Home Stocks Super Investors
Investor

Petix & Botte Co

Portfolio Total Value

$382,683,000.00

Number of Stocks

135

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
IUSG $26,721,000.0 7.03%
Reduced 26.01%
191,759 $139.35 $188.68
Added 35.4%
$106.8 $145.11
IUSV $20,630,000.0 5.43%
Reduced 26.76%
222,822 $92.59 $109.71
Added 18.49%
$83.74 $100.29
FVD $19,672,000.0 5.17%
Reduced 23.75%
450,777 $43.64 $47.42
Added 8.66%
$39.73 $46.83
SPLG $17,846,000.0 4.69%
No Change
258,870 $68.94 $80.0
Added 16.04%
$56.8 $71.65
LMBS $16,860,000.0 4.43%
Reduced 24.42%
346,436 $48.67 $49.85
Added 2.42%
$45.06 $51.49
BND $14,799,000.0 3.89%
Reduced 21.81%
205,801 $71.91 $73.34
Added 1.99%
$70.37 $75.67
IJH $14,639,000.0 3.85%
Reduced 24.02%
234,946 $62.31 $75.78
Added 21.62%
$54.14 $68.33
VCIT $13,639,000.0 3.59%
Reduced 24.42%
169,921 $80.27 $82.48
Added 2.75%
$77.8 $84.26
FTGC $13,327,000.0 3.51%
Reduced 23.77%
556,954 $23.93 $27.59
Added 15.29%
$22.22 $25.24
FTSM $12,577,000.0 3.31%
Added 12.92%
210,435 $59.77 $59.87
Added 0.17%
$59.54 $60.16
VUG $10,017,000.0 2.63%
Reduced 7.35%
24,405 $410.46 $86.98
Reduced 78.81%
$317.59 $428.69
GTO $9,748,000.0 2.56%
No Change
210,096 $46.4 $46.98
Added 1.25%
$45.32 $48.79
VTI $8,358,000.0 2.2%
Reduced 10.14%
28,841 $289.8 $369.99
Added 27.67%
$239.86 $302.95
CWB $8,263,000.0 2.17%
Reduced 21.91%
106,089 $77.89 $110.58
Added 41.97%
$69.45 $82.24
IEFA $8,106,000.0 2.13%
Added 190.02%
115,344 $70.28 $97.29
Added 38.43%
$68.74 $78.83
AAPL $7,778,000.0 2.05%
Reduced 1.87%
31,061 $250.42 $298.01
Added 19.0%
$164.08 $260.1
QQQ $7,447,000.0 1.96%
Reduced 0.44%
14,568 $511.22 $740.62
Added 44.87%
$413.07 $539.15
PLW $7,340,000.0 1.93%
No Change
271,566 $27.03 $27.88
Added 3.14%
$26.06 $30.54
COST $7,265,000.0 1.91%
Added 0.03%
7,930 $916.15 $951.45
Added 3.85%
$675.96 $1,008.25
SRLN $6,765,000.0 1.78%
Reduced 23.65%
162,134 $41.73 $40.38
Reduced 3.24%
$40.71 $42.13
JAAA $5,226,000.0 1.37%
No Change
103,062 $50.71 $50.64
Reduced 0.14%
$49.87 $50.99
VOE $5,113,000.0 1.34%
Reduced 26.15%
31,614 $161.76 $195.87
Added 21.09%
$141.68 $176.83
SPYG $5,000,000.0 1.32%
No Change
56,892 $87.9 $119.54
Added 36.0%
$66.89 $92.02
RDVY $4,948,000.0 1.3%
Added 527.31%
83,670 $59.14 $79.15
Added 33.83%
$50.24 $64.63
BNDX $4,898,000.0 1.29%
Reduced 25.72%
99,862 $49.05 $48.35
Reduced 1.43%
$48.19 $50.7
QQQM $4,873,000.0 1.28%
No Change
23,157 $210.46 $304.52
Added 44.69%
$169.96 $221.92
XLE $4,449,000.0 1.17%
Reduced 22.62%
51,948 $85.66 $53.77
Reduced 37.23%
$80.68 $98.97
USMV $4,375,000.0 1.15%
Reduced 24.94%
49,282 $88.79 $94.24
Added 6.14%
$79.31 $94.83
RWL $4,183,000.0 1.1%
No Change
42,720 $97.92 $127.31
Added 30.01%
$85.2 $104.39
VYM $3,626,000.0 0.95%
Reduced 7.39%
28,423 $127.59 $158.21
Added 24.0%
$111.31 $135.07
VB $3,484,000.0 0.92%
Reduced 0.21%
14,502 $240.25 $296.51
Added 23.42%
