Sponsored

The Analysis of Petix & Botte Co's Holdings & P&L

Currently, Petix & Botte Co holds 137 types of securities in its portfolio with a total value $448.8M. In the most recent quarter, they have increased their positions in SPYM (+67.8K shares, valued at $5.2M), SPYG (+19.5K shares, valued at $1.9M), IEFA (+18.9K shares, valued at $1.7M); decreased their positions in IUSG (-7.3K shares, valued at $1.1M), AAPL (-4.1K shares, valued at $1.0M), IUSV (-8.3K shares, valued at $844.3K); initiated new positions in N/A (+3.7K shares, valued at $1.2M), KO (+7.4K shares, valued at $565.0K), ASML (+350 shares, valued at $462.4K).

1M P&L

+8.2M+1.76%

3M P&L

-48.0M-9.20%

HY P&L

-33.0M-6.51%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A395.3M

90.5%

2Discount Stores8.0M

1.8%

3Consumer Electronics5.9M

1.4%

Top Industries by Stock Count

1N/A86 stocks

65.2%

2Semiconductors4 stocks

3.0%

3Drug Manufacturers - General3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST625.9K shares12.16%2026-03-312026-04-30

GTO INVESCO ACTIVELY MANAGED EXC489.7K shares6.55%2026-03-312026-04-30

IEFA ISHARES TR213.1K shares9.74%2026-03-312026-04-30

IUSG ISHARES TR121.6K shares-5.70%2026-03-312026-04-30

GOVI INVESCO EXCH TRADED FD TR II646.6K shares7.57%2026-03-312026-04-30

FVD FIRST TR EXCHANGE-TRADED FD324.8K shares-4.16%2026-03-312026-04-30

IUSV ISHARES TR144.2K shares-5.42%2026-03-312026-04-30

FTSM FIRST TR EXCHANGE-TRADED FD221.1K shares-0.95%2026-03-312026-04-30

Sponsored

SPYG SPDR SERIES TRUST134.6K shares16.99%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II54.4K shares14.40%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD181.4K shares11.03%2026-03-312026-04-30

JAAA JANUS DETROIT STR TR243.8K shares9.33%2026-03-312026-04-30

RWL INVESCO EXCH TRADED FD TR II103.0K shares11.73%2026-03-312026-04-30

LMBS FIRST TR EXCHANGE-TRADED FD213.5K shares-5.54%2026-03-312026-04-30

IJH ISHARES TR155.2K shares-5.77%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS138.9K shares-4.49%2026-03-312026-04-30

Sponsored

VUG VANGUARD INDEX FDS22.8K shares-0.48%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI331.0K shares-7.34%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS106.0K shares-6.77%2026-03-312026-04-30

VTI VANGUARD INDEX FDS26.3K shares3.58%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR14.0K shares-0.32%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION8.0K shares0.29%2026-03-312026-04-30

FALN ISHARES TR246.5K shares11.19%2026-03-312026-04-30

CWB SPDR SERIES TRUST71.1K shares-5.48%2026-03-312026-04-30

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD135.9K shares9.52%2026-03-312026-04-30

AAPL APPLE INC23.4K shares-14.88%2026-03-312026-04-30

PZA INVESCO EXCH TRADED FD TR II188.5K shares3.41%2026-03-312026-04-30

SRLN SSGA ACTIVE ETF TR107.3K shares-4.99%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR65.7K shares-3.76%2026-03-312026-04-30

VOE VANGUARD INDEX FDS21.7K shares-2.34%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS25.4K shares2.10%2026-03-312026-04-30

VB VANGUARD INDEX FDS13.4K shares-6.36%2026-03-312026-04-30

Sponsored

USMV ISHARES TR35.3K shares-4.44%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS63.6K shares-10.26%2026-03-312026-04-30

FV FIRST TR EXCHANGE TRADED FD50.3K shares14.26%2026-03-312026-04-30

PWR QUANTA SVCS INC4.2K shares-5.16%2026-03-312026-04-30

IWF ISHARES TR4.8K shares0.00%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS22.9K shares-7.74%2026-03-312026-04-30

SRE SEMPRA20.7K shares-5.01%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS9.2K shares35.47%2026-03-312026-04-30

