CWP
Charles W. Petredis, CFA Portfolio
Invests via Petredis Investment Advisors LLC | Managed by Charles W. Petredis, CFA, Charles J. Petredis
Invests via Petredis Investment Advisors LLC
Managed by Charles W. Petredis, CFA, Charles J. Petredis
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Charles W. Petredis, CFA Profile
With an extensive career in finance, Charles W. Petredis, CFA has established himself as a distinguished investment professional. His deep expertise in asset valuation and capital market analysis has shaped his ability to navigate complex investment landscapes effectively. He serves as a trusted advisor and thought leader within the financial community, leveraging data-driven insights to guide institutional investors and high-net-worth individuals alike. Petredis' commitment to ethical practices and transparent client communication underscores his reputation for integrity in advisory roles.
With an extensive career in finance, Charles W. Petredis, CFA has established himself as a distinguished investment professional. His deep expertise in asset valuation and capital market analysis has shaped his ability to navigate complex investment landscapes effectively. He serves as a trusted advisor and thought leader within the financial community, leveraging data-driven insights to guide institutional investors and high-net-worth individuals alike. Petredis' commitment to ethical practices and transparent client communication underscores his reputation for integrity in advisory roles.
Investment Philosophy & Strategy
Charles W. Petredis, CFA takes a growth-oriented approach to investment opportunities, emphasizing sectors poised for expansion and innovation. His strategic acumen is informed by a robust analytical framework that prioritizes understanding market dynamics and emerging trends. Leveraging his extensive experience in capital markets, he focuses on identifying undervalued assets with significant upside potential while maintaining rigorous standards of ethical practice and transparency. In an ever-evolving financial landscape, his insights guide sound investment decisions tailored to maximize returns for clients.
Charles W. Petredis, CFA takes a growth-oriented approach to investment opportunities, emphasizing sectors poised for expansion and innovation. His strategic acumen is informed by a robust analytical framework that prioritizes understanding market dynamics and emerging trends. Leveraging his extensive experience in capital markets, he focuses on identifying undervalued assets with significant upside potential while maintaining rigorous standards of ethical practice and transparency. In an ever-evolving financial landscape, his insights guide sound investment decisions tailored to maximize returns for clients.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
41.63%
Gain +0.01%
Monthly
1.21%
Yearly
15.49%
Drawdown
15.13%
$1.45B
Equity
Holdings
$1.45B
Investment
$745.28M
$745.38M
Profit +$214,310.07
Realized
$38.74M
Unrealized
$706.64M
Dividends
$36.7M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$214,310.07
Win %
79%
This Week
Compared To Last Week
Gain
0.02%
Profit
$214,310.07
Win %
79%
This Month
Compared to last month
Gain
-1.73%
Profit
-$25.55M
Win %
79%
This Year
Compared to last year
Gain
8.81%
Profit
$122.18M
Win %
76%
COHR Coherent Corp.
+5.9%
+$485,220.65 
AMD Advanced Micro Devices, Inc.
+4.73%
+$898,882.48 
BE Bloom Energy Corporation
+4.56%
+$356,733.72 
ANET Arista Networks, Inc.
+4.37%
+$11,860.59 
QCOM QUALCOMM Incorporated
+4.32%
+$132,091.89 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$9,573.19 
GEV GE Vernova Inc.
+3.73%
+$451,927.28 
BHP BHP Group Ltd.
+3.21%
+$180,192.36 
AMAT Applied Materials, Inc.
+2.64%
+$511,539.58 
JPM JPMorgan Chase & Co.
+2.31%
+$5,408.05 
TSLA Tesla, Inc.
+1.82%
+$257,784.8 
SMH VanEck Semiconductor ETF
+1.73%
+$485,436.34 
VRT Vertiv Holdings Co
+1.68%
+$14,276.39 
LIN Linde plc
+1.58%
+$54,682.45 
DE Deere & Company
+1.55%
+$59,687.48 
CAT Caterpillar Inc.
+1.44%
+$100,013.34 
MAR Marriott International Inc. - Class A
+1.42%
+$94,338.05 
XLF Financial Select Sector SPDR Fund
+1.37%
+$1.44M 
TXN Texas Instruments Inc
+1.35%
+$50,716.19 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$7,807.44 
ABBV AbbVie Inc.
+1.32%
+$63,237.44 
VLO Valero Energy Corporation
+1.2%
+$148,603.35 
AZO AutoZone Inc.
+1.12%
+$26,426.11 
JNJ Johnson & Johnson
+1.07%
+$94,495.62 
V Visa Inc. Class A
+1.05%
+$73,260.04 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$11,930.69 
IWD iShares Russell 1000 Value ETF
+0.98%
+$5,329.8 
VO Vanguard Mid-Cap ETF
+0.97%
+$120,960.37 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$529,096.32 
APH Amphenol Corporation
+0.88%
+$121,333.41 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$444,338.61 
PG Procter & Gamble Co
+0.86%
+$41,539.16 
NU Nu Holdings Ltd.
