Pettinga Financial Advisors, LLC Portfolio Holdings
Pettinga Financial Advisors, LLC
- $436 Million
- Q4 2024
Pettinga Financial Advisors, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $436 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.4M, Ishares Msci Usa Quality Facto with a value of $29.8M, Ishares S&P 500 Growth ETF with a value of $29.2M, Ishares Tr with a value of $27.2M, and Msci Eafe Growth ETF with a value of $18.5M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $416M to 436M.
Below you can find more details about Pettinga Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$436 Million
ETFs: $383 Million
Financial Services: $20.5 Million
Technology: $17.5 Million
Communication Services: $3.25 Million
Energy: $2.83 Million
Consumer Defensive: $2.31 Million
Consumer Cyclical: $1.62 Million
Industrials: $1.46 Million
Other: $1.4 Million