Sponsored

VO VANGUARD INDEX FDS6.7K shares-6.80%2026-03-312026-04-30

IDV ISHARES TR44.6K shares0.00%2026-03-312026-04-30

GLDM WORLD GOLD TR20.5K shares4.89%2026-03-312026-04-30

MSFT MICROSOFT CORP5.1K shares2.53%2026-03-312026-04-30

VHT VANGUARD WORLD FD6.7K shares4.71%2026-03-312026-04-30

NVDA NVIDIA CORPORATION10.3K shares-2.07%2026-03-312026-04-30

QCOM QUALCOMM INC13.2K shares-4.00%2026-03-312026-04-30

MCD MCDONALDS CORP5.0K shares0.00%2026-03-312026-04-30

Sponsored

NOBL PROSHARES TR14.0K shares0.20%2026-03-312026-04-30

MGV VANGUARD WORLD FD9.7K shares0.00%2026-03-312026-04-30

IWM ISHARES TR5.2K shares-11.69%2026-03-312026-04-30

VTV VANGUARD INDEX FDS6.5K shares31.92%2026-03-312026-04-30

ALPHABET INC ALPHABET INC4.3K shares8.01%2026-03-312026-04-30

GLD SPDR GOLD TR2.8K shares0.00%2026-03-312026-04-30

VBR VANGUARD INDEX FDS5.4K shares-2.47%2026-03-312026-04-30

BROADCOM INC BROADCOM INC3.7K sharesnew addition2026-03-312026-04-30

Sponsored

IVW ISHARES TR9.3K shares0.00%2026-03-312026-04-30

IYW ISHARES TR5.8K shares-0.28%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F20.2K shares-1.99%2026-03-312026-04-30

OMFL INVESCO EXCH TRD SLF IDX FD16.9K shares1.91%2026-03-312026-04-30

CAT CATERPILLAR INC1.4K shares4.73%2026-03-312026-04-30

IEMG ISHARES INC13.9K shares-8.88%2026-03-312026-04-30

AFL AFLAC INC8.6K shares-2.91%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F16.6K shares-0.78%2026-03-312026-04-30

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.00%2026-03-312026-04-30

TKO TKO GROUP HOLDINGS INC4.1K shares0.00%2026-03-312026-04-30

LLY ELI LILLY & CO890 shares0.00%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS12.6K shares-2.39%2026-03-312026-04-30

HD HOME DEPOT INC2.4K shares2.90%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares164.81%2026-03-312026-04-30

USHY ISHARES TR20.2K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.6K shares-4.50%2026-03-312026-04-30

Sponsored

TJX TJX COS INC NEW4.5K shares0.00%2026-03-312026-04-30

VXF VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-30

BAC BANK AMERICA CORP14.4K shares0.00%2026-03-312026-04-30

HYG ISHARES TR8.7K shares0.42%2026-03-312026-04-30

GSY INVESCO ACTIVELY MANAGED EXC13.6K shares-2.33%2026-03-312026-04-30

META META PLATFORMS INC1.1K shares-3.81%2026-03-312026-04-30

AMZN AMAZON COM INC2.9K shares4.93%2026-03-312026-04-30

SLV ISHARES SILVER TR8.6K shares41.45%2026-03-312026-04-30

Sponsored

KO COCA COLA CO7.4K sharesnew addition2026-03-312026-04-30

VV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC2.7K shares4.53%2026-03-312026-04-30

VOT VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-30

VBK VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO1.7K shares4.95%2026-03-312026-04-30

XMLV INVESCO EXCH TRADED FD TR II7.7K shares0.00%2026-03-312026-04-30

BIV VANGUARD BD INDEX FDS6.2K shares0.13%2026-03-312026-04-30

Sponsored

ASML ASML HLDG NV350 sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL2.0K shares0.00%2026-03-312026-04-30

