0001085146-20-001248.txt : 20200429
0001085146-20-001248.hdr.sgml : 20200429
20200429141423
ACCESSION NUMBER: 0001085146-20-001248
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200429
DATE AS OF CHANGE: 20200429
EFFECTIVENESS DATE: 20200429
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Petix & Botte Co
CENTRAL INDEX KEY: 0001803255
IRS NUMBER: 464749379
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20026
FILM NUMBER: 20829286
BUSINESS ADDRESS:
STREET 1: 7777 ALVARADO ROAD
STREET 2: SUITE 520
CITY: LA MESA
STATE: CA
ZIP: 91942
BUSINESS PHONE: (619) 698-6500
MAIL ADDRESS:
STREET 1: 7777 ALVARADO ROAD
STREET 2: SUITE 520
CITY: LA MESA
STATE: CA
ZIP: 91942
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001803255
XXXXXXXX
03-31-2020
03-31-2020
false
Petix & Botte Co
7777 ALVARADO ROAD
SUITE 520
LA MESA
CA
91942
13F HOLDINGS REPORT
028-20026
N
Paul Botte
Chief Compliance Officer
619-698-6500
/s/ Paul Botte
La Mesa
CA
04-29-2020
0
69
102742
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ABBOTT LABS
COM
002824100
332
4205
SH
SOLE
0
0
4205
ABBVIE INC
COM
00287Y109
295
3874
SH
SOLE
0
0
3874
APPLE INC
COM
037833100
842
3312
SH
SOLE
0
0
3312
AT&T INC
COM
00206R102
216
7396
SH
SOLE
0
0
7396
COSTCO WHSL CORP NEW
COM
22160K105
1390
4875
SH
SOLE
0
0
4875
DISNEY WALT CO
COM DISNEY
254687106
213
2206
SH
SOLE
0
0
2206
FIRST TR EXCHANGE TRADED ALP
DEV MRK EX US
33737J174
217
5440
SH
SOLE
0
0
5440
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
280
5634
SH
SOLE
0
0
5634
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
3365
65981
SH
SOLE
364
0
65617
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
3365
57008
SH
SOLE
0
0
57008
FIRST TR VALUE LINE DIVID IN
SHS
33734H106
3942
142397
SH
SOLE
224
0
142173
GLOBAL X FDS
GLB X MLP ENRG I
37950E226
110
17863
SH
SOLE
0
0
17863
INTEL CORP
COM
458140100
298
5508
SH
SOLE
0
0
5508
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
46137V266
200
1996
SH
SOLE
0
0
1996
INVESCO EXCHANGE-TRADED FD T
S&P MIDCP LOW
46138E198
375
9415
SH
SOLE
0
0
9415
INVESCO EXCHANGE-TRADED FD T
TAXABLE MUN BD
46138G805
412
13348
SH
SOLE
0
0
13348
INVESCO QQQ TR
UNIT SER 1
46090E103
2720
14286
SH
SOLE
473
0
13813
ISHARES INC
CORE MSCI EMKT
46434G103
1856
45852
SH
SOLE
0
0
45852
ISHARES TR
SELECT DIVID ETF
464287168
286
3886
SH
SOLE
0
0
3886
ISHARES TR
TIPS BD ETF
464287176
4769
40440
SH
SOLE
129
0
40311
ISHARES TR
CORE US AGGBD ET
464287226
368
3191
SH
SOLE
0
0
3191
ISHARES TR
S&P 500 GRWT ETF
464287309
200
1209
SH
SOLE
0
0
1209
ISHARES TR
CORE S&P MCP ETF
464287507
3073
21363
SH
SOLE
54
0
21309
ISHARES TR
RUS 1000 GRW ETF
464287614
883
5863
SH
SOLE
428
0
5435
ISHARES TR
RUSSELL 2000 ETF
464287655
2086
18226
SH
SOLE
0
0
18226
ISHARES TR
CORE S&P US VLU
464287663
4331
93784
SH
SOLE
222
0
93562
ISHARES TR
CORE S&P US GWT
464287671
5135
89943
SH
SOLE
211
0
89732
ISHARES TR
INTL SEL DIV ETF
464288448
603
26665
SH
SOLE
0
0
26665
ISHARES TR
PFD AND INCM SEC
464288687
797
25046
SH
SOLE
299
0
24747
ISHARES TR
MSCI MIN VOL ETF
46429B697
530
9814
SH
SOLE
0
0
9814
ISHARES TR
CORE MSCI EAFE
46432F842
2806
56243
SH
SOLE
0
0
56243
MCDONALDS CORP
COM
580135101
424
2565
SH
SOLE
0
0
2565
MICROSOFT CORP
COM
594918104
364
2308
SH
SOLE
0
0
2308
PROSHARES TR
S&P 500 DV ARIST
74348A467
569
9860
SH
SOLE
918
0
8942
SELECT SECTOR SPDR TR
ENERGY
81369Y506
589
20263
SH
SOLE
68
0
20195
SEMPRA ENERGY
COM
816851109
549
4858
SH
SOLE
0
0
4858
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
268
1018
SH
SOLE
0
0
1018
SPDR SER TR
BLMBRG BRC CNVRT
78464A359
3004
62762
SH
SOLE
734
0
62028
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
486
5131
SH
SOLE
286
0
4845
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
1922
48028
SH
SOLE
125
0
47903
UNITED STATES OIL FUND LP
UNITS
91232N108
63
15000
SH
SOLE
0
0
15000
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1345
15058
SH
SOLE
202
0
14856
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
326
3962
SH
SOLE
0
0
3962
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
9718
113865
SH
SOLE
459
0
113406
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1686
29969
SH
SOLE
1302
0
28667
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
836
10284
SH
SOLE
0
0
10284
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
362
2854
SH
SOLE
0
0
2854
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1414
20243
SH
SOLE
23
0
20220
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
545
6134
SH
SOLE
0
0
6134
VANGUARD INDEX FDS
MID CAP ETF
922908629
1076
8172
SH
SOLE
352
0
7820
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
423
3570
SH
SOLE
0
0
3570
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
646
7133
SH
SOLE
18
0
7115
VANGUARD INDEX FDS
GROWTH ETF
922908736
4892
31220
SH
SOLE
510
0
30710
VANGUARD INDEX FDS
VALUE ETF
922908744
418
4695
SH
SOLE
0
0
4695
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1695
14684
SH
SOLE
393
0
14291
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4016
31155
SH
SOLE
2500
0
28655
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
243
5664
SH
SOLE
0
0
5664
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
410
10007
SH
SOLE
37
0
9970
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
647
19298
SH
SOLE
604
0
18694
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
657
13482
SH
SOLE
0
0
13482
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
9774
112231
SH
SOLE
955
0
111276
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
1483
14341
SH
SOLE
562
0
13779
VANGUARD STAR FDS
VG TL INTL STK F
921909768
328
7819
SH
SOLE
0
0
7819
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
691
20718
SH
SOLE
733
0
19985
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3000
42404
SH
SOLE
1491
0
40913
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
356
5395
SH
SOLE
0
0
5395
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
753
4535
SH
SOLE
27
0
4508
VEREIT INC
COM
92339V100
61
12500
SH
SOLE
0
0
12500
WORLD GOLD TR
SPDR GLD MINIS
98149E204
408
25932
SH
SOLE
0
0
25932