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Crystal Karstens

Petra Financial Advisors Inc

Assets Managed
$161.605M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
-5.16%(2Q avg: -2.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Petra Financial Advisors Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Petra Financial Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 161.605M in assets, with a quarterly growth rate of -5.16% and a 2-quarter average growth rate of -2.94%. The portfolio is managed by Crystal Karstens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 6.23%
7.48%
$12.082M
197,028 shares@ $61.32 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 5.79%
6.49%
$10.475M
24,344 shares@ $430.3 avg price
IWP
Ishares Russell Mid-cap Grow
Recent Activity
Increased 1.91%
5.72%
$9.238M
72,101 shares@ $128.12 avg price
OIH
Vaneck Oil Services Etf
Recent Activity
New Position
4.55%
$7.347M
18,177 shares@ $404.21 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 1.75%
3.86%
$6.237M
138,452 shares@ $45.06 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 4.05%
3.77%
$6.081M
83,141 shares@ $73.15 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -3.99%
3.64%
$5.872M
192,535 shares@ $30.5 avg price
GOF
Guggenheim Strategic Opport
Recent Activity
Increased 2.42%
3.21%
$5.173M
469,379 shares@ $11.02 avg price
EZU
Ishares Msci Eurozone Etf
Recent Activity
Increased 1.57%
2.86%
$4.615M
73,680 shares@ $62.65 avg price
QLTA
Ishares Aaa - A Rated Corpor
Recent Activity
Increased 3.89%
1.75%
$2.813M
59,099 shares@ $47.6 avg price

1-10 of 117