NFLX NETFLIX INC.4.7K shares5.87%2026-03-312026-04-30

PG PROCTER & GAMBLE CO3.0K shares2.51%2026-03-312026-04-30

VGT VANGUARD WORLD FD604 shares1.00%2026-03-312026-04-30

GOVT ISHARES TR17.9K shares-14.60%2026-03-312026-04-30

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-04-30

MBB ISHARES TR4.3K shares-5.90%2026-03-312026-04-30

Sponsored

INTC INTEL CORP8.7K shares0.59%2026-03-312026-04-30

LEU CENTRUS ENERGY CORP2.2K shares159.90%2026-03-312026-04-30

PFF ISHARES TR12.2K shares0.07%2026-03-312026-04-30

PEP PEPSICO INC2.3K sharesnew addition2026-03-312026-04-30

JNJ JOHNSON & JOHNSON1.5K shares-18.66%2026-03-312026-04-30

AGG ISHARES TR3.4K shares-7.05%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T514 shares0.00%2026-03-312026-04-30

ORCL ORACLE CORP2.2K shares2.46%2026-03-312026-04-30

Sponsored

SOXX ISHARES TR1.0K sharesnew addition2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F4.4K shares0.05%2026-03-312026-04-30

FDT FIRST TR EXCH TRD ALPHDX FD3.7K shares-5.79%2026-03-312026-04-30

DIS DISNEY WALT CO3.3K shares-25.25%2026-03-312026-04-30

VDE VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-30

EMB ISHARES TR3.4K shares-10.21%2026-03-312026-04-30

SYK STRYKER CORPORATION946 shares0.00%2026-03-312026-04-30

EFA ISHARES TR3.2K shares0.00%2026-03-312026-04-30

Sponsored

WFC WELLS FARGO & CO3.8K shares0.00%2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares4.05%2026-03-312026-04-30

TER TERADYNE INC1.0K sharesnew addition2026-03-312026-04-30

FTGS FIRST TR EXCHANGE-TRADED FD8.6K shares0.00%2026-03-312026-04-30

AIRR FIRST TR EXCHANGE TRADED FD2.6K sharesnew addition2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2026-03-312026-04-30

VONV VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2026-03-312026-04-30

FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-03-312026-04-30

Sponsored

IJR ISHARES TR2.1K shares-0.83%2026-03-312026-04-30

FXO FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2026-03-312026-04-30

FXZ FIRST TR EXCHANGE-TRADED FD3.4K shares0.00%2026-03-312026-04-30

TSLA TESLA INC666 shares-10.48%2026-03-312026-04-30

AXSM AXSOME THERAPEUTICS INC.1.4K shares0.00%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP1.3K sharesnew addition2026-03-312026-04-30

RTX RTX CORPORATION1.2K shares3.02%2026-03-312026-04-30

IWB ISHARES TR658 shares0.00%2026-03-312026-04-30

Sponsored

NSC NORFOLK SOUTHN CORP800 shares0.00%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST5.7K shares0.00%2026-03-312026-04-30

CSCO CISCO SYS INC2.8K shares0.00%2026-03-312026-04-30

MA MASTERCARD INCORPORATED436 sharesnew addition2026-03-312026-04-30

ROK ROCKWELL AUTOMATION INC600 shares0.00%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC797 sharesnew addition2026-03-312026-04-30

ABT ABBOTT LABORATORIES2.0K shares5.77%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO760 shares-8.21%2026-03-312026-04-30

