The Analysis of Petix & Botte Co's Holdings
Currently, Petix & Botte Co holds 136 types of securities in its portfolio with a total value $433.4M. In the most recent quarter, they have increased their positions in SPYM (+58.2K shares, valued at $4.6M), GTO (+51.8K shares, valued at $2.5M), GOVI (+67.1K shares, valued at $1.9M); decreased their positions in IUSG (-11.9K shares, valued at $2.0M), IUSV (-14.7K shares, valued at $1.5M), FVD (-24.0K shares, valued at $1.1M); initiated new positions in LEU (+838 shares, valued at $259.8K), SLV (+5.2K shares, valued at $221.1K), FXZ (+3.4K shares, valued at $210.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST474.2K shares13.99%2025-09-302025-11-21
IUSG ISHARES TR147.7K shares-7.47%2025-09-302025-11-21 GTO INVESCO ACTIVELY MANAGED EXC402.9K shares14.75%2025-09-302025-11-21 IUSV ISHARES TR174.5K shares-7.75%2025-09-302025-11-21 FVD FIRST TR EXCHANGE-TRADED FD376.8K shares-6.00%2025-09-302025-11-21 IEFA ISHARES TR169.5K shares9.14%2025-09-302025-11-21 GOVI INVESCO EXCH TRADED FD TR II521.0K shares14.78%2025-09-302025-11-21 FTSM FIRST TR EXCHANGE-TRADED FD237.6K shares2.49%2025-09-302025-11-21 LMBS FIRST TR EXCHANGE-TRADED FD260.8K shares-5.93%2025-09-302025-11-21 BND VANGUARD BD INDEX FDS163.3K shares-5.82%2025-09-302025-11-21 IJH ISHARES TR183.1K shares-6.21%2025-09-302025-11-21 VUG VANGUARD INDEX FDS22.9K shares-2.82%2025-09-302025-11-21 VCIT VANGUARD SCOTTSDALE FDS130.1K shares-6.88%2025-09-302025-11-21 FTGC FIRST TR EXCHANGE TRAD FD VI418.0K shares-6.42%2025-09-302025-11-21 SPYG SPDR SERIES TRUST99.9K shares11.84%2025-09-302025-11-21 QQQM INVESCO EXCH TRADED FD TR II41.2K shares12.40%2025-09-302025-11-21 JAAA JANUS DETROIT STR TR193.7K shares14.70%2025-09-302025-11-21 RDVY FIRST TR EXCHANGE TRADED FD139.3K shares13.80%2025-09-302025-11-21 RWL INVESCO EXCH TRADED FD TR II77.8K shares15.12%2025-09-302025-11-21 QQQ INVESCO QQQ TR14.0K shares2.72%2025-09-302025-11-21 VTI VANGUARD INDEX FDS25.0K shares-3.55%2025-09-302025-11-21 CWB SPDR SERIES TRUST84.6K shares-5.74%2025-09-302025-11-21 AAPL APPLE INC29.0K shares-6.04%2025-09-302025-11-21 COST COSTCO WHSL CORP NEW8.0K shares0.00%2025-09-302025-11-21 SRLN SSGA ACTIVE ETF TR128.4K shares-4.27%2025-09-302025-11-21 FALN ISHARES TR189.9K shares13.59%2025-09-302025-11-21 FTSL FIRST TR EXCHANGE-TRADED FD105.5K shares14.27%2025-09-302025-11-21 VOE VANGUARD INDEX FDS25.6K shares-8.36%2025-09-302025-11-21 BNDX VANGUARD CHARLOTTE FDS83.9K shares-2.25%2025-09-302025-11-21 PZA INVESCO EXCH TRADED FD TR II174.9K shares8.36%2025-09-302025-11-21 USMV ISHARES TR42.1K shares-9.16%2025-09-302025-11-21 VB VANGUARD INDEX FDS14.2K shares0.05%2025-09-302025-11-21 XLE SELECT SECTOR SPDR TR39.8K shares-10.64%2025-09-302025-11-21 VYM VANGUARD WHITEHALL FDS24.9K shares-4.08%2025-09-302025-11-21 MSFT MICROSOFT CORP4.9K shares2.08%2025-09-302025-11-21 VNQ VANGUARD INDEX FDS26.8K shares-11.30%2025-09-302025-11-21 QCOM QUALCOMM INC13.7K shares0.00%2025-09-302025-11-21 