Pitti Group Wealth Management

Pitti Group Wealth Management as of March 31, 2023

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 10.3 $9.2M 380k 24.21
Ishares Tr Msci Eafe Etf (EFA) 8.5 $7.6M 107k 71.52
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $6.2M 30k 204.10
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 5.2 $4.7M 199k 23.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.7 $4.2M 10k 409.39
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 4.6 $4.1M 217k 18.95
Exxon Mobil Corporation (XOM) 4.0 $3.6M 33k 109.66
Johnson & Johnson (JNJ) 4.0 $3.6M 23k 155.00
Meta Platforms Cl A (META) 2.9 $2.6M 12k 211.95
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.6 $2.3M 54k 42.75
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $1.9M 7.5k 250.17
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $1.8M 12k 154.01
Boeing Company (BA) 1.9 $1.7M 8.0k 212.43
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $1.5M 12k 129.46
Apple (AAPL) 1.6 $1.4M 8.6k 164.91
Amazon (AMZN) 1.6 $1.4M 14k 103.29
Alphabet Cap Stk Cl A (GOOGL) 1.6 $1.4M 14k 103.73
NVIDIA Corporation (NVDA) 1.5 $1.4M 4.9k 277.79
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.5 $1.3M 30k 45.10
Ishares Tr Core S&p500 Etf (IVV) 1.5 $1.3M 3.2k 411.02
Ishares Tr Russell 2000 Etf (IWM) 1.5 $1.3M 7.5k 178.41
Microsoft Corporation (MSFT) 1.5 $1.3M 4.6k 288.28
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.4 $1.3M 28k 44.87
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.2 $1.1M 18k 60.64
Netflix (NFLX) 1.1 $1.0M 3.0k 345.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.1 $1.0M 7.6k 132.01
BP Sponsored Adr (BP) 1.1 $963k 25k 37.94
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.0 $860k 27k 32.09
Visa Com Cl A (V) 1.0 $852k 3.8k 225.47
Lowe's Companies (LOW) 0.9 $808k 4.0k 199.99
Qualcomm (QCOM) 0.8 $739k 5.8k 127.57
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.8 $712k 19k 37.60
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.8 $700k 20k 35.05
General Motors Company (GM) 0.7 $665k 18k 36.68
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.7 $610k 12k 49.60
Paypal Holdings (PYPL) 0.7 $585k 7.7k 75.94
Diageo Spon Adr New (DEO) 0.6 $568k 3.1k 181.16
Marriott Intl Cl A (MAR) 0.6 $567k 3.4k 166.04
Charles Schwab Corporation (SCHW) 0.6 $544k 10k 52.38
Medtronic SHS (MDT) 0.6 $536k 6.6k 80.61
Bank of America Corporation (BAC) 0.6 $530k 19k 28.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $515k 1.6k 320.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $493k 8.9k 55.21
Mastercard Incorporated Cl A (MA) 0.5 $462k 1.3k 363.41
Paychex (PAYX) 0.5 $459k 4.0k 114.60
Alphabet Cap Stk Cl C (GOOG) 0.5 $439k 4.2k 104.00
JPMorgan Chase & Co. (JPM) 0.5 $406k 3.1k 130.33
First Tr Exchange-traded Lunt Us Factor (FCTR) 0.4 $396k 14k 27.44
Royal Caribbean Cruises (RCL) 0.4 $380k 5.8k 65.30
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.4 $376k 11k 33.67
Tesla Motors (TSLA) 0.4 $364k 1.8k 207.46
Verizon Communications (VZ) 0.4 $362k 9.3k 38.89
Constellation Brands Cl A (STZ) 0.4 $336k 1.5k 225.89
Stryker Corporation (SYK) 0.4 $321k 1.1k 285.47
Home Depot (HD) 0.4 $317k 1.1k 295.14
Block Cl A (SQ) 0.3 $309k 4.5k 68.65
Sherwin-Williams Company (SHW) 0.3 $298k 1.3k 224.77
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $297k 11k 26.63
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $297k 892.00 332.75
Jack Henry & Associates (JKHY) 0.3 $271k 1.8k 150.72
Ford Motor Company (F) 0.3 $269k 21k 12.60
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.3 $255k 7.3k 34.88
Shopify Cl A (SHOP) 0.3 $252k 5.2k 47.94
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $250k 3.4k 73.83
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.3 $231k 9.1k 25.50
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.3 $228k 6.5k 34.75
Wal-Mart Stores (WMT) 0.2 $216k 1.5k 147.47
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $201k 7.5k 26.65
Ultralife (ULBI) 0.1 $52k 13k 4.02