PETRA FINANCIAL ADVISORS INC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$152M
Signature - Title
Crystal Karstens - Chief Compliance Officer
Location
Colorado Srpings, CO
Summary
This page shows a list of all the recent 13F filings made by PETRA FINANCIAL ADVISORS INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PETRA FINANCIAL ADVISORS INC reported 137 stock holdings with total value $152M as of Q3 2024. Top holdings included JQUA, IWP, CCOR, GLD, and XCEM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 137 $152M +$25.1M -$18.3M +$6.71M JQUA, IWP, CCOR, GLD, XCEM 13F-HR 10/28/2024, 08:35 AM
Q2 2024 124 $139M +$12.7M -$8.92M +$3.76M IWP, CCOR, JQUA, XCEM, NVDA 13F-HR 7/18/2024, 01:27 PM
Q1 2024 125 $136M +$10.8M -$6.96M +$3.81M CCOR, IWP, JQUA, GLD, XCEM 13F-HR 4/23/2024, 10:07 AM
Q4 2023 114 $120M +$7.09M -$17.8M -$10.7M CCOR, IWP, XCEM, JQUA, GLD 13F-HR 1/29/2024, 09:30 AM
Q3 2023 124 $120M +$22.8M -$11M +$11.7M CCOR, IWP, XCEM, GLD, IJS 13F-HR 11/1/2023, 09:56 AM
Q2 2023 107 $112M +$59.2M -$15.9M +$43.3M CCOR, SPLV, XCEM, GLD, IJS 13F-HR 7/26/2023, 11:18 AM
Q1 2023 83 $64.5M +$11M -$34.9M -$23.9M CCOR, GLD, XCEM, VCIT, JQUA 13F-HR 4/20/2023, 02:17 PM
Q4 2022 95 $90.9M $0 $0 CCOR, SPLV, XCEM, SCHV, IJS 13F-HR 4/10/2023, 11:07 AM