107 is the total number of securities PETREDIS INVESTMENT ADVISORS LLC has owned. The longest PETREDIS INVESTMENT ADVISORS LLC has owned a single stock is 4 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 7.26% | 7.86% | 9.23% | Q4 2022 | Q3 2023 | 4 |
MGK | VANGUARD WORLD FD | 4 | 4 | 4.87% | 5.98% | 6.43% | Q4 2022 | Q3 2023 | 4 |
MSFT | MICROSOFT CORP | 4 | 4 | 5.52% | 5.76% | 5.99% | Q4 2022 | Q3 2023 | 4 |
AAPL | APPLE INC | 4 | 4 | 5.18% | 5.66% | 6.17% | Q4 2022 | Q3 2023 | 4 |
MGV | VANGUARD WORLD FD | 4 | 4 | 4.94% | 5.10% | 5.25% | Q4 2022 | Q3 2023 | 4 |
XLK | SELECT SECTOR SPDR TR | 4 | 4 | 3.59% | 4.28% | 4.60% | Q4 2022 | Q3 2023 | 4 |
VOOV | VANGUARD ADMIRAL FDS INC | 4 | 4 | 3.37% | 3.57% | 3.72% | Q4 2022 | Q3 2023 | 4 |
GOOGL | ALPHABET INC | 4 | 4 | 3.24% | 3.46% | 3.90% | Q4 2022 | Q3 2023 | 4 |
AMZN | AMAZON COM INC | 4 | 4 | 2.49% | 2.72% | 2.90% | Q4 2022 | Q3 2023 | 4 |
UNH | UNITEDHEALTH GROUP INC | 4 | 4 | 2.08% | 2.42% | 3.00% | Q4 2022 | Q3 2023 | 4 |
NVDA | NVIDIA CORPORATION | 4 | 4 | 1.14% | 2.05% | 2.69% | Q4 2022 | Q3 2023 | 4 |
BIL | SPDR SER TR | 4 | 4 | 1.62% | 2.04% | 2.23% | Q4 2022 | Q3 2023 | 4 |
FB | META PLATFORMS INC | 4 | 4 | 0.96% | 1.56% | 1.96% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 1.26% | 1.51% | 1.88% | Q4 2022 | Q3 2023 | 4 |
XLC | SELECT SECTOR SPDR TR | 4 | 4 | 1.22% | 1.45% | 1.57% | Q4 2022 | Q3 2023 | 4 |
VB | VANGUARD INDEX FDS | 4 | 4 | 1.24% | 1.32% | 1.39% | Q4 2022 | Q3 2023 | 4 |
XLY | SELECT SECTOR SPDR TR | 4 | 4 | 1.14% | 1.31% | 1.39% | Q4 2022 | Q3 2023 | 4 |
HD | HOME DEPOT INC | 4 | 4 | 1.18% | 1.30% | 1.56% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 4 | 4 | 1.22% | 1.30% | 1.35% | Q4 2022 | Q3 2023 | 4 |
XLV | SELECT SECTOR SPDR TR | 4 | 4 | 1.18% | 1.24% | 1.31% | Q4 2022 | Q3 2023 | 4 |
VOOG | VANGUARD ADMIRAL FDS INC | 4 | 4 | 1.12% | 1.18% | 1.29% | Q4 2022 | Q3 2023 | 4 |
AME | AMETEK INC | 4 | 4 | 1.03% | 1.11% | 1.22% | Q4 2022 | Q3 2023 | 4 |
TSLA | TESLA INC | 4 | 4 | 0.75% | 1.08% | 1.24% | Q4 2022 | Q3 2023 | 4 |
VEA | VANGUARD TAX-MANAGED FDS | 4 | 4 | 0.90% | 1.02% | 1.10% | Q4 2022 | Q3 2023 | 4 |
VLO | VALERO ENERGY CORP | 4 | 4 | 0.79% | 0.98% | 1.10% | Q4 2022 | Q3 2023 | 4 |
BA | BOEING CO | 4 | 4 | 0.85% | 0.96% | 1.06% | Q4 2022 | Q3 2023 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.84% | 0.95% | 1.19% | Q4 2022 | Q3 2023 | 4 |
EOG | EOG RES INC | 4 | 4 | 0.76% | 0.91% | 1.12% | Q4 2022 | Q3 2023 | 4 |
V | VISA INC | 4 | 4 | 0.72% | 0.87% | 1.05% | Q4 2022 | Q3 2023 | 4 |
FAST | FASTENAL CO | 4 | 4 | 0.81% | 0.85% | 0.88% | Q4 2022 | Q3 2023 | 4 |
TJX | TJX COS INC NEW | 4 | 4 | 0.64% | 0.82% | 1.26% | Q4 2022 | Q3 2023 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.80% | 0.82% | 0.85% | Q4 2022 | Q3 2023 | 4 | |
PG | PROCTER AND GAMBLE CO | 4 | 4 | 0.72% | 0.81% | 0.96% | Q4 2022 | Q3 2023 | 4 |
LLY | LILLY ELI & CO | 4 | 4 | 0.61% | 0.74% | 0.87% | Q4 2022 | Q3 2023 | 4 |
AMD | ADVANCED MICRO DEVICES... | 4 | 4 | 0.43% | 0.74% | 1.00% | Q4 2022 | Q3 2023 | 4 |
