Petredis Investment Advisors LLC Portfolio Holdings

Petredis Investment Advisors LLC

  • $968 Billion
  • Q4 2024

Petredis Investment Advisors LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $968 Billion distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $89.1B, Financial Sector Spdr with a value of $87.6B, Nvidia Corp with a value of $55.8B, Microsoft Corp with a value of $52.2B, and Apple Inc. with a value of $51.9B.

Examining the 13F form we can see an increase of $27.1B in the current position value, from $941B to 968B.

Petredis Investment Advisors LLC is based out at Warrendale, PA

Below you can find more details about Petredis Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $968 Billion
ETFs: $403 Billion
Technology: $232 Billion
Consumer Cyclical: $83.3 Billion
Communication Services: $79.3 Billion
Healthcare: $60.7 Billion
Industrials: $38.9 Billion
Consumer Defensive: $22.6 Billion
Energy: $20.4 Billion
Other: $18.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$296B
$55.8 Billion 5.77% of portfolio
415,747
Q4 2024 Reduced 2.55%
$3.24T
$52.2 Billion 5.39% of portfolio
123,853
Q4 2024 Reduced 2.61%
$3.7T
$51.9 Billion 5.37% of portfolio
207,369
Q4 2024 Reduced 1.85%
$1.2T
$36.9 Billion 3.81% of portfolio
194,747
Q4 2024 Reduced 2.77%
$2.4T
$34 Billion 3.51% of portfolio
154,932
Q4 2024 Reduced 1.82%
$1.46T
$26.7 Billion 2.75% of portfolio
45,531
Q4 2024 Reduced 1.13%
$508B
$15.5 Billion 1.6% of portfolio
30,685
Q4 2024 Reduced 2.64%
$427B
$15 Billion 1.55% of portfolio
16,322
Q4 2024 Reduced 1.54%
$1.25T
$14.2 Billion 1.47% of portfolio
35,142
Q4 2024 Reduced 2.53%
$81.9B
$13.7 Billion 1.41% of portfolio
59,006
Q4 2024 Reduced 0.68%
$435B
$10.6 Billion 1.1% of portfolio
27,303
Q4 2024 Reduced 1.62%
$212B
$8.88 Billion 0.92% of portfolio
53,268
Q4 2024 Reduced 1.41%
$768B
$8.66 Billion 0.9% of portfolio
11,223
Q4 2024 Reduced 1.91%
$308B
$8.31 Billion 0.86% of portfolio
57,381
Q4 2024 Reduced 2.07%
$186B
$7.42 Billion 0.77% of portfolio
61,431
Q4 2024 Reduced 2.46%
$433B
$7.07 Billion 0.73% of portfolio
7,935
Q4 2024 Reduced 1.49%
$230B
$6.73 Billion 0.7% of portfolio
6,347
Q4 2024 Reduced 2.29%
$347B
$6.58 Billion 0.68% of portfolio
19,667
Q4 2024 Reduced 1.81%
$145B
$6.59 Billion 0.68% of portfolio
54,554
Q4 2024 Reduced 1.72%
$40.1B
$6.17 Billion 0.64% of portfolio
88,811
Q4 2024 Reduced 1.14%
$203B
$6.05 Billion 0.63% of portfolio
11,594
Q4 2024 Reduced 0.86%
$43.7B
$5.86 Billion 0.61% of portfolio
81,441
Q4 2024 Reduced 20.5%
$54.5B
$5.89 Billion 0.61% of portfolio
48,075
Q4 2024 Reduced 3.11%
$77.3B
$5.84 Billion 0.6% of portfolio
47,623
Q4 2024 Reduced 1.77%
$42.5B
$5.68 Billion 0.59% of portfolio
31,527
Q4 2024 Reduced 20.09%
$150B
$5.63 Billion 0.58% of portfolio
34,615
Q4 2024 Reduced 2.51%
$402B
$5.52 Billion 0.57% of portfolio
32,919
Q4 2024 Reduced 1.82%
$400B
$5.31 Billion 0.55% of portfolio
36,728
Q4 2024 Reduced 3.43%
$132B
$4.76 Billion 0.49% of portfolio
9,787
Q4 2024 Reduced 2.18%
$80.3B
$4.71 Billion 0.49% of portfolio
13,766
Q4 2024 Reduced 1.9%
$93.5B
$4.67 Billion 0.48% of portfolio
16,742
Q4 2024 Reduced 1.41%
$522B
$4.53 Billion 0.47% of portfolio
8,597
Q4 2024 Reduced 1.4%
$227B
$4.17 Billion 0.43% of portfolio
36,830
Q4 2024 Reduced 1.91%
$186B
$4.04 Billion 0.42% of portfolio
813
Q4 2024 Reduced 2.05%
$92.9B
$3.92 Billion 0.4% of portfolio
2,303
Q4 2024 Reduced 1.07%
$248B
$3.9 Billion 0.4% of portfolio
39,216
Q4 2024 Reduced 1.59%
$313B
$3.83 Billion 0.4% of portfolio
21,532
Q4 2024 Reduced 2.03%
$1.18T
$3.81 Billion 0.39% of portfolio
20,012
Q4 2024 Reduced 5.21%
$229B
$3.71 Billion 0.38% of portfolio
7,127
Q4 2024 Reduced 2.3%
$243B
$3.68 Billion 0.38% of portfolio
62,225
Q4 2024 Reduced 1.79%
$104B
$3.54 Billion 0.37% of portfolio
19,997
Q4 2024 Reduced 0.57%
$204B
$3.37 Billion 0.35% of portfolio
7,587
Q4 2024 Reduced 2.86%
$126B
$3.16 Billion 0.33% of portfolio
64,697
Q4 2024 Reduced 1.06%
$99.1B
$3.23 Billion 0.33% of portfolio
38,331
Q4 2024 Reduced 0.85%
$125B
$3.03 Billion 0.31% of portfolio
10,336
Q4 2024 Reduced 1.42%
$86.9B
$2.78 Billion 0.29% of portfolio
4,880
Q4 2024 Reduced 1.57%
$152B
$2.74 Billion 0.28% of portfolio
12,111
Q4 2024 Reduced 1.89%
$171B
$2.68 Billion 0.28% of portfolio
4,272
Q4 2024 Reduced 1.63%
$235B
$2.72 Billion 0.28% of portfolio
7,734
Q4 2024 Reduced 1.62%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $968 Billion
  • Prior Value $941 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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