Pitti Group Wealth Management

Pitti Group Wealth Management as of Sept. 30, 2023

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 65 positions in its portfolio as reported in the September 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) 10.2 $8.9M 372k 23.90
Ishares Tr Msci Eafe Etf (EFA) 8.1 $7.1M 103k 68.92
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 7.9 $6.9M 282k 24.49
Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $5.5M 26k 212.41
Exxon Mobil Corporation (XOM) 4.5 $3.9M 33k 117.58
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 4.3 $3.8M 172k 21.87
Johnson & Johnson (JNJ) 4.0 $3.5M 22k 155.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $2.9M 6.9k 427.50
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 3.2 $2.8M 141k 19.67
Meta Platforms Cl A (META) 2.8 $2.4M 8.1k 300.21
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $1.8M 7.0k 249.36
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $1.7M 11k 155.39
Alphabet Cap Stk Cl A (GOOGL) 2.0 $1.7M 13k 130.86
Amazon (AMZN) 1.9 $1.7M 13k 127.12
Boeing Company (BA) 1.7 $1.5M 7.9k 191.68
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $1.5M 12k 128.74
Ishares Tr Russell 2000 Etf (IWM) 1.6 $1.4M 8.0k 176.73
Apple (AAPL) 1.6 $1.4M 8.2k 171.21
Microsoft Corporation (MSFT) 1.5 $1.3M 4.1k 315.71
Fidelity Covington Trust Msci Finls Idx (FNCL) 1.5 $1.3M 28k 46.56
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.4 $1.2M 27k 45.95
NVIDIA Corporation (NVDA) 1.4 $1.2M 2.8k 435.02
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.2M 2.8k 429.41
Netflix (NFLX) 1.3 $1.1M 3.0k 377.60
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.3 $1.1M 19k 59.73
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.1 $988k 6.7k 147.41
BP Sponsored Adr (BP) 1.1 $983k 25k 38.72
Lowe's Companies (LOW) 1.1 $957k 4.6k 207.84
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.0 $916k 31k 29.38
Bank of America Corporation (BAC) 0.9 $809k 30k 27.38
Paypal Holdings (PYPL) 0.8 $731k 13k 58.46
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.8 $728k 19k 38.86
Marriott Intl Cl A (MAR) 0.8 $718k 3.7k 196.56
Medtronic SHS (MDT) 0.8 $707k 9.0k 78.36
Diageo Spon Adr New (DEO) 0.8 $663k 4.4k 149.16
Qualcomm (QCOM) 0.7 $604k 5.4k 111.05
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.7 $583k 12k 49.70
Alphabet Cap Stk Cl C (GOOG) 0.6 $541k 4.1k 131.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $519k 1.4k 358.35
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.6 $498k 14k 36.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $482k 9.0k 53.52
JPMorgan Chase & Co. (JPM) 0.5 $480k 3.3k 145.04
Paychex (PAYX) 0.5 $464k 4.0k 115.32
Home Depot (HD) 0.4 $384k 1.3k 302.22
First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $379k 14k 26.42
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.4 $378k 11k 35.19
Royal Caribbean Cruises (RCL) 0.4 $364k 4.0k 92.14
Tesla Motors (TSLA) 0.4 $359k 1.4k 250.22
Ford Motor Company (F) 0.4 $345k 28k 12.42
Stryker Corporation (SYK) 0.4 $330k 1.2k 273.34
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.4 $316k 13k 24.54
Sherwin-Williams Company (SHW) 0.4 $315k 1.2k 255.12
Verizon Communications (VZ) 0.3 $296k 9.1k 32.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $293k 873.00 335.00
Mastercard Incorporated Cl A (MA) 0.3 $289k 731.00 395.91
Jack Henry & Associates (JKHY) 0.3 $272k 1.8k 151.14
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.3 $267k 7.3k 36.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $261k 3.7k 69.78
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.3 $244k 6.4k 38.35
Block Cl A (SQ) 0.3 $233k 5.3k 44.26
Eli Lilly & Co. (LLY) 0.3 $227k 423.00 537.23
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $220k 7.8k 28.23
Constellation Brands Cl A (STZ) 0.2 $201k 799.00 251.44
Robinhood Mkts Com Cl A (HOOD) 0.1 $129k 13k 9.81
Ultralife (ULBI) 0.1 $125k 13k 9.76