IWF ISHARES TR4.8K shares0.00%2025-09-302025-11-21 FV FIRST TR EXCHANGE TRADED FD36.5K shares20.42%2025-09-302025-11-21 VO VANGUARD INDEX FDS7.2K shares0.07%2025-09-302025-11-21 PWR QUANTA SVCS INC4.8K shares0.00%2025-09-302025-11-21 SRE SEMPRA21.8K shares0.00%2025-09-302025-11-21 NVDA NVIDIA CORPORATION10.3K shares0.00%2025-09-302025-11-21 VHT VANGUARD WORLD FD6.7K shares-9.75%2025-09-302025-11-21 IDV ISHARES TR44.6K shares0.00%2025-09-302025-11-21 MCD MCDONALDS CORP5.0K shares1.25%2025-09-302025-11-21 VIG VANGUARD SPECIALIZED FUNDS6.9K shares-34.96%2025-09-302025-11-21 GLDM WORLD GOLD TR19.0K shares-2.96%2025-09-302025-11-21 IWM ISHARES TR5.9K shares-4.88%2025-09-302025-11-21 NOBL PROSHARES TR13.9K shares0.45%2025-09-302025-11-21 MGV VANGUARD WORLD FD9.7K shares-12.31%2025-09-302025-11-21 VBR VANGUARD INDEX FDS6.0K shares-10.50%2025-09-302025-11-21 IVW ISHARES TR9.6K shares0.00%2025-09-302025-11-21 IYW ISHARES TR5.8K shares16.96%2025-09-302025-11-21 GOOGL ALPHABET INC4.6K shares0.00%2025-09-302025-11-21 JPST J P MORGAN EXCHANGE TRADED F21.6K shares0.00%2025-09-302025-11-21 IEMG ISHARES INC16.5K shares-4.68%2025-09-302025-11-21 GLD SPDR GOLD TR2.8K shares-19.93%2025-09-302025-11-21 AFL AFLAC INC8.9K shares0.00%2025-09-302025-11-21 HYG ISHARES TR11.7K shares0.45%2025-09-302025-11-21 HD HOME DEPOT INC2.3K shares0.09%2025-09-302025-11-21 VWO VANGUARD INTL EQUITY INDEX F16.6K shares0.10%2025-09-302025-11-21 VTV VANGUARD INDEX FDS4.8K shares-2.45%2025-09-302025-11-21 OMFL INVESCO EXCH TRD SLF IDX FD14.6K shares-3.88%2025-09-302025-11-21 MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares0.00%2025-09-302025-11-21 TKO TKO GROUP HOLDINGS INC4.1K shares0.00%2025-09-302025-11-21 META META PLATFORMS INC1.0K shares0.00%2025-09-302025-11-21 USHY ISHARES TR20.2K shares0.85%2025-09-302025-11-21 BAC BANK AMERICA CORP14.3K shares0.00%2025-09-302025-11-21 VEA VANGUARD TAX-MANAGED FDS12.3K shares-9.35%2025-09-302025-11-21 VXF VANGUARD INDEX FDS3.4K shares-13.03%2025-09-302025-11-21 LLY ELI LILLY & CO936 shares0.00%2025-09-302025-11-21 GSY INVESCO ACTIVELY MANAGED EXC14.2K shares0.00%2025-09-302025-11-21 TJX TJX COS INC NEW4.5K shares4.70%2025-09-302025-11-21 GOOG ALPHABET INC2.6K shares0.00%2025-09-302025-11-21 VOT VANGUARD INDEX FDS2.1K shares0.00%2025-09-302025-11-21 CAT CATERPILLAR INC1.3K shares0.00%2025-09-302025-11-21 ORCL ORACLE CORP2.2K shares0.00%2025-09-302025-11-21 AMZN AMAZON COM INC2.6K shares0.00%2025-09-302025-11-21 VV VANGUARD INDEX FDS1.8K shares-8.47%2025-09-302025-11-21 VBK VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-11-21 NFLX NETFLIX INC438 shares0.00%2025-09-302025-11-21 FMF FIRST TR EXCHANGE-TRADED FD10.6K shares0.00%2025-09-302025-11-21 JPM JPMORGAN CHASE & CO.1.6K shares0.00%2025-09-302025-11-21 DIS DISNEY WALT CO4.4K shares0.00%2025-09-302025-11-21 XMLV INVESCO EXCH TRADED FD TR II7.7K shares0.00%2025-09-302025-11-21 BIV VANGUARD BD INDEX FDS6.2K shares0.19%2025-09-302025-11-21 PG PROCTER AND GAMBLE CO2.9K