Petros-Family-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ "MC", "KAI", null, "RBC", "ACN", "MMM", "ABT", "ABBV", "GOOGL", "AXP", "PKE", "GOLF", "BLK", "CAT", "AVGO", "LOW", null, "HON", "HD", "QCOM", "ISRG", "EMR", "ICE", null, "META", "IJH", "KMI", "LHX", "LIN", "PWR", "MA", "MDT", "MSFT", "TMUS", "HRL", "ANET", "KLAC", "ORCL", "PANW", "PYPL", "PEP", "PGR", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "LDOS", "PLTR", "PFE", "LMT", "AMGN", null, "IEFA", "SPGI", "RTX", "AMT", "IBM", "SYK", "SBUX", "TXN", "TMO", "TJX", "EME", "LYG", "GGG", "TT", "SAIC", "PRI", "WTS", "AXON", "AMD", "FI", "IWR", "TTC", "LSTR", "AMZN", "USB", "V", "WMT", "WFC", "XTNT", "SOLV", "GRMN", "FCN", "ORN", "NXPI", "SO", "UFPI", "PSX", "SSD", "HBI", "GEV", "FDX", "BAC", "BK", "BRK-A", "BRK-B", "BMY", "BR", "CDNS", "CVX", "CSCO", "CRVL", "COST", "CRWD", "CVS", "DE", "ADI", "NEE", "IWM", "ETN", "GOOG", "JNJ", "LLY", "TSLA", "NFLX", "XLK", "ITOT", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-23
- Total Holdings
- 424
- Total Value
- 89411613
- Accession Number
- 0002004963-25-000002
- Form Type
- 13F-HR
- Manager Name
- Petros-Family-Wealth
Data Enrichment
99% identified418 identified6 unidentified
Holdings
424 positions • $89.4M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
20.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $9.4K | 0.0% ($9.4K/$89.4M) | YoY- |