PETREDIS INVESTMENT ADVISORS LLC Q2 2025 Filing

Filed July 11, 2025

Portfolio Value

$1.1T

Holdings

102

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (102 positions)

#StockSharesValue% PortfolioType
1
XLFSELECT SECTOR SPDR TR
1,948,017$102.0B8.93%
2
MGKVANGUARD WORLD FD
276,075$101.1B8.85%
3
NVDANVIDIA CORPORATION
430,328$68.0B5.95%Call
4
MSFTMICROSOFT CORP
126,449$62.9B5.51%
5
VEAVANGUARD TAX-MANAGED FDS
838,598$47.8B4.19%
6
MGVVANGUARD WORLD FD
363,074$47.6B4.17%
7
AAPLAPPLE INC
212,297$43.6B3.81%
8
AMZNAMAZON COM INC
171,783$37.7B3.30%
9
VOOGVANGUARD ADMIRAL FDS INC
92,643$36.7B3.22%
10
XLKSELECT SECTOR SPDR TR
141,609$35.9B3.14%
11
METAMETA PLATFORMS INC
46,944$34.6B3.03%
12
GOOGLALPHABET INC
182,776$32.2B2.82%
13
VOOVVANGUARD ADMIRAL FDS INC
125,048$23.6B2.07%
14
AVGOBROADCOM INC
77,822$21.5B1.88%
15
XLCSELECT SECTOR SPDR TR
147,010$16.0B1.40%
16
VWOVANGUARD INTL EQUITY INDEX F
302,086$14.9B1.31%
17
GEGE AEROSPACE
54,786$14.1B1.23%
18
CGNGCAPITAL GROUP NEW GEOGRAPHY
475,754$13.7B1.20%
19
COSTCOSTCO WHSL CORP NEW
13,340$13.2B1.16%
20
SMHVANECK ETF TRUST
44,392$12.4B1.08%
21
XLYSELECT SECTOR SPDR TR
54,379$11.8B1.03%
22
TSLATESLA INC
35,359$11.2B0.98%
23
VOVANGUARD INDEX FDS
38,993$10.9B0.96%
24
NFLXNETFLIX INC
8,057$10.8B0.94%
25
HDHOME DEPOT INC
27,944$10.2B0.90%
26
MUMICRON TECHNOLOGY INC
80,680$9.9B0.87%
27
UNHUNITEDHEALTH GROUP INC
31,787$9.9B0.87%
28
XLVSELECT SECTOR SPDR TR
73,415$9.9B0.87%
29
VBVANGUARD INDEX FDS
40,713$9.6B0.84%
30
APHAMPHENOL CORP NEW
92,688$9.2B0.80%
31
LLYELI LILLY & CO
11,606$9.0B0.79%
32
VVISA INC
22,502$8.0B0.70%
33
GEVGE VERNOVA INC
13,618$7.2B0.63%
34
TJXTJX COS INC NEW
55,982$6.9B0.61%
35
FASTFASTENAL CO
164,562$6.9B0.61%
36
VLOVALERO ENERGY CORP
49,978$6.7B0.59%
37
XOMEXXON MOBIL CORP
62,002$6.7B0.59%
38
NOWSERVICENOW INC
6,471$6.7B0.58%
39
MLB1MERCADOLIBRE INC
2,522$6.6B0.58%
40
AMATAPPLIED MATLS INC
35,436$6.5B0.57%
41
ISRGINTUITIVE SURGICAL INC
11,871$6.5B0.56%
42
EOGEOG RES INC
48,791$5.8B0.51%
43
JNJJOHNSON & JOHNSON
38,174$5.8B0.51%
44
AMEAMETEK INC
32,163$5.8B0.51%
45
AMDADVANCED MICRO DEVICES INC
39,866$5.7B0.50%
46
CRMSALESFORCE INC
20,137$5.5B0.48%
47
PGPROCTER AND GAMBLE CO
33,800$5.4B0.47%
48
