Petix & Botte Co

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$376M
Signature - Title
Paul Botte - Chief Compliance Officer
Location
La Mesa, CA
Summary
This page shows a list of all the recent 13F filings made by Petix & Botte Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Petix & Botte Co reported 124 stock holdings with total value $376M as of Q3 2024. Top holdings included IUSG, IUSV, FVD, LMBS, and BND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 124 $376M +$9.46M -$5.54M +$3.93M IUSG, IUSV, FVD, LMBS, BND 13F-HR 10/18/2024, 01:52 PM
Q2 2024 122 $353M +$146M -$197M -$51.4M IUSG, IUSV, FVD, LMBS, IJH 13F-HR 8/13/2024, 03:59 PM
Q1 2024 141 $403M +$208M -$148M +$60.1M VUG, VTV, IJH, IEFA, IUSG 13F-HR 5/3/2024, 08:14 PM
Q4 2023 122 $340M +$3.32M -$4.56M -$1.24M IUSG, IUSV, FVD, LMBS, BND 13F-HR 2/6/2024, 05:28 PM
Q3 2023 117 $317M +$8.53M -$3.77M +$4.76M IUSG, IUSV, LMBS, FVD, FTGC 13F-HR 11/14/2023, 08:14 PM
Q2 2023 117 $322M +$169M $0 +$169M IUSG, IUSV, LMBS, FVD, BND 13F-HR 8/14/2023, 12:49 PM
Q1 2023 76 $148M +$8.56M -$2.58M +$5.98M IUSG, IUSV, LMBS, FVD, VCIT 13F-HR 5/15/2023, 04:12 PM
Q3 2022 68 $131M +$3.41M -$1.31M +$2.11M LMBS, IUSG, FVD, IUSV, FTGC 13F-HR 10/14/2022, 05:18 PM
Q2 2022 68 $136M +$904K -$154M -$153M LMBS, FVD, IUSG, IUSV, FTGC 13F-HR 8/3/2022, 05:47 PM
Q1 2022 119 $324M +$173M -$1.33M +$171M IUSG, IUSV, FVD, LMBS, FTGC 13F-HR 4/26/2022, 05:04 PM
Q4 2021 82 $157M +$6.07M -$159M -$153M IUSG, IUSV, FVD, LMBS, VCIT 13F-HR 2/11/2022, 04:46 PM
Q3 2021 113 $295M +$159M -$6.02M +$153M IUSG, VCIT, IUSV, LMBS, BND 13F-HR 11/12/2021, 10:04 AM
Q2 2021 77 $143M +$9.68M -$8.31M +$1.36M IUSG, VCIT, IUSV, BND, FVD 13F-HR 7/29/2021, 04:16 PM
Q1 2021 75 $135M +$3.05M -$5.41M -$2.36M VCIT, IUSG, BND, IUSV, VUG Restatement 5/24/2021, 09:38 AM
Q4 2020 81 $134M +$3.57M -$7.41M -$3.84M VCIT, BND, IUSG, VUG, IUSV 13F-HR 1/29/2021, 10:55 AM
Q3 2020 82 $125M +$1.78M -$16K +$1.76M VCIT, BND, IUSG, VUG, IUSV 13F-HR 10/29/2020, 09:25 PM
Q2 2020 83 $206K $0 $0 QUAL 13F-HR 8/6/2020, 07:48 PM
Q1 2020 69 $103M +$4.72M -$9.31M -$4.59M VCIT, BND, IUSG, VUG, TIP 13F-HR 4/29/2020, 02:14 PM
Q4 2019 81 $127M $0 $0 VCIT, BND, VUG, IUSG, IUSV 13F-HR 2/14/2020, 09:29 AM