Investor Details
| Filer Name: | PETROS FAMILY WEALTH, LLC |
|---|---|
| CIK: | 2004963 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 130 |
| Portfolio Value: | $0.09B |
Petros Family Wealth, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| SPY | US | SPDR S&P 500 ETF TRUST | 10,253 | $6M | 6.48% | - | - |
| AAPL | US | APPLE INC | 22,583 | $6M | 6.10% | - | - |
| UNH | US | UNITEDHEALTH GROUP INC | 8,091 | $4M | 4.42% | - | - |
| MSFT | US | MICROSOFT CORP | 8,207 | $3M | 3.73% | - | - |
| NVDA | US | NVIDIA CORP | 20,376 | $3M | 2.95% | - | - |
| GOOG | US | ALPHABET INC-CL C | 14,041 | $3M | 2.88% | - | - |
| QGRO | US | AMERICAN CENTURY US QUALITY | 24,520 | $2M | 2.64% | - | - |
| IJH | US | ISHARES CORE S&P MIDCAP ETF | 37,825 | $2M | 2.54% | - | - |
| COWZ | US | PACER US CASH COWS 100 ETF | 37,184 | $2M | 2.27% | - | - |
| BLK | US | BLACKROCK INC | 1,715 | $2M | 1.90% | - | - |
| CSCO | US | CISCO SYSTEMS INC | 28,766 | $2M | 1.84% | - | - |
| IWM | US | ISHARES RUSSELL 2000 ETF | 7,206 | $2M | 1.72% | - | - |
| SYK | US | STRYKER CORP | 4,413 | $2M | 1.71% | - | - |
| COST | US | COSTCO WHOLESALE CORP | 1,697 | $2M | 1.68% | - | - |
| AMZN | US | AMAZON.COM INC | 6,611 | $1M | 1.56% | - | - |
| TSLA | US | TESLA INC | 3,424 | $1M | 1.49% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 5,477 | $1M | 1.42% | - | - |
| KLAC | US | KLA CORP | 1,907 | $1M | 1.30% | - | - |
| ACN | US | ACCENTURE PLC-CL A | 3,403 | $1M | 1.29% | - | - |
| ISRG | US | INTUITIVE SURGICAL INC | 2,071 | $1M | 1.17% | - | - |