$131 Million is the total value of Petix & Botte Co's 68 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -5,791 | -100.0% | -0.15% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -3,212 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,300 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
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.