Fund HoldingsPetix & Botte Co

Total Portfolio Value
$353.04M
Total Bought
$146.81M
Total Sold
$196.36M
Net Transaction
-$49.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR0254,373+254,373032,4279.19%+32,427
ISHARES TR0300,893+300,893026,5187.51%+26,518
FIRST TR VALUE LINE DIVID IN
SHS
0564,212+564,212022,9926.51%+22,992
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0451,574+451,574021,6986.15%+21,698
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0703,693+703,693016,8254.77%+16,825
VANGUARD BD INDEX FDS0243,494+243,494017,5444.97%+17,544
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0217,159+217,159017,3584.92%+17,358
COSTCO WHSL CORP NEW(COST)011,918+11,918010,1302.87%+10,130
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0187,156+187,156011,1543.16%+11,154
SPDR SER TR
ST STR CONV ETF
0133,754+133,75409,6382.73%+9,638
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0204,095+204,09508,5312.42%+8,531
VANGUARD INDEX FDS030,871+30,87108,2582.34%+8,258
INVESCO QQQ TR014,644+14,64407,0161.99%+7,016
APPLE INC(AAPL)031,424+31,42406,6181.87%+6,618
SELECT SECTOR SPDR TR
ST STR ENERG ETF
066,678+66,67806,0781.72%+6,078
ISHARES TR
MSCI USA MIN ETF
063,078+63,07805,2961.50%+5,296
VANGUARD INDEX FDS040,503+40,50306,0931.73%+6,093
VANGUARD WHITEHALL FDS030,818+30,81803,6551.04%+3,655
QUALCOMM INC(QCOM)014,462+14,46202,8810.82%+2,881
VANGUARD SPECIALIZED FUNDS014,316+14,31602,6130.74%+2,613
MICROSOFT CORP(MSFT)04,868+4,86802,1760.62%+2,176
VANGUARD WORLD FD
HEALTH CAR ETF
08,392+8,39202,2320.63%+2,232
ISHARES TR0301,223+301,223017,6274.99%+17,627
SEMPRA(SRE)023,980+23,98001,8240.52%+1,824
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
034,221+34,22101,7270.49%+1,727
WORLD GOLD TR(GLDM)039,228+39,22801,8080.51%+1,808
VANGUARD WORLD FD015,675+15,67501,8570.53%+1,857
NVIDIA CORPORATION(NVDA)49410,280+9,7864461,2700.36%+824
INVESCO EXCH TRADED FD TR II063,452+63,45201,5030.43%+1,503
ISHARES TR08,375+8,37501,6990.48%+1,699
VANGUARD INDEX FDS048,430+48,43004,0571.15%+4,057
ABBVIE INC(ABBV)08,618+8,61801,4780.42%+1,478
QUANTA SVCS INC05,044+5,04401,2820.36%+1,282
PROSHARES TR
S&P 500 DV ARIST
013,678+13,67801,3150.37%+1,315
ISHARES TR044,572+44,57201,2330.35%+1,233
POWERSHARES ACTIVELY MANAGED
ULTRA SHRT DUR
024,269+24,26901,2110.34%+1,211
MCDONALDS CORP(MCD)04,956+4,95601,2630.36%+1,263
ELI LILLY & CO(LLY)388936+5483028470.24%+546
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
016,484+16,48408650.25%+865
ALPHABET INC(GOOG)04,570+4,57008320.24%+832
AFLAC INC(AFL)010,028+10,02808960.25%+896
HOME DEPOT INC(HD)03,034+3,03401,0450.30%+1,045
TKO GROUP HOLDINGS INC(TKO)04,088+4,08804410.13%+441
ISHARES TR027,154+27,15408570.24%+857
SPDR GOLD TR(GLD)03,512+3,51207550.21%+755
ABBOTT LABS08,310+8,31008630.24%+863
VANGUARD INDEX FDS04,651+4,65107850.22%+785
