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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.13K
+ 4.92%
$55.63 - $58.98 $118K - $125K
45.4K $2.73B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
18.4K
New
$13.16 - $13.86 $242K - $255K
18.4K $244M
AZN
Astrazeneca PLC

Healthcare
2.56K
New
$81.15 - $89.4 $208K - $229K
2.56K $236M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
757
New
$280.66 - $305.09 $212K - $231K
757 $230M
KMT
Kennametal Inc

Industrials
7.97K
New
$20.45 - $27.78 $163K - $221K
7.97K $226M
AWK
American Water Works Company, Inc.

Utilities
1.72K
New
$125.97 - $145.43 $217K - $250K
1.72K $224M
FTGC
First Trust Global Tactical CO

ETFs
9.56K
New
$25.56 - $27.34 $244K - $261K
9.56K $222M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.48K
New
$40.65 - $42.74 $223K - $234K
5.48K $221M
LOW
Lowes Companies Inc

Consumer Cyclical
1.07K
+ 29.11%
$225.0 - $247.99 $241K - $266K
4.76K $1.15B
PSX
Phillips 66

Energy
1.97K
+ 36.05%
$126.76 - $142.32 $249K - $280K
7.42K $957M
LLY
Eli Lilly & CO

Healthcare
97
+ 27.71%
$799.57 - $1025.28 $77.6K - $99.5K
447 $480M
LSTR
Landstar System Inc

Industrials
1.48K
New
$121.23 - $136.78 $179K - $202K
1.48K $212M
DVY
Ishares Tr

ETFs
1.5K
New
$138.1 - $143.11 $207K - $215K
1.5K $212M
APH
Amphenol Corp

Technology
1.53K
New
$121.7 - $143.85 $186K - $220K
1.53K $206M
XLC
Select Sector Spdr Tr Communic

ETFs
1.75K
New
$111.33 - $117.16 $195K - $205K
1.75K $206M
ABT
Abbott Laboratories

Healthcare
1.63K
New
$123.62 - $134.59 $201K - $219K
1.63K $204M
RLI
Rli Corp

Financial Services
3.13K
New
$58.43 - $65.35 $183K - $205K
3.13K $200M
XEL
Xcel Energy Inc

Utilities
2.72K
+ 90.41%
$79.6 - $81.85 $216K - $222K
5.72K $422M
RTX
Raytheon Technologies Corp

Industrials
319
+ 4.68%
$157.0 - $179.44 $50.1K - $57.2K
7.13K $1.31B
MRK
Merck & Co., Inc.

Healthcare
1.05K
+ 40.52%
$82.49 - $92.93 $86.9K - $97.9K
3.66K $385M
AVEM
American Centy ETF Tr Avantis

ETFs
1.66K
+ 8.41%
$73.09 - $78.36 $121K - $130K
21.4K $1.65B
SBUX
Starbucks Corp

Consumer Cyclical
1.59K
+ 45.81%
$78.46 - $87.26 $125K - $139K
5.06K $426M
WFC
Wells Fargo & Company

Financial Services
818
+ 14.21%
$77.62 - $87.3 $63.5K - $71.4K
6.58K $613M
COST
Costco Wholesale Corp

Consumer Defensive
239
+ 14.89%
$910.94 - $954.99 $218K - $228K
1.84K $1.59B
META
Meta Platforms, Inc.

Communication Services
350
+ 20.28%
$609.01 - $751.67 $213K - $263K
2.08K $1.37B
MDT
Medtronic PLC

Healthcare
1.05K
+ 47.7%
$90.06 - $98.43 $94.2K - $103K
3.24K $311M
AXP
American Express CO

Financial Services
26
+ 1.34%
$316.26 - $372.77 $8.22K - $9.69K
1.97K $730M
NEE
Nextera Energy Inc

Utilities
453
+ 5.16%
$78.18 - $86.03 $35.4K - $39K
9.23K $741M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.65%
$744.6 - $838.97 $3.72K - $4.19K
773 $679M
Ishares Tr
2.29K
+ 12.89%
N/A
20K $517M
BK
Bank Of New York Mellon Corp

Financial Services
230
+ 5.55%
$104.54 - $112.64 $24K - $25.9K
4.38K $508M
Ge Vernova Inc
27
+ 3.04%
N/A
915 $598M
ROLL
Rbc Bearings Inc

Industrials
47
+ 8.85%
N/A
578 $259M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 3.87%
$524.58 - $588.02 $8.92K - $10K
456 $264M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
358
+ 1.0%
$111.17 - $117.03 $39.8K - $41.9K
36.1K $4.13B
AXON
Axon Enterprise, Inc.

Industrials
206
+ 35.4%
$554.37 - $759.44 $114K - $156K
788 $448M
GE
General Electric CO

Industrials
38
+ 1.84%
$291.49 - $314.28 $11.1K - $11.9K
2.1K $647M
PEP
Pepsico Inc

Consumer Defensive
35
+ 0.81%
$138.84 - $153.71 $4.86K - $5.38K
4.37K $627M
IBP
Installed Building Products, Inc.

Consumer Cyclical
14
+ 1.65%
$235.14 - $271.47 $3.29K - $3.8K
865 $224M
TTC
Toro CO

Industrials
13
+ 0.35%
$70.29 - $77.08 $914 - $1K
3.76K $296M
ICE
Intercontinental Exchange, Inc.

Financial Services
284
+ 4.94%
$145.59 - $162.64 $41.3K - $46.2K
6.03K $977M
Harbor ETF Trust
629
+ 1.71%
N/A
37.3K $1.25B
MA
Mastercard Inc

Financial Services
3
+ 0.45%
$536.85 - $580.45 $1.61K - $1.74K
665 $380M
WTS
Watts Water Technologies Inc

Industrials
6
+ 0.52%
$263.55 - $282.91 $1.58K - $1.7K
1.16K $319M
VST
Vistra Corp.

Utilities
342
+ 17.99%
$171.56 - $210.85 $58.7K - $72.1K
2.24K $362M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
12
+ 0.56%
$164.17 - $186.43 $1.97K - $2.24K
2.14K $345M
CDNS
Cadence Design Systems Inc

Technology
124
+ 9.61%
$314.93 - $353.36 $39.1K - $43.8K
1.41K $442M
PRI
Primerica, Inc.

Financial Services
6
+ 0.45%
$250.31 - $278.99 $1.5K - $1.67K
1.34K $345M
ETN
Eaton Corp PLC

Industrials
27
+ 1.71%
$352.39 - $387.75 $9.51K - $10.5K
1.61K $511M
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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