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Home > Institutional Investor > Petix & Botte Co > Profile

Instuitional Investor - Petix & Botte Co

Fund Profile
Filing Period:
Fund Name: Petix & Botte Co
Portfolio Value $379,717,237
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 362,514 $23,838,950 6.28%
2.
Ishares Trust
 IEF 167,630 $21,302,303 5.61%
3.
First Tr Value Line Divid In
 409,745 $18,270,468 4.81%
4.
Ishares Trust
 IEF 197,236 $18,202,892 4.79%
5.
First Tr Exchange-Traded Fd
 295,219 $14,512,952 3.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)