$157 Million is the total value of Petix & Botte Co's 82 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 600.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,910,000 | – | 9,829 | +100.0% | 2.49% | – |
| GLDM | New | WORLD GOLD TRspdr gld minis | $678,000 | – | 37,298 | +100.0% | 0.43% | – |
| XMLV | New | INVESCO EXCH TRADED FD TR IIs&p midcp low | $395,000 | – | 6,755 | +100.0% | 0.25% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $361,000 | +50.4% | 1,212 | +21.2% | 0.23% | +184.0% |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $358,000 | – | 13,193 | +100.0% | 0.23% | – |
| PWR | New | QUANTA SVCS INC | $357,000 | – | 3,112 | +100.0% | 0.23% | – |
| FDN | New | FIRST TR EXCHANGE-TRADED FDdj internt idx | $310,000 | – | 1,373 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.