PETREDIS INVESTMENT ADVISORS LLC - Portfolio overview

PETREDIS INVESTMENT ADVISORS LLC has 118 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. MGK - VANGUARD WORLD FD, 8.16%
  2. XLF - SELECT SECTOR SPDR TR, 8.00%
  3. NVDA - NVIDIA CORPORATION, 6.04%

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

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