$205.93 $263.35
VNQ $3,248,000.0 0.85%
Reduced 27.36%
36,465 $89.08 $95.56
Added 7.27%
$78.27 $99.58
VIG $2,722,000.0 0.72%
Reduced 2.92%
13,900 $195.84 $235.19
Added 20.09%
$172.3 $205.2
FALN $2,700,000.0 0.71%
No Change
101,109 $26.71 $27.19
Added 1.8%
$25.9 $27.43
FTSL $2,466,000.0 0.65%
No Change
53,338 $46.24 $45.0
Reduced 2.68%
$45.23 $46.99
PZA $2,427,000.0 0.64%
Added 65.82%
102,832 $23.61 $23.49
Reduced 0.51%
$23.19 $24.34
MSFT $2,051,000.0 0.54%
No Change
4,868 $421.5 $379.4
Reduced 9.99%
$385.58 $468.35
VO $2,028,000.0 0.53%
Reduced 0.21%
7,683 $264.07 $80.1
Reduced 69.67%
$228.17 $285.6
QCOM $1,998,000.0 0.53%
Reduced 7.91%
13,012 $153.62 $226.11
Added 47.19%
$139.26 $230.63
IWF $1,952,000.0 0.51%
Added 2.1%
4,864 $401.52 $123.19
Reduced 69.32%
$310.51 $419.53
VHT $1,917,000.0 0.5%
Reduced 9.91%
7,560 $253.69 $280.41
Added 10.53%
$250.07 $289.14
SRE $1,754,000.0 0.46%
Reduced 17.46%
20,000 $87.72 $90.69
Added 3.39%
$66.4 $95.77
IWM $1,712,000.0 0.45%
Reduced 7.45%
7,752 $220.97 $295.59
Added 33.77%
$190.06 $244.98
MGV $1,558,000.0 0.41%
Reduced 20.68%
12,474 $124.9 $162.27
Added 29.92%
$110.14 $133.82
ABBV $1,531,000.0 0.4%
No Change
8,618 $177.7 $216.49
Added 21.83%
$153.58 $207.32
PWR $1,502,000.0 0.4%
Reduced 5.75%
4,754 $316.05 $702.25
Added 122.2%
$192.62 $365.71
NVDA $1,433,000.0 0.38%
No Change
10,674 $134.29 $210.69
Added 56.89%
$59.94 $153.13
MCD $1,436,000.0 0.38%
No Change
4,956 $289.89 $278.61
Reduced 3.89%
$243.53 $317.9
JPST $1,422,000.0 0.37%
Reduced 16.85%
28,247 $50.37 $50.5
Added 0.26%
$50.2 $50.75
NOBL $1,405,000.0 0.37%
Added 0.43%
14,115 $99.55 $54.95
Reduced 44.8%
$93.46 $108.79
VBR $1,321,000.0 0.35%
Reduced 7.79%
6,665 $198.2 $238.4
Added 20.28%
$173.32 $219.01
FV $1,223,000.0 0.32%
No Change
20,715 $59.07 $72.81
Added 23.26%
$49.73 $62.82
IDV $1,220,000.0 0.32%
Added 0.0%
44,576 $27.38 $42.14
Added 53.91%
$26.83 $30.64
HD $1,181,000.0 0.31%
No Change
3,036 $389.03 $334.28
Reduced 14.07%
$323.77 $439.37
GLDM $1,060,000.0 0.28%
Reduced 48.54%
20,396 $51.99 $83.44
Added 60.49%
$39.35 $55.29
GLDM $1,060,000.0 0.28%
Reduced 48.54%
20,396 $51.99 $83.44
Added 60.49%
$39.35 $55.29
VTV $1,011,000.0 0.27%
Reduced 0.4%
5,974 $169.3 $216.5
Added 27.88%
$149.62 $182.38
OMFL $1,040,000.0 0.27%
Added 4.71%
19,194 $54.23 $68.56
Added 26.42%
$46.79 $56.71
AFL $1,037,000.0 0.27%
No Change
10,028 $103.44 $115.47
Added 11.63%
$75.08 $115.5
HYG $983,000.0 0.26%
Reduced 18.02%
12,501 $78.65 $80.01
Added 1.73%
$75.59 $80.37
GSY $978,000.0 0.26%
Reduced 19.0%
19,517 $50.11 $50.25
Added 0.28%
$49.75 $50.37
ABT $939,000.0 0.25%
No Change
8,310 $113.1 $88.41
Reduced 21.83%
$99.71 $121.64
GOOGL $865,000.0 0.23%
No Change
4,570 $189.3 $368.03
Added 94.42%
$130.67 $202.29
IEMG $870,000.0 0.23%
Reduced 10.98%
16,664 $52.22 $85.63
Added 63.98%
$48.31 $59.0
FB $847,000.0 0.22%
No Change