LMT | LOCKHEED MARTIN CORP | 4 | 4 | 0.58% | 0.71% | 0.87% | Q4 2022 | Q3 2023 | 4 |
XBI | SPDR SER TR | 4 | 4 | 0.57% | 0.67% | 0.82% | Q4 2022 | Q3 2023 | 4 |
AMAT | APPLIED MATLS INC | 4 | 4 | 0.60% | 0.67% | 0.70% | Q4 2022 | Q3 2023 | 4 |
MRK | MERCK & CO INC | 4 | 4 | 0.58% | 0.66% | 0.78% | Q4 2022 | Q3 2023 | 4 |
MA | MASTERCARD INCORPORATED | 4 | 4 | 0.47% | 0.64% | 0.84% | Q4 2022 | Q3 2023 | 4 |
WEC | WEC ENERGY GROUP INC | 4 | 4 | 0.52% | 0.62% | 0.76% | Q4 2022 | Q3 2023 | 4 |
BHP | BHP GROUP LTD | 4 | 4 | 0.53% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 4 |
ABT | ABBOTT LABS | 4 | 4 | 0.52% | 0.60% | 0.74% | Q4 2022 | Q3 2023 | 4 |
TMO | THERMO FISHER SCIENTIF... | 4 | 4 | 0.51% | 0.59% | 0.70% | Q4 2022 | Q3 2023 | 4 |
CRM | SALESFORCE INC | 4 | 4 | 0.50% | 0.58% | 0.64% | Q4 2022 | Q3 2023 | 4 |
HON | HONEYWELL INTL INC | 4 | 4 | 0.32% | 0.57% | 0.78% | Q4 2022 | Q3 2023 | 4 |
APH | AMPHENOL CORP NEW | 4 | 4 | 0.52% | 0.56% | 0.61% | Q4 2022 | Q3 2023 | 4 |
MU | MICRON TECHNOLOGY INC | 4 | 4 | 0.33% | 0.53% | 0.72% | Q4 2022 | Q3 2023 | 4 |
ISRG | INTUITIVE SURGICAL INC | 4 | 4 | 0.47% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
ADBE | ADOBE SYSTEMS INCORPOR... | 4 | 4 | 0.48% | 0.51% | 0.57% | Q4 2022 | Q3 2023 | 4 |
ABBV | ABBVIE INC | 4 | 4 | 0.41% | 0.51% | 0.64% | Q4 2022 | Q3 2023 | 4 |
CSCO | CISCO SYS INC | 4 | 4 | 0.45% | 0.50% | 0.54% | Q4 2022 | Q3 2023 | 4 |
NOW | SERVICENOW INC | 4 | 4 | 0.46% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PFE | PFIZER INC | 4 | 4 | 0.34% | 0.46% | 0.66% | Q4 2022 | Q3 2023 | 4 |
MAR | MARRIOTT INTL INC NEW | 4 | 4 | 0.42% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
NFLX | NETFLIX INC | 4 | 4 | 0.43% | 0.44% | 0.48% | Q4 2022 | Q3 2023 | 4 |
DHR | DANAHER CORPORATION | 4 | 4 | 0.35% | 0.41% | 0.51% | Q4 2022 | Q3 2023 | 4 |
CNI | CANADIAN NATL RY CO | 4 | 4 | 0.36% | 0.41% | 0.49% | Q4 2022 | Q3 2023 | 4 |
MELI | MERCADOLIBRE INC | 4 | 4 | 0.35% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ACN | ACCENTURE PLC IRELAND | 4 | 4 | 0.33% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
GOOG | ALPHABET INC | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BKNG | BOOKING HOLDINGS INC | 4 | 4 | 0.30% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CSX | CSX CORP | 4 | 4 | 0.30% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BDX | BECTON DICKINSON & CO | 4 | 4 | 0.30% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
LYB | LYONDELLBASELL INDUSTR... | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
DIS | DISNEY WALT CO | 4 | 4 | 0.28% | 0.31% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CRWD | CROWDSTRIKE HLDGS INC | 4 | 4 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 4 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 4 | 0.27% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
BMY | BRISTOL-MYERS SQUIBB CO | 4 | 4 | 0.25% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
NKE | NIKE INC | 4 | 4 | 0.24% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
INTU | INTUIT | 4 | 4 | 0.27% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
