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Petros Family Wealth, LLC

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
CATERPILLAR INC—$756.8K1,3210.5%
Warren E. Buffett—$744.4K1,4810.5%
SELECT SECTOR SPDR TR—$741.4K5,1500.5%
NEXTERA ENERGY INC—$741.1K9,2310.5%
Visa Inc—$729.8K2,0810.5%
AMERICAN EXPRESS CO—$729.5K1,9720.5%
Palantir Technologies Inc—$709.6K3,9920.5%
T-Mobile US, Inc.TMUSCommon Stock$687.7K3,3870.5%
THE GOLDMAN SACHS GROUP, INC.—$679.5K7730.5%
PGIM ETF TR—$660.8K18,6250.4%
ISHARES INC—$656.5K9,7660.4%
Netflix Inc—$654.0K6,9750.4%
GENERAL ELECTRIC CO—$647.5K2,1020.4%
TEXAS INSTRUMENTS INC—$637.8K3,6760.4%
ISHARES TR—$637.0K5,3000.4%
Palo Alto Networks Inc—$633.8K3,4410.4%
PEPSICO INC—$626.6K4,3660.4%
WELLS FARGO & COMPANY/MN—$612.9K6,5760.4%
DEERE & CO—$607.1K1,3040.4%
GE Vernova Inc.—$598.0K9150.4%
Blackstone Inc—$546.3K3,5440.4%
LAM RESEARCH CORP—$546.2K3,1910.4%
Arista Networks, Inc.ANETCommon Stock$545.9K4,1660.4%
ISHARES TR—$517.4K20,0450.3%
The PNC Financial Services Group, Inc.—$511.8K2,4520.3%
Eaton Corp plc—$511.2K1,6050.3%
Bank of New York Mellon Corp/The—$508.0K4,3760.3%
GRACO INC—$490.3K5,9810.3%
GENERAL DYNAMICS CORP—$486.5K1,4450.3%
ELI LILLY & Co—$480.4K4470.3%
Expedia Group Inc—$478.2K1,6880.3%
Monster Beverage Corp—$474.7K6,1910.3%
AbbVie Inc.—$464.0K2,0310.3%
Axon Enterprise Inc—$447.5K7880.3%
Quanta Services Inc—$447.0K1,0590.3%
CADENCE DESIGN SYSTEMS INC—$442.0K1,4140.3%
Robinhood Markets, Inc.—$426.0K3,7670.3%
STARBUCKS CORP—$425.9K5,0580.3%
CrowdStrike Holdings, Inc.—$422.8K9020.3%
XCEL ENERGY INC—$422.5K5,7200.3%
American Tower Corp—$415.9K2,3690.3%
JOHNSON & JOHNSON—$393.6K1,9020.3%
Merck & Co., Inc.—$384.7K3,6550.3%
Mastercard Inc—$379.6K6650.3%
Vistra Corp.—$361.9K2,2430.2%
SoFi Technologies, Inc.—$360.2K13,7570.2%
ORACLE CORP—$349.5K1,7930.2%
Simpson Manufacturing Co., Inc.—$345.2K2,1380.2%
Primerica, Inc.—$344.9K1,3350.2%
HOME DEPOT, INC.—$333.8K9700.2%
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