1,448 $585.51 $44.64
Reduced 92.38%
$0.0 $0.0
MDY $825,000.0 0.22%
No Change
1,450 $569.58 $691.0
Added 21.32%
$495.53 $624.13
GLD $850,000.0 0.22%
No Change
3,512 $242.13 $387.12
Added 59.88%
$183.78 $257.71
VXF $802,000.0 0.21%
Reduced 9.24%
4,224 $189.94 $241.07
Added 26.92%
$159.19 $207.77
USHY $753,000.0 0.2%
Added 0.16%
20,474 $36.79 $37.01
Added 0.6%
$35.55 $37.72
VV $741,000.0 0.2%
No Change
2,750 $269.65 $345.0
Added 27.94%
$221.94 $280.79
IYW $777,000.0 0.2%
Added 148.24%
4,873 $159.53 $253.57
Added 58.95%
$124.32 $166.47
LLY $722,000.0 0.19%
No Change
936 $772.0 $1,098.57
Added 42.3%
$624.68 $972.53
VWO $729,000.0 0.19%
Reduced 5.94%
16,577 $44.04 $60.77
Added 37.99%
$39.43 $49.57
VEA $737,000.0 0.19%
Added 0.08%
15,416 $47.82 $72.31
Added 51.21%
$46.72 $53.4
IVW $628,000.0 0.17%
Reduced 6.04%
6,186 $101.53 $137.96
Added 35.88%
$77.2 $106.33
BAC $629,000.0 0.17%
No Change
14,334 $43.95 $56.2
Added 27.87%
$32.35 $48.08
PFF $627,000.0 0.17%
Reduced 25.99%
19,964 $31.44 $31.23
Reduced 0.67%
$30.56 $33.59
BIV $603,000.0 0.16%
Added 0.93%
8,072 $74.73 $76.53
Added 2.41%
$72.95 $78.89
$580,000.0 0.15%
No Change
4,088 $142.11 $nan
Reduced nan%
$nan $nan
AMZN $587,000.0 0.15%
No Change
2,680 $219.39 $244.39
Added 11.4%
$151.61 $235.44
GOVT $566,000.0 0.15%
Reduced 7.16%
24,640 $22.98 $22.75
Reduced 1.0%
$22.08 $23.69
VOT $542,000.0 0.14%
Reduced 3.44%
2,136 $253.75 $306.18
Added 20.66%
$213.81 $275.91
TJX $514,000.0 0.14%
No Change
4,258 $120.81 $163.81
Added 35.59%
$92.35 $128.0
FMF $501,000.0 0.13%
No Change
10,550 $47.58 $50.62
Added 6.39%
$46.47 $50.82
PKW $494,000.0 0.13%
No Change
4,296 $115.13 $138.09
Added 19.94%
$98.73 $125.31
VBK $501,000.0 0.13%
Reduced 3.66%
1,792 $280.06 $356.54
Added 27.31%
$233.0 $304.59
TSLA $488,000.0 0.13%
No Change
1,210 $403.84 $400.49
Reduced 0.83%
$138.8 $488.54
DIS $494,000.0 0.13%
Reduced 6.24%
4,444 $111.35 $103.89
Reduced 6.7%
$83.91 $123.74
PG $489,000.0 0.13%
No Change
2,920 $167.65 $150.38
Reduced 10.3%
$152.06 $180.43
CAT $475,000.0 0.13%
No Change
1,312 $362.76 $985.82
Added 171.76%
$288.34 $418.5
GOOG $493,000.0 0.13%
No Change
2,590 $190.44 $367.46
Added 92.95%
$131.55 $203.84
XMLV $469,000.0 0.12%
No Change
7,724 $60.82 $64.75
Added 6.46%
$52.14 $65.99
FTCS $442,000.0 0.12%
No Change
5,044 $87.82 $92.96
Added 5.85%
$80.47 $94.23
VEU $408,000.0 0.11%
Reduced 11.59%
7,116 $57.42 $84.92
Added 47.89%
$54.86 $63.81
EFA $419,000.0 0.11%
No Change
5,546 $75.61 $104.41
Added 38.09%
$73.91 $84.56
SFM $405,000.0 0.11%
No Change
3,194 $127.07 $80.49
Reduced 36.66%
$48.98 $155.64
ORCL $365,000.0 0.1%
No Change
2,194 $166.64 $184.29
Added 10.59%
$106.51 $198.31
JPM $387,000.0 0.1%
No Change
1,616 $239.71 $325.22
Added 35.67%
$168.86 $264.25
WM $387,000.0 0.1%
No Change
1,922 $201.79 $214.6
Added 6.35%
$183.0 $230.39
NFLX $390,000.0 0.1%
No Change
