- Added Positions: LMBS, TIP, BNDX, IUSG, FVD, IUSV, IJH, SRLN, XLE, CWB, VNQ, AAPL, GLDM, INTC, COST, ABBV,
- Reduced Positions: IEFA, VUG, IWM, USMV, IEMG, VTI, VYM, PFF, QQQ, BND, VTV, VCIT, FTSM, BIV, VEA, VB, BAB, VWO, VXUS, VXF, SRE, AGG, VBR, MGV, VHT, VEU, VOT, VOE, JNK, VNQI, VTIP, BSV, DVY, IDV, NOBL, XMLV, FDT, DIS, MSFT,
- Sold Out: HYG, XOM, GD, EFA, IWB, VBK, PFE, HEDJ, XLB,
For the details of Petix & Botte Co's stock buys and sells, go to https://www.gurufocus.com/guru/petix+%26+botte+co/current-portfolio/portfolio
These are the top 5 holdings of Petix & Botte Co- Vanguard Intermediate-Term Corporate Bond ETF (VCIT) - 112,231 shares, 9.52% of the total portfolio. Shares reduced by 2.63%
- Vanguard Total Bond Market ETF (BND) - 113,865 shares, 9.47% of the total portfolio. Shares reduced by 3.12%
- iShares Core S&P U.S. Growth ETF (IUSG) - 89,943 shares, 5.00% of the total portfolio. Shares added by 7.78%
- Vanguard Growth (VUG) - 31,220 shares, 4.77% of the total portfolio. Shares reduced by 9.46%
- iShares TIPS Bond (TIP) - 40,440 shares, 4.65% of the total portfolio. Shares added by 18.83%
Petix & Botte Co added to a holding in First Trust Low Duration Mortgage Opportunities ET by 57.59%. The purchase prices were between $49.9 and $52.72, with an estimated average price of $51.94. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 1.2%. The holding were 65,981 shares as of .
Added: Vanguard Total International Bond ETF (BNDX)Petix & Botte Co added to a holding in Vanguard Total International Bond ETF by 35.88%. The purchase prices were between $54.98 and $58.4, with an estimated average price of $57.14. The stock is now traded at around $57.21. The impact to a portfolio due to this purchase was 0.43%. The holding were 29,969 shares as of .
Added: SPDR Select Sector Fund - Energy Select Sector (XLE)Petix & Botte Co added to a holding in SPDR Select Sector Fund - Energy Select Sector by 49.30%. The purchase prices were between $23.57 and $60.87, with an estimated average price of $48.26. The stock is now traded at around $38.46. The impact to a portfolio due to this purchase was 0.19%. The holding were 20,263 shares as of .
Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)Petix & Botte Co sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $68.29 and $87.58, with an estimated average price of $83.68.
Sold Out: Exxon Mobil Corp (XOM)Petix & Botte Co sold out a holding in Exxon Mobil Corp. The sale prices were between $31.45 and $70.9, with an estimated average price of $55.73.
Sold Out: iShares Russell 1000 (IWB)Petix & Botte Co sold out a holding in iShares Russell 1000. The sale prices were between $122.31 and $187.02, with an estimated average price of $168.18.
Sold Out: General Dynamics Corp (GD)Petix & Botte Co sold out a holding in General Dynamics Corp. The sale prices were between $106.6 and $189.43, with an estimated average price of $166.85.
Sold Out: iShares MSCI EAFE (EFA)Petix & Botte Co sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.
Sold Out: Vanguard Small-Cap Growth (VBK)Petix & Botte Co sold out a holding in Vanguard Small-Cap Growth. The sale prices were between $128.7 and $210.28, with an estimated average price of $187.33.
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