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Petredis Investment Advisors Llc

Portfolio Manager
Petredis Investment Advisors Llc
Performance
-7.33% (2026 Q1)
AUM (13F)
$1.22B
# of Holdings
107
Performance Rank
Allocation (Top 20)
67.06%

Petredis Investment Advisors Llc Holdings Map

Top 50 Petredis Investment Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MGK
VANGUARD WORLD FD
8.27%275.2K$101.1M
+0.30%(+830)
2025-Q1: 266.7K shares2025-Q2: 276.1K shares2025-Q3: 276.0K shares2025-Q4: 274.3K shares2026-Q1: 275.2K shares
$42.71(+107.70%)
2026-03-31
XLF
SELECT SECTOR SPDR TR
8.11%2.01M$99.1M
+4.44%(+85.33K)
2025-Q1: 1.91M shares2025-Q2: 1.95M shares2025-Q3: 1.94M shares2025-Q4: 1.92M shares2026-Q1: 2.01M shares
$35.88(+42.12%)
2026-03-31
NVDA
NVIDIA CORPORATION
6.13%429.2K$74.8M
+0.97%(+4.13K)
2025-Q1: 418.3K shares2025-Q2: 423.3K shares2025-Q3: 422.3K shares2025-Q4: 425.0K shares2026-Q1: 429.2K shares
$19.77(+1042.07%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.59%876.0K$56.1M
+2.69%(+22.95K)
2025-Q1: 745.7K shares2025-Q2: 838.6K shares2025-Q3: 854.4K shares2025-Q4: 853.1K shares2026-Q1: 876.0K shares
$48.75(+44.87%)
2026-03-31
MGV
VANGUARD WORLD FD
4.36%367.4K$53.3M
+1.03%(+3.75K)
2025-Q1: 353.4K shares2025-Q2: 363.1K shares2025-Q3: 365.7K shares2025-Q4: 363.7K shares2026-Q1: 367.4K shares
$100.26(+54.76%)
2026-03-31
AAPL
APPLE INC
4.27%205.6K$52.2M
-0.81%(-1.68K)
2025-Q1: 209.8K shares2025-Q2: 212.3K shares2025-Q3: 210.1K shares2025-Q4: 207.3K shares2026-Q1: 205.6K shares
$137.59(+117.21%)
2026-03-31
GOOGL
ALPHABET INC
3.99%169.6K$48.8M
-5.41%(-9.71K)
2025-Q1: 182.1K shares2025-Q2: 182.8K shares2025-Q3: 179.9K shares2025-Q4: 179.4K shares2026-Q1: 169.6K shares
$93.12(+332.37%)
2026-03-31
MSFT
MICROSOFT CORP
3.7%122.2K$45.3M
-1.12%(-1.39K)
2025-Q1: 125.4K shares2025-Q2: 126.4K shares2025-Q3: 125.2K shares2025-Q4: 123.6K shares2026-Q1: 122.2K shares
$244.10(+66.00%)
2026-03-31
VOOG
VANGUARD ADMIRAL FDS INC
3.12%93.5K$38.1M
+0.97%(+900)
2025-Q1: 88.9K shares2025-Q2: 92.6K shares2025-Q3: 92.8K shares2025-Q4: 92.6K shares2026-Q1: 93.5K shares
$49.20(+67.71%)
2026-03-31
XLK
SELECT SECTOR SPDR TR
3.04%279.5K$37.1M
+0.21%(+585)
2025-Q1: 138.2K shares2025-Q2: 141.6K shares2025-Q3: 140.8K shares2025-Q4: 278.9K shares2026-Q1: 279.5K shares
$63.85(+176.97%)
2026-03-31

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