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
WTS
Watts Water Technologies Inc

Industrials
1.26K
New
$190.59 - $221.46 $240K - $279K
1.26K $256M
IVV
Ishares Core S&P 500 ETF

ETFs
433
New
$570.51 - $610.59 $247K - $264K
433 $255M
LSTR
Landstar System Inc

Industrials
1.46K
New
$171.86 - $192.81 $250K - $281K
1.46K $250M
CRVL
Corvel Corp

Financial Services
2.24K
New
$111.26 - $370.61 $250K - $832K
2.24K $250M
KAI
Kadant Inc

Industrials
705
New
$316.45 - $422.93 $223K - $298K
705 $243M
LLY
Eli Lilly & CO

Healthcare
311
New
$727.2 - $932.06 $226K - $290K
311 $240M
MDT
Medtronic PLC

Healthcare
2.98K
New
$79.61 - $92.24 $238K - $275K
2.98K $238M
XLK
Technology Sector Spdr

ETFs
1.02K
New
$220.26 - $241.44 $224K - $245K
1.02K $236M
TGT
Target Corp

Consumer Defensive
1.73K
New
$121.59 - $160.69 $210K - $277K
1.73K $233M
CVX
Chevron Corp

Energy
1.57K
New
$141.15 - $162.53 $222K - $256K
1.57K $228M
SLV
I Shares Silver Trust

ETFs
8.32K
New
$26.33 - $31.74 $219K - $264K
8.32K $219M
ADP
Automatic Data Processing Inc

Industrials
729
New
$280.08 - $307.97 $204K - $225K
729 $213M
QQQ
Invesco Qqq Trust, Series 1

ETFs
416
New
$481.22 - $538.17 $200K - $224K
416 $213M
UPS
United Parcel Service Inc

Industrials
1.67K
New
$122.65 - $138.35 $204K - $231K
1.67K $210M
MRK
Merck & Co., Inc.

Healthcare
2.11K
New
$96.31 - $114.76 $203K - $242K
2.11K $210M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
4.41K
New
$44.28 - $51.47 $195K - $227K
4.41K $209M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.74K
New
$75.65 - $83.47 $207K - $228K
2.74K $208M
TT
Trane Technologies PLC

Industrials
556
New
$369.35 - $419.14 $205K - $233K
556 $205M
Solventum Corp
3.1K
New
N/A
3.1K $205M
ROLL
Rbc Bearings Inc

Industrials
684
New
N/A
684 $205M
TJX
Tjx Companies Inc

Consumer Cyclical
1.67K
New
$112.15 - $127.2 $187K - $212K
1.67K $202M
SAIC
Science Applications International Corp

Technology
1.8K
New
$110.11 - $154.1 $198K - $277K
1.8K $201M
PKE
Park Aerospace Corp

Industrials
10.3K
New
$12.72 - $15.39 $131K - $158K
10.3K $150M
CLF
Cleveland Cliffs Inc.

Basic Materials
15.3K
New
$9.24 - $13.94 $141K - $213K
15.3K $144M
HBI
Hanesbrands Inc.

Consumer Cyclical
11.4K
New
$6.91 - $8.91 $78.9K - $102K
11.4K $92.9M
LYG
Lloyds Banking Group PLC

Financial Services
21.7K
New
$2.67 - $3.23 $57.8K - $69.9K
21.7K $58.9M
HUMA
Humacyte, Inc.

Healthcare
10K
New
$3.46 - $5.81 $34.6K - $58.1K
10K $50.5M
XTNT
Xtant Medical Holdings, Inc.

Healthcare
20K
New
$0.35 - $0.66 $7K - $13.2K
20K $8.86M
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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