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Santori & Peters, Inc.
Santori & Peters, Inc. is a fee-based wealth management firm that specializes in helping families, individuals, and business owners achieve their financial goals.
Investment Strategy
The firm focuses on comprehensive financial planning, portfolio management, and corporate retirement planning services.
Latest 13F Filing Activity
Santori & Peters, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 74 equity positions with a total 13F market value of $280M. The fund increased holdings in Invesco Exchange Traded FD T, Ishares TR, Wisdomtree TR among other positions. Santori & Peters, Inc. reduced exposure to Wabtec, Invesco Exchange Traded FD T, Vaneck Etf Trust among others.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WAB | WABTEC | 43.14% | $120.8M | 602,338 | $81.11 | $200.47 | -$5.3M |
A AME | AMETEK INC | 16.47% | $46.1M | 245,207 | $72.58 | $188.00 | +$1.6M |
J JAAA | JANUS DETROIT STR TR | 4.48% | $12.5M | 246,823 | $49.67 | $50.78 | +$1.2M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 3.82% | $10.7M | 386,663 | $19.86 | $27.64 | +$300.0K |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.00% | $8.4M | 114,407 | $73.24 | $73.29 | +$8.2M |
Industry Allocation
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