Petra Financial Advisors Inc Portfolio Holdings

Petra Financial Advisors Inc

  • $147 Billion
  • Q4 2024

Petra Financial Advisors Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 141 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 $7.99B, Ishares Russell Mid Cap Growth with a value of $7.27B, Spdr Gold Trust with a value of $5.77B, Guggenheim Strategic Opportunities Fund with a value of $5.68B, and Schwab Strategic Tr Us Large C with a value of $5.16B.

Examining the 13F form we can see an decrease of $4.56B in the current position value, from $152B to 147B.

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 $147 Billion
ETFs: $89.8 Billion
Financial Services: $15 Billion
Technology: $13.4 Billion
Industrials: $6.32 Billion
Consumer Defensive: $4.22 Billion
Energy: $3.42 Billion
Consumer Cyclical: $2.59 Billion
Communication Services: $2.13 Billion
Other: $4 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.68 Billion 3.87% of portfolio
372,465
Q4 2024 Added 10.17%
$0
$1.49 Billion 1.01% of portfolio
122,545
Q4 2024 Reduced 0.36%
$0
$1.45 Billion 0.99% of portfolio
128,539
Q3 2024 Reduced 0.55%
$0
$558 Million 0.38% of portfolio
57,440
Q3 2023 Reduced 4.96%
$0
$313 Million 0.21% of portfolio
15,195
Q4 2024 New
$0
$176 Million 0.12% of portfolio
17,000
Q4 2022 New
$0
$133 Million 0.09% of portfolio
15,500
Q4 2022 New
$0
$124 Million 0.08% of portfolio
11,115
Q3 2024 New
$0
$98.6 Million 0.07% of portfolio
10,000
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $147 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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