438 $891.32 $77.38
Reduced 91.32%
$537.07 $941.75
AGG $360,000.0 0.09%
Added 0.16%
3,716 $96.88 $98.9
Added 2.09%
$94.85 $102.04
EMB $339,000.0 0.09%
Added 1.06%
3,809 $89.04 $96.73
Added 8.64%
$86.4 $93.97
MBB $326,000.0 0.09%
Reduced 5.27%
3,558 $91.68 $94.48
Added 3.05%
$89.16 $96.76
MRK $347,000.0 0.09%
No Change
3,496 $99.48 $113.87
Added 14.47%
$94.48 $134.63
VGT $315,000.0 0.08%
No Change
508 $621.8 $120.04
Reduced 80.69%
$478.25 $648.66
SCHX $304,000.0 0.08%
No Change
4,488 $67.85 $29.49
Reduced 56.54%
$19.08 $66.02
SPY $287,000.0 0.08%
No Change
490 $586.08 $746.74
Added 27.41%
$482.86 $609.07
SYK $309,000.0 0.08%
No Change
860 $360.05 $307.8
Reduced 14.51%
$307.23 $398.2
FSK $310,000.0 0.08%
Added 1.55%
14,300 $21.72 $10.27
Reduced 52.72%
$18.31 $22.48
AMD $292,000.0 0.08%
No Change
2,420 $120.79 $537.37
Added 344.88%
$114.41 $227.3
FDN $300,000.0 0.08%
No Change
1,234 $243.17 $265.68
Added 9.26%
$177.2 $257.87
HRL $254,000.0 0.07%
No Change
8,016 $31.7 $24.16
Reduced 23.79%
$28.51 $36.86
INTU $251,000.0 0.07%
No Change
400 $628.5 $267.0
Reduced 57.52%
$557.29 $714.78
IJR $262,000.0 0.07%
Reduced 3.35%
2,282 $115.22 $143.21
Added 24.29%
$101.85 $128.61
JNJ $253,000.0 0.07%
No Change
1,754 $144.62 $228.39
Added 57.92%
$140.68 $168.85
FXO $252,000.0 0.07%
No Change
4,672 $54.13 $61.02
Added 12.73%
$42.24 $59.36
WFC $268,000.0 0.07%
No Change
3,828 $70.24 $82.2
Added 17.03%
$47.45 $78.29
WMT $266,000.0 0.07%
No Change
2,946 $90.35 $117.18
Added 29.7%
$53.44 $96.18
KBWY $206,000.0 0.06%
No Change
9,784 $21.1 $17.97
Reduced 14.83%
$16.79 $21.86
QUAL $219,000.0 0.06%
No Change
1,225 $179.3 $215.89
Added 20.41%
$150.47 $187.26
NSC $234,000.0 0.06%
No Change
1,000 $234.7 $300.08
Added 27.86%
$206.71 $277.6
PFE $240,000.0 0.06%
Reduced 12.2%
9,068 $26.53 $25.21
Reduced 4.98%
$24.48 $31.54
LOW $216,000.0 0.06%
No Change
800 $270.85 $222.2
Reduced 17.96%
$209.55 $287.01
INTC $222,000.0 0.06%
No Change
9,504 $23.46 $133.99
Added 471.14%
$18.51 $50.3
FDT $214,000.0 0.06%
No Change
3,972 $54.08 $99.4
Added 83.8%
$50.47 $58.95
FXZ $229,000.0 0.06%
No Change
3,418 $67.04 $82.72
Added 23.39%
$55.73 $72.27
O $236,000.0 0.06%
Reduced 26.58%
4,426 $53.41 $60.24
Added 12.79%
$50.65 $64.88
VRP $238,000.0 0.06%
No Change
9,730 $24.46 $24.42
Reduced 0.16%
$23.28 $24.67
VDE $223,000.0 0.06%
No Change
1,844 $121.31 $151.82
Added 25.15%
$112.99 $137.92
VT $242,000.0 0.06%
No Change
2,062 $117.48 $157.66
Added 34.2%
$102.84 $123.64
PSA $228,000.0 0.06%
No Change
764 $299.44 $318.12
Added 6.24%
$256.31 $369.99
JNK $203,000.0 0.05%
No Change
2,080 $97.79 $96.39
Reduced 1.43%
$92.47 $97.9
ITW $204,000.0 0.05%
No Change
780 $262.07 $264.09
Added 0.77%
$232.77 $279.13
DUK $202,000.0 0.05%
No Change
1,752 $115.3 $123.86
Added 7.42%
$90.09 $121.25
VNQI $204,000.0 0.05%
Added 1.37%
5,176 $39.55 $44.84
Added 13.38%
$38.01 $47.63