Sculati Wealth Management
Latest statistics and disclosures from Sculati Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, VV, AAPL, IHDG, XSLV, and represent 30.61% of Sculati Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG, SCHM, BINC, SCHA, SCHV, SCHI, VV, SCUS, XMLV, XSLV.
- Started 3 new stock positions in SFM, WFC, SCHI.
- Reduced shares in these 10 stocks: Bsco etf, TPC, BTI, AAPL, AMAT, ES, CVX, MSFT, DAL, MRK.
- Sold out of its positions in AMAT, BTI, ES, Bsco etf, RIVN, RUM.
- Sculati Wealth Management was a net buyer of stock by $2.7M.
- Sculati Wealth Management has $253M in assets under management (AUM), dropping by 0.92%.
- Central Index Key (CIK): 0001803397
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Portfolio Holdings for Sculati Wealth Management
Sculati Wealth Management holds 107 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.0 | $23M | 50k | 453.28 |
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| Vanguard Index Fds Large Cap Etf (VV) | 8.1 | $21M | +2% | 76k | 269.70 |
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| Apple (AAPL) | 5.8 | $15M | 59k | 250.42 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 4.2 | $11M | +2% | 242k | 43.47 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 3.6 | $9.0M | +3% | 191k | 47.23 |
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| Microsoft Corporation (MSFT) | 3.2 | $8.2M | -2% | 20k | 421.52 |
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| Amazon (AMZN) | 3.2 | $8.2M | 37k | 219.39 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 3.2 | $8.0M | +4% | 132k | 60.82 |
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| Schwab Strategic Tr Fundamental Emer (FNDE) | 2.9 | $7.2M | +2% | 249k | 29.05 |
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| Meta Platforms Cl A (META) | 2.0 | $5.0M | 8.6k | 585.51 |
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| Blackstone Group Inc Com Cl A (BX) | 1.9 | $4.9M | 28k | 172.42 |
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| Oracle Corporation (ORCL) | 1.8 | $4.7M | 28k | 166.64 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $4.6M | 19k | 239.71 |
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| Goldman Sachs (GS) | 1.8 | $4.6M | 8.0k | 572.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $4.5M | 24k | 190.44 |
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| Morgan Stanley Com New (MS) | 1.6 | $4.1M | -3% | 33k | 125.72 |
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| Servicenow (NOW) | 1.5 | $3.8M | 3.6k | 1060.12 |
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| salesforce (CRM) | 1.3 | $3.4M | 10k | 334.33 |
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| Lowe's Companies (LOW) | 1.3 | $3.4M | -2% | 14k | 246.80 |
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| Costco Wholesale Corporation (COST) | 1.3 | $3.3M | 3.6k | 916.27 |
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| Tutor Perini Corporation (TPC) | 1.3 | $3.2M | -15% | 131k | 24.20 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 1.2 | $3.2M | 48k | 66.11 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $3.1M | 42k | 74.01 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.2 | $3.0M | 24k | 123.53 |
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| Unum (UNM) | 1.1 | $2.8M | 39k | 73.03 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.1 | $2.8M | -3% | 58k | 48.16 |
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| Lululemon Athletica (LULU) | 1.1 | $2.8M | -2% | 7.2k | 382.41 |
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| Chevron Corporation (CVX) | 1.1 | $2.7M | -6% | 19k | 144.84 |
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| Visa Com Cl A (V) | 1.0 | $2.6M | 8.2k | 316.04 |
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| Ferrari Nv Ord (RACE) | 1.0 | $2.5M | 5.9k | 424.84 |
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| Ares Capital Corporation (ARCC) | 1.0 | $2.4M | +2% | 112k | 21.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $2.3M | 3.9k | 586.08 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.3M | 12k | 189.30 |
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| Johnson & Johnson (JNJ) | 0.9 | $2.2M | -3% | 15k | 144.62 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $2.2M | +260% | 79k | 27.87 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.8 | $2.1M | +71% | 41k | 52.02 |
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| United Parcel Service CL B (UPS) | 0.8 | $2.1M | 17k | 126.10 |
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| Walt Disney Company (DIS) | 0.8 | $2.1M | 19k | 111.35 |
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| Omega Healthcare Investors (OHI) | 0.8 | $2.1M | -2% | 55k | 37.85 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.7 | $1.9M | -8% | 31k | 60.50 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $1.7M | 3.9k | 444.68 |
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| General Dynamics Corporation (GD) | 0.7 | $1.7M | 6.6k | 263.49 |
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| Merck & Co (MRK) | 0.7 | $1.7M | -8% | 17k | 99.48 |
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| Schwab Strategic Tr Ultra Short Incm (SCUS) | 0.7 | $1.7M | +32% | 67k | 25.12 |
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| Boeing Company (BA) | 0.7 | $1.7M | 9.5k | 177.00 |
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| Verizon Communications (VZ) | 0.7 | $1.6M | +3% | 41k | 39.99 |
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| DTE Energy Company (DTE) | 0.6 | $1.5M | 12k | 120.75 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $1.5M | +193% | 53k | 27.71 |
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| Regeneron Pharmaceuticals (REGN) | 0.5 | $1.4M | 2.0k | 712.33 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $1.3M | +90% | 48k | 25.86 |
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| Southern Company (SO) | 0.5 | $1.2M | -5% | 15k | 82.32 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | +9% | 1.5k | 772.00 |
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| Medtronic SHS (MDT) | 0.5 | $1.2M | 15k | 79.88 |
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| Ishares Tr Select Divid Etf (DVY) | 0.5 | $1.2M | 8.9k | 131.29 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $1.2M | 31k | 37.53 |
