Pitti Group Wealth Management

Pitti Group Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 73 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
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 9.3 $9.2M 310k 29.76
Vanguard Index Fds Total Stk Mkt (VTI) 7.0 $6.9M 24k 289.81
Ishares Tr Msci Eafe Etf (EFA) 6.9 $6.8M 90k 75.61
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 6.4 $6.3M 179k 35.47
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 4.3 $4.2M 134k 31.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $3.8M 6.5k 586.08
Meta Platforms Cl A (META) 3.7 $3.7M 6.3k 585.50
Johnson & Johnson (JNJ) 3.1 $3.1M 21k 144.62
Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $2.3M 37k 62.31
Netflix (NFLX) 2.3 $2.3M 2.6k 891.32
NVIDIA Corporation (NVDA) 2.2 $2.2M 16k 134.29
Amazon (AMZN) 2.2 $2.1M 9.8k 219.39
Alphabet Cap Stk Cl A (GOOGL) 2.1 $2.1M 11k 189.29
Exxon Mobil Corporation (XOM) 2.1 $2.0M 19k 107.57
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $2.0M 10k 195.83
Boeing Company (BA) 1.9 $1.9M 11k 177.00
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 1.8 $1.8M 58k 30.47
Microsoft Corporation (MSFT) 1.7 $1.6M 3.9k 421.46
Apple (AAPL) 1.5 $1.5M 6.0k 250.43
First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.5 $1.5M 25k 59.14
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.4 $1.3M 18k 76.15
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.3M 2.2k 588.65
Eli Lilly & Co. (LLY) 1.3 $1.3M 1.7k 772.07
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) 1.3 $1.3M 53k 24.50
Proshares Tr S&p 500 High Inc (ISPY) 1.3 $1.3M 28k 44.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 1.2 $1.2M 27k 43.27
Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.2M 5.2k 220.97
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.1 $1.1M 23k 50.11
Bank of America Corporation (BAC) 1.0 $998k 23k 43.95
Lowe's Companies (LOW) 1.0 $985k 4.0k 246.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $954k 16k 58.93
Paypal Holdings (PYPL) 0.9 $846k 9.9k 85.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $809k 11k 71.91
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.8 $805k 17k 47.82
BP Sponsored Adr (BP) 0.8 $743k 25k 29.56
Alphabet Cap Stk Cl C (GOOG) 0.7 $720k 3.8k 190.45
Medtronic SHS (MDT) 0.7 $689k 8.6k 79.88
Marriott Intl Cl A (MAR) 0.7 $667k 2.4k 278.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $663k 1.3k 511.07
Qualcomm (QCOM) 0.6 $610k 4.0k 153.64
JPMorgan Chase & Co. (JPM) 0.6 $609k 2.5k 239.67
Royal Caribbean Cruises (RCL) 0.6 $606k 2.6k 230.67
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.6 $594k 6.2k 96.53
Tesla Motors (TSLA) 0.6 $594k 1.5k 403.84
Paychex (PAYX) 0.6 $570k 4.1k 140.22
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.5 $528k 12k 42.63
Home Depot (HD) 0.5 $507k 1.3k 389.14
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $491k 2.3k 210.45
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $484k 14k 35.85
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.5 $474k 12k 38.63
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.5 $469k 11k 44.58
Verizon Communications (VZ) 0.4 $388k 9.7k 39.99
Pfizer (PFE) 0.4 $375k 14k 26.53
Block Cl A (XYZ) 0.4 $351k 4.1k 84.99
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $341k 802.00 425.50
Stryker Corporation (SYK) 0.3 $333k 924.00 360.15
Jack Henry & Associates (JKHY) 0.3 $316k 1.8k 175.30
Ford Motor Company (F) 0.3 $308k 31k 9.90
Innovator Etfs Trust Equity Defined (AAPR) 0.3 $304k 12k 26.36
Wal-Mart Stores (WMT) 0.3 $290k 3.2k 90.34
Constellation Brands Cl A (STZ) 0.3 $271k 1.2k 221.02
Vanguard World Consum Dis Etf (VCR) 0.3 $269k 717.00 375.38
Mastercard Incorporated Cl A (MA) 0.3 $259k 491.00 526.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $258k 5.9k 44.04
Sherwin-Williams Company (SHW) 0.3 $255k 751.00 339.94
Shopify Cl A (SHOP) 0.3 $255k 2.4k 106.33
Proshares Tr Nasdaq 100 High (IQQQ) 0.2 $237k 5.6k 42.69
Synopsys (SNPS) 0.2 $218k 450.00 485.36
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.2 $214k 4.7k 45.90
Hilton Worldwide Holdings (HLT) 0.2 $209k 846.00 247.16
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $206k 5.5k 37.30
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $204k 5.7k 35.81
Ultralife (ULBI) 0.1 $128k 17k 7.45