Petix & Botte CO Reduced Holdings in Q3 2025

Petix & Botte CO

  • $417 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-16.4K
- 5.93%
$49.05 - $49.99 $806K - $822K
261K $13M
VIG
Vanguard Dividend Appreciation

ETFs
-3.69K
- 34.96%
N/A
6.87K $1.25M
VCIT
Vanguard Intermediate Term Cor

ETFs
-9.61K
- 6.88%
$81.75 - $84.54 $786K - $812K
130K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.1K
- 5.82%
$72.57 - $74.72 $733K - $755K
163K $12.1M
ABBV
Abb Vie Inc.

Healthcare
-3.36K
- 64.27%
$184.85 - $231.54 $622K - $779K
1.87K $432K
FVD
First Tr Value Line Divid Inde

ETFs
-24K
- 6.0%
$44.73 - $46.86 $1.08M - $1.13M
377K $17.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-14.7K
- 7.75%
$94.17 - $99.95 $1.38M - $1.46M
174K $17.4M
ABT
Abbott Laboratories

Healthcare
-3.06K
- 61.58%
$120.51 - $136.62 $369K - $418K
1.91K $255K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.25K
- 9.16%
$92.18 - $95.14 $391K - $404K
42.1K $4M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.42K
- 11.3%
$88.47 - $93.24 $302K - $318K
26.8K $2.45M
XLE
Energy Sector Spdr

ETFs
-4.73K
- 10.64%
$84.25 - $91.99 $399K - $435K
39.8K $3.55M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-400
- 13.92%
$108.8 - $169.61 $43.5K - $67.8K
2.47K $269K
FTGC
First Trust Global Tactical CO

ETFs
-28.7K
- 6.42%
$24.67 - $26.32 $708K - $755K
418K $10.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.1K
- 6.21%
$62.09 - $66.51 $752K - $806K
183K $11.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.82K
- 36.64%
$87.29 - $93.61 $159K - $171K
3.15K $294K
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.33K
- 8.36%
$164.63 - $174.58 $384K - $407K
25.6K $4.46M
MGV
Vanguard Mega Cap Value

ETFs
-1.36K
- 12.31%
$129.46 - $137.85 $176K - $188K
9.7K $1.34M
VHT
Vanguard Health Care ETF

ETFs
-724
- 9.75%
$239.12 - $259.95 $173K - $188K
6.7K $1.74M
BNDX
Vanguard Total International B

ETFs
-1.93K
- 2.25%
$49.0 - $49.51 $94.6K - $95.6K
83.9K $4.15M
GLD
Spdr Gold Trust

ETFs
-700
- 19.93%
$300.96 - $355.47 $211K - $249K
2.81K $999K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.63K
- 16.32%
$30.67 - $32.13 $80.8K - $84.6K
13.5K $427K
VBR
Vanguard Small Cap Value ETF

ETFs
-700
- 10.5%
$195.41 - $212.37 $137K - $149K
5.97K $1.25M
IEMG
Ishares Inc

ETFs
-811
- 4.68%
N/A
16.5K $885K
VXF
Vanguard Extended Market ETF

ETFs
-514
- 13.03%
$193.58 - $213.07 $99.5K - $110K
3.43K $718K
VEA
Vanguard Ftse Developed Market

ETFs
-1.27K
- 9.35%
$56.02 - $60.3 $71K - $76.5K
12.3K $736K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.46K
- 7.61%
$22.64 - $23.22 $33.1K - $33.9K
17.7K $410K
VEU
Vanguard Ftse All World Ex Us

ETFs
-628
- 10.22%
$66.38 - $71.68 $41.7K - $45K
5.51K $393K
NSC
Norfolk Southern Corp

Industrials
-200
- 20.0%
$259.49 - $300.41 $51.9K - $60.1K
800 $240K
MBB
Ishares Tr

ETFs
-167
- 4.62%
$92.46 - $95.73 $15.4K - $16K
3.45K $328K
VV
Vanguard Large Cap ETF

ETFs
-170
- 8.47%
$285.05 - $309.14 $48.5K - $52.6K
1.84K $565K
OMFL
Invesco Exchange Traded Self I

ETFs
-590
- 3.88%
$57.41 - $60.45 $33.9K - $35.7K
14.6K $879K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-38
- 1.73%
$108.46 - $120.63 $4.12K - $4.58K
2.16K $257K
VTV
Vanguard Value ETF

ETFs
-120
- 2.45%
$175.51 - $186.57 $21.1K - $22.4K
4.77K $890K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.06K
- 4.08%
$132.9 - $142.03 $141K - $151K
24.9K $3.51M
IWM
Ishares Russell 2000 ETF

ETFs
-305
- 4.88%
$214.92 - $244.84 $65.6K - $74.7K
5.95K $1.44M
GLDM
World Gold Trust

ETFs
-580
- 2.96%
$64.73 - $76.45 $37.5K - $44.3K
19K $1.46M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-5.15K
- 5.74%
$82.29 - $90.77 $424K - $467K
84.6K $7.66M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-11.9K
- 7.47%
$148.97 - $165.88 $1.78M - $1.98M
148K $24.3M
VTI
Vanguard Total Stock Market Et

ETFs
-920
- 3.55%
$303.93 - $329.86 $280K - $303K
25K $8.2M
VUG
Vanguard Growth ETF

ETFs
-664
- 2.82%
$433.97 - $484.08 $288K - $321K
22.9K $11M
AAPL
Apple Inc.

Technology
-1.86K
- 6.04%
$202.38 - $256.87 $377K - $479K
29K $7.38M
Activity Summary
Buys All Purchases 42 New Holdings 7 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Petix & Botte CO Portfolio

Follow Petix & Botte CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Petix & Botte CO, based on Form 13F filings with the SEC.

News

Stay updated on Petix & Botte CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email