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CIK: 0001803255
Total reported value
$496.8M
$496.8M
141 檔
17.1%
According to the latest 13F quarterly dataset, Petix & Botte Co managed an equity portfolio of $496.8M at the end of Q1 2024, spanning 141 distinct U.S. exchange-listed positions.
During Q1 2024, Petix & Botte Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.64% | -0.02% | +94.86% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.46% | -0.04% | +1710.31% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.11% | -0.14% | +335.38% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.93% | +0.12% | +402.05% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.92% | -0.23% | -50.06% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.47% | -0.43% | -50.24% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.18% | -0.08% | +91.21% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.03% | — | — | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 2.98% | -0.63% | -49.96% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.73% | +0.02% | +585.66% | |
| 11 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.73% | -0.29% | -50.78% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.69% | -0.29% | -38.36% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.52% | — | — | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.43% | — | +3052.13% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.40% | -0.29% | -46.34% | |
| 16 | FTGC | First Trust Global Tactical | ETF-Other | 2.12% | -0.40% | -50.70% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | — | +774.78% | |
| 18 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.75% | -0.02% | +820.12% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.65% | -0.01% | +867.75% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.51% | +0.03% | +81.89% | |
| 21 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.41% | -0.01% | -50.33% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.32% | — | — | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 1.29% | +0.01% | +519.21% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.22% | +0.04% | -50.27% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.19% | — | — | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.17% | — | — | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.16% | — | — | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.13% | — | — | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | +0.15% | -50.54% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.27% | -49.97% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.07% | -0.14% | -50.59% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.06% | -0.13% | -31.91% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.01% | — | +406.41% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.98% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | — | +100.55% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.89% | — | — | |
| 37 | IGOV | Ishares International Treasu | ETF-Other | 0.84% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.06% | -25.61% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.82% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.26% | -49.28% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.04% | -35.99% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.30% | -50.04% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | — | — | |
| 44 | VONE | Vanguard Russell 1000 | ETF-Other | 0.73% | — | — | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.69% | — | — | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | -0.05% | -50.96% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.61% | — | — | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.56% | — | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.50% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.49% | -0.10% | -50.08% |
According to official SEC Form 13F filings, Petix & Botte Co reported a total U.S. public equity portfolio value of $496.8M across 141 disclosed positions in Q1 2024.
During Q1 2024, Petix & Botte Co's top holdings by market value included VUG (4.6%)、VTV (4.5%)、IJH (4.1%). The largest single position, VUG, represented 4.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, IJH) accounted for 17.1% of total reported equity market value during Q1 2024.
In Q1 2024, Petix & Botte Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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