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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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