News + Filings Holdings
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Petix & Botte Co
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| HYG | Common | 8,700 | 8,700 | 653,168,000 | 653,168,000 | 0.20 | |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,840 | 1,840 | 627,440,000 | 627,440,000 | 0.19 | |
Hist
| 06/30/2023 |
Vanguard BD Index Fund Inc Sho
| BSV | COM | 8,206 | 8,206 | 620,166,000 | 620,166,000 | 0.19 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND V
| FMF | Common | 10,550 | 10,550 | 504,396,000 | 504,396,000 | 0.16 | |
Hist
| 06/30/2023 |
ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 6,424 | 6,424 | 465,742,000 | 465,742,000 | 0.14 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| MBB | Common | 4,868 | 4,868 | 454,018,000 | 454,018,000 | 0.14 | |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 2,946 | 2,946 | 447,026,000 | 447,026,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
WORLD WRESTLING ENTERTAINMENTINC
| WWE | CLA | 4,088 | 4,088 | 443,426,000 | 443,426,000 | 0.14 | |
Hist
| 06/30/2023 |
Vanguard Small-Cap Growth ETF
| VBK | common | 1,860 | 1,860 | 427,316,000 | 427,316,000 | 0.13 | |
Hist
| 06/30/2023 |
TJX COMPANIES INC /DE/
| TJX | Common | 5,018 | 5,018 | 425,476,000 | 425,476,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
Meta Platforms, Inc.
| FB | Common | 1,448 | 1,448 | 415,548,000 | 415,548,000 | 0.13 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 1,010 | 1,010 | 411,352,000 | 411,352,000 | 0.13 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| USHY | Common | 11,366 | 11,366 | 401,222,000 | 401,222,000 | 0.12 | |
Hist
| 06/30/2023 |
Merck & Co., Inc.
| MRK | COM | 3,396 | 3,396 | 391,864,000 | 391,864,000 | 0.12 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| PKW | Common | 4,296 | 4,296 | 384,278,000 | 384,278,000 | 0.12 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 908 | 908 | 384,104,000 | 384,104,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
Alphabet Inc.
| GOOG | COM | 3,160 | 3,160 | 382,264,000 | 382,264,000 | 0.12 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| FTCS | Common | 5,044 | 5,044 | 378,704,000 | 378,704,000 | 0.12 | |
Hist
| 06/30/2023 |
Invesco Exchange-Traded Self-Indexed Fund Trust
| OMFL | Exchange Traded Fund | 7,610 | 7,610 | 372,740,000 | 372,740,000 | 0.12 | |
Hist
| 06/30/2023 |
ELI LILLY & Co
| LLY | Common | 776 | 776 | 363,928,000 | 363,928,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 2,680 | 2,680 | 349,364,000 | 349,364,000 | 0.11 | |
Hist
| 06/30/2023 |
Invesco Exchange-Traded Fund Trust II
| | Exchange Traded Fund | 13,030 | 13,030 | 345,938,000 | 345,938,000 | 0.11 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 2,064 | 2,064 | 341,634,000 | 341,634,000 | 0.11 | |
Hist
| 06/30/2023 |
INTEL CORP
| INTC | Common | 10,118 | 10,118 | 338,340,000 | 338,340,000 | 0.11 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 3,436 | 3,436 | 336,606,000 | 336,606,000 | 0.10 | |
Hist
| 06/30/2023 |
WASTE MANAGEMENT INC
| WM | Common | 1,922 | 1,922 | 333,314,000 | 333,314,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
FS KKR Capital Corp
| FSK | COM | 16,906 | 16,906 | 324,258,000 | 324,258,000 | 0.10 | 0.01 |
Hist
| 06/30/2023 |
CATERPILLAR INC
| CAT | Common | 1,312 | 1,312 | 322,820,000 | 322,820,000 | 0.10 | |
Hist
| 06/30/2023 |
HORMEL FOODS CORP /DE/
| HRL | Common | 8,008 | 8,008 | 322,118,000 | 322,118,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
Tesla, Inc.
| TSLA | COM | 1,210 | 1,210 | 316,740,000 | 316,740,000 | 0.10 | |
Hist
| 06/30/2023 |
REALTY INCOME CORP
| O | COM | 4,998 | 4,998 | 298,830,000 | 298,830,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 2,821 | 2,821 | 281,111,000 | 281,111,000 | 0.09 | |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| FXZ | Common | 4,320 | 4,320 | 277,300,000 | 277,300,000 | 0.09 | |
Hist
| 06/30/2023 |
ADVANCED MICRO DEVICES INC
| AMD | Common | 2,420 | 2,420 | 275,662,000 | 275,662,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| JNK | Common | 2,931 | 2,931 | 269,738,000 | 269,738,000 | 0.08 | |
Hist
| 06/30/2023 |
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