Petros Family Wealth, LLC New Holdings in Q4 2024

Petros Family Wealth, LLC

  • $92.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
10.3K
New
$567.81 - $607.81 $5.82M - $6.23M
10.3K $6.01B
AAPL
Apple Inc.

Technology
22.6K
New
$221.69 - $259.02 $5.01M - $5.85M
22.6K $5.66B
UNH
Unitedhealth Group Inc

Healthcare
8.09K
New
$485.52 - $625.25 $3.93M - $5.06M
8.09K $4.09B
MSFT
Microsoft Corp

Technology
8.21K
New
$406.35 - $454.46 $3.33M - $3.73M
8.21K $3.46B
NVDA
Nvidia Corp

Technology
20.4K
New
$117.0 - $148.88 $2.38M - $3.03M
20.4K $2.74B
GOOG
Alphabet Inc.

Communication Services
14K
New
$163.08 - $198.16 $2.29M - $2.78M
14K $2.67B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
24.5K
New
$90.31 - $106.37 $2.21M - $2.61M
24.5K $2.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37.8K
New
$61.68 - $67.87 $2.33M - $2.57M
37.8K $2.36B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
37.2K
New
$56.06 - $61.35 $2.08M - $2.28M
37.2K $2.1B
Blackrock Inc
1.72K
New
N/A
1.72K $1.76B
IWM
Ishares Russell 2000 ETF

ETFs
7.21K
New
$216.13 - $242.4 $1.56M - $1.75M
7.21K $1.59B
SYK
Stryker Corp

Healthcare
4.41K
New
$345.14 - $392.15 $1.52M - $1.73M
4.41K $1.59B
COST
Costco Wholesale Corp

Consumer Defensive
1.7K
New
$873.59 - $994.69 $1.48M - $1.69M
1.7K $1.55B
AMZN
Amazon Com Inc

Consumer Cyclical
6.61K
New
$180.88 - $232.93 $1.2M - $1.54M
6.61K $1.45B
TSLA
Tesla, Inc.

Consumer Cyclical
3.42K
New
$213.65 - $479.86 $732K - $1.64M
3.42K $1.38B
JPM
Jpmorgan Chase & CO

Financial Services
5.48K
New
$205.18 - $250.29 $1.12M - $1.37M
5.48K $1.31B
KLAC
Kla Corp

Technology
1.91K
New
$614.46 - $829.55 $1.17M - $1.58M
1.91K $1.2B
ACN
Accenture PLC

Technology
3.4K
New
$343.9 - $376.86 $1.17M - $1.28M
3.4K $1.2B
ISRG
Intuitive Surgical Inc

Healthcare
2.07K
New
$471.27 - $550.62 $976K - $1.14M
2.07K $1.08B
EMR
Emerson Electric CO

Industrials
8.7K
New
$108.13 - $134.33 $940K - $1.17M
8.7K $1.08B
ICE
Intercontinental Exchange, Inc.

Financial Services
6.28K
New
$148.29 - $166.93 $932K - $1.05M
6.28K $936M
IBM
International Business Machines Corp

Technology
4.13K
New
$204.9 - $238.04 $845K - $982K
4.13K $907M
LOW
Lowes Companies Inc

Consumer Cyclical
3.59K
New
$244.52 - $284.07 $879K - $1.02M
3.59K $887M
MMM
3 M CO

Industrials
6.72K
New
$124.74 - $137.12 $839K - $922K
6.72K $868M
AMGN
Amgen Inc

Healthcare
3.28K
New
$258.78 - $328.31 $848K - $1.08M
3.28K $854M
ADI
Analog Devices Inc

Technology
3.99K
New
$206.35 - $236.48 $823K - $943K
3.99K $847M
RTX
Raytheon Technologies Corp

Industrials
7.16K
New
$114.45 - $127.21 $819K - $910K
7.16K $828M
GOOGL
Alphabet Inc.

Communication Services
4.31K
New
$161.86 - $196.66 $698K - $848K
4.31K $816M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.27K
New
$275.15 - $388.2 $623K - $880K
2.27K $775M
META
Meta Platforms, Inc.

Communication Services
1.32K
New
$554.08 - $632.68 $733K - $837K
1.32K $775M
LHX
L3 Harris Technologies, Inc.

Industrials
3.63K
New
$208.94 - $264.22 $758K - $959K
3.63K $763M
PFE
Pfizer Inc

Healthcare
28.7K
New
$24.8 - $30.19 $711K - $865K
28.7K $761M
PEP
Pepsico Inc

Consumer Defensive
4.87K
New
$151.29 - $176.1 $737K - $858K
4.87K $741M
BAC
Bank Of America Corp

Financial Services
16.7K
New
$39.22 - $47.77 $657K - $800K
16.7K $736M
TXN
Texas Instruments Inc

Technology
3.77K
New
N/A
3.77K $706M
JNJ
Johnson & Johnson

Healthcare
4.81K
New
$143.34 - $165.86 $689K - $797K
4.81K $695M
HD
Home Depot, Inc.

Consumer Cyclical
1.76K
New
$385.02 - $431.37 $678K - $760K
1.76K $685M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$664750.0 - $724132.5 $665K - $724K
1 $681M
NFLX
Netflix Inc

Communication Services
741
New
$687.65 - $936.56 $510K - $694K
741 $660M
HRL
Hormel Foods Corp

Consumer Defensive
20.1K
New
$29.21 - $33.55 $586K - $673K
20.1K $629M
PSX
Phillips 66

Energy
5.4K
New
$110.35 - $138.93 $596K - $750K
5.4K $615M
AVGO
Broadcom Inc.

Technology
2.55K
New
$159.67 - $250.0 $407K - $637K
2.55K $591M
PANW
Palo Alto Networks Inc

Technology
3.19K
New
$181.96 - $405.9 $580K - $1.29M
3.19K $580M
ABBV
Abb Vie Inc.

Healthcare
3.23K
New
$164.99 - $203.87 $532K - $657K
3.23K $573M
AMT
American Tower Corp

Real Estate
3.05K
New
$179.4 - $232.01 $547K - $708K
3.05K $560M
WMT
Walmart Inc.

Consumer Defensive
6.16K
New
$79.1 - $95.7 $487K - $590K
6.16K $557M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
New
$442.29 - $483.08 $530K - $579K
1.2K $543M
BMY
Bristol Myers Squibb CO

Healthcare
9.56K
New
$51.92 - $59.94 $496K - $573K
9.56K $540M
GGG
Graco Inc

Industrials
6.33K
New
$81.45 - $92.29 $516K - $584K
6.33K $534M
Activity Summary
Buys All Purchases 129 New Holdings 129 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 0
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