Petros Family Wealth, LLC Purchases in Q4 2025

Petros Family Wealth, LLC

  • $150 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
16.2K
+ 2263.92%
$286.27 - $296.23 $4.63M - $4.8M
16.9K $4.91B
VEA
Vanguard Ftse Developed Market

ETFs
74K
New
$59.18 - $62.09 $4.38M - $4.59M
74K $4.62B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56K
New
$52.54 - $55.77 $2.94M - $3.12M
56K $3.01B
AAPL
Apple Inc.

Technology
9.14K
+ 41.25%
$245.27 - $275.25 $2.24M - $2.52M
31.3K $8.51B
IVV
Ishares Core S&P 500 ETF

ETFs
3.79K
New
$656.2 - $690.71 $2.49M - $2.62M
3.79K $2.59B
AVDE
American Centy ETF Tr Avantis

ETFs
20.1K
+ 39.46%
$77.65 - $81.2 $1.56M - $1.63M
70.9K $5.84B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.8K
New
$99.87 - $101.27 $1.48M - $1.5M
14.8K $1.48B
PULS
Pgim ETF Tr

ETFs
25.5K
New
$49.64 - $49.83 $1.27M - $1.27M
25.5K $1.27B
GOOGL
Alphabet Inc.

Communication Services
2.64K
+ 49.47%
$236.57 - $291.31 $625K - $769K
7.98K $2.5B
NVDA
Nvidia Corp

Technology
6.09K
+ 31.04%
$179.83 - $207.04 $1.09M - $1.26M
25.7K $4.79B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.4K
New
$46.57 - $47.16 $1.09M - $1.1M
23.4K $1.09B
IEFA
Ishares Tr

ETFs
11.7K
+ 320.86%
$86.09 - $89.88 $1.01M - $1.05M
15.4K $1.38B
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.56K
+ 375.01%
$142.79 - $150.05 $937K - $984K
8.31K $1.24B
JPM
Jpmorgan Chase & CO

Financial Services
2.4K
+ 42.15%
$294.11 - $320.41 $706K - $769K
8.1K $2.61B
KLAC
Kla Corp

Technology
371
+ 17.41%
$982.75 - $1235.28 $365K - $458K
2.5K $3.04B
AMD
Advanced Micro Devices Inc

Technology
2.31K
+ 69.54%
$164.01 - $264.33 $379K - $610K
5.63K $1.21B
PHYL
Pgim ETF Tr

ETFs
18.6K
New
$35.18 - $35.74 $655K - $666K
18.6K $661M
IEMG
Ishares Inc

ETFs
9.77K
New
N/A
9.77K $656M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.3K
New
$114.27 - $121.15 $606K - $642K
5.3K $637M
DE
Deere & CO

Industrials
1.3K
New
$439.11 - $480.78 $573K - $627K
1.3K $607M
BAC
Bank Of America Corp

Financial Services
9.32K
+ 46.29%
$48.65 - $54.11 $453K - $504K
29.4K $1.62B
AMGN
Amgen Inc

Healthcare
1.3K
+ 38.61%
$290.13 - $341.71 $378K - $445K
4.67K $1.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
928
+ 203.51%
$589.5 - $635.77 $547K - $590K
1.38K $850M
BX
Blackstone Inc.

Financial Services
3.54K
New
$138.42 - $168.45 $491K - $597K
3.54K $546M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.45K
New
$178.37 - $198.46 $437K - $487K
2.45K $512M
GD
General Dynamics Corp

Industrials
1.45K
New
$330.59 - $353.77 $478K - $511K
1.45K $486M
MSFT
Microsoft Corp

Technology
1.65K
+ 17.67%
$496.82 - $542.07 $819K - $894K
11K $5.31B
WMT
Walmart Inc.

Consumer Defensive
3.72K
+ 63.28%
$101.18 - $109.03 $376K - $405K
9.59K $1.07B
XLK
Technology Sector Spdr

ETFs
4.13K
+ 406.89%
$278.39 - $304.13 $1.15M - $1.26M
5.15K $741M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 16.25%
$213.04 - $254.0 $322K - $384K
10.8K $2.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.38K
+ 15.46%
$63.25 - $66.24 $403K - $422K
47.6K $3.14B
ADI
Analog Devices Inc

Technology
1.33K
+ 37.92%
$225.32 - $246.37 $299K - $327K
4.83K $1.31B
TJX
Tjx Companies Inc

Consumer Cyclical
2.59K
+ 63.89%
$138.56 - $147.63 $358K - $382K
6.64K $1.02B
LHX
L3 Harris Technologies, Inc.

Industrials
1.41K
+ 41.51%
$283.87 - $306.76 $401K - $434K
4.82K $1.42B
EMR
Emerson Electric CO

Industrials
2.67K
+ 27.83%
$126.01 - $140.03 $336K - $374K
12.3K $1.63B
SOFI
So Fi Technologies, Inc.

Financial Services
13.8K
New
$25.24 - $32.21 $347K - $443K
13.8K $360M
SPY
Spdr S&P 500 ETF Trust

ETFs
228
+ 2.02%
$653.02 - $687.39 $149K - $157K
11.5K $7.86B
EMB
Ishares Tr

ETFs
3.41K
New
$94.63 - $97.03 $322K - $330K
3.41K $328M
V
Visa Inc.

Financial Services
873
+ 72.27%
$325.75 - $352.42 $284K - $308K
2.08K $730M
ASML
Asml Holding Nv

Technology
290
New
$936.19 - $1075.45 $271K - $312K
290 $310M
J P Morgan Exchange Traded F
5.65K
New
N/A
5.65K $306M
KO
Coca Cola CO

Consumer Defensive
4.34K
New
$66.1 - $71.61 $287K - $311K
4.34K $303M
XOM
Exxon Mobil Corp

Energy
2.41K
New
$110.64 - $119.78 $267K - $289K
2.41K $290M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.24K
New
$37.19 - $37.8 $269K - $273K
7.24K $271M
DIS
Walt Disney CO

Communication Services
2.36K
New
$105.69 - $116.65 $249K - $275K
2.36K $268M
MU
Micron Technology Inc

Technology
935
New
$181.6 - $253.3 $170K - $237K
935 $267M
MCD
Mcdonalds Corp

Consumer Cyclical
847
New
$293.81 - $310.11 $249K - $263K
847 $259M
SPGI
S&P Global Inc.

Financial Services
409
+ 37.45%
$472.05 - $502.96 $193K - $206K
1.5K $784M
JKHY
Henry Jack & Associates Inc

Technology
1.37K
New
$146.26 - $167.17 $201K - $230K
1.37K $251M
Activity Summary
Buys All Purchases 102 New Holdings 39 Increased Positions 63 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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