Sculati Wealth Management

Sculati Wealth Management as of June 30, 2025

Portfolio Holdings for Sculati Wealth Management

Sculati Wealth Management holds 124 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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.0 $24M 49k 485.77
Apple (AAPL) 4.3 $11M 55k 205.17
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.8 $10M 41k 246.51
Microsoft Corporation (MSFT) 3.5 $9.3M 19k 497.41
Amazon (AMZN) 3.0 $8.0M 37k 219.39
Vanguard Index Fds Large Cap Etf (VV) 2.9 $7.7M 27k 285.31
Fidelity Covington Trust High Divid Etf (FDVV) 2.7 $7.1M 136k 52.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $6.0M 33k 182.82
Meta Platforms Cl A (META) 2.2 $6.0M 8.1k 738.09
Oracle Corporation (ORCL) 2.1 $5.6M 26k 218.63
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 2.1 $5.5M 122k 45.05
JPMorgan Chase & Co. (JPM) 2.0 $5.4M 19k 289.91
Goldman Sachs (GS) 2.0 $5.4M 7.6k 707.75
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.8 $4.7M 87k 54.46
Morgan Stanley Com New (MS) 1.6 $4.4M 31k 140.86
Alphabet Cap Stk Cl C (GOOG) 1.6 $4.2M 24k 177.39
Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $4.2M 97k 42.83
Ishares Tr Core Msci Eafe (IEFA) 1.5 $4.0M 48k 83.48
Blackstone Group Inc Com Cl A (BX) 1.5 $3.9M 26k 149.58
Schwab Strategic Tr Fundamental Emer (FNDE) 1.4 $3.7M 113k 33.01
Charles Schwab Corporation (SCHW) 1.4 $3.7M 41k 91.24
Servicenow (NOW) 1.4 $3.6M 3.5k 1028.08
Costco Wholesale Corporation (COST) 1.3 $3.3M 3.4k 989.94
Tutor Perini Corporation (TPC) 1.1 $3.1M 65k 46.78
Lowe's Companies (LOW) 1.1 $3.0M 14k 221.87
Visa Com Cl A (V) 1.1 $2.9M 8.3k 355.05
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 1.1 $2.9M 65k 45.55
Unum (UNM) 1.1 $2.9M 36k 80.76
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 1.1 $2.8M 46k 61.67
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $2.8M 97k 28.95
Vanguard Wellington Us Minimum (VFMV) 1.0 $2.7M 21k 128.23
Alps Etf Tr Alerian Mlp (AMLP) 1.0 $2.7M 56k 48.86
salesforce (CRM) 1.0 $2.7M 10k 272.69
Ishares Tr Core S&p500 Etf (IVV) 1.0 $2.7M 4.4k 620.90
Chevron Corporation (CVX) 1.0 $2.7M 19k 143.19
Ferrari Nv Ord (RACE) 1.0 $2.7M 5.4k 490.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.5M 4.0k 617.85
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $2.4M 26k 91.10
Ares Capital Corporation (ARCC) 0.9 $2.4M 108k 21.96
Johnson & Johnson (JNJ) 0.9 $2.3M 15k 152.75
Walt Disney Company (DIS) 0.9 $2.3M 19k 124.01
Boeing Company (BA) 0.8 $2.0M 9.8k 209.53
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.0M 12k 176.23
Omega Healthcare Investors (OHI) 0.8 $2.0M 55k 36.65
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $2.0M 38k 52.84
General Dynamics Corporation (GD) 0.7 $1.9M 6.7k 291.66
Verizon Communications (VZ) 0.7 $1.9M 43k 43.27
NVIDIA Corporation (NVDA) 0.7 $1.9M 12k 157.99
United Parcel Service CL B (UPS) 0.7 $1.8M 18k 100.94
Delta Air Lines Inc Del Com New (DAL) 0.6 $1.7M 35k 49.18
Eli Lilly & Co. (LLY) 0.6 $1.7M 2.1k 779.53
Adobe Systems Incorporated (ADBE) 0.6 $1.6M 4.2k 386.88
Medtronic SHS (MDT) 0.6 $1.6M 18k 87.17
DTE Energy Company (DTE) 0.6 $1.6M 12k 132.46
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.5M 50k 29.21
