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| Petredis Investment Advisors LLC
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|---|---|
| CRD # | 322371 |
| SEC # | 801-126513 |
| CIK # | 0001964544 |
| AUM | 1,687.0 M (2026-03-05) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 878-231-4300 |
| Address | 100 Pinewood Lane Warrendale, PA 15086 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964544 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 87.2 | ||
| Micron Technology Inc | 76.5 | ||
| Alphabet Inc | 60.3 | ||
| Apple Inc | 59.4 | ||
| Microsoft Corp | 45.5 | ||
| Amazon Com Inc | 40.6 | ||
| Broadcom Inc | 28.8 | ||
| Facebook Inc | 25.6 | ||
| Applied Materials Inc /DE | 25.3 | ||
| Advanced Micro Devices Inc | 22.6 | ||
| Amphenol Corp /DE/ | 16.0 | ||
| General Electric Co | 15.9 | ||
| GE Vernova Inc | 15.7 | ||
| Tesla Motors Inc | 14.8 | ||
| Lilly Eli & Co | 13.5 | ||
| UnitedHealth Group Inc | 12.7 | ||
| Valero Energy Corp/Tx | 12.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 74.4 |
| (b) Individuals (high net worth individuals) | 301 | 1,596.0 |
| (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 | 13.5 |
| (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 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,547 | 1,687.0 |
| By Discretionary | ||
| Discretionary | 1,547 | 1,687.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,547 | 1,687.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,687.0 | |
| Total | 1,547 | 1,687.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964544] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gilbert & Cook Inc
✚
|
IA | 1,698.1 M |
|
Raffa Wealth Management LLC
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1,698.1 M | |
|
Rothschild Wealth LLC
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|
IL | 1,697.5 M |
|
CRA Financial Services LLC
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|
NJ | 1,693.4 M |
|
Signal Advisors Wealth LLC
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|
MI | 1,689.5 M |
|
Wellington Consulting Services Inc
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|
VA | 1,689.3 M |
|
Nevastar Finance Ltd
✚
|
1,684.6 M | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1,677.8 M |
|
CPC Advisors LLC
✚
|
GA | 1,675.4 M |
|
JM Forbes & Co LLP
✚
|
MA | 1,674.3 M |