shares0.00%2025-09-302025-11-21 WM WASTE MGMT INC DEL2.0K shares0.00%2025-09-302025-11-21 ABBV ABBVIE INC1.9K shares-64.27%2025-09-302025-11-21 VGT VANGUARD WORLD FD574 shares0.00%2025-09-302025-11-21 PFF ISHARES TR13.5K shares-16.32%2025-09-302025-11-21 GOVT ISHARES TR17.7K shares-7.61%2025-09-302025-11-21 VEU VANGUARD INTL EQUITY INDEX F5.5K shares-10.22%2025-09-302025-11-21 AMD ADVANCED MICRO DEVICES INC2.4K shares0.00%2025-09-302025-11-21 SPY SPDR S&P 500 ETF TR570 shares9.20%2025-09-302025-11-21 AGG ISHARES TR3.7K shares0.11%2025-09-302025-11-21 EMB ISHARES TR3.8K shares0.80%2025-09-302025-11-21 SYK STRYKER CORPORATION946 shares10.00%2025-09-302025-11-21 FDN FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2025-09-302025-11-21 MBB ISHARES TR3.5K shares-4.62%2025-09-302025-11-21 JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-11-21 WFC WELLS FARGO CO NEW3.8K shares0.00%2025-09-302025-11-21 INTC INTEL CORP9.3K shares0.00%2025-09-302025-11-21 FTGS FIRST TR EXCHANGE-TRADED FD8.6K shares4.56%2025-09-302025-11-21 BRK.B BERKSHIRE HATHAWAY INC DEL606 shares0.00%2025-09-302025-11-21 WMT WALMART INC2.9K shares0.00%2025-09-302025-11-21 FDT FIRST TR EXCH TRD ALPHDX FD4.0K shares0.00%2025-09-302025-11-21 EFA ISHARES TR3.2K shares-36.64%2025-09-302025-11-21 TSLA TESLA INC660 shares0.00%2025-09-302025-11-21 MRK MERCK & CO INC3.5K shares0.00%2025-09-302025-11-21 INTU INTUIT426 shares6.50%2025-09-302025-11-21 VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2025-09-302025-11-21 FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2025-09-302025-11-21 SPOT SPOTIFY TECHNOLOGY S A400 shares0.00%2025-09-302025-11-21 FXO FIRST TR EXCHANGE TRADED FD4.7K shares0.00%2025-09-302025-11-21 SFM SPROUTS FMRS MKT INC2.5K shares-13.92%2025-09-302025-11-21 O REALTY INCOME CORP4.4K shares0.00%2025-09-302025-11-21 LEU CENTRUS ENERGY CORP838 sharesnew addition2025-09-302025-11-21 IJR ISHARES TR2.2K shares-1.73%2025-09-302025-11-21 ABT ABBOTT LABS1.9K shares-61.58%2025-09-302025-11-21 VZ VERIZON COMMUNICATIONS INC5.7K shares0.00%2025-09-302025-11-21 IWB ISHARES TR658 shares0.00%2025-09-302025-11-21 NSC NORFOLK SOUTHN CORP800 shares-20.00%2025-09-302025-11-21 VDE VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-11-21 SLV ISHARES SILVER TR5.2K sharesnew addition2025-09-302025-11-21 PSA PUBLIC STORAGE OPER CO764 shares0.00%2025-09-302025-11-21 FSK FS KKR CAP CORP14.5K shares0.79%2025-09-302025-11-21 DUK DUKE ENERGY CORP NEW1.8K shares0.00%2025-09-302025-11-21 ITW ILLINOIS TOOL WKS INC816 shares0.00%2025-09-302025-11-21 FXZ FIRST TR EXCHANGE TRADED FD3.4K sharesnew addition2025-09-302025-11-21 ROK ROCKWELL AUTOMATION INC600 sharesnew addition2025-09-302025-11-21 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-21 JNK SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-11-21 PTC PTC INC1.0K sharesnew addition2025-09-302025-11-21 LOW LOWES COS INC800 sharesnew addition2025-09-302025-11-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available