| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 18 | Q2 2024 | 9.2% |
| VANGUARD SCOTTSDALE FDS | 18 | Q2 2024 | 9.5% |
| VANGUARD BD INDEX FDS | 18 | Q2 2024 | 9.5% |
| ISHARES TR | 18 | Q2 2024 | 7.7% |
| FIRST TR VALUE LINE DIVID IN | 18 | Q2 2024 | 7.1% |
| FIRST TR EXCHANGE-TRADED FD | 18 | Q2 2024 | 7.5% |
| ISHARES TR | 18 | Q2 2024 | 5.1% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 5.2% |
| FIRST TR EXCHANGE-TRADED FD | 18 | Q2 2024 | 4.2% |
| VANGUARD INDEX FDS | 18 | Q2 2024 | 4.3% |
View Petix & Botte Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-26 |
View Petix & Botte Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.