Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Pitti Group Wealth Management

Latest statistics and disclosures from Pitti Group Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BUFR, UCON, EFA, VTI, BUFG, and represent 39.62% of Pitti Group Wealth Management's stock portfolio.
Pitti Group Wealth Management has $92M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0001909664

Tip: Access up to 7 years of quarterly data

Positions held by Pitti Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 60 positions in its portfolio as reported in the September 2024 quarterly 13F filing

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

Past Filings by Pitti Group Wealth Management

SEC 13F filings are viewable for Pitti Group Wealth Management going back to 2021

Pitti Group Wealth Management 2024 Q3 filed Oct. 29, 2024
Pitti Group Wealth Management 2024 Q2 filed Aug. 9, 2024
Pitti Group Wealth Management 2024 Q1 filed April 24, 2024
Pitti Group Wealth Management 2023 Q4 filed Feb. 5, 2024
Pitti Group Wealth Management 2023 Q3 filed Nov. 1, 2023
Pitti Group Wealth Management 2023 Q2 filed Aug. 1, 2023
Pitti Group Wealth Management 2023 Q1 filed May 2, 2023
Pitti Group Wealth Management 2022 Q4 filed Jan. 24, 2023
Pitti Group Wealth Management 2022 Q3 filed Oct. 24, 2022
Pitti Group Wealth Management 2022 Q2 filed July 18, 2022
Pitti Group Wealth Management 2022 Q1 filed April 28, 2022
Pitti Group Wealth Management 2021 Q4 filed Feb. 9, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z