Petra Financial Advisors Inc Reduced Holdings in Q3 2025

Petra Financial Advisors Inc

  • $172 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.61K
- 28.54%
$459.11 - $506.91 $739K - $816K
4.03K $2.03B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.82K
- 16.87%
$91.44 - $91.77 $257K - $258K
13.9K $1.27B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.59K
- 8.39%
$26.38 - $27.95 $174K - $184K
71.9K $1.96B
CNX
Cnx Resources Corp

Energy
-138
- 0.24%
$28.11 - $35.2 $3.88K - $4.86K
56.8K $1.82B
CAH
Cardinal Health Inc

Healthcare
-202
- 5.79%
$146.04 - $167.63 $29.5K - $33.9K
3.29K $516M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.64K
- 11.98%
$24.46 - $26.5 $138K - $149K
41.4K $1.09B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-576
- 22.45%
$98.56 - $110.68 $56.8K - $63.8K
1.99K $218M
XOM
Exxon Mobil Corp

Energy
-475
- 20.33%
$105.83 - $117.22 $50.3K - $55.7K
1.86K $210M
VZ
Verizon Communications Inc

Communication Services
-949
- 17.04%
$40.84 - $45.06 $38.8K - $42.8K
4.62K $203M
FCX
Freeport Mcmoran Inc

Basic Materials
-25
- 0.29%
$35.34 - $47.21 $884 - $1.18K
8.72K $342M
Super Micro Computer Inc
-306
- 2.94%
N/A
10.1K $484M
SBUX
Starbucks Corp

Consumer Cyclical
-6
- 0.18%
$81.9 - $96.86 $491 - $581
3.41K $288M
V
Visa Inc.

Financial Services
-19
- 1.79%
$332.09 - $358.86 $6.31K - $6.82K
1.04K $356M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-312
- 5.92%
$49.78 - $50.75 $15.5K - $15.8K
4.96K $251M
VGSH
Vanguard

ETFs
-22
- 0.26%
$58.43 - $58.88 $1.29K - $1.3K
8.43K $496M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-66
- 0.72%
$85.01 - $90.35 $5.61K - $5.96K
9.11K $814M
BTEGF
Baytex Energy Corp.

Energy
-240
- 1.55%
N/A
15.2K $35.6M
RIG
Transocean Ltd.

Energy
-74
- 0.41%
$2.55 - $3.64 $189 - $269
17.8K $55.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-173
- 0.76%
$81.75 - $84.54 $14.1K - $14.6K
22.5K $1.89B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-430
- 1.14%
$48.5 - $50.19 $20.9K - $21.6K
37.2K $1.86B
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 1.21%
$357.4 - $423.42 $2.5K - $2.96K
573 $232M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-75
- 0.19%
$45.72 - $47.27 $3.43K - $3.55K
39.2K $1.84B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-181
- 0.24%
$25.67 - $27.21 $4.65K - $4.93K
73.9K $1.99B
IVW
Ishares S&P 500 Growth ETF

ETFs
-54
- 1.57%
$108.97 - $121.65 $5.88K - $6.57K
3.38K $408M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-673
- 1.24%
$27.47 - $28.76 $18.5K - $19.4K
53.5K $1.54B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.69K
- 1.3%
$10.62 - $11.43 $17.9K - $19.3K
129K $1.47B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-841
- 11.29%
$83.08 - $100.2 $69.9K - $84.3K
6.61K $662M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-94
- 0.36%
$31.31 - $34.54 $2.94K - $3.25K
26.1K $880M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-138
- 1.02%
$49.43 - $54.52 $6.82K - $7.52K
13.4K $726M
ORCL
Oracle Corp

Technology
-31
- 2.89%
$218.96 - $328.33 $6.79K - $10.2K
1.04K $293M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-1.22K
- 1.02%
$11.55 - $12.56 $14.1K - $15.4K
118K $1.49B
VEA
Vanguard Ftse Developed Market

ETFs
-229
- 0.81%
$56.02 - $60.3 $12.8K - $13.8K
27.9K $1.67B
MSFT
Microsoft Corp

Technology
-4
- 0.07%
$491.09 - $535.64 $1.96K - $2.14K
5.76K $2.98B
VLO
Valero Energy Corp

Energy
-70
- 1.89%
$131.77 - $175.63 $9.22K - $12.3K
3.64K $620M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-95
- 0.13%
$57.5 - $61.94 $5.46K - $5.88K
74.3K $4.6B
AGI
Alamos Gold Inc

Basic Materials
-75
- 0.34%
$24.3 - $34.86 $1.82K - $2.61K
22.2K $774M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-674
- 5.4%
$86.72 - $111.84 $58.4K - $75.4K
11.8K $1.32B
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.94%
$293.94 - $444.72 $5.88K - $8.89K
2.1K $933M
AVGO
Broadcom Inc.

Technology
-73
- 1.38%
$264.74 - $369.57 $19.3K - $27K
5.23K $1.73B
Talen Energy Corp
-17
- 0.79%
N/A
2.15K $912M
Activity Summary
Buys All Purchases 88 New Holdings 7 Increased Positions 81 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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