$135 Million is the total value of Petix & Botte Co's 75 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | New | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $398,000 | – | 19,007 | +100.0% | 0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-05-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q3 2023 | 8.1% |
| VANGUARD SCOTTSDALE FDS | 15 | Q3 2023 | 9.5% |
| VANGUARD BD INDEX FDS | 15 | Q3 2023 | 9.5% |
| ISHARES TR | 15 | Q3 2023 | 7.4% |
| FIRST TR VALUE LINE DIVID IN | 15 | Q3 2023 | 7.1% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q3 2023 | 7.5% |
| ISHARES TR | 15 | Q3 2023 | 5.0% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 5.2% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q3 2023 | 4.2% |
| VANGUARD INDEX FDS | 15 | Q3 2023 | 4.3% |
View Petix & Botte Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
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.