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| Petredis Investment Advisors LLC
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| |
|---|---|
| CRD # | 322371 |
| SEC # | 801-126513 |
| CIK # | 0001964544 |
| AUM | $1.1 BB (2024-05-16) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 878-231-4300 |
| Address | 100 Pinewood Lane Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 56.8 | |
| NVDA | 399,550.0 | 52.6 | |
| AAPL | 2,382,844.0 | 44.4 | |
| GOOGL | 1,475,138.5 | 36.5 | |
| AMZN | 1,092,997.8 | 30.5 | |
| META | 434,852.0 | 22.9 | |
| UNH | 477,004.0 | 16.0 | |
| COST | 207,576.9 | 14.0 | |
| LLY | 301,789.7 | 10.3 | |
| AMD | 131,458.5 | 10.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 77.3 |
| (b) Individuals (high net worth individuals) | 262 | 1,004.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 8.1 |
| (h) Charitable organizations | 5 | 3.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 17.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,429 | 1,110.8 |
| By Discretionary | ||
| Discretionary | 1,429 | 1,110.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,429 | 1,110.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,110.8 | |
| Total | 1,429 | 1,110.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964544] |
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