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.
- Added to shares of these 10 stocks: BUFR, GJUN, BUFG, LLY, ULBI, VZ, IWM, STZ, FNOV, SDVY.
- Started 1 new stock position in GJUN.
- Reduced shares in these 10 stocks: , FNCL, EFA, EMQQ, QQQM, VTI, UCON, QJUN, META, .
- Sold out of its positions in EMQQ, FNCL, EMLP, FJUL, HOOD, XLV.
- Pitti Group Wealth Management was a net seller of stock by $-3.1M.
- Pitti Group Wealth Management has $92M in assets under management (AUM), dropping by 5.15%.
- Central Index Key (CIK): 0001909664
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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 | +47% | 415k | 26.57 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 9.4 | $8.6M | -6% | 349k | 24.74 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 7.1 | $6.6M | -15% | 87k | 75.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.0 | $5.6M | -9% | 23k | 237.22 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 5.1 | $4.7M | +55% | 219k | 21.28 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN) | 3.9 | $3.6M | -12% | 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 | NEW | 103k | 31.79 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $2.9M | -10% | 6.2k | 475.35 |
|
| Meta Platforms Cl A (META) | 2.7 | $2.5M | -13% | 7.0k | 353.96 |
|
| Boeing Company (BA) | 2.2 | $2.0M | -2% | 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 | -5% | 11k | 170.40 |
|
| Amazon (AMZN) | 1.9 | $1.7M | -13% | 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 | -15% | 11k | 139.69 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 1.5 | $1.3M | -4% | 26k | 51.67 |
|
| Apple (AAPL) | 1.5 | $1.3M | -15% | 6.9k | 192.53 |
|
| Microsoft Corporation (MSFT) | 1.4 | $1.3M | -14% | 3.5k | 376.00 |
|
| Netflix (NFLX) | 1.4 | $1.3M | -12% | 2.6k | 486.88 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 1.3 | $1.2M | -4% | 18k | 67.13 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.1M | -14% | 2.4k | 477.63 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $1.1M | -21% | 2.2k | 495.27 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $967k | +292% | 1.7k | 582.97 |
|
| BP Sponsored Adr (BP) | 1.0 | $890k | 25k | 35.40 |
|
|
| Lowe's Companies (LOW) | 1.0 | $882k | -13% | 4.0k | 222.56 |
|
| Bank of America Corporation (BAC) | 0.9 | $857k | -13% | 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 | -4% | 8.6k | 82.38 |
|
| Qualcomm (QCOM) | 0.7 | $686k | -12% | 4.7k | 144.62 |
|
| Paypal Holdings (PYPL) | 0.7 | $650k | -15% | 11k | 61.41 |
|
| Marriott Intl Cl A (MAR) | 0.7 | $637k | -22% | 2.8k | 225.48 |
|
| Diageo Spon Adr New (DEO) | 0.6 | $585k | -9% | 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 | -9% | 1.3k | 409.45 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $507k | -3% | 8.7k | 57.96 |
|
| First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 0.5 | $499k | -5% | 13k | 38.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $483k | -14% | 2.8k | 170.10 |
|
| Paychex (PAYX) | 0.5 | $468k | -2% | 3.9k | 119.11 |
|
| Royal Caribbean Cruises (RCL) | 0.5 | $440k | -14% | 3.4k | 129.49 |
|
| Home Depot (HD) | 0.5 | $429k | -2% | 1.2k | 346.64 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) | 0.4 | $379k | -9% | 9.7k | 38.99 |
|
| Verizon Communications (VZ) | 0.4 | $375k | +8% | 9.9k | 37.70 |
|
| Block Cl A (SQ) | 0.4 | $367k | -10% | 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 | -72% | 1.8k | 168.54 |
|
| Stryker Corporation (SYK) | 0.3 | $307k | -15% | 1.0k | 299.39 |
|
| Ford Motor Company (F) | 0.3 | $302k | -10% | 25k | 12.19 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $300k | -22% | 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 | -11% | 769.00 | 376.81 |
|
| Aim Etf Products Trust U S Lrgcp 6m Jan (SIXJ) | 0.3 | $287k | -15% | 11k | 26.54 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $263k | -4% | 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 | -32% | 497.00 | 426.51 |
|
| Constellation Brands Cl A (STZ) | 0.2 | $209k | +8% | 865.00 | 241.85 |
|
| Ultralife (ULBI) | 0.1 | $124k | +41% | 18k | 6.82 |
|
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 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