SBUX | STARBUCKS CORP | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
SYY | SYSCO CORP | 4 | 4 | 0.21% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
VWO | VANGUARD INTL EQUITY I... | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
ACWX | ISHARES TR | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VEU | VANGUARD INTL EQUITY I... | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
IWB | ISHARES TR | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
IWF | ISHARES TR | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
XOM | EXXON MOBIL CORP | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VFH | VANGUARD WORLD FDS | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
AMGN | AMGEN INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
IWD | ISHARES TR | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HDSN | HUDSON TECHNOLOGIES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
XLU | SELECT SECTOR SPDR TR | 3 | 3 | 0.58% | 0.69% | 0.82% | Q4 2022 | Q2 2023 | 3 |
LINDE PLC | 3 | 3 | 0.35% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 | |
UPS | UNITED PARCEL SERVICE INC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q2 2023 | 3 |
MDT | MEDTRONIC PLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q2 2023 | 3 |
GE HEALTHCARE TECHNOLO... | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 | |
IJR | ISHARES TR | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
BILS | SPDR SER TR | 2 | 2 | 3.11% | 3.35% | 3.58% | Q2 2023 | Q3 2023 | 2 |
GBIL | GOLDMAN SACHS ETF TR | 2 | 2 | 1.78% | 1.83% | 1.89% | Q4 2022 | Q1 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q3 2023 | 2 |
SHV | ISHARES TR | 2 | 2 | 0.27% | 0.37% | 0.46% | Q4 2022 | Q1 2023 | 2 |
CMCSA | COMCAST CORP NEW | 2 | 2 | 0.35% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 2 | 2 | 0.31% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
TXN | TEXAS INSTRS INC | 2 | 2 | 0.29% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 |
PSA | PUBLIC STORAGE | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
ADSK | AUTODESK INC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q1 2023 | 2 |
VUG | VANGUARD INDEX FDS | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LIN | LINDE PLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
MCK | MCKESSON CORP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
AZO | AUTOZONE INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FTCH | FARFETCH LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PREDICTIVE ONCOLOGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 | |
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The securities at the top of the list , including SELECT SECTOR SPDR TR, VANGUARD WORLD FD, and MICROSOFT CORP, are the highest-conviction holdings of PETREDIS INVESTMENT ADVISORS LLC.
The conviction is calculated by counting the number of quarters a security has been reported by PETREDIS INVESTMENT ADVISORS LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that PETREDIS INVESTMENT ADVISORS LLC owns currently or has owned in the past.