Petros Family Wealth, LLC Incresed Positions 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
AAPL
Apple Inc.

Technology
9.14K
+ 41.25%
$245.27 - $275.25 $2.24M - $2.52M
31.3K $8.51B
AVDE
American Centy ETF Tr Avantis

ETFs
20.1K
+ 39.46%
$77.65 - $81.2 $1.56M - $1.63M
70.9K $5.84B
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
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
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
228
+ 2.02%
$653.02 - $687.39 $149K - $157K
11.5K $7.86B
V
Visa Inc.

Financial Services
873
+ 72.27%
$325.75 - $352.42 $284K - $308K
2.08K $730M
SPGI
S&P Global Inc.

Financial Services
409
+ 37.45%
$472.05 - $502.96 $193K - $206K
1.5K $784M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.13K
+ 4.92%
$55.63 - $58.98 $118K - $125K
45.4K $2.73B
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
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
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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