Fund HoldingsPetix & Botte Co

Total Portfolio Value
$448.84M
Total Bought
$4.77M
Total Sold
$36.80M
Net Transaction
-$32.03M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500ETF
558,055312,951-245,10444,76747,90710.67%+3,139
ISHARES TR
CORE MSCI EAFE
194,230104,924-89,30617,37619,2964.30%+1,920
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
92,16851,488-40,68010,55311,8332.64%+1,280
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0165,503+165,50309,5032.12%+9,503
BROADCOM INC(AVGO)01,855+1,85501,1540.26%+1,154
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
459,615244,868-214,74721,79522,9345.11%+1,139
COSTCO WHOLESALE CORPORATION(COST)03,992+3,99207,9551.77%+7,955
INVESCO EXCH TRADED FD TR II601,069323,296-277,77316,55917,6393.93%+1,079
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
163,37590,698-72,67711,35012,3862.76%+1,036
JANUS DETROIT STR TR
HENDRSON AAA CL
223,026121,914-101,11211,28112,2822.74%+1,001
SELECT SECTOR SPDR TR
ST STR ENERG ETF
68,22532,831-35,3943,0504,0230.90%+972
SPDR SERIES TRUST
ST STR P500GRW
115,02167,106-47,91512,27313,1742.94%+901
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
47,51227,178-20,33412,01712,9162.88%+899
COCA COLA CO(KO)03,715+3,71505650.13%+565
ISHARES TR
FALN ANGLS USD
221,668123,234-98,4346,0526,5861.47%+534
VANGUARD SPECIALIZED FUNDS6,7714,587-2,1841,4881,9730.44%+484
BERKSHIRE HATHAWAY INC DEL611803+1923077750.17%+468
ASML HLDG NV
N Y REGISTRY SHS
0175+17504620.10%+462
QUANTA SVCS INC02,112+2,11202,3190.52%+2,319
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
124,11567,962-56,1535,6946,0891.36%+395
PEPSICO INC(PEP)01,173+1,17303640.08%+364
VANGUARD INDEX FDS4,9623,273-1,6899481,2840.29%+337
ISHARES TR0500+50003290.07%+329
TERADYNE INC(TER)0500+50002960.07%+296
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
01,299+1,29902880.06%+288
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
00002790.06%+279
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
43,98025,125-18,8552,7673,0370.68%+270
CAPITAL ONE FINL CORP(COF)0659+65902400.05%+240
WORLD GOLD TR(GLDM)19,50010,227-9,2731,6651,8960.42%+231
CATERPILLAR INC(CAT)1,312687-6257529730.22%+222
MASTERCARD INCORPORATED(MA)0218+21802180.05%+218
ILLINOIS TOOL WKS INC(ITW)0390+39002070.05%+207
ISHARES SILVER TR(SLV)6,0464,276-1,7703895830.13%+193
VANGUARD WHITEHALL FDS24,90712,715-12,1923,5753,7660.84%+191
CENTRUS ENERGY CORP(LEU)01,089+1,08903780.08%+378
ISHARES TR44,58622,294-22,2921,7591,8980.42%+139
INVESCO EXCH TRADED FD TR II182,26894,239-88,0294,2274,3310.96%+104
SPDR GOLD TR(GLD)2,8121,406-1,4061,1141,2100.27%+96
SEMPRA(SRE)010,347+10,34702,0110.45%+2,011
VANGUARD WORLD FD
ENERGY ETF
1,844922-9222323190.07%+87
INTEL CORP(INTC)8,6764,338-4,3383203850.09%+65
VANGUARD INDEX FDS010,874+10,87404,0080.89%+4,008
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
3,4181,709-1,7092222600.06%+39
VANGUARD WORLD FD9,7004,850-4,8501,3691,4060.31%+37
NETFLIX INC.(NFLX)02,320+2,32004510.10%+451
PROSHARES TR
