Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $122 Billion
  • Q1 2025

Petra Financial Advisors Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco ETF Tr Ii S&P 500 Low with a value of $10.3B, J P Morgan ETF Tr U S Quality with a value of $8.07B, Spdr Gold Trust with a value of $6.67B, Ishares Russell Mid Cap Growth with a value of $6.64B, and Schwab Strategic Tr Us Large C with a value of $5.46B.

Examining the 13F form we can see an decrease of $25B in the current position value, from $147B to 122B.

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 $122 Billion
ETFs: $89 Billion
Financial Services: $12.3 Billion
Technology: $4.87 Billion
Energy: $2.64 Billion
Consumer Defensive: $2.25 Billion
Communication Services: $1.91 Billion
Consumer Cyclical: $1.78 Billion
Basic Materials: $1.55 Billion
Other: $3.81 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.32 Billion 2.72% of portfolio
213,305
Q1 2025 Reduced 42.73%
$0
$1.46 Billion 1.2% of portfolio
130,320
Q1 2025 Added 1.39%
$0
$1.45 Billion 1.18% of portfolio
118,197
Q1 2025 Reduced 3.55%
$0
$545 Million 0.45% of portfolio
57,440
Q3 2023 Reduced 4.96%
$0
$512 Million 0.42% of portfolio
24,095
Q1 2025 Added 58.57%
$0
$275 Million 0.23% of portfolio
9,665
Q1 2025 New
$0
$169 Million 0.14% of portfolio
17,000
Q4 2022 New
$0
$136 Million 0.11% of portfolio
15,500
Q4 2022 New
$0
$126 Million 0.1% of portfolio
11,115
Q3 2024 New
$0
$96.8 Million 0.08% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $122 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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