ABTABBOTT LABS
38,222$5.2B0.46%
49
CVXCHEVRON CORP NEW
36,239$5.2B0.45%
50
CRWDCROWDSTRIKE HLDGS INC
10,016$5.1B0.45%
51
MAMASTERCARD INCORPORATED
8,771$4.9B0.43%
52
XLISELECT SECTOR SPDR TR
33,279$4.9B0.43%
53
BKNGBOOKING HOLDINGS INC
815$4.7B0.41%
54
MARMARRIOTT INTL INC NEW
17,177$4.7B0.41%
55
LMTLOCKHEED MARTIN CORP
10,021$4.6B0.41%
56
XBISPDR SERIES TRUST
55,170$4.6B0.40%
57
CSCOCISCO SYS INC
64,050$4.4B0.39%
58
BABOEING CO
20,570$4.3B0.38%
59
ABBVABBVIE INC
22,099$4.1B0.36%
60
MCKMCKESSON CORP
5,020$3.7B0.32%
61
GOOGALPHABET INC
20,054$3.6B0.31%
62
INTUINTUIT
4,350$3.4B0.30%
63
ADPAUTOMATIC DATA PROCESSING IN
10,642$3.3B0.29%
64
LINLINDE PLC
6,904$3.2B0.28%
65
MRKMERCK & CO INC
40,403$3.2B0.28%
66
BHPBHP GROUP LTD
66,410$3.2B0.28%
67
CATCATERPILLAR INC
7,956$3.1B0.27%
68
CGSDCAPITAL GRP FIXED INCM ETF T
118,482$3.1B0.27%
69
ADBEADOBE INC
7,877$3.0B0.27%
70
DISDISNEY WALT CO
24,348$3.0B0.26%
71
TMOTHERMO FISHER SCIENTIFIC INC
7,275$2.9B0.26%
72
PANWPALO ALTO NETWORKS INC
14,410$2.9B0.26%
73
NUNU HLDGS LTD
214,465$2.9B0.26%
74
HONHONEYWELL INTL INC
12,398$2.9B0.25%
75
AZOAUTOZONE INC
752$2.8B0.24%
76
TXNTEXAS INSTRS INC
12,994$2.7B0.24%
77
CNRCANADIAN NATL RY CO
23,233$2.4B0.21%
78
ACNACCENTURE PLC IRELAND
7,996$2.4B0.21%
79
QCOMQUALCOMM INC
14,977$2.4B0.21%
80
MDTMEDTRONIC PLC
27,176$2.4B0.21%
81
CSXCSX CORP
68,438$2.2B0.20%
82
CGMUCAPITAL GRP FIXED INCM ETF T
83,300$2.2B0.19%
83
CMCSACOMCAST CORP NEW
61,671$2.2B0.19%
84
SYYSYSCO CORP
28,705$2.2B0.19%
85
DHRDANAHER CORPORATION
10,901$2.2B0.19%
86
PSAPUBLIC STORAGE OPER CO
6,939$2.0B0.18%
87
SBUXSTARBUCKS CORP
18,857$1.7B0.15%
88
BDXBECTON DICKINSON & CO
8,581$1.5B0.13%
89
GEHCGE HEALTHCARE TECHNOLOGIES I
18,344$1.4B0.12%
90
IWBISHARES TR
3,684$1.3B0.11%
91
VOOVANGUARD INDEX FDS
2,166$1.2B0.11%
92
IWFISHARES TR
2,623$1.1B0.10%
93
ACWXISHARES TR
18,000$1.1B0.10%
94
JPSTJ P MORGAN EXCHANGE TRADED F
21,067$1.1B0.09%
95
VEUVANGUARD INTL EQUITY INDEX F
15,400$1.0B0.09%
96
VUGVANGUARD INDEX FDS
1,701$745.8M0.07%
97
VFHVANGUARD WORLD FD
4,513$574.5M0.05%
98
SPYSPDR S&P 500 ETF TR
874$540.0M0.05%
99
IWDISHARES TR
2,268$440.5M0.04%
100
AMGNAMGEN INC
1,506$420.5M0.04%
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