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CIK: 0001803255
Total reported value
$496.8M
$496.8M
125 檔
19.4%
In Q1 2025, Petix & Botte Co's U.S. equity holdings reached a combined market value of $496.8M, distributed across 125 disclosed stock positions.
In Q1 2025, Petix & Botte Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.28% | +1.35% | +40.04% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.64% | -0.23% | -12.16% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.82% | -0.43% | -11.02% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 4.81% | -0.63% | -9.10% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.82% | -0.29% | -14.78% | |
| 6 | GTO | Invesco Total Return Bond Et | ETF-Other | 3.70% | -0.30% | +42.54% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.51% | -0.29% | -11.77% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.48% | -0.01% | +4.93% | |
| 9 | FTGC | First Trust Global Tactical | ETF-Other | 3.25% | -0.40% | -13.16% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.20% | -0.29% | -12.42% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.13% | -0.14% | -13.42% | |
| 12 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 2.84% | -0.33% | +42.82% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.84% | +0.12% | +23.45% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.30% | -0.02% | -3.66% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.27% | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.95% | -0.59% | +41.83% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.92% | +0.04% | -10.15% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | +0.15% | -9.29% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.04% | -0.69% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.72% | +0.26% | -4.34% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.67% | +0.40% | +29.19% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | +0.76% | +37.02% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | +0.77% | +37.67% | |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.55% | -0.14% | -11.58% | |
| 25 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.55% | +0.18% | +38.29% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.24% | -0.13% | -7.47% | |
| 27 | XLE | Ss Energy Select Sector | ETF-Other | 1.20% | -0.30% | -6.20% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.16% | -0.05% | -4.70% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.14% | -0.08% | -11.02% | |
| 30 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.00% | -0.18% | +40.78% | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.93% | -0.07% | +45.77% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.10% | -5.61% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.03% | -0.22% | |
| 34 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.82% | +0.02% | +32.01% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | -0.06% | -11.67% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | +0.07% | +0.01% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.52% | — | -1.75% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | — | -5.78% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | — | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.03% | -1.23% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.46% | +0.02% | -0.25% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.08% | — | |
| 44 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.40% | +0.15% | +33.15% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.38% | -0.01% | +0.40% | |
| 46 | SRE | Sempra | Stock-Utilities | 0.38% | -0.06% | — | |
| 47 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.38% | +0.01% | -11.32% | |
| 48 | IDV | Ishares International Select | ETF-Other | 0.36% | -0.05% | +0.00% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.04% | -14.68% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.33% | -0.10% | — |
According to official SEC Form 13F filings, Petix & Botte Co reported a total U.S. public equity portfolio value of $496.8M across 125 disclosed positions in Q1 2025.
During Q1 2025, Petix & Botte Co's top holdings by market value included SPYM (6.3%)、IUSG (5.6%)、IUSV (4.8%). The largest single position, SPYM, represented 6.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, IUSV) accounted for 19.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $23.8M
In Q1 2025, Petix & Botte Co made 50 total portfolio adjustments, initiating 50 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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