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| Petredis Investment Advisors LLC
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|---|---|
| CRD # | 322371 |
| SEC # | 801-126513 |
| CIK # | 0001964544 |
| AUM | $881.9 MM (2023-01-03) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 878-231-4300 |
| Address | 100 Pinewood Lane Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 38.4 | |
| MSFT | 1,918,222.4 | 37.2 | |
| GOOGL | 1,475,138.5 | 21.5 | |
| AMZN | 1,092,997.8 | 16.7 | |
| UNH | 477,004.0 | 15.0 | |
| NVDA | 399,550.0 | 12.1 | |
| CVX | 294,604.1 | 9.6 | |
| COST | 207,576.9 | 8.3 | |
| HD | 277,648.0 | 8.2 | |
| TSLA | 723,390.3 | 7.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 86.7 |
| (b) Individuals (high net worth individuals) | 220 | 772.9 |
| (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 | 0 | 5.8 |
| (h) Charitable organizations | 0 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 14.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,319 | 881.9 |
| By Discretionary | ||
| Discretionary | 1,319 | 881.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,319 | 881.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 881.9 | |
| Total | 1,319 | 881.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001964544] |
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|---|---|---|
|
JGP Wealth Management LLC
✚
|
OR | 0.9 |
|
Laidlaw Wealth Management LLC
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NY | 0.9 |
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0.9 | |
|
Longview Wealth Management Inc
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GA | 0.9 |
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GPS Wealth Strategies Group LLC
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CO | 0.9 |
|
Strategic Benefit Consultants Inc
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IN | 0.9 |
|
Rogers Wealth Group Inc
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TX | 0.9 |
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Tamar Securities LLC
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CA | 0.9 |