PETRA FINANCIAL ADVISORS INC - Portfolio overview

PETRA FINANCIAL ADVISORS INC has 168 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. JQUA - J P MORGAN EXCHANGE TRADED F, 6.22%
2. GLD - SPDR GOLD TR, 5.39%
3. IWP - ISHARES TR, 4.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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