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Petix & Botte Co.
Petix & Botte Financial is a registered investment adviser offering asset management and financial planning services. It provides tailored investment portfolios and advice on investment, retirement, estate, and tax planning. The firm is a separate entity from LPL Financial
Latest 13F Filing Activity
Petix & Botte Co. filed their most recent 13F report on Jun 30, 2025 disclosing 130 equity positions with a total 13F market value of $408M. The fund increased holdings in SPDR Series Trust, Ishares TR, Invesco Actively Managed Exc among other positions. Petix & Botte Co. reduced exposure to First TR Exchange Trad FD VI, First TR Exchange-traded FD, Abbvie Inc. among others.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 7.42% | $30.2M | 415,981 | $68.63 | $72.69 | +$6.4M |
I IUSG | ISHARES TR | 5.89% | $24.0M | 159,573 | $110.31 | $150.40 | +$2.6M |
F FVD | FIRST TR EXCHANGE-TRADED FD | 4.40% | $17.9M | 400,802 | $40.53 | $44.70 | -$354.6K |
I IUSV | ISHARES TR | 4.39% | $17.9M | 189,108 | $81.82 | $94.63 | -$402.2K |
G GTO | INVESCO ACTIVELY MANAGED EXC | 4.04% | $16.5M | 351,101 | $46.61 | $46.89 | +$2.4M |
Industry Allocation
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