Pettinga Financial Advisors LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$422.28M
13F filings
1
Latest filing
Nov 7, 2024

Top 10 holdings

IVV $41.49M
9.82% of AUM
QUAL $30.17M
7.14% of AUM
IVW $28.61M
6.77% of AUM
LRGF $26.81M
6.35% of AUM
EFV $20.18M
4.78% of AUM
EFG $16.93M
4.01% of AUM
PRF $16.24M
3.85% of AUM
IVE $14.86M
3.52% of AUM
GLD $13.51M
3.20% of AUM
IYW $11.52M
2.73% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from Pettinga Financial Advisors LLC. Reported assets under management total $422.28M.

View live Pettinga Financial Advisors LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Pettinga Financial Advisors LLC have under management?
Per Pettinga Financial Advisors LLC's most recent SEC Form 13F filing dated Nov 7, 2024, total assets under management are $422.28M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Pettinga Financial Advisors LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from Pettinga Financial Advisors LLC. Filings are due 45 days after quarter-end.
Where does Pettinga Financial Advisors LLC's holdings data come from?
Every position shown on this page sources back to Pettinga Financial Advisors LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.