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CIK: 0001964544
Total reported value
$1.5B
$1.5B
98 檔
22.7%
According to the latest 13F quarterly dataset, Petredis Investment Advisors LLC managed an equity portfolio of $1.5B at the end of Q4 2024, spanning 98 distinct U.S. exchange-listed positions.
In Q4 2024, Petredis Investment Advisors LLC adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 9.21% | -0.15% | +3.23% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 9.05% | -0.87% | +6.25% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.77% | -0.35% | -2.55% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.39% | -0.64% | -2.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.37% | -0.27% | -1.85% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.61% | -0.32% | -6.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | +0.07% | -2.77% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | -0.16% | -1.82% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 3.32% | +0.52% | -8.85% | |
| 10 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.17% | +0.02% | +21.07% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.75% | -0.40% | -1.13% | |
| 12 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 2.33% | -0.26% | -9.25% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.15% | -0.05% | +88.69% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.60% | +0.18% | -2.64% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | -0.24% | -1.54% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.47% | -0.08% | -2.53% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.43% | -0.36% | +8.08% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.01% | -0.68% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.41% | -0.28% | -4.47% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.18% | -0.12% | -5.85% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.08% | -1.62% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-Other | 1.02% | -0.09% | +4.41% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.98% | +0.64% | +31.66% | |
| 24 | GE | General Electric | Stock-Industrials | 0.92% | +0.08% | -1.41% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.06% | -1.91% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.21% | -2.07% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | +0.87% | -2.46% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.24% | -1.49% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.03% | -1.06% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.70% | -0.06% | -2.29% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.68% | -0.16% | -1.72% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.68% | -0.09% | -1.81% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | +0.14% | -1.14% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.13% | -0.86% | |
| 35 | VLO | Valero Energy CORP | Stock-Energy | 0.61% | -0.13% | -3.11% | |
| 36 | FAST | Fastenal Co | Stock-Industrials | 0.61% | -0.09% | -20.50% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.15% | -1.77% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.59% | -0.04% | -20.09% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.73% | -2.51% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.07% | -1.82% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.10% | -3.43% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.50% | +0.01% | -2.15% | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.49% | -0.14% | -2.18% | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.49% | +0.20% | -1.90% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.48% | -0.03% | -1.41% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.05% | -1.40% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.45% | +0.11% | -1.28% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.08% | -1.91% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.42% | -0.04% | -2.05% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.40% | -0.09% | -1.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1% | +88.69% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.8% | +6.25% | Add |
| 3 | VOOG | Vanguard S&p 500 Growth ETF | +0.6% | +21.07% | Add |
| 4 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +3.23% | Add |
| 5 | TSLA | Tesla Inc | +0.5% | -2.53% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | -1.82% | Trim |
| 7 | AVGO | Broadcom Inc | +0.3% | -0.68% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.77% | Trim |
| 9 | NVDA | Nvidia CORP | +0.3% | -2.55% | Trim |
| 10 | SMH | Vaneck Semiconductor ETF | +0.2% | +31.66% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -1.85% | Trim |
| 12 | NFLX | Netflix Inc | +0.1% | -1.49% | Trim |
| 13 | CRM | Salesforce Inc | +0.1% | -1.81% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | -1.28% | Trim |
| 15 | NOW | Servicenow Inc | +0.1% | -2.29% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +129.79% | Add |
| 17 | V | Visa Inc-class A Shares | +0.1% | -1.06% | Trim |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +31.08% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.90% | Trim |
| 20 | BKNG | Booking Holdings Inc | +0.1% | -2.05% | Trim |
| 21 | XLY | Ss Consumer Disc Select Sect | 0% | -5.85% | Trim |
| 22 | ABBV | Abbvie Inc | -0.1% | -2.03% | Trim |
| 23 | DHR | Danaher CORP | -0.1% | -2.35% | Trim |
| 24 | LYB | LyondellBasell Industries N.V. | -0.1% | -1.59% | Trim |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | EXIT | Sold out |
| 26 | ADBE | Adobe Inc | -0.1% | -2.86% | Trim |
| 27 | MRK | Merck & Co. Inc. | -0.1% | -1.59% | Trim |
| 28 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -2.15% | Trim |
| 29 | BHP | Bhp Group Ltd-spon Adr | -0.1% | -1.06% | Trim |
| 30 | VLO | Valero Energy CORP | -0.1% | -3.11% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.30% | Trim |
| 32 | MU | Micron Technology Inc | -0.1% | -0.85% | Trim |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | +4.41% | Add |
| 34 | HD | Home Depot Inc | -0.1% | -1.62% | Trim |
| 35 | MELI | Mercadolibre Inc | -0.1% | -1.07% | Trim |
| 36 | JNJ | Johnson & Johnson | -0.1% | -3.43% | Trim |
| 37 | LMT | Lockheed Martin CORP | -0.1% | -2.18% | Trim |
| 38 | AME | Ametek Inc | -0.1% | -20.09% | Trim |
| 39 | GE | General Electric | -0.2% | -1.41% | Trim |
| 40 | FAST | Fastenal Co | -0.2% | -20.50% | Trim |
| 41 | AMAT | Applied Materials Inc | -0.2% | -2.51% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.2% | -1.91% | Trim |
| 43 | UPS | United Parcel Service-cl B | -0.2% | EXIT | Sold out |
| 44 | PFE | Pfizer Inc | -0.3% | EXIT | Sold out |
| 45 | XLK | Ss Technology Select Sector | -0.3% | -8.85% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.3% | -2.46% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -2.64% | Trim |
| 48 | VOOV | Vanguard S&p 500 Value ETF | -0.4% | -9.25% | Trim |
| 49 | MSFT | Microsoft CORP | -0.4% | -2.61% | Trim |
| 50 | MGV | Vanguard Mega Cap Value ETF | -0.6% | -6.13% | Trim |
According to official SEC Form 13F filings, Petredis Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 98 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, XLF, NVDA) accounted for 22.7% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
PFE
前期市值: $2.3M
During Q4 2024, Petredis Investment Advisors LLC's top holdings by market value included MGK (9.2%)、XLF (9.1%)、NVDA (5.8%). The largest single position, MGK, represented 9.2% of total portfolio value.
In Q4 2024, Petredis Investment Advisors LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 39 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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