Pitti Group Wealth Management

Pitti Group Wealth Management as of June 30, 2023

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 62 positions in its portfolio as reported in the June 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) 10.1 $9.1M 375k 24.17
Ishares Tr Msci Eafe Etf (EFA) 8.6 $7.7M 106k 72.50
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 7.6 $6.8M 272k 25.04
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $6.6M 30k 220.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $4.7M 11k 443.29
Johnson & Johnson (JNJ) 4.3 $3.8M 23k 165.52
Exxon Mobil Corporation (XOM) 4.0 $3.6M 33k 107.25
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 3.1 $2.8M 139k 20.18
Meta Platforms Cl A (META) 2.7 $2.4M 8.4k 286.98
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.0M 7.5k 261.49
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $1.9M 12k 162.43
Amazon (AMZN) 2.0 $1.8M 14k 130.36
Boeing Company (BA) 1.9 $1.7M 8.0k 211.16
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.6M 13k 119.70
Apple (AAPL) 1.7 $1.5M 8.0k 193.96
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $1.5M 12k 132.73
Ishares Tr Core S&p500 Etf (IVV) 1.6 $1.4M 3.2k 445.70
NVIDIA Corporation (NVDA) 1.6 $1.4M 3.3k 423.04
Netflix (NFLX) 1.6 $1.4M 3.2k 440.49
Ishares Tr Russell 2000 Etf (IWM) 1.6 $1.4M 7.4k 187.26
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.5 $1.4M 9.1k 151.98
Microsoft Corporation (MSFT) 1.5 $1.4M 4.0k 340.53
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.5 $1.3M 28k 47.07
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.5 $1.3M 28k 47.10
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.2 $1.1M 18k 63.29
Lowe's Companies (LOW) 1.2 $1.0M 4.6k 225.69
BP Sponsored Adr (BP) 1.0 $896k 25k 35.29
Bank of America Corporation (BAC) 0.9 $822k 29k 28.69
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.9 $788k 27k 29.36
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.9 $762k 19k 40.26
Paypal Holdings (PYPL) 0.9 $760k 11k 66.73
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.8 $750k 20k 37.74
Medtronic SHS (MDT) 0.8 $705k 8.0k 88.10
Marriott Intl Cl A (MAR) 0.8 $694k 3.8k 183.68
Diageo Spon Adr New (DEO) 0.8 $677k 3.9k 173.46
Qualcomm (QCOM) 0.7 $642k 5.4k 119.03
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.7 $616k 12k 49.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $531k 1.4k 369.47
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $510k 9.1k 56.08
Alphabet Cap Stk Cl C (GOOG) 0.6 $499k 4.1k 120.97
JPMorgan Chase & Co. (JPM) 0.5 $478k 3.3k 145.44
Royal Caribbean Cruises (RCL) 0.5 $458k 4.4k 103.74
Paychex (PAYX) 0.5 $449k 4.0k 111.88
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.5 $403k 11k 36.04
Home Depot (HD) 0.4 $399k 1.3k 310.68
Ford Motor Company (F) 0.4 $397k 26k 15.13
Tesla Motors (TSLA) 0.4 $380k 1.5k 261.77
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $373k 14k 27.00
Verizon Communications (VZ) 0.4 $350k 9.4k 37.19
Sherwin-Williams Company (SHW) 0.4 $338k 1.3k 265.56
Stryker Corporation (SYK) 0.4 $337k 1.1k 305.13
Block Cl A (SQ) 0.4 $326k 4.9k 66.57
Jack Henry & Associates (JKHY) 0.3 $301k 1.8k 167.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $300k 872.00 343.98
Mastercard Incorporated Cl A (MA) 0.3 $288k 731.00 393.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $273k 3.7k 72.69
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.3 $272k 7.3k 37.19
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $218k 7.7k 28.31
Wal-Mart Stores (WMT) 0.2 $208k 1.3k 157.20
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.2 $203k 6.2k 32.63
First Tr Exchng Traded Fd Vi Ft Cboe Vest 100 (QDEC) 0.2 $202k 9.0k 22.39
Ultralife (ULBI) 0.1 $62k 13k 4.84