Petredis Investment Advisors LLC Portfolio Holdings

Petredis Investment Advisors LLC

  • $941 Billion
  • Q3 2024

Petredis Investment Advisors LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $941 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $80.9B, Financial Sector Spdr with a value of $77.3B, Microsoft Corp with a value of $54.7B, Nvidia Corp with a value of $51.8B, and Apple Inc. with a value of $49.2B.

Examining the 13F form we can see an increase of $46.6B in the current position value, from $894B to 941B.

Petredis Investment Advisors LLC is based out at Warrendale, PA

Below you can find more details about Petredis Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $941 Billion
ETFs: $376 Billion
Technology: $227 Billion
Consumer Cyclical: $74.7 Billion
Communication Services: $73.7 Billion
Healthcare: $70.8 Billion
Industrials: $45.5 Billion
Consumer Defensive: $22.7 Billion
Energy: $21.7 Billion
Other: $19.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $941 Billion
  • Prior Value $894 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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