Petix--Botte-Co
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "ABT", "ABBV", "GOOGL", "VDE", "CAT", "DUK", null, "HD", null, null, null, null, "MCD", "INTU", "QCOM", null, "META", null, null, "IVW", "IJH", null, null, null, null, null, "PWR", "MSFT", "IJR", "ORCL", null, "VHT", null, "IWF", "IEMG", "AAPL", "SPY", "NVDA", "INTC", "PFE", "PG", "MRK", "VZ", "IEFA", null, "SRE", "O", "GLD", null, "SPYG", "SPLG", null, "SYK", "TKO", "TJX", "BIV", "VNQ", "VO", "VXF", "VV", "VOE", null, null, "VWO", null, "VCIT", "VIG", "FSK", "VYM", "SFM", "AFL", "AMD", "WM", "AMZN", null, null, null, null, "VEU", "VGT", "VUG", "VEA", "VNQI", "VBK", "BNDX", "MGV", "BND", "VBR", "VOT", "VT", "VB", "VTV", "WMT", "WFC", "IUSG", null, "NSC", null, null, null, "SPOT", null, null, "IUSV", null, "PSA", null, null, "BAC", "COST", null, "EFA", "USMV", "QQQ", "IWM", "MDY", "DIS", "GOOG", "JNJ", "LLY", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 125
- Total Value
- 316947478
- Accession Number
- 0001085146-25-003054
- Form Type
- 13F-HR
- Manager Name
- Petix--Botte-Co
Data Enrichment
70% identified88 identified37 unidentified
Holdings
125 positions • $316.9M total value
Manager:
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Page 7 of 7
464287721
Shares:280
Value:$39.3K
% of Portfolio:0.0% ($39.3K/$316.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
806 | All Managers (Combined) | $102.4K | 0.0% ($102.4K/$316.9M) | |||
1.0K | All Managers (Combined) | $94.7K | 0.0% ($94.7K/$316.9M) | |||
(cusip464287721)✕ | 280 | YoY NEW(+280) | All Managers (Combined) | $39.3K | 0.0% ($39.3K/$316.9M) | YoY NEW(+$39.3K) |
488 | All Managers (Combined) | $37.0K | 0.0% ($37.0K/$316.9M) | |||
615 | All Managers (Combined) | $35.9K | 0.0% ($35.9K/$316.9M) |