Pitti Group Wealth Management

Pitti Group Wealth Management as of March 31, 2024

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
Ishares Tr Msci Eafe Etf (EFA) 7.6 $6.8M 87k 78.51
Vanguard Index Fds Total Stk Mkt (VTI) 6.6 $5.9M 23k 256.70
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 5.5 $4.9M 219k 22.36
Exxon Mobil Corporation (XOM) 4.5 $4.1M 33k 121.79
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ) 4.3 $3.9M 136k 28.41
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 3.9 $3.5M 104k 33.34
Meta Platforms Cl A (META) 3.9 $3.5M 6.6k 523.16
Johnson & Johnson (JNJ) 3.6 $3.3M 22k 148.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $3.2M 6.2k 517.98
Amazon (AMZN) 2.3 $2.1M 11k 189.05
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.0M 34k 58.81
Vanguard Specialized Funds Div App Etf (VIG) 2.1 $1.8M 10k 177.85
Alphabet Cap Stk Cl A (GOOGL) 2.0 $1.8M 11k 159.41
NVIDIA Corporation (NVDA) 1.9 $1.7M 1.9k 906.27
Ishares Tr Russell 2000 Etf (IWM) 1.8 $1.6M 8.1k 202.30
Microsoft Corporation (MSFT) 1.7 $1.5M 3.6k 427.97
Netflix (NFLX) 1.7 $1.5M 2.4k 628.78
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.5 $1.4M 25k 54.61
Boeing Company (BA) 1.5 $1.4M 7.9k 173.36
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.4 $1.3M 18k 70.99
Eli Lilly & Co. (LLY) 1.4 $1.3M 1.7k 759.63
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.2M 2.3k 520.69
Apple (AAPL) 1.3 $1.1M 6.6k 175.04
BP Sponsored Adr (BP) 1.1 $996k 25k 39.65
Lowe's Companies (LOW) 1.0 $936k 4.0k 235.44
Bank of America Corporation (BAC) 1.0 $889k 25k 36.35
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.9 $832k 19k 44.54
Qualcomm (QCOM) 0.8 $756k 4.3k 175.13
Medtronic SHS (MDT) 0.8 $716k 8.7k 82.17
Paypal Holdings (PYPL) 0.8 $688k 11k 65.80
Alphabet Cap Stk Cl C (GOOG) 0.7 $635k 3.9k 160.79
Marriott Intl Cl A (MAR) 0.7 $625k 2.4k 258.50
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.7 $596k 12k 49.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $568k 9.5k 59.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $562k 1.3k 445.31
Diageo Spon Adr New (DEO) 0.6 $560k 4.0k 140.89
JPMorgan Chase & Co. (JPM) 0.6 $543k 2.8k 195.45
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.6 $520k 13k 40.51
Paychex (PAYX) 0.5 $489k 3.9k 124.23
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.5 $433k 11k 41.09
Home Depot (HD) 0.5 $423k 1.2k 347.50
Royal Caribbean Cruises (RCL) 0.5 $422k 3.2k 133.75
Proshares Tr S&p 500 High Inc (ISPY) 0.5 $413k 9.8k 42.18
Verizon Communications (VZ) 0.4 $398k 9.9k 40.16
Block Cl A (SQ) 0.4 $355k 4.4k 80.06
Stryker Corporation (SYK) 0.4 $352k 1.0k 346.35
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.4 $334k 1.8k 183.29
Ford Motor Company (F) 0.4 $322k 25k 13.04
Jack Henry & Associates (JKHY) 0.3 $306k 1.8k 170.05
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $304k 790.00 384.37
Sherwin-Williams Company (SHW) 0.3 $291k 909.00 319.81
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $283k 8.4k 33.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $267k 3.8k 71.04
Tesla Motors (TSLA) 0.3 $260k 1.5k 174.60
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.3 $254k 6.1k 41.87
Mastercard Incorporated Cl A (MA) 0.3 $231k 493.00 468.31
Constellation Brands Cl A (STZ) 0.3 $230k 855.00 268.45
Hilton Worldwide Holdings (HLT) 0.2 $206k 975.00 210.79
Ultralife (ULBI) 0.2 $170k 19k 8.90
Soundhound Ai Class A Com (SOUN) 0.1 $53k 11k 4.77