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Petros Family Wealth, LLC

All holdings · as of Dec 31, 2025

141 positions

CompanyClassValueShares% of portfolio
ISHARES TR$327.8K3,4050.2%
WATTS WATER TECHNOLOGIES, INC.$319.4K1,1570.2%
NUSHARES ETF TR$314.0K6,5770.2%
Medtronic plc$311.1K3,2390.2%
ASML HOLDING N V$310.3K2900.2%
J P MORGAN EXCHANGE TRADED F$305.7K5,6540.2%
COCA COLA CO$303.5K4,3410.2%
TORO CO$295.6K3,7550.2%
LINDE PLC$291.2K6830.2%
EXXON MOBIL CORP$289.9K2,4090.2%
QUALCOMM INC/DE$285.7K1,6700.2%
FTI CONSULTING, INC$279.3K1,6350.2%
BROADRIDGE FINANCIAL SOLUTIONS INC$272.5K1,2210.2%
ISHARES TR$270.6K7,2350.2%
Acushnet Holdings Corp.$270.0K3,3830.2%
Walt Disney Co$268.4K2,3590.2%
MICRON TECHNOLOGY INC$266.9K9350.2%
THERMO FISHER SCIENTIFIC INC.$264.2K4560.2%
RBC Bearings Inc$259.2K5780.2%
MCDONALD'S CORP$258.9K8470.2%
Jack Henry & Associates Inc$250.5K1,3730.2%
INVESCO ACTVELY MNGD ETC FD$243.8K18,4000.2%
ASTRAZENECA PLC$235.5K2,5620.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$230.0K7570.2%
ISHARES TR$229.7K2,3860.2%
KENNAMETAL INC$226.5K7,9720.2%
Installed Building Products, Inc.$224.4K8650.1%
American Water Works Company, Inc.$224.3K1,7190.1%
FIRST TR EXCHANGE TRAD FD VI$222.1K9,5630.1%
Moelis & Co$221.4K3,2210.1%
SELECT SECTOR SPDR TR$221.3K5,4840.1%
TIDAL TRUST I$213.8K8,6360.1%
LANDSTAR SYSTEM INC$212.0K1,4750.1%
ISHARES TR$211.7K1,5000.1%
AMPHENOL CORP /DE$206.5K1,5280.1%
SELECT SECTOR SPDR TR$206.5K1,7540.1%
ABBOTT LABORATORIES$204.0K1,6280.1%
RLI CORP$200.4K3,1330.1%
NATWEST GROUP PLC$181.5K10,3740.1%
BANCO SANTANDER SA$149.9K12,7810.1%
Orion Group Holdings Inc$120.1K12,0840.1%
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