Pitti Group Wealth Management
Latest statistics and disclosures from Pitti Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BUFR, EFA, VTI, BUFG, XOM, and represent 37.16% of Pitti Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BUFQ, IJH, ISPY, HLT, MSFT, SOUN, VXUS, BA, FDEC, GSY.
- Started 4 new stock positions in SOUN, ISPY, HLT, BUFQ.
- Reduced shares in these 10 stocks: UCON (-$8.6M), QJUN, SIXJ, NVDA, NFLX, META, MAR, VTI, QCOM, AAPL.
- Sold out of its positions in SIXJ, QJUN, UCON.
- Pitti Group Wealth Management was a net seller of stock by $-7.5M.
- Pitti Group Wealth Management has $90M in assets under management (AUM), dropping by -2.64%.
- Central Index Key (CIK): 0001909664
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Portfolio Holdings for Pitti Group Wealth Management
Pitti Group Wealth Management holds 61 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 12.9 | $12M | 415k | 27.89 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.6 | $6.8M | 87k | 78.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 6.6 | $5.9M | 23k | 256.70 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 5.5 | $4.9M | 219k | 22.36 |
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| Exxon Mobil Corporation (XOM) | 4.5 | $4.1M | 33k | 121.79 |
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| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ) | 4.3 | $3.9M | NEW | 136k | 28.41 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 3.9 | $3.5M | 104k | 33.34 |
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| Meta Platforms Cl A (META) | 3.9 | $3.5M | -4% | 6.6k | 523.16 |
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| Johnson & Johnson (JNJ) | 3.6 | $3.3M | 22k | 148.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.6 | $3.2M | 6.2k | 517.98 |
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| Amazon (AMZN) | 2.3 | $2.1M | -2% | 11k | 189.05 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $2.0M | +394% | 34k | 58.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.1 | $1.8M | 10k | 177.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $1.8M | 11k | 159.41 |
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| NVIDIA Corporation (NVDA) | 1.9 | $1.7M | -12% | 1.9k | 906.27 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $1.6M | 8.1k | 202.30 |
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| Microsoft Corporation (MSFT) | 1.7 | $1.5M | +4% | 3.6k | 427.97 |
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| Netflix (NFLX) | 1.7 | $1.5M | -10% | 2.4k | 628.78 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.5 | $1.4M | 25k | 54.61 |
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| Boeing Company (BA) | 1.5 | $1.4M | +2% | 7.9k | 173.36 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 1.4 | $1.3M | 18k | 70.99 |
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| Eli Lilly & Co. (LLY) | 1.4 | $1.3M | 1.7k | 759.63 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $1.2M | 2.3k | 520.69 |
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| Apple (AAPL) | 1.3 | $1.1M | -5% | 6.6k | 175.04 |
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| BP Sponsored Adr (BP) | 1.1 | $996k | 25k | 39.65 |
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| Lowe's Companies (LOW) | 1.0 | $936k | 4.0k | 235.44 |
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| Bank of America Corporation (BAC) | 1.0 | $889k | -3% | 25k | 36.35 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.9 | $832k | 19k | 44.54 |
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| Qualcomm (QCOM) | 0.8 | $756k | -9% | 4.3k | 175.13 |
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| Medtronic SHS (MDT) | 0.8 | $716k | 8.7k | 82.17 |
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| Paypal Holdings (PYPL) | 0.8 | $688k | 11k | 65.80 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $635k | -3% | 3.9k | 160.79 |
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| Marriott Intl Cl A (MAR) | 0.7 | $625k | -14% | 2.4k | 258.50 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.7 | $596k | +3% | 12k | 49.93 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $568k | +8% | 9.5k | 59.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $562k | -3% | 1.3k | 445.31 |
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| Diageo Spon Adr New (DEO) | 0.6 | $560k | 4.0k | 140.89 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $543k | -2% | 2.8k | 195.45 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.6 | $520k | 13k | 40.51 |
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| Paychex (PAYX) | 0.5 | $489k | 3.9k | 124.23 |
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| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.5 | $433k | +8% | 11k | 41.09 |
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| Home Depot (HD) | 0.5 | $423k | 1.2k | 347.50 |
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| Royal Caribbean Cruises (RCL) | 0.5 | $422k | -7% | 3.2k | 133.75 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.5 | $413k | NEW | 9.8k | 42.18 |
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| Verizon Communications (VZ) | 0.4 | $398k | 9.9k | 40.16 |
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| Block Cl A (SQ) | 0.4 | $355k | -6% | 4.4k | 80.06 |
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| Stryker Corporation (SYK) | 0.4 | $352k | 1.0k | 346.35 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $334k | 1.8k | 183.29 |
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| Ford Motor Company (F) | 0.4 | $322k | 25k | 13.04 |
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| Jack Henry & Associates (JKHY) | 0.3 | $306k | 1.8k | 170.05 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $304k | +2% | 790.00 | 384.37 |
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| Sherwin-Williams Company (SHW) | 0.3 | $291k | -5% | 909.00 | 319.81 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.3 | $283k | +6% | 8.4k | 33.54 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $267k | +4% | 3.8k | 71.04 |
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| Tesla Motors (TSLA) | 0.3 | $260k | +3% | 1.5k | 174.60 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.3 | $254k | -16% | 6.1k | 41.87 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $231k | 493.00 | 468.31 |
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| Constellation Brands Cl A (STZ) | 0.3 | $230k | 855.00 | 268.45 |
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| Hilton Worldwide Holdings (HLT) | 0.2 | $206k | NEW | 975.00 | 210.79 |
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| Ultralife (ULBI) | 0.2 | $170k | +5% | 19k | 8.90 |
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| Soundhound Ai Class A Com (SOUN) | 0.1 | $53k | NEW | 11k | 4.77 |
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Past Filings by Pitti Group Wealth Management
SEC 13F filings are viewable for Pitti Group Wealth Management going back to 2021
- Pitti Group Wealth Management 2024 Q1 filed April 24, 2024
- Pitti Group Wealth Management 2023 Q4 filed Feb. 5, 2024
- Pitti Group Wealth Management 2023 Q3 filed Nov. 1, 2023
- Pitti Group Wealth Management 2023 Q2 filed Aug. 1, 2023
- Pitti Group Wealth Management 2023 Q1 filed May 2, 2023
- Pitti Group Wealth Management 2022 Q4 filed Jan. 24, 2023
- Pitti Group Wealth Management 2022 Q3 filed Oct. 24, 2022
- Pitti Group Wealth Management 2022 Q2 filed July 18, 2022
- Pitti Group Wealth Management 2022 Q1 filed April 28, 2022
- Pitti Group Wealth Management 2021 Q4 filed Feb. 9, 2022