PETRA FINANCIAL ADVISORS INC
Top Portfolio Positions
64 positions ·
$73,896,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
24,344 | $10,474,979 | 14.18% | |
| OUNZ |
VanEck Merk Gold ETF
|
138,452 | $6,237,262 | 8.44% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
469,379 | $5,172,556 | 7.00% | |
| NVDA |
Nvidia Corp
Technology
|
15,275 | $2,663,960 | 3.61% | |
| IAU |
Ishares Gold Trust
|
24,759 | $2,182,753 | 2.95% | |
| CNX |
CNX Resources Corp
Energy
|
55,393 | $2,135,400 | 2.89% | |
| GE |
General Electric Co
Industrials
|
5,962 | $1,691,836 | 2.29% | |
| GEV |
GE Vernova Inc.
Industrials
|
1,851 | $1,615,737 | 2.19% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
6,509 | $1,608,243 | 2.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,252 | $1,558,358 | 2.11% |
Portfolio Trend
14 quarters · across all stocks
Holdings in EIM
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,090 | 17,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $141,085 | 14,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $168,980 | 17,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $164,390 | 17,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $169,490 | 17,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $176,120 | 17,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $182,920 | 17,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $179,860 | 17,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $175,950 | 17,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $172,210 | 17,000 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $152,320 | 17,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $169,150 | 17,000 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $176,800 | 17,000 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $176,630 | 17,000 | Shares | Sole | 2023-04-10 | |
| No 13F history on record for this holder in this stock. | ||||||