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CIK: 0001964544
Total reported value
$1.5B
$1.5B
100 檔
21.3%
As reported in its official Q1 2025 Form 13F filing, Petredis Investment Advisors LLC's tracked investment portfolio stood at $1.5B with 100 total positions.
In Q1 2025, Petredis Investment Advisors LLC displayed an active expansion posture, initiating 4 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 9.95% | -0.87% | +5.41% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.61% | -0.15% | +2.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -0.64% | +1.23% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.87% | -0.27% | +1.15% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.76% | -0.32% | -0.95% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.74% | -0.35% | +0.61% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.96% | -0.36% | +157.34% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.16% | +9.62% | |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.11% | +0.02% | +6.20% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.98% | +0.52% | -0.14% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.94% | +0.07% | -6.49% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.78% | -0.40% | +1.24% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 2.35% | -0.26% | +0.07% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 2.04% | -0.05% | +1.37% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | +0.18% | +2.02% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.44% | -0.28% | +1.41% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.24% | -18.68% | |
| 18 | GE | General Electric | Stock-Industrials | 1.13% | +0.08% | +1.28% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.09% | -0.12% | +3.78% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.09% | -0.09% | -0.70% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.06% | -0.08% | +1.25% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.01% | +1.96% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.06% | +1.24% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.08% | -0.46% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.93% | +0.64% | +7.37% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.03% | +0.96% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.24% | +0.77% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.27% | +1767.26% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.72% | +3.20% | +108.18% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.16% | +1.24% | |
| 31 | VLO | Valero Energy CORP | Stock-Energy | 0.68% | -0.13% | +2.50% | |
| 32 | FAST | Fastenal Co | Stock-Industrials | 0.66% | -0.09% | +0.57% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.10% | +2.52% | |
| 34 | EOG | Eog Resources Inc | Stock-Energy | 0.65% | -0.15% | +1.19% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.21% | -36.62% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.62% | +0.14% | +1.41% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.61% | -0.13% | +1.05% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.07% | +1.18% | |
| 39 | AME | Ametek Inc | Stock-Industrials | 0.57% | -0.04% | +0.66% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.09% | +1.19% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.53% | +0.73% | +1.66% | |
| 42 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.06% | +0.90% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.08% | +1.71% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.05% | +1.40% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.50% | -0.09% | +5.64% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.02% | +1.55% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.46% | +0.01% | +1.90% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.46% | -0.14% | +0.95% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.43% | -0.03% | +8.99% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | 0.43% | +0.11% | +1.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.5% | +157.34% | Add |
| 2 | XLF | Ss Financial Select Sector | +0.9% | +5.41% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.7% | +1767.26% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | +108.18% | Add |
| 5 | CAT | Caterpillar Inc | +0.3% | NEW | New buy |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 7 | GE | General Electric | +0.2% | +1.28% | Add |
| 8 | MGV | Vanguard Mega Cap Value ETF | +0.2% | -0.95% | Trim |
| 9 | UNH | Unitedhealth Group Inc | +0.1% | +2.02% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +2.52% | Add |
| 11 | MELI | Mercadolibre Inc | +0.1% | +5.64% | Add |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | +0.1% | +0.96% | Add |
| 15 | ABT | Abbott Laboratories | +0.1% | +1.71% | Add |
| 16 | ABBV | Abbvie Inc | +0.1% | +1.55% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | +1.24% | Add |
| 18 | VLO | Valero Energy CORP | +0.1% | +2.50% | Add |
| 19 | XLV | Ss Health Care Select Sector | +0.1% | -0.70% | Trim |
| 20 | MCK | Mckesson CORP | +0.1% | +1.41% | Add |
| 21 | FAST | Fastenal Co | +0.1% | +0.57% | Add |
| 22 | AZO | Autozone Inc | +0.1% | +2.11% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +0.77% | Add |
| 24 | LIN | Linde plc | 0% | +2.46% | Add |
| 25 | HD | Home Depot Inc | 0% | +1.25% | Add |
| 26 | XBI | Ss Spdr S&p Biotech ETF | 0% | +1.90% | Add |
| 27 | ADBE | Adobe Inc | 0% | +2.54% | Add |
| 28 | SMH | Vaneck Semiconductor ETF | -0.1% | +7.37% | Add |
| 29 | AMAT | Applied Materials Inc | -0.1% | +1.66% | Add |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | +6.20% | Add |
| 31 | MAR | Marriott International -cl A | -0.1% | +1.21% | Add |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | +2.36% | Add |
| 33 | XLY | Ss Consumer Disc Select Sect | -0.1% | +3.78% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -62.86% | Trim |
| 35 | VB | Vanguard Small-cap ETF | -0.1% | +1.37% | Add |
| 36 | CRM | Salesforce Inc | -0.1% | +1.19% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -27.26% | Trim |
| 38 | AMZN | Amazon.com Inc | -0.1% | +9.62% | Add |
| 39 | NOW | Servicenow Inc | -0.2% | +0.90% | Add |
| 40 | CVX | Chevron CORP | -0.2% | -36.62% | Trim |
| 41 | COST | Costco Wholesale CORP | -0.2% | -18.68% | Trim |
| 42 | XLK | Ss Technology Select Sector | -0.3% | -0.14% | Trim |
| 43 | AMD | Advanced Micro Devices | -0.4% | -35.82% | Trim |
| 44 | AVGO | Broadcom Inc | -0.4% | +1.96% | Add |
| 45 | MSFT | Microsoft CORP | -0.5% | +1.23% | Add |
| 46 | AAPL | Apple Inc | -0.5% | +1.15% | Add |
| 47 | TSLA | Tesla Inc | -0.5% | -0.46% | Trim |
| 48 | MGK | Vanguard Mega Cap Growth ETF | -0.6% | +2.75% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.9% | -6.49% | Trim |
| 50 | NVDA | Nvidia CORP | -1% | +0.61% | Add |
According to official SEC Form 13F filings, Petredis Investment Advisors LLC reported a total U.S. public equity portfolio value of $1.5B across 100 disclosed positions in Q1 2025.
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 XLF, MGK, MSFT) accounted for 21.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
CAT
市值: $2.6M
Top Position Liquidated / Trimmed
MGV
前期市值: $44.6M
During Q1 2025, Petredis Investment Advisors LLC's top holdings by market value included XLF (9.9%)、MGK (8.6%)、MSFT (4.9%). The largest single position, XLF, represented 9.9% of total portfolio value.
In Q1 2025, Petredis Investment Advisors LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 36 positions, trimming 10 holdings, and fully liquidating 0 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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