Portfolio (Quarterly)
Guide ↗
Petros Family Wealth, LLC
· CIK 0002004963| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | Energy | 2,454 | $508K | 0.36% | SOLD |
| 2 | PPG | PPG INDS INC | Basic Materials | 2,513 | $269K | 0.19% | SOLD |
| 3 | AZN | ASTRAZENECA PLC | Healthcare | 1,277 | $252K | 0.18% | SOLD |
| 4 | HD | HOME DEPOT INC | Consumer Cyclical | 750 | $247K | 0.18% | SOLD |
| 5 | — | INSTALLED BLDG PRODS INC | — | 905 | $240K | 0.17% | SOLD |
| 6 | MDT | MEDTRONIC PLC | Healthcare | 2,708 | $235K | 0.17% | SOLD |
| 7 | JKHY | HENRY JACK & ASSOC INC | Technology | 1,451 | $229K | 0.16% | SOLD |
| 8 | T | AT&T INC | Communication Services | 7,656 | $222K | 0.16% | SOLD |
| 9 | NUSC | NUSHARES ETF TR | — | 4,659 | $210K | 0.15% | SOLD |
| 10 | HON | HONEYWELL INTL INC | Industrials | 905 | $205K | 0.15% | SOLD |
| 11 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 11,231 | $195K | 0.14% | SOLD |
| 12 | SAN | BANCO SANTANDER SA | Financial Services | 11,540 | $130K | 0.09% | SOLD |
Sector Allocation
Technology
35.5%
Financial Services
22.1%
Industrials
11.6%
Healthcare
9.5%
Consumer Cyclical
6.1%
Consumer Defensive
4.7%
Communication Services
4.3%
Utilities
2.5%
Energy
2.5%
Basic Materials
0.8%