S&P 500 DV ARIST
13,9506,989-6,9611,4521,4820.33%+30
TJX COS INC NEW(TJX)4,4582,229-2,2296857120.16%+27
MCDONALDS CORP(MCD)5,0182,509-2,5091,5341,5600.35%+26
WASTE MGMT INC DEL(WM)1,964982-9824324510.10%+20
STATE STR SPDR S&P MIDCAP 40(MDY)1,450725-7258758940.20%+20
RTX CORPORATION(RTX)1,194615-5792192370.05%+18
PROCTER & GAMBLE CO(PG)2,9501,497-1,4534234370.10%+14
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
3,9721,871-2,1013163250.07%+10
VANGUARD INTL EQUITY INDEX F02,183+2,18303280.07%+328
ISHARES TR2,166690-1,4762602670.06%+7
INVESCO EXCH TRADED FD TR II7,7283,864-3,8644824870.11%+5
ISHARES TR3,1541,577-1,5773033060.07%+3
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
16,5868,451-8,1351,0141,0160.23%+2
CISCO SYS INC(CSCO)2,8221,411-1,4112172190.05%+2
VANGUARD TAX-MANAGED FDS12,8886,290-6,5988058060.18%+1
FIRST TR EXCHANGE-TRADED FD2,9941,497-1,4972772780.06%+1
VANGUARD INDEX FDS02,685+2,68501,1670.26%+1,167
VANGUARD INDEX FDS1,710855-8555175170.12%0
NORFOLK SOUTHN CORP(NSC)800400-4002312300.05%-1
VANGUARD INTL EQUITY INDEX F16,7158,292-8,4238998960.20%-2
VANGUARD BD INDEX FDS6,2163,112-3,1044844800.11%-4
ADVANCED MICRO DEVICES INC(AMD)2,5631,331-1,2325495450.12%-4
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
5,7482,874-2,8742282230.05%-4
VANGUARD INTL EQUITY INDEX F2,0621,031-1,0312912850.06%-6
ISHARES TR04,353+4,35306930.15%+693
ISHARES TR06,100+6,10003700.08%+370
PUBLIC STORAGE OPER CO(PSA)828380-4482152060.05%-9
ALPHABET INC(GOOG)3,9972,147-1,8501,2511,2410.28%-10
ISHARES TR658329-3292462350.05%-11
ISHARES TR
BROAD USD HIGH
20,17410,087-10,0877547430.17%-11
FIRST TR EXCHANGE-TRADED FD8,6264,313-4,3133052940.07%-11
VANGUARD INDEX FDS3,4301,715-1,7157177060.16%-11
HOME DEPOT INC(HD)01,175+1,17507820.17%+782
JOHNSON & JOHNSON(JNJ)1,790710-1,0803703560.08%-15
STATE STR SPDR S&P 500 ETF T(SPY)0257+25703340.07%+334
VANGUARD WORLD FD
HEALTH CAR ETF
6,3743,337-3,0371,8351,8180.40%-17
ROCKWELL AUTOMATION INC(ROK)600300-3002332150.05%-18
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
13,9726,823-7,1497026840.15%-18
FIRST TR EXCHANGE-TRADED FD
FINLS ALPHADEX
4,6722,336-2,3362822630.06%-19
AXSOME THERAPEUTICS INC.(AXSM)1,430715-7152612420.05%-19
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
010,117+10,11701,0240.23%+1,024
ABBVIE INC(ABBV)1,870935-9354274070.09%-21
STRYKER CORPORATION(SYK)946473-4733323110.07%-22
JPMORGAN CHASE & CO(JPM)1,616848-7685214990.11%-22
ISHARES TR4,527639-3,8884314040.09%-27
ISHARES TR3,6301,687-1,9433633350.07%-28
VANGUARD WORLD FD
INF TECH ETF
598302-2964514220.09%-29
VANGUARD INDEX FDS1,838919-9195785490.12%-29
TKO GROUP HOLDINGS INC(TKO)4,0882,044-2,0448548240.18%-30
FIRST TR EXCHANGE-TRADED FD1,234642-5923323000.07%-32
ABBOTT LABORATORIES1,9081,009-8992392070.05%-32
AFLAC INC(AFL)8,8784,310-4,5689799460.21%-33
AMAZON COM INC(AMZN)2,7601,442-1,3186376030.13%-34
VANGUARD INDEX FDS01,029+1,02905300.12%+530
ISHARES TR3,7821,698-2,0843643190.07%-45
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