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| Redwood Trust (RWT) | 0.4 | $1.1M | 169k | 6.53 |
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| Nike CL B (NKE) | 0.4 | $1.1M | 14k | 75.67 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.1M | +8% | 7.9k | 134.29 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.0M | 2.6k | 402.70 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $887k | +181% | 34k | 26.07 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $873k | 42k | 20.65 |
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| Ge Aerospace Com New (GE) | 0.3 | $812k | 4.9k | 166.80 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $782k | -2% | 5.9k | 132.21 |
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| Prospect Cap Corp Note 6.375% 3/0 (Principal) | 0.3 | $773k | 779k | 0.99 |
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| MercadoLibre (MELI) | 0.3 | $765k | 450.00 | 1700.44 |
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| Eaton Corp SHS (ETN) | 0.3 | $755k | +21% | 2.3k | 331.87 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $696k | +15% | 1.1k | 636.03 |
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| Pfizer (PFE) | 0.3 | $655k | -17% | 25k | 26.53 |
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| Akamai Technologies (AKAM) | 0.2 | $614k | -15% | 6.4k | 95.65 |
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| Intel Corporation (INTC) | 0.2 | $599k | -16% | 30k | 20.05 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $598k | 1.3k | 469.29 |
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| Churchill Downs (CHDN) | 0.2 | $541k | 4.0k | 133.54 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $522k | 5.3k | 99.43 |
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| Truist Financial Corp equities (TFC) | 0.2 | $506k | 12k | 43.38 |
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| Booking Holdings (BKNG) | 0.2 | $497k | 100.00 | 4968.42 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $493k | +31% | 4.6k | 107.74 |
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| Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.2 | $490k | NEW | 22k | 22.07 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $476k | 25k | 19.43 |
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| Iron Mountain (IRM) | 0.2 | $454k | 4.3k | 105.11 |
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| Starbucks Corporation (SBUX) | 0.2 | $447k | -14% | 4.9k | 91.25 |
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| Everest Re Group (EG) | 0.2 | $414k | +47% | 1.1k | 362.46 |
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| Tegna (TGNA) | 0.2 | $401k | -17% | 22k | 18.29 |
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| Shopify Cl A (SHOP) | 0.2 | $387k | -3% | 3.6k | 106.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $387k | 756.00 | 511.23 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $386k | 3.6k | 107.57 |
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| At&t (T) | 0.1 | $373k | -15% | 16k | 22.77 |
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| Ishares Glb Enr Prod Etf (FILL) | 0.1 | $372k | -7% | 16k | 22.84 |
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| Waste Management (WM) | 0.1 | $361k | 1.8k | 201.79 |
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| S&p Global (SPGI) | 0.1 | $353k | 709.00 | 498.03 |
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| Wal-Mart Stores (WMT) | 0.1 | $348k | -11% | 3.9k | 90.35 |
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| Coca-Cola Company (KO) | 0.1 | $334k | -12% | 5.4k | 62.26 |
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| Tesla Motors (TSLA) | 0.1 | $328k | 812.00 | 403.84 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $313k | +60% | 12k | 26.33 |
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| Home Depot (HD) | 0.1 | $310k | 798.00 | 388.99 |
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| Ford Motor Company (F) | 0.1 | $297k | -20% | 30k | 9.90 |
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| Netflix (NFLX) | 0.1 | $294k | 330.00 | 891.32 |
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| Us Bancorp Del Com New (USB) | 0.1 | $292k | 6.1k | 47.83 |
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| Ge Vernova (GEV) | 0.1 | $289k | -16% | 878.00 | 328.93 |
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| 3M Company (MMM) | 0.1 | $271k | 2.1k | 129.09 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $242k | 1.1k | 215.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $240k | 991.00 | 242.13 |
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| Skyworks Solutions (SWKS) | 0.1 | $216k | -15% | 2.4k | 88.68 |
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| Wells Fargo & Company (WFC) | 0.1 | $216k | NEW | 3.1k | 70.24 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $203k | NEW | 1.6k | 127.07 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $202k | 1.5k | 139.50 |
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| Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) | 0.1 | $192k | 200k | 0.96 |
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| Prospect Capital Corporation (PSEC) | 0.1 | $143k | 33k | 4.31 |
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Past Filings by Sculati Wealth Management
SEC 13F filings are viewable for Sculati Wealth Management going back to 2019
- Sculati Wealth Management 2024 Q4 restated filed Feb. 26, 2025
- Sculati Wealth Management 2024 Q3 restated filed Feb. 26, 2025
- Sculati Wealth Management 2024 Q4 filed Feb. 5, 2025
- Sculati Wealth Management 2024 Q3 filed Nov. 22, 2024
- Sculati Wealth Management 2024 Q2 filed Aug. 9, 2024
- Sculati Wealth Management 2024 Q1 filed May 14, 2024
- Sculati Wealth Management 2023 Q4 filed Feb. 12, 2024
- Sculati Wealth Management 2023 Q3 filed Nov. 9, 2023
- Sculati Wealth Management 2023 Q2 filed Aug. 11, 2023
- Sculati Wealth Management 2023 Q1 filed May 5, 2023
- Sculati Wealth Management 2022 Q4 filed Feb. 10, 2023
- Sculati Wealth Management 2022 Q3 filed Nov. 15, 2022
- Sculati Wealth Management 2022 Q2 filed Aug. 9, 2022
- Sculati Wealth Management 2022 Q1 filed May 10, 2022
- Sculati Wealth Management 2021 Q4 filed Feb. 7, 2022
- Sculati Wealth Management 2021 Q3 filed Nov. 2, 2021