Portfolio (Quarterly)
Guide ↗
Petros Family Wealth, LLC
· CIK 0002004963| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PANW | PALO ALTO NETWORKS INC | Technology | 3,441 | $634K | 0.42% | SOLD |
| 2 | PEP | PEPSICO INC | Consumer Defensive | 4,366 | $627K | 0.42% | SOLD |
| 3 | LRCX | LAM RESEARCH CORP | Technology | 3,191 | $546K | 0.36% | SOLD |
| 4 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 1,688 | $478K | 0.32% | SOLD |
| 5 | AXON | AXON ENTERPRISE INC | Industrials | 788 | $448K | 0.30% | SOLD |
| 6 | SBUX | STARBUCKS CORP | Consumer Cyclical | 5,058 | $426K | 0.28% | SOLD |
| 7 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 902 | $423K | 0.28% | SOLD |
| 8 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 13,757 | $360K | 0.24% | SOLD |
| 9 | ORCL | ORACLE CORP | Technology | 1,793 | $349K | 0.23% | SOLD |
| 10 | QCOM | QUALCOMM INC | Technology | 1,670 | $286K | 0.19% | SOLD |
| 11 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,221 | $272K | 0.18% | SOLD |
| 12 | DIS | DISNEY WALT CO | Communication Services | 2,359 | $268K | 0.18% | SOLD |
| 13 | MU | MICRON TECHNOLOGY INC | Technology | 935 | $267K | 0.18% | SOLD |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 456 | $264K | 0.18% | SOLD |
| 15 | MCD | MCDONALDS CORP | Consumer Cyclical | 847 | $259K | 0.17% | SOLD |
| 16 | — | ASTRAZENECA PLC | — | 2,562 | $236K | 0.16% | SOLD |
| 17 | KMT | KENNAMETAL INC | Industrials | 7,972 | $226K | 0.15% | SOLD |
| 18 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 9,563 | $222K | 0.15% | SOLD |
| 19 | MC | MOELIS & CO | Financial Services | 3,221 | $221K | 0.15% | SOLD |
| 20 | GRNY | TIDAL TRUST I | — | 8,636 | $214K | 0.14% | SOLD |
Sector Allocation
Technology
29.8%
Financial Services
22.6%
Industrials
12.8%
Healthcare
8.5%
Communication Services
7.4%
Consumer Cyclical
6.5%
Consumer Defensive
4.6%
Energy
3.6%
Utilities
2.7%
Basic Materials
0.9%