$644 Million is the total value of PETREDIS INVESTMENT ADVISORS LLC's 95 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LINDE PLC | $2,391,400 | – | 6,728 | +100.0% | 0.37% | – | |
| New | GE HEALTHCARE TECHNOLOGIES I | $1,465,220 | – | 17,862 | +100.0% | 0.23% | – | |
| New | PREDICTIVE ONCOLOGY INC | $11,438 | – | 35,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 4 | Q3 2023 | 9.2% |
| VANGUARD WORLD FD | 4 | Q3 2023 | 6.4% |
| MICROSOFT CORP | 4 | Q3 2023 | 6.0% |
| APPLE INC | 4 | Q3 2023 | 6.2% |
| VANGUARD WORLD FD | 4 | Q3 2023 | 5.3% |
| SELECT SECTOR SPDR TR | 4 | Q3 2023 | 4.6% |
| VANGUARD ADMIRAL FDS INC | 4 | Q3 2023 | 3.7% |
| ALPHABET INC | 4 | Q3 2023 | 3.9% |
| AMAZON COM INC | 4 | Q3 2023 | 2.9% |
| UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 3.0% |
View PETREDIS INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR/A | 2024-05-20 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-03 |
View PETREDIS INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.