Petredis Investment Advisors LLC
Petredis Investment Advisors LLC is a SEC-registered investment adviser headquartered in Warrendale, Pennsylvania. Founded in 2023, the firm manages portfolios for institutional investors and high net worth individuals, specializing in customized investment solutions. The company maintains a professional team of 9 employees and has quickly grown to oversee more than $1 billion in assets under management.
Investment Strategy
Petredis Investment Advisors LLC employs a disciplined, research-driven approach to portfolio management, focusing on diverse equity and fixed income securities. The firm tailors asset allocation to client objectives, balancing risk-adjusted returns through strategic analysis and active portfolio adjustments. Their strategy is centered on long-term growth, capital preservation, and personalized client service.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MGK | VANGUARD WORLD FD | 8.91% | $111.1M | 276,035 | $218.80 | $402.42 | +$10.0M |
X XLF | SELECT SECTOR SPDR TR | 8.39% | $104.6M | 1,942,284 | $36.83 | $53.87 | +$2.6M |
N NVDA | NVIDIA CORPORATION | 6.32% | $78.8M | 422,256 | $18.81 | $186.58 | +$11.9M |
M MSFT | MICROSOFT CORP | 5.20% | $64.9M | 125,225 | $248.39 | $517.95 | +$2.0M |
A AAPL | APPLE INC | 4.29% | $53.5M | 210,085 | $133.86 | $254.63 | +$9.9M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | — | Call | $1.3M | 70 | $186.58 | $157.99 | 0 | +$200.1K |