PETREDIS INVESTMENT ADVISORS LLC
RIA/Wealth
PETREDIS INVESTMENT ADVISORS LLC is a RIA/Wealth based in Cambridge, MA led by Charles John Petredis, reporting $1.4B in AUM as of Q3 2025 with 44% ETF concentration and 51% concentrated in top 10 holdings.
FounderCharles John Petredis
- Portfolio Value
- $1.2B
- Positions
- 112
- Top Holding
- MGK at 8.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PETREDIS INVESTMENT ADVISORS LLC's portfolio (51.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $111.1M | 8.92% | -$16.1K Sold | — 276.0K shares | |
ETF ETF | $104.6M | 8.40% | -$308.8K Sold | — 1.9M shares | |
Semiconductors Technology | $78.8M | 6.33% | -$200.0K Sold | 0.00% 422.3K shares | |
Software - Infrastructure Technology | $64.9M | 5.21% | -$634.0K Sold | 0.00% 125.2K shares | |
Consumer Electronics Technology | $53.5M | 4.29% | -$563.2K Sold | 0.00% 210.1K shares | |
ETF ETF | $51.2M | 4.11% | +$944.2K Bought | — 854.4K shares | |
ETF ETF | $50.4M | 4.04% | +$366.1K Bought | — 365.7K shares | |
Internet Content & Information Communication Services | $43.7M | 3.51% | -$709.6K Sold | 0.00% 179.9K shares | |
ETF ETF | $40.4M | 3.25% | +$87.5K Bought | — 92.8K shares | |
ETF ETF | $39.7M | 3.19% | -$215.6K Sold | — 140.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PETREDIS INVESTMENT ADVISORS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-6.64% | |
-4.05% | |
-3.87% | |
-3.78% | |
-3.74% |
Analytics
Portfolio insights and performance metrics for PETREDIS INVESTMENT ADVISORS LLC
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