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
013,338+13,33807300.21%+730
ISHARES TR03,865+3,86503420.10%+342
ISHARES TR3,3046,597+3,2932796100.17%+331
JPMORGAN CHASE & CO.(JPM)01,616+1,61603270.09%+327
ISHARES TR02,133+2,13303210.09%+321
SPDR S&P MIDCAP 400 ETF TR(MDY)01,450+1,45007760.22%+776
REALTY INCOME CORP(O)06,028+6,02803180.09%+318
ORACLE CORP(ORCL)02,194+2,19403100.09%+310
SPROUTS FMRS MKT INC(SFM)03,674+3,67403070.09%+307
BANK AMERICA CORP7,16714,334+7,1672725700.16%+298
NETFLIX INC(NFLX)0438+43802960.08%+296
STRYKER CORPORATION(SYK)0860+86002930.08%+293
PFIZER INC(PFE)010,328+10,32802890.08%+289
SCHWAB STRATEGIC TR04,488+4,48802880.08%+288
FIRST TR EXCHANGE TRADED FD
MATERIALS ALPH
04,320+4,32002800.08%+280
AMAZON COM INC(AMZN)1,3402,680+1,3402425180.15%+276
FS KKR CAP CORP(FSK)013,976+13,97602760.08%+276
INTUIT(INTU)0400+40002630.07%+263
TJX COS INC NEW(TJX)2,1294,258+2,1292164690.13%+253
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
5,27510,550+5,2752675130.15%+247
PROCTER AND GAMBLE CO(PG)1,4602,920+1,4602374820.14%+245
HORMEL FOODS CORP(HRL)08,014+8,01402440.07%+244
TESLA INC(TSLA)01,210+1,21002390.07%+239
VANGUARD WORLD FD
ENERGY ETF
01,844+1,84402350.07%+235
ALPHABET INC(GOOG)1,5802,590+1,0102414750.13%+234
FIRST TR EXCHANGE-TRADED FD01,136+1,13602330.07%+233
VANGUARD INTL EQUITY INDEX F02,062+2,06202320.07%+232
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
09,632+9,63202310.07%+231
WELLS FARGO CO NEW(WFC)03,828+3,82802270.06%+227
PUBLIC STORAGE OPER CO(PSA)0764+76402200.06%+220
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
03,972+3,97202190.06%+219
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
04,672+4,67202160.06%+216
VERIZON COMMUNICATIONS INC(VZ)05,234+5,23402160.06%+216
NORFOLK SOUTHN CORP(NSC)01,000+1,00002150.06%+215
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,1484,296+2,1482324460.13%+214
VANGUARD BD INDEX FDS08,285+8,28506210.18%+621
INVESCO EXCH TRADED FD TR II3,8617,722+3,8612184270.12%+209
FIRST TR EXCHANGE-TRADED FD2,5225,044+2,5222164240.12%+208
VANGUARD INTL EQUITY INDEX F05,106+5,10602070.06%+207
WASTE MGMT INC DEL(WM)9611,922+9612054100.12%+205
MERCK & CO INC(MRK)1,7483,496+1,7482314330.12%+202
CATERPILLAR INC(CAT)6561,312+6562404370.12%+197
AT&T INC(T)010,016+10,01601910.05%+191
DISNEY WALT CO(DIS)2,3704,740+2,3702904710.13%+181
ADVANCED MICRO DEVICES INC(AMD)1,2102,420+1,2102183930.11%+174
EA SERIES TRUST
BRIDGEWAY BLUE
11,72023,440+11,7201372830.08%+146
ISHARES TR3,2844,358+1,0743044000.11%+97
INTEL CORP(INTC)09,502+9,50202940.08%+294
ISHARES TR
MSCI USA QLT FCT
1,2681,252-162082140.06%+5
META PLATFORMS INC(META)1,5011,448-537297300.21%+1
SAFETY SHOT INC16,00032,000+16,00038370.01%-1
JOHNSON & JOHNSON(JNJ)2,4721,754-7183912560.07%-135
ROSS STORES INC(ROST)1,3990-1,3992050-205
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