PETREDIS INVESTMENT ADVISORS LLC

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

Total AUM
$3.38B
13F filings
5
Latest filing
May 20, 2024

Top 10 holdings

XLF $57.47M
7.54% of AUM
MGK $53.05M
6.96% of AUM
XLF $53.00M
7.29% of AUM
XLF $52.26M
7.43% of AUM
XLF $51.04M
9.26% of AUM
XLF $48.50M
7.56% of AUM
MSFT $46.89M
6.15% of AUM
MGK $46.75M
6.43% of AUM
MGK $45.26M
6.44% of AUM
AAPL $45.02M
6.19% of AUM

About this filer

FilingIQ has indexed 5 quarterly Form 13F filings from PETREDIS INVESTMENT ADVISORS LLC. Reported assets under management total $3.38B.

View live PETREDIS INVESTMENT ADVISORS LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does PETREDIS INVESTMENT ADVISORS LLC have under management?
Per PETREDIS INVESTMENT ADVISORS LLC's most recent SEC Form 13F filing dated May 20, 2024, total assets under management are $3.38B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has PETREDIS INVESTMENT ADVISORS LLC submitted?
FilingIQ has indexed 5 quarterly Form 13F filings from PETREDIS INVESTMENT ADVISORS LLC. Filings are due 45 days after quarter-end.
Where does PETREDIS INVESTMENT ADVISORS LLC's holdings data come from?
Every position shown on this page sources back to PETREDIS INVESTMENT 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.