMILY WEALTH, LLC initiated 2 new positions. They added to 60 existing positions. They trimmed 37 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$163.51M
Alpha Score
25.9
#821 of 1000
Holdings
134
PETROS FAMILY WEALTH, LLC Current 13F Holdings
Reported holdings from PETROS FAMILY WEALTH, LLC's latest SEC 13F filing, ranked by portfolio weight.
134 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 5.78% | $598.86 | $778.54 | +30.00% | Added +2.02% |
 AVDE AMERICAN CENTY ETF TR | 4.87% | $78.78 | $89.80 | +13.98% | Added +13.91% |
 AAPL APPLE INC | 4.82% | $257.39 | $336.68 | +30.81% | Added +2.28% |
 VEA VANGUARD TAX-MANAGED FDS | 3.79% | $62.95 | $70.36 | +11.76% | Added +3.43% |
 KLAC KLA CORP | 3.42% | $75.44 | $195.57 | +159.24% | Added +724.10% |
 QGRO AMERICAN CENTY ETF TR | 3.35% | $102.41 | $119.39 | +16.58% | Added +5.38% |
 VO VANGUARD INDEX FDS | 3.26% | $72.40 | $81.15 | +12.09% | Added +258.22% |
 IJH ISHARES TR | 2.59% | $63.95 | $73.41 | +14.79% | Added +5.74% |
 SHY ISHARES TR | 2.45% | $82.49 | $81.20 | -1.56% | Added +20.73% |
 NVDA NVIDIA CORPORATION | 2.41% | $147.86 | $229.28 | +55.07% | Trimmed -1.04% |
Showing 1-10 of 134