Pitti Group Wealth Management

Pitti Group Wealth Management as of March 31, 2025

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 432k 29.77
Ishares Tr Msci Eafe Etf (EFA) 7.8 $7.6M 93k 81.73
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $6.7M 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 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 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 33k 65.76
Boeing Company (BA) 2.1 $2.0M 12k 170.55
Vanguard Specialized Funds Div App Etf (VIG) 2.0 $2.0M 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 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 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 30k 42.09
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.3 $1.3M 17k 74.08
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.2 $1.2M 23k 50.12
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $1.1M 17k 62.10
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.0M 5.2k 199.48
Lowe's Companies (LOW) 1.0 $960k 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 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 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 2.5k 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 16k 34.76
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $509k 5.8k 87.17
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.5 $488k 12k 41.50
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $479k 14k 33.50
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $475k 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 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 9.7k 43.40
Nextera Energy (NEE) 0.4 $404k 5.7k 70.89
Pfizer (PFE) 0.4 $385k 15k 25.34
Tesla Motors (TSLA) 0.4 $369k 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 32k 10.03
Stryker Corporation (SYK) 0.3 $311k 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 6.2k 42.20
Royal Caribbean Cruises (RCL) 0.2 $242k 1.2k 205.52
Proshares Tr Nasdaq 100 High (IQQQ) 0.2 $238k 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 7.7k 29.69
Costco Wholesale Corporation (COST) 0.2 $224k 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 7.3k 30.10
Synopsys (SNPS) 0.2 $214k 500.00 428.85
Abbvie (ABBV) 0.2 $213k 1.0k 209.53
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $212k 5.8k 36.80
Ultralife (ULBI) 0.1 $114k 21k 5.38