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CIK: 0001803255
Total reported value
$496.8M
$496.8M
136 檔
23.2%
At the close of Q3 2025, Petix & Botte Co disclosed equity holdings valued at approximately $496.8M, spread across 136 reported holdings.
During Q3 2025, Petix & Botte Co performed routine portfolio adjustments (4 new buys, 21 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IUSG, GTO) accounted for 23.2% of total reported equity market value during Q3 2025.
| # | 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 | 8.57% | +1.35% | +13.99% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 5.61% | -0.23% | -7.47% | |
| 3 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.42% | -0.30% | +14.75% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.02% | -0.43% | -7.75% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-Other | 4.02% | -0.63% | -6.00% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.41% | +0.12% | +9.14% | |
| 7 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 3.34% | -0.33% | +14.78% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.28% | -0.01% | +2.49% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.00% | -0.29% | -5.93% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.80% | -0.29% | -5.82% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | -0.14% | -6.21% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.53% | -0.02% | -2.82% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.52% | -0.29% | -6.88% | |
| 14 | FTGC | First Trust Global Tactical | ETF-Other | 2.50% | -0.40% | -6.42% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.41% | +0.76% | +11.84% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.35% | +0.77% | +12.40% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.27% | -0.59% | +14.70% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 2.16% | +0.40% | +13.80% | |
| 19 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.99% | +0.18% | +15.12% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.93% | +0.26% | +2.72% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | +0.15% | -3.55% | |
| 22 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.77% | +0.04% | -5.74% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.70% | +0.04% | -6.04% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.27% | — | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.23% | -0.14% | -4.27% | |
| 26 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.22% | -0.18% | +13.59% | |
| 27 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.12% | -0.07% | +14.27% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.03% | -0.13% | -8.36% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | -0.08% | -2.25% | |
| 30 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.93% | +0.02% | +8.36% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.92% | -0.05% | -9.16% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.03% | +0.05% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.30% | -10.64% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | -0.10% | -4.08% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.03% | +2.08% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.06% | -11.30% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | — | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.52% | +0.15% | +20.42% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.49% | — | +0.07% | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.45% | +0.09% | — | |
| 42 | SRE | Sempra | Stock-Utilities | 0.45% | -0.06% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.05% | — | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.40% | — | -9.75% | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.38% | -0.05% | +0.00% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | +1.25% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | +0.07% | -34.96% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.34% | -0.10% | -2.96% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | -0.04% | -4.88% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.45% |
According to official SEC Form 13F filings, Petix & Botte Co reported a total U.S. public equity portfolio value of $496.8M across 136 disclosed positions in Q3 2025.
During Q3 2025, Petix & Botte Co's top holdings by market value included SPYM (8.6%)、IUSG (5.6%)、GTO (4.4%). The largest single position, SPYM, represented 8.6% of total portfolio value.
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Top New Position Initiated
FTGS
市值: $309.8K
Top Position Liquidated / Trimmed
IUSG
前期市值: $21.4M
In Q3 2025, Petix & Botte Co made 46 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 21 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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