Pettinga Financial Advisors, LLC
RIA/Wealth
Pettinga Financial Advisors, LLC is a RIA/Wealth based in Sunny Isles Beach, FL led by Tonya Faye Borders, reporting $1.1B in AUM as of Q3 2025 with 78% ETF concentration and minimal technology exposure.
CEOTonya Faye Borders
- Portfolio Value
- $510.1M
- Positions
- 136
- Top Holding
- LRGF at 6.42%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pettinga Financial Advisors, LLC's portfolio (47% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $32.8M | 6.42% | +$2.2M Bought | — 474.4K shares | |
ETF ETF | $31.1M | 6.09% | -$3.2M Sold | — 159.8K shares | |
ETF ETF | $31.0M | 6.08% | -$560.2K Sold | — 46.4K shares | |
ETF ETF | $30.8M | 6.03% | -$653.0K Sold | — 254.8K shares | |
ETF ETF | $24.8M | 4.87% | +$1.4M Bought | — 120.3K shares | |
ETF ETF | $21.7M | 4.25% | +$13.2M Bought | — 65.1K shares | |
Unknown Unknown | $18.9M | 3.71% | +$311.0K Bought | — 53.3K shares | |
ETF ETF | $18.0M | 3.54% | +$2.9M Bought | — 27.1K shares | |
ETF ETF | $16.1M | 3.16% | -$1.3M Sold | — 356.4K shares | |
ETF ETF | $14.6M | 2.86% | -$2.9M Sold | — 74.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pettinga Financial Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Pettinga Financial Advisors, LLC
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