Petra Financial Advisors Inc Purchases in Q4 2024

Petra Financial Advisors Inc

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OUNZ
Van Eck Merk Gold Trust

ETFs
120K
+ 987.23%
$24.72 - $26.9 $2.98M - $3.24M
133K $3.36B
Arista Networks Inc
12.3K
New
N/A
12.3K $1.36B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12K
+ 64.04%
$91.29 - $91.8 $1.1M - $1.1M
30.8K $2.81B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
8.59K
New
$110.69 - $154.48 $950K - $1.33M
8.59K $1.09B
FICO
Fair Isaac Corp

Technology
407
New
$1911.01 - $2382.4 $778K - $970K
407 $810M
WMT
Walmart Inc.

Consumer Defensive
8.52K
New
$79.1 - $95.7 $674K - $815K
8.52K $770M
Sei Exchange Traded Funds
29K
New
N/A
29K $691M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.25K
+ 2.23%
$116.4 - $138.52 $146K - $173K
57.3K $7.27B
AVGO
Broadcom Inc.

Technology
38
+ 0.37%
$159.67 - $250.0 $6.07K - $9.5K
10.4K $2.41B
FIX
Comfort Systems Usa Inc

Industrials
1.43K
New
$370.68 - $504.12 $530K - $721K
1.43K $606M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.94K
New
$89.97 - $98.59 $534K - $585K
5.94K $564M
SHOP
Shopify Inc.

Technology
5.25K
New
$78.14 - $119.49 $410K - $627K
5.25K $558M
Listed Fd Tr
10.2K
New
N/A
10.2K $556M
JEF
Jefferies Financial Group Inc.

Financial Services
6.85K
New
$61.95 - $81.75 $424K - $560K
6.85K $537M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.43K
+ 5.62%
$55.86 - $60.21 $415K - $447K
139K $7.99B
LMB
Limbach Holdings, Inc.

Industrials
5.56K
New
$73.58 - $104.25 $409K - $580K
5.56K $476M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
34.4K
+ 10.17%
$15.05 - $16.03 $517K - $551K
372K $5.68B
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
15.2K
New
$20.38 - $21.75 $310K - $330K
15.2K $313M
Sei Exchange Traded Funds
12.1K
New
N/A
12.1K $282M
Sei Exchange Traded Funds
10.9K
New
N/A
10.9K $280M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 14.18%
$213.65 - $479.86 $41.2K - $92.6K
1.55K $628M
Super Micro Computer Inc
8.7K
New
N/A
8.7K $265M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.16K
New
$172.07 - $207.36 $200K - $241K
1.16K $229M
DIS
Walt Disney CO

Communication Services
1.92K
New
$92.39 - $117.6 $178K - $226K
1.92K $214M
Grayscale Ethereum Trust ETF
7.5K
New
N/A
7.5K $210M
ISRG
Intuitive Surgical Inc

Healthcare
398
New
$471.27 - $550.62 $188K - $219K
398 $208M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.81K
+ 33.84%
$47.66 - $51.97 $182K - $198K
15.1K $736M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.62K
+ 5.72%
$69.58 - $74.87 $252K - $271K
66.8K $4.68B
SPOT
Spotify Technology S.A.

Communication Services
34
+ 2.23%
$362.95 - $502.38 $12.3K - $17.1K
1.56K $699M
SCHA
Schwab Strategic Tr Us Small C

ETFs
67.6K
+ 104.75%
$25.33 - $51.16 $1.71M - $3.46M
132K $3.42B
AAPL
Apple Inc.

Technology
26
+ 0.55%
$221.69 - $259.02 $5.76K - $6.73K
4.78K $1.2B
VRT
Vertiv Holdings CO

Industrials
119
+ 2.22%
N/A
5.48K $623M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
54.7K
+ 218.2%
$26.93 - $84.95 $1.47M - $4.65M
79.8K $2.18B
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.11%
$873.59 - $994.69 $1.75K - $1.99K
1.88K $1.72B
EME
Emcor Group, Inc.

Industrials
24
+ 1.4%
$427.96 - $526.95 $10.3K - $12.6K
1.74K $789M
V
Visa Inc.

Financial Services
16
+ 1.49%
$273.87 - $320.91 $4.38K - $5.13K
1.09K $345M
GOOG
Alphabet Inc.

Communication Services
15
+ 1.0%
$163.08 - $198.16 $2.45K - $2.97K
1.51K $288M
MUB
Ishares National Muni Bond ETF

ETFs
582
+ 4.58%
$105.78 - $108.7 $61.6K - $63.3K
13.3K $1.41B
SRE
Sempra Energy

Utilities
11
+ 0.15%
$80.81 - $94.77 $889 - $1.04K
7.55K $662M
MUSA
Murphy Usa Inc.

Consumer Cyclical
15
+ 1.17%
$473.11 - $555.48 $7.1K - $8.33K
1.3K $651M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.04%
$280.04 - $302.45 $280 - $302
2.28K $659M
BWXT
Bwx Technologies, Inc.

Industrials
14
+ 0.35%
$111.39 - $133.28 $1.56K - $1.87K
4.05K $451M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.4K
+ 113.71%
$25.74 - $53.78 $165K - $344K
12K $311M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
157
+ 1.02%
$34.1 - $36.82 $5.35K - $5.78K
15.6K $545M
PG
Procter & Gamble CO

Consumer Defensive
74
+ 5.36%
$161.05 - $179.7 $11.9K - $13.3K
1.46K $244M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
387
+ 3.28%
$23.29 - $23.93 $9.01K - $9.26K
12.2K $286M
BNDX
Vanguard Total International B

ETFs
193
+ 2.76%
$48.91 - $50.61 $9.44K - $9.77K
7.18K $352M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 1.76%
$385.02 - $431.37 $3.85K - $4.31K
578 $225M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$113.92 - $127.38 $114 - $127
3.5K $403M
Activity Summary
Buys All Purchases 67 New Holdings 20 Increased Positions 47 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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