PETRA FINANCIAL ADVISORS INC

PrivateCIK: 1971427
Location

COLORADO SRPINGS, CO

117
Positions
$161.60M
Total AUM (reported)
3.01M
Total Shares

Allocation by class

TOTAL AUM$161.60M117 positions
COM$32.74M20.3%
GOLD SHS$16.71M10.3%
US QUALTY FCTR$12.08M7.5%
RUS MD CP GR ETF$9.24M5.7%
OIL SERVICES ETF$7.35M4.5%
S&P500 LOW VOL$6.08M3.8%
US LCAP VA ETF$5.87M3.6%

Portfolio Concentration

Top 319.7%4–1023.6%11–2517.8%Rest38.9%TOP 1043.3%0%100%
Top 3$31.79M19.7%
4–10$38.14M23.6%
11–25$28.73M17.8%
Rest$62.94M38.9%

Top 3 weight

19.7%

Top 10 weight

43.3%

Voting Authority Distribution

Total shares with voting rights: 3.01M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.01M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole117
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings117
Rows:

J P MORGAN EXCHANGE TRADED F

SOLE
US QUALTY FCTR
Shares197.03K
TypeSH
Market value$12.08M
7.48%
Sole
0.00
Shared
0.00
None
197.03K

SPDR GOLD TR

SOLE
GOLD SHS
Shares24.34K
TypeSH
Market value$10.48M
6.48%
Sole
0.00
Shared
0.00
None
24.34K

ISHARES TR

SOLE
RUS MD CP GR ETF
Shares72.10K
TypeSH
Market value$9.24M
5.72%
Sole
0.00
Shared
0.00
None
72.10K

VANECK ETF TRUST

SOLE
OIL SERVICES ETF
Shares18.18K
TypeSH
Market value$7.35M
4.55%
Sole
0.00
Shared
0.00
None
18.18K

VANECK MERK GOLD ETF

SOLE
GOLD SHS
Shares138.45K
TypeSH
Market value$6.24M
3.86%
Sole
0.00
Shared
0.00
None
138.45K

INVESCO EXCH TRADED FD TR II

SOLE
S&P500 LOW VOL
Shares83.14K
TypeSH
Market value$6.08M
3.76%
Sole
0.00
Shared
0.00
None
83.14K

SCHWAB STRATEGIC TR

SOLE
US LCAP VA ETF
Shares192.53K
TypeSH
Market value$5.87M
3.63%
Sole
0.00
Shared
0.00
None
192.53K

GUGGENHEIM STRATEGIC OPPORTU

SOLE
COM SBI
Shares469.38K
TypeSH
Market value$5.17M
3.20%
Sole
0.00
Shared
0.00
None
469.38K

ISHARES INC

SOLE
MSCI EURZONE ETF
Shares73.68K
TypeSH
Market value$4.62M
2.86%
Sole
0.00
Shared
0.00
None
73.68K

ISHARES TR

SOLE
A RATE CP BD ETF
Shares59.10K
TypeSH
Market value$2.81M
1.74%
Sole
0.00
Shared
0.00
None
59.10K

NVIDIA CORPORATION

SOLE
COM
Shares15.28K
TypeSH
Market value$2.66M
1.65%
Sole
0.00
Shared
0.00
None
15.28K

SPROTT FDS TR

SOLE
URANIUM MINERS E
Shares35.97K
TypeSH
Market value$2.27M
1.41%
Sole
0.00
Shared
0.00
None
35.97K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares24.76K
TypeSH
Market value$2.18M
1.35%
Sole
0.00
Shared
0.00
None
24.76K

CNX RES CORP

SOLE
COM
Shares55.39K
TypeSH
Market value$2.14M
1.32%
Sole
0.00
Shared
0.00
None
55.39K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares18.30K
TypeSH
Market value$2.05M
1.27%
Sole
0.00
Shared
0.00
None
18.30K

VANGUARD SCOTTSDALE FDS

SOLE
MTG-BKD SECS ETF
Shares40.58K
TypeSH
Market value$1.91M
1.18%
Sole
0.00
Shared
0.00
None
40.58K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares22.53K
TypeSH
Market value$1.86M
1.15%
Sole
0.00
Shared
0.00
None
22.53K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares19.93K
TypeSH
Market value$1.83M
1.13%
Sole
0.00
Shared
0.00
None
19.93K

RBB FD INC

SOLE
F/M US TREASURY
Shares35.94K
TypeSH
Market value$1.79M
1.11%
Sole
0.00
Shared
0.00
None
35.94K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares68.11K
TypeSH
Market value$1.79M
1.11%
Sole
0.00
Shared
0.00
None
68.11K

GE AEROSPACE

SOLE
COM NEW
Shares5.96K
TypeSH
Market value$1.69M
1.05%
Sole
0.00
Shared
0.00
None
5.96K

FIDELITY COVINGTON TRUST

SOLE
ENHANCED SMALL
Shares44.05K
TypeSH
Market value$1.67M
1.04%
Sole
0.00
Shared
0.00
None
44.05K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares53.89K
TypeSH
Market value$1.65M
1.02%
Sole
0.00
Shared
0.00
None
53.89K

GE VERNOVA INC

SOLE
COM
Shares1.85K
TypeSH
Market value$1.62M
1.00%
Sole
0.00
Shared
0.00
None
1.85K

VALERO ENERGY CORP

SOLE
COM
Shares6.51K
TypeSH
Market value$1.61M
1.00%
Sole
0.00
Shared
0.00
None
6.51K
Page 1 of 5