Pitti Group Wealth Management

Pitti Group Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 60 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 12.0 $11M 415k 26.57
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 9.4 $8.6M 349k 24.74
Ishares Tr Msci Eafe Etf (EFA) 7.1 $6.6M 87k 75.35
Vanguard Index Fds Total Stk Mkt (VTI) 6.0 $5.6M 23k 237.22
First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) 5.1 $4.7M 219k 21.28
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) 3.9 $3.6M 150k 24.09
Johnson & Johnson (JNJ) 3.7 $3.4M 22k 156.74
Exxon Mobil Corporation (XOM) 3.6 $3.3M 33k 99.98
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) 3.6 $3.3M 103k 31.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $2.9M 6.2k 475.35
Meta Platforms Cl A (META) 2.7 $2.5M 7.0k 353.96
Boeing Company (BA) 2.2 $2.0M 7.8k 260.66
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $1.9M 6.9k 277.14
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $1.8M 11k 170.40
Amazon (AMZN) 1.9 $1.7M 11k 151.94
Ishares Tr Russell 2000 Etf (IWM) 1.8 $1.6M 8.2k 200.71
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.5M 11k 139.69
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.5 $1.3M 26k 51.67
Apple (AAPL) 1.5 $1.3M 6.9k 192.53
Microsoft Corporation (MSFT) 1.4 $1.3M 3.5k 376.00
Netflix (NFLX) 1.4 $1.3M 2.6k 486.88
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.3 $1.2M 18k 67.13
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.1M 2.4k 477.63
NVIDIA Corporation (NVDA) 1.2 $1.1M 2.2k 495.27
Eli Lilly & Co. (LLY) 1.1 $967k 1.7k 582.97
BP Sponsored Adr (BP) 1.0 $890k 25k 35.40
Lowe's Companies (LOW) 1.0 $882k 4.0k 222.56
Bank of America Corporation (BAC) 0.9 $857k 26k 33.67
First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.9 $807k 19k 42.51
Medtronic SHS (MDT) 0.8 $706k 8.6k 82.38
Qualcomm (QCOM) 0.7 $686k 4.7k 144.62
Paypal Holdings (PYPL) 0.7 $650k 11k 61.41
Marriott Intl Cl A (MAR) 0.7 $637k 2.8k 225.48
Diageo Spon Adr New (DEO) 0.6 $585k 4.0k 145.68
Alphabet Cap Stk Cl C (GOOG) 0.6 $578k 4.1k 140.93
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.6 $573k 12k 49.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $537k 1.3k 409.45
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $507k 8.7k 57.96
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.5 $499k 13k 38.89
JPMorgan Chase & Co. (JPM) 0.5 $483k 2.8k 170.10
Paychex (PAYX) 0.5 $468k 3.9k 119.11
Royal Caribbean Cruises (RCL) 0.5 $440k 3.4k 129.49
Home Depot (HD) 0.5 $429k 1.2k 346.64
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.4 $379k 9.7k 38.99
Verizon Communications (VZ) 0.4 $375k 9.9k 37.70
Block Cl A (SQ) 0.4 $367k 4.7k 77.35
Tesla Motors (TSLA) 0.4 $358k 1.4k 248.48
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $307k 1.8k 168.54
Stryker Corporation (SYK) 0.3 $307k 1.0k 299.39
Ford Motor Company (F) 0.3 $302k 25k 12.19
Sherwin-Williams Company (SHW) 0.3 $300k 961.00 311.74
Jack Henry & Associates (JKHY) 0.3 $294k 1.8k 163.41
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.3 $291k 7.3k 39.83
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $290k 769.00 376.81
Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) 0.3 $287k 11k 26.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $263k 3.6k 73.55
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $259k 7.9k 32.77
Mastercard Incorporated Cl A (MA) 0.2 $212k 497.00 426.51
Constellation Brands Cl A (STZ) 0.2 $209k 865.00 241.85
Ultralife (ULBI) 0.1 $124k 18k 6.82