Sponsored

FSK FS KKR CAP CORP10.9K shares0.00%2026-03-312026-04-30

SPYM

SPDR SERIES TRUST

12.16%

Shares625.9K

Event2026-03-31

Filed2026-04-30

GTO

INVESCO ACTIVELY MANAGED EXC

6.55%

Shares489.7K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

9.74%

Shares213.1K

Event2026-03-31

Filed2026-04-30

IUSG

ISHARES TR

-5.70%

Shares121.6K

Event2026-03-31

Filed2026-04-30

GOVI

INVESCO EXCH TRADED FD TR II

7.57%

Shares646.6K

Event2026-03-31

Filed2026-04-30

FVD

FIRST TR EXCHANGE-TRADED FD

-4.16%

Shares324.8K

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

-5.42%

Shares144.2K

Event2026-03-31

Filed2026-04-30

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.95%

Shares221.1K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

16.99%

Shares134.6K

Event2026-03-31

Filed2026-04-30

QQQM

INVESCO EXCH TRADED FD TR II

14.40%

Shares54.4K

Event2026-03-31

Filed2026-04-30

RDVY

FIRST TR EXCHANGE TRADED FD

11.03%

Shares181.4K

Event2026-03-31

Filed2026-04-30

JAAA

JANUS DETROIT STR TR

9.33%

Shares243.8K

Event2026-03-31

Filed2026-04-30

RWL

INVESCO EXCH TRADED FD TR II

11.73%

Shares103.0K

Event2026-03-31

Filed2026-04-30

LMBS

FIRST TR EXCHANGE-TRADED FD

-5.54%

Shares213.5K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

-5.77%

Shares155.2K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

-4.49%

Shares138.9K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-0.48%

Shares22.8K

Event2026-03-31

Filed2026-04-30

FTGC

FIRST TR EXCHANGE TRAD FD VI

-7.34%

Shares331.0K

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

-6.77%

Shares106.0K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

3.58%

Shares26.3K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-0.32%

Shares14.0K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

0.29%

Shares8.0K

Event2026-03-31

Filed2026-04-30

FALN

ISHARES TR

11.19%

Shares246.5K

Event2026-03-31

Filed2026-04-30

CWB

SPDR SERIES TRUST

-5.48%

Shares71.1K

Event2026-03-31

Filed2026-04-30

FTSL

FIRST TR EXCHANGE-TRADED FD

9.52%

Shares135.9K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-14.88%

Shares23.4K

Event2026-03-31

Filed2026-04-30

PZA

INVESCO EXCH TRADED FD TR II

3.41%

Shares188.5K

Event2026-03-31

Filed2026-04-30

SRLN

SSGA ACTIVE ETF TR

-4.99%

Shares107.3K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

-3.76%

Shares65.7K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

-2.34%

Shares21.7K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

2.10%

Shares25.4K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-6.36%

Shares13.4K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

-4.44%

Shares35.3K

Event2026-03-31

Filed2026-04-30

BNDX

VANGUARD CHARLOTTE FDS

-10.26%

Shares63.6K

Event2026-03-31

Filed2026-04-30

FIRST TR EXCHANGE TRADED FD

14.26%

Shares50.3K

Event2026-03-31

Filed2026-04-30

PWR

QUANTA SVCS INC

-5.16%

Shares4.2K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD INDEX FDS

-7.74%

Shares22.9K

Event2026-03-31

Filed2026-04-30

SRE

SEMPRA

-5.01%

Shares20.7K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

35.47%

Shares9.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-6.80%

Shares6.7K

Event2026-03-31

Filed2026-04-30

IDV

ISHARES TR

0.00%

Shares44.6K

Event2026-03-31

Filed2026-04-30

GLDM

WORLD GOLD TR

4.89%

Shares20.5K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

2.53%

Shares5.1K

Event2026-03-31

Filed2026-04-30

VHT

VANGUARD WORLD FD

4.71%

Shares6.7K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.07%

Shares10.3K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

-4.00%

Shares13.2K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-30

NOBL

PROSHARES TR

0.20%

Shares14.0K

Event2026-03-31

Filed2026-04-30

MGV

VANGUARD WORLD FD

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

-11.69%

Shares5.2K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

31.92%

Shares6.5K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

8.01%

Shares4.3K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-2.47%

Shares5.4K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-30

IYW

ISHARES TR

-0.28%

Shares5.8K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

-1.99%

Shares20.2K

Event2026-03-31

Filed2026-04-30

OMFL

INVESCO EXCH TRD SLF IDX FD

1.91%

Shares16.9K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

4.73%

Shares1.4K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

-8.88%

Shares13.9K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

-2.91%

Shares8.6K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-0.78%

Shares16.6K

Event2026-03-31

Filed2026-04-30

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-30

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.00%

Shares890

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-2.39%

Shares12.6K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

2.90%

Shares2.4K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

164.81%

Shares1.6K

Event2026-03-31

Filed2026-04-30

USHY

ISHARES TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-4.50%

Shares2.6K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-30

VXF

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-30

HYG

ISHARES TR

0.42%

Shares8.7K

Event2026-03-31

Filed2026-04-30

GSY

INVESCO ACTIVELY MANAGED EXC

-2.33%

Shares13.6K

Event2026-03-31

Filed2026-04-30