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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.
Latest 13F Filing Activity
Petredis Investment Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 112 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Alphabet Inc., Vanguard World FD among other positions. Petredis Investment Advisors LLC reduced exposure to Intuitive Surgical Inc., Netflix Inc., Costco WHSL Corp. New among others.
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 |
Industry Allocation
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