Petix & Botte CO Portfolio Holdings

Petix & Botte CO

  • $374 Million
  • Q3 2024

Petix & Botte CO has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $374 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $34.2M, Ishares Core S&P U.S. Value Et with a value of $29.1M, First Tr Value Line Divid Inde with a value of $26.9M, First Tr ETF Fd Iv First Tr Lo with a value of $22.6M, and Vanguard Bd Index Fd Inc Total with a value of $19.8M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $352M to 374M.

Below you can find more details about Petix & Botte CO portfolio as well as his latest detailed transactions.

Portfolio value $374 Million
ETFs: $332 Million
Technology: $14.4 Million
Consumer Defensive: $8.38 Million
Healthcare: $4.77 Million
Consumer Cyclical: $4.27 Million
Industrials: $2.87 Million
Communication Services: $2.78 Million
Financial Services: $2.52 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $374 Million
  • Prior Value $352 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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