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CIK: 0001803255
Total reported value
$496.8M
$496.8M
123 檔
20.5%
The Q4 2024 SEC filing reveals that Petix & Botte Co held a total portfolio value of $496.8M, covering 123 public equity positions.
In Q4 2024, Petix & Botte Co adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IUSG, IUSV, FVD) accounted for 20.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 7.03% | -0.23% | -26.01% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 5.43% | -0.43% | -26.76% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-Other | 5.17% | -0.63% | -23.75% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.69% | +1.35% | — | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 4.43% | -0.29% | -24.42% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.89% | -0.29% | -21.81% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.85% | -0.14% | -24.02% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.59% | -0.29% | -24.42% | |
| 9 | FTGC | First Trust Global Tactical | ETF-Other | 3.51% | -0.40% | -23.77% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.31% | -0.01% | +12.92% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.63% | -0.02% | -7.35% | |
| 12 | GTO | Invesco Total Return Bond Et | ETF-Other | 2.56% | -0.30% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.20% | +0.15% | -10.14% | |
| 14 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.17% | +0.04% | -21.91% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.13% | +0.12% | +190.02% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.04% | -1.87% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.96% | +0.26% | -0.44% | |
| 18 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 1.93% | -0.33% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.27% | +0.03% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.78% | -0.14% | -23.65% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.37% | -0.59% | — | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.34% | -0.13% | -26.15% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.32% | +0.76% | — | |
| 24 | RDVY | First Trust Rising Dividend | ETF-Other | 1.30% | +0.40% | +527.31% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.29% | -0.08% | -25.72% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.28% | +0.77% | — | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 1.17% | -0.30% | -22.62% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.15% | -0.05% | -24.94% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.10% | +0.18% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.95% | -0.10% | -7.39% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.03% | -0.21% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.06% | -27.36% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | +0.07% | -2.92% | |
| 34 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.71% | -0.18% | — | |
| 35 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.65% | -0.07% | — | |
| 36 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.64% | +0.02% | +65.82% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.03% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.53% | — | -0.21% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | -7.91% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.51% | +0.02% | +2.10% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.50% | — | -9.91% | |
| 42 | SRE | Sempra | Stock-Utilities | 0.46% | -0.06% | -17.46% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.04% | -7.45% | |
| 44 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.41% | +0.01% | -20.68% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | — | |
| 46 | PWR | Quanta Services Inc | Stock-Industrials | 0.40% | +0.09% | -5.75% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.05% | — | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.37% | -0.02% | -16.85% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.37% | -0.01% | +0.43% |
According to official SEC Form 13F filings, Petix & Botte Co reported a total U.S. public equity portfolio value of $496.8M across 123 disclosed positions in Q4 2024.
During Q4 2024, Petix & Botte Co's top holdings by market value included IUSG (7.0%)、IUSV (5.4%)、FVD (5.2%). The largest single position, IUSG, represented 7.0% of total portfolio value.
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Top New Position Initiated
SPYM
市值: $17.8M
Top Position Liquidated / Trimmed
SCHX
前期市值: $304.5K
In Q4 2024, Petix & Botte Co made 50 total portfolio adjustments, initiating 11 new buys, adding to 6 positions, trimming 28 holdings, and fully liquidating 5 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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