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CIK: 0002004963
Total reported value
$163.5M
$163.5M
129 檔
13.4%
The Q4 2024 SEC filing reveals that Petros Family Wealth, LLC held a total portfolio value of $163.5M, covering 129 public equity positions.
During Q4 2024, Petros Family Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.48% | +0.03% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.10% | — | — | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.42% | +1.02% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.73% | -0.29% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.06% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.88% | +0.06% | — | |
| 7 | QGRO | American Century US Quality | ETF-Other | 2.64% | +0.05% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.54% | +0.09% | — | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.27% | -0.15% | — | |
| 10 | BLK | Blackrock Inc | Stock-Financials | 1.90% | -0.16% | — | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 1.84% | +0.40% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.72% | — | — | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 1.71% | -0.13% | — | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.68% | -0.20% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | -0.01% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.49% | -0.01% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.05% | — | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.30% | +1.06% | — | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.29% | — | — | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.17% | -0.04% | — | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.16% | -0.02% | — | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.01% | -0.23% | — | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | — | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | -0.02% | — | |
| 25 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.15% | — | |
| 26 | MMM | 3m Co | Stock-Industrials | 0.94% | — | — | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.92% | -0.29% | — | |
| 28 | ADI | Analog Devices Inc | Stock-Tech | 0.91% | -0.29% | — | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.16% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.03% | — | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.84% | — | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.09% | — | |
| 33 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.82% | -0.34% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | — | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.79% | +0.01% | — | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.76% | +0.18% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.01% | — | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.18% | EXIT | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.73% | — | — | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.16% | — | |
| 41 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.68% | — | — | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.66% | -0.20% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | +0.01% | — | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.23% | NEW | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.03% | — | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | -0.06% | — | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.14% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.59% | -0.05% | — | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.58% | — | — | |
| 50 | GGG | Graco Inc | Stock-Industrials | 0.58% | -0.10% | — |
According to official SEC Form 13F filings, Petros Family Wealth, LLC reported a total U.S. public equity portfolio value of $163.5M across 129 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 SPY, AAPL, UNH) accounted for 13.4% of total reported equity market value during Q4 2024.
During Q4 2024, Petros Family Wealth, LLC's top holdings by market value included SPY (6.5%)、AAPL (6.1%)、UNH (4.4%). The largest single position, SPY, represented 6.5% of total portfolio value.
In Q4 2024, Petros Family Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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