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Home > Institutional Investor > Petros Family Wealth, Llc > Profile

Instuitional Investor - Petros Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Petros Family Wealth, Llc
Portfolio Value $92,707,579
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 10,253 $6,008,793 6.48%
2.
Apple Inc.
 AAPL 22,583 $5,655,205 6.1%
3.
Unitedhealth Group Inc
 UNH 8,091 $4,093,104 4.41%
4.
Microsoft Corp
 MSFT 8,207 $3,459,162 3.73%
5.
Nvidia Corp
 NVDA 20,376 $2,736,293 2.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)