CIK 1694592
Pettinga Financial Advisors LLC
Institutional 13F holdings & portfolio
Holdings
148
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–148 of 148
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EEM | ISHARES TR | 7K | $100K–$500K | SH |
| XVV | ISHARES TR | 7K | $100K–$500K | SH |
| EFG | ISHARES TR | 3K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 10K | $100K–$500K | SH |
| MLPX | GLOBAL X FDS | 5K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 6K | $100K–$500K | SH |
| GEL | GENESIS ENERGY L P | 19K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| TBF | PROSHARES TR | 12K | $100K–$500K | SH |
| EPI | WISDOMTREE TR | 6K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 10K | $100K–$500K | SH |
| GE | GE AEROSPACE | 916 | $100K–$500K | SH |
| AMGN | AMGEN INC | 833 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| SPPP | SPROTT ASSET MANAGEMENT LP | 16K | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 555 | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 1K | $100K–$500K | SH |
| MOO | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| IFN | INDIA FD INC | 17K | $100K–$500K | SH |
| KKR | KKR & CO INC | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 708 | $100K–$500K | SH |
| V | VISA INC | 599 | $100K–$500K | SH |
| BNT | BROOKFIELD WEALTH SOL LTD | 5K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 17K | $100K–$500K | SH |
| AFL | AFLAC INC | 2K | $100K–$500K | SH |
| BP | BP PLC | 5K | $100K–$500K | SH |
| RLTY | COHEN & STEERS REAL ESTATE O | 11K | $100K–$500K | SH |
| AAPL | APPLE INC | 496 | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 288 | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 266 | $50K–$100K | SH |
| NAT | NORDIC AMERICAN TANKERS LIMI | 21K | $50K–$100K | SH |
| TMQ | TRILOGY METALS INC NEW | 15K | $50K–$100K | SH |
| T | AT&T INC | 2K | $15K–$50K | SH |
| MMLP | MARTIN MIDSTREAM PRTNRS L P | 13K | $15K–$50K | SH |
| IWM | ISHARES TR | 116 | $15K–$50K | SH |
| OKE | ONEOK INC NEW | 192 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 36 | $1K–$15K | SH |