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CIK: 0001803255
Total reported value
$496.8M
$496.8M
133 檔
24.6%
In Q4 2025, Petix & Botte Co's U.S. equity holdings reached a combined market value of $496.8M, distributed across 133 disclosed stock positions.
Petix & Botte Co executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, GTO, IUSG) accounted for 24.6% of total reported equity market value during Q4 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 | 10.16% | +1.35% | +17.69% | |
| 2 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.94% | -0.30% | +14.08% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 4.91% | -0.23% | -12.66% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.94% | +0.12% | +14.61% | |
| 5 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 3.76% | -0.33% | +15.37% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.55% | -0.43% | -12.60% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 3.54% | -0.63% | -10.06% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 3.03% | -0.01% | -6.04% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.78% | +0.76% | +15.11% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.73% | +0.77% | +15.36% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-Other | 2.57% | +0.40% | +17.24% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.56% | -0.29% | -13.32% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.56% | -0.59% | +15.14% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.54% | -0.02% | +0.29% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.47% | -0.14% | -10.02% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 2.44% | -0.29% | -10.97% | |
| 17 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.39% | +0.18% | +18.45% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.16% | -0.29% | -12.58% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.96% | +0.26% | +0.61% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.93% | +0.15% | +1.77% | |
| 21 | FTGC | First Trust Global Tactical | ETF-Other | 1.88% | -0.40% | -14.55% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.04% | -5.36% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.27% | +0.01% | |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.52% | +0.04% | -11.09% | |
| 25 | FALN | Ishares Fallen Angels ETF | ETF-Other | 1.37% | -0.18% | +16.72% | |
| 26 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.29% | -0.07% | +17.60% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.06% | -0.14% | -12.10% | |
| 28 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.96% | +0.02% | +4.23% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.90% | -0.13% | -12.90% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.03% | +0.37% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | -0.10% | -0.11% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | -0.05% | -12.21% | |
| 33 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.08% | -15.59% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.69% | -0.30% | +71.61% | |
| 35 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.63% | +0.15% | +20.34% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | +1.47% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.53% | +0.11% | — | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | +0.02% | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.06% | -7.31% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.47% | — | -0.17% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.05% | +2.46% | |
| 42 | SRE | Sempra | Stock-Utilities | 0.44% | -0.06% | — | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.43% | +0.09% | -6.31% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.42% | — | -4.92% | |
| 45 | IDV | Ishares International Select | ETF-Other | 0.40% | -0.05% | +0.00% | |
| 46 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.38% | -0.10% | +2.39% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.35% | -0.08% | — | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.34% | +0.07% | -1.38% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | -0.04% | -0.49% | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.33% | -0.01% | +0.25% |
According to official SEC Form 13F filings, Petix & Botte Co reported a total U.S. public equity portfolio value of $496.8M across 133 disclosed positions in Q4 2025.
During Q4 2025, Petix & Botte Co's top holdings by market value included SPYM (10.2%)、GTO (4.9%)、IUSG (4.9%). The largest single position, SPYM, represented 10.2% of total portfolio value.
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Top New Position Initiated
AXSM
市值: $261.2K
Top Position Liquidated / Trimmed
FMF
前期市值: $513.8K
In Q4 2025, Petix & Botte Co made 49 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 18 holdings, and fully liquidating 6 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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