Pitti Group Wealth Management

Pitti Group Wealth Management as of June 30, 2025

Portfolio Holdings for Pitti Group Wealth Management

Pitti Group Wealth Management holds 78 positions in its portfolio as reported in the June 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) 17.5 $20M 660k 30.80
Ishares Tr Msci Eafe Etf (EFA) 13.7 $16M 177k 89.39
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $7.5M 25k 303.93
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 4.0 $4.7M 141k 33.20
Meta Platforms Cl A (META) 4.0 $4.6M 6.3k 738.06
Netflix (NFLX) 2.9 $3.3M 2.5k 1339.13
Johnson & Johnson (JNJ) 2.8 $3.2M 21k 152.75
Boeing Company (BA) 2.2 $2.5M 12k 209.54
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $2.5M 40k 62.02
Spdr Series Trust Portfolio S&p500 (SPLG) 2.1 $2.4M 34k 72.69
NVIDIA Corporation (NVDA) 2.0 $2.3M 15k 157.99
Amazon (AMZN) 2.0 $2.3M 11k 219.40
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $2.2M 11k 204.67
Exxon Mobil Corporation (XOM) 1.7 $2.0M 19k 107.80
Alphabet Cap Stk Cl A (GOOGL) 1.7 $2.0M 11k 176.23
Microsoft Corporation (MSFT) 1.6 $1.9M 3.7k 497.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $1.7M 2.8k 617.75
First Tr Exchange Traded Risng Divd Achiv (RDVY) 1.3 $1.5M 25k 62.74
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.5M 2.3k 620.82
Apple (AAPL) 1.2 $1.4M 6.7k 205.18
Proshares Tr S&p 500 High Inc (ISPY) 1.2 $1.4M 32k 42.43
Ishares Tr Mrgstr Md Cp Etf (IMCB) 1.1 $1.3M 17k 79.66
Eli Lilly & Co. (LLY) 1.1 $1.3M 1.6k 779.61
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.2M 17k 69.09
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 1.0 $1.2M 24k 50.14
Ishares Tr Russell 2000 Etf (IWM) 0.9 $1.1M 5.0k 215.79
Bank of America Corporation (BAC) 0.9 $1.1M 22k 47.32
Lowe's Companies (LOW) 0.8 $936k 4.2k 221.89
Medtronic SHS (MDT) 0.7 $790k 9.1k 87.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $788k 11k 73.63
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.7 $786k 16k 50.11
Paypal Holdings (PYPL) 0.7 $761k 10k 74.32
BP Sponsored Adr (BP) 0.6 $747k 25k 29.93
JPMorgan Chase & Co. (JPM) 0.6 $732k 2.5k 289.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $727k 1.3k 551.55
Marriott Intl Cl A (MAR) 0.6 $668k 2.4k 273.26
Alphabet Cap Stk Cl C (GOOG) 0.5 $633k 3.6k 177.37
Qualcomm (QCOM) 0.5 $625k 3.9k 159.27
Innovator Etfs Trust Us Equity Accele (XDSQ) 0.5 $612k 16k 37.38
Paychex (PAYX) 0.5 $593k 4.1k 145.45
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.5 $566k 2.5k 227.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $537k 5.9k 91.10
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.5 $527k 15k 35.28
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.4 $521k 12k 44.77
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.4 $492k 12k 41.07
Home Depot (HD) 0.4 $474k 1.3k 366.65
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.4 $454k 9.7k 46.67
Nextera Energy (NEE) 0.3 $403k 5.8k 69.42
Verizon Communications (VZ) 0.3 $387k 8.9k 43.27
Pfizer (PFE) 0.3 $386k 16k 24.24
Tesla Motors (TSLA) 0.3 $370k 1.2k 317.66
Royal Caribbean Cruises (RCL) 0.3 $356k 1.1k 313.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $354k 804.00 440.48
Ford Motor Company (F) 0.3 $350k 32k 10.85
Wal-Mart Stores (WMT) 0.3 $341k 3.5k 97.78
Stryker Corporation (SYK) 0.3 $341k 861.00 395.65
Jack Henry & Associates (JKHY) 0.3 $324k 1.8k 180.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $301k 6.1k 49.46
Block Cl A (XYZ) 0.2 $287k 4.2k 67.93
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 0.2 $283k 6.3k 44.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $279k 2.4k 115.35
Sherwin-Williams Company (SHW) 0.2 $277k 806.00 343.50
Mastercard Incorporated Cl A (MA) 0.2 $276k 491.00 561.94
Synopsys (SNPS) 0.2 $274k 535.00 512.68
Vanguard World Consum Dis Etf (VCR) 0.2 $257k 708.00 362.32
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (FHDG) 0.2 $254k 8.0k 31.81
Proshares Tr Nasdaq 100 High (IQQQ) 0.2 $251k 6.1k 40.90
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.2 $248k 6.7k 37.16
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.2 $245k 7.7k 31.80
Eaton Corp SHS (ETN) 0.2 $241k 675.00 356.98
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF) 0.2 $222k 8.0k 27.75
Costco Wholesale Corporation (COST) 0.2 $219k 221.00 990.71
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.2 $218k 5.6k 38.84
Goldman Sachs (GS) 0.2 $214k 302.00 707.08
Vanguard World Inf Tech Etf (VGT) 0.2 $210k 317.00 663.28
Hilton Worldwide Holdings (HLT) 0.2 $209k 784.00 266.34
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT) 0.2 $204k 5.7k 35.75
Ultralife (ULBI) 0.1 $135k 15k 8.98