Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $172 Billion
  • Q3 2025

Petra Financial Advisors Inc has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $172 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan ETF Tr U S Quality with a value of $12B, Ishares Russell Mid Cap Growth with a value of $10.3B, Spdr Gold Trust with a value of $8.63B, Guggenheim Strategic Opportunities Fund with a value of $6.83B, and Invesco ETF Tr Ii S&P 500 Low with a value of $6.12B.

Examining the 13F form we can see an increase of $14.1B in the current position value, from $158B to 172B.

Petra Financial Advisors Inc is based out at Colorado Srpings, CO

Below you can find more details about Petra Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $172 Billion
ETFs: $107 Billion
Financial Services: $16.7 Billion
Technology: $12.9 Billion
Industrials: $8.16 Billion
Consumer Defensive: $4.05 Billion
Consumer Cyclical: $3.76 Billion
Communication Services: $3.41 Billion
Basic Materials: $3.07 Billion
Other: $6.54 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $172 Billion
  • Prior Value $158 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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