Pitti Group Wealth Management
Latest statistics and disclosures from Pitti Group Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ZALT, EFA, VTI, XJUL, BUFQ, and represent 38.72% of Pitti Group Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ZALT, SPLG, XDSQ, NEE, EFA, COST, FHDG, ABBV, VTI, BA.
- Started 6 new stock positions in SPLG, XDSQ, NEE, COST, FHDG, ABBV.
- Reduced shares in these 10 stocks: SPY, BUFR, BUFG, FMAR, AAPR, RCL, STZ, FJAN, HLT, .
- Sold out of its positions in STZ, FEP, FJAN, BUFG, HLT, AAPR.
- Pitti Group Wealth Management was a net buyer of stock by $1.2M.
- Pitti Group Wealth Management has $98M in assets under management (AUM), dropping by -1.21%.
- Central Index Key (CIK): 0001909664
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Portfolio Holdings for Pitti Group Wealth Management
Pitti Group Wealth Management holds 73 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 13.2 | $13M | +39% | 432k | 29.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 7.8 | $7.6M | +3% | 93k | 81.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.9 | $6.7M | +3% | 25k | 274.84 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) | 6.6 | $6.4M | 181k | 35.31 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 4.2 | $4.1M | +2% | 138k | 29.86 |
|
| Meta Platforms Cl A (META) | 3.7 | $3.6M | 6.2k | 576.34 |
|
|
| Johnson & Johnson (JNJ) | 3.6 | $3.5M | 21k | 165.84 |
|
|
| Netflix (NFLX) | 2.4 | $2.4M | 2.5k | 932.53 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $2.2M | +3% | 38k | 58.35 |
|
| Exxon Mobil Corporation (XOM) | 2.3 | $2.2M | 19k | 118.93 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.2 | $2.2M | NEW | 33k | 65.76 |
|
| Boeing Company (BA) | 2.1 | $2.0M | +9% | 12k | 170.55 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.0 | $2.0M | +2% | 10k | 193.99 |
|
| Amazon (AMZN) | 1.9 | $1.9M | 9.9k | 190.26 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $1.7M | 16k | 108.38 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $1.7M | 11k | 154.64 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $1.6M | -56% | 2.9k | 559.32 |
|
| Microsoft Corporation (MSFT) | 1.5 | $1.5M | 3.9k | 375.36 |
|
|
| Eli Lilly & Co. (LLY) | 1.5 | $1.4M | 1.7k | 825.95 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 1.4 | $1.4M | -4% | 24k | 58.54 |
|
| Apple (AAPL) | 1.4 | $1.3M | 6.1k | 222.12 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $1.3M | 2.3k | 561.98 |
|
|
| Proshares Tr S&p 500 High Inc (ISPY) | 1.3 | $1.3M | +6% | 30k | 42.09 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 1.3 | $1.3M | -4% | 17k | 74.08 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 1.2 | $1.2M | +2% | 23k | 50.12 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $1.1M | +5% | 17k | 62.10 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.1 | $1.0M | 5.2k | 199.48 |
|
|
| Lowe's Companies (LOW) | 1.0 | $960k | +3% | 4.1k | 233.23 |
|
| Bank of America Corporation (BAC) | 1.0 | $949k | 23k | 41.73 |
|
|
| BP Sponsored Adr (BP) | 0.9 | $843k | 25k | 33.79 |
|
|
| Medtronic SHS (MDT) | 0.8 | $802k | +3% | 8.9k | 89.86 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) | 0.8 | $778k | 17k | 46.67 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $731k | -11% | 10k | 73.45 |
|
| Paypal Holdings (PYPL) | 0.7 | $658k | 10k | 65.25 |
|
|
| Paychex (PAYX) | 0.6 | $628k | 4.1k | 154.29 |
|
|
| Qualcomm (QCOM) | 0.6 | $614k | 4.0k | 153.59 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $614k | 2.5k | 245.27 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $603k | 1.3k | 468.77 |
|
|
| Marriott Intl Cl A (MAR) | 0.6 | $585k | +2% | 2.5k | 238.21 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $585k | 3.7k | 156.24 |
|
|
| Innovator Etfs Trust Us Equity Accele (XDSQ) | 0.6 | $552k | NEW | 16k | 34.76 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $509k | -5% | 5.8k | 87.17 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) | 0.5 | $488k | -5% | 12k | 41.50 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.5 | $479k | +5% | 14k | 33.50 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $475k | +5% | 2.5k | 193.02 |
|
| Home Depot (HD) | 0.5 | $473k | 1.3k | 366.40 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) | 0.5 | $461k | -2% | 12k | 38.49 |
|
| Verizon Communications (VZ) | 0.5 | $440k | 9.7k | 45.36 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.4 | $422k | -7% | 9.7k | 43.40 |
|
| Nextera Energy (NEE) | 0.4 | $404k | NEW | 5.7k | 70.89 |
|
| Pfizer (PFE) | 0.4 | $385k | +7% | 15k | 25.34 |
|
| Tesla Motors (TSLA) | 0.4 | $369k | -3% | 1.4k | 259.16 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $337k | 803.00 | 419.89 |
|
|
| Jack Henry & Associates (JKHY) | 0.3 | $329k | 1.8k | 182.60 |
|
|
| Ford Motor Company (F) | 0.3 | $320k | +2% | 32k | 10.03 |
|
| Stryker Corporation (SYK) | 0.3 | $311k | -9% | 834.00 | 372.26 |
|
| Wal-Mart Stores (WMT) | 0.3 | $283k | 3.2k | 87.78 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $269k | 491.00 | 548.12 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $267k | 765.00 | 349.27 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $266k | 5.9k | 45.26 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.3 | $262k | -76% | 6.2k | 42.20 |
|
| Royal Caribbean Cruises (RCL) | 0.2 | $242k | -55% | 1.2k | 205.52 |
|
| Proshares Tr Nasdaq 100 High (IQQQ) | 0.2 | $238k | +10% | 6.1k | 38.85 |
|
| Shopify Cl A (SHOP) | 0.2 | $232k | 2.4k | 95.44 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.2 | $231k | 708.00 | 325.51 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.2 | $228k | -86% | 7.7k | 29.69 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $224k | NEW | 237.00 | 946.47 |
|
| Block Cl A (XYZ) | 0.2 | $223k | 4.1k | 54.33 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG) | 0.2 | $221k | NEW | 7.3k | 30.10 |
|
| Synopsys (SNPS) | 0.2 | $214k | +11% | 500.00 | 428.85 |
|
| Abbvie (ABBV) | 0.2 | $213k | NEW | 1.0k | 209.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) | 0.2 | $212k | +4% | 5.8k | 36.80 |
|
| Ultralife (ULBI) | 0.1 | $114k | +23% | 21k | 5.38 |
|
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 2025 Q1 filed April 11, 2025
- Pitti Group Wealth Management 2024 Q4 filed Feb. 10, 2025
- 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