+0.83%
+$21,789.8 
BKNG Booking Holdings Inc.
+0.82%
+$26,493.75 
XBI SPDR S&P Biotech ETF
+0.79%
+$56,530.92 
GE General Electric Company
+0.76%
+$108,675.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$139,465.97 
CVX Chevron Corporation
+0.75%
+$49,540.05 
UNH UnitedHealth Group Incorporated
+0.73%
+$90,579.06 
HD The Home Depot, Inc.
+0.73%
+$64,574.16 
MA Mastercard Incorporated
+0.71%
+$29,786.48 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,335.5 
VB Vanguard Small-Cap ETF
+0.7%
+$80,782.51 
COST Costco Wholesale Corporation
+0.68%
+$85,434.22 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$33,604.8 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$181,226 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$35,531.91 
VOO Vanguard S&P 500 ETF
+0.55%
+$8,213.83 
HON Honeywell International Inc.
+0.54%
+$14,295.47 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,471.29 
GOOGL Alphabet Inc
+0.53%
+$324,018.13 
IWB iShares Russell 1000 ETF
+0.52%
+$7,662.68 
GOOG Alphabet Inc
+0.45%
+$34,828.8 
CSX CSX Corporation
+0.42%
+$13,203 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$5,427.2 
AME Ametek Inc.
+0.4%
+$28,186.03 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$5,082 
FAST Fastenal Co.
+0.39%
+$28,569.96 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$173,941.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$210,251.04 
AMGN Amgen Inc.
+0.32%
+$1,356.61 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$55,143.33 
XOM Exxon Mobil Corporation
+0.28%
+$23,923.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$31,769.4 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$261,409.6 
ADP Automatic Data Processing Inc.
+0.2%
+$4,535.18 
VUG Vanguard Growth ETF
+0.18%
+$1,528.2 
NVDA NVIDIA Corporation
+0.16%
+$137,338.56 
EXPE Expedia Group, Inc.
+0.1%
+$300.15 
MSFT Microsoft Corp.
+0.1%
+$48,895.98 
EOG EOG Resources, Inc.
+0.09%
+$5,676.97 
TJX The TJX Companies, Inc.
+0.04%
+$3,840.62 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$432.48 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,254.78 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$297.48 
ORCL Oracle Corporation
+0.02%
+$52.66 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$314,464.89 
SHOP Shopify Inc.
-2.02%
-$5,853.75 
ABT Abbott Laboratories
-1.64%
-$54,448.8 
AAPL Apple Inc.
-1.52%
-$925,339.5 
LMT Lockheed Martin Corporation
-1.52%
-$80,001.06 
MU Micron Technology, Inc.
-1.43%
-$1.01M 
MRK Merck & Co., Inc.
-1.42%
-$67,055.82 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$44,385.36 
MELI MercadoLibre, Inc.
-1.27%
-$56,324.46 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$89,334.5 
AMZN Amazon.com Inc
-1.23%
-$501,869.26 
BA Boeing Company
-1.16%
-$52,090.14 
NFLX Netflix, Inc.
-1.14%
-$73,489.53 
AVGO Broadcom Inc.
-0.91%
-$267,533.23 
NOW ServiceNow, Inc.
-0.9%
-$29,359.23 
EWY iShares MSCI South Korea ETF
-0.75%
-$7,070.05 
CSCO Cisco Systems, Inc.
-0.6%
-$45,777.7 
ISRG Intuitive Surgical, Inc.
-0.45%
-$21,303.43 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$68,943.36 
MCK McKesson Corporation
-0.4%
-$15,295 
DHR Danaher Corporation
-0.38%
-$7,246.86 
RTX RTX Corporation
-0.37%
-$12,814.11 
CRM Salesforce Inc
-0.34%
-$11,014.08 
DIS The Walt Disney Company
-0.3%
-$7,197.58 
META Meta Platforms Inc Class A
-0.26%
-$65,685.45 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$21,359.49 
MDT Medtronic plc
-0.16%
-$3,419.39 
CGMU Capital Group Municipal Income ETF
-0.07%
-$3,079.18 
INTU Intuit Inc.
-0.07%
-$750.38 
CGSD Capital Group Short Duration Income ETF
-0.02%
-$965.56 Events
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Dividends
Dividend Analysis
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| Trades 1286 | Longs Won 913/1286 70% | Profit Factor 43.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.59M |
| Average Win $835,577.31 | Best Trade (Jun 14) $75.93M | Sharpe Ratio -14.98 |
| Average Loss -$46,931.73 | Worst Trade (Jun 14) -$3.43M | Z-Score 13.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $579,608.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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