Petix & Botte CO Portfolio Holdings
Petix & Botte CO
- $352 Million
- Q2 2024
Petix & Botte CO has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $352 Million distributed in 122 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 $32.4M, Ishares Core S&P U.S. Value Et with a value of $26.5M, First Tr Value Line Divid Inde with a value of $23M, First Tr ETF Fd Iv First Tr Lo with a value of $21.7M, and Ishares Core S&P Mid Cap ETF with a value of $17.6M.
Examining the 13F form we can see an decrease of $50.1M in the current position value, from $402M to 352M.
Below you can find more details about Petix & Botte CO portfolio as well as his latest detailed transactions.
Portfolio value
$352 Million
ETFs: $309 Million
Technology: $14.2 Million
Consumer Defensive: $11.2 Million
Healthcare: $4.55 Million
Consumer Cyclical: $3.53 Million
Communication Services: $3.21 Million
Industrials: $2.34 Million
Financial Services: $2.29 Million
Other: $2.36 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|