Lululemon Athletica (LULU) 0.5 $1.4M 6.0k 237.58
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $1.4M 3.2k 445.20
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.5 $1.4M 11k 128.63
Comcast Corp Cl A (CMCSA) 0.5 $1.3M 38k 35.69
Eaton Corp SHS (ETN) 0.5 $1.3M 3.8k 356.99
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 0.5 $1.3M 20k 68.02
Southern Company (SO) 0.5 $1.3M 14k 91.83
Parker-Hannifin Corporation (PH) 0.5 $1.2M 1.7k 698.47
Nike CL B (NKE) 0.5 $1.2M 17k 71.04
MercadoLibre (MELI) 0.4 $1.2M 450.00 2613.63
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.4 $1.1M 50k 22.76
Redwood Trust (RWT) 0.4 $1.1M 184k 5.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.1M 39k 28.05
Duke Energy Corp Com New (DUK) 0.4 $1.0M 8.7k 118.00
Waste Management (WM) 0.4 $1.0M 4.5k 228.82
Ge Aerospace Com New (GE) 0.4 $986k 3.8k 257.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $948k 38k 25.30
Ishares Tr Select Divid Etf (DVY) 0.3 $929k 7.0k 132.81
Everest Re Group (EG) 0.3 $923k 2.7k 339.85
Domino's Pizza (DPZ) 0.3 $813k 1.8k 450.60
Stryker Corporation (SYK) 0.3 $722k 1.8k 395.63
Schwab Strategic Tr Ultra Short Incm (SCUS) 0.3 $716k 28k 25.19
Amgen (AMGN) 0.3 $675k 2.4k 279.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $655k 24k 27.67
Northrop Grumman Corporation (NOC) 0.2 $638k 1.3k 499.98
Merck & Co (MRK) 0.2 $631k 8.0k 79.16
Ishares Tr Core Total Usd (IUSB) 0.2 $621k 13k 46.23
Booking Holdings (BKNG) 0.2 $579k 100.00 5789.24
Dt Midstream Common Stock (DTM) 0.2 $578k 5.3k 109.91
Truist Financial Corp equities (TFC) 0.2 $501k 12k 42.99
Ishares Tr Ishares Biotech (IBB) 0.2 $490k 3.9k 126.51
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $488k 24k 20.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $468k 848.00 551.64
Netflix (NFLX) 0.2 $453k 338.00 1339.13
Iron Mountain (IRM) 0.2 $443k 4.3k 102.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $432k 19k 23.24
Ishares Tr Mbs Etf (MBB) 0.2 $417k 4.4k 93.89
Regeneron Pharmaceuticals (REGN) 0.1 $396k 754.00 525.00
Churchill Downs (CHDN) 0.1 $394k 3.9k 101.00
Exxon Mobil Corporation (XOM) 0.1 $386k 3.6k 107.80
S&p Global (SPGI) 0.1 $374k 709.00 527.29
Pfizer (PFE) 0.1 $366k 15k 24.24
At&t (T) 0.1 $341k 12k 28.94
Starbucks Corporation (SBUX) 0.1 $341k 3.7k 91.63
Wal-Mart Stores (WMT) 0.1 $326k 3.3k 97.78
3M Company (MMM) 0.1 $320k 2.1k 152.24
Coca-Cola Company (KO) 0.1 $301k 4.2k 70.75
Tesla Motors (TSLA) 0.1 $282k 889.00 317.66
Ge Vernova (GEV) 0.1 $279k 528.00 529.15
Intel Corporation (INTC) 0.1 $279k 13k 22.40
Us Bancorp Del Com New (USB) 0.1 $277k 6.1k 45.25
Sprouts Fmrs Mkt (SFM) 0.1 $263k 1.6k 164.64
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $260k 5.0k 52.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $256k 840.00 304.83
Ford Motor Company (F) 0.1 $249k 23k 10.85
Wells Fargo & Company (WFC) 0.1 $246k 3.1k 80.12
Marathon Petroleum Corp (MPC) 0.1 $241k 1.5k 166.11
Charter Communications Inc N Cl A (CHTR) 0.1 $231k 565.00 408.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $229k 12k 19.52
Tegna (TGNA) 0.1 $225k 13k 16.76
Philip Morris International (PM) 0.1 $219k 1.2k 182.13
Ishares Silver Tr Ishares (SLV) 0.1 $213k 6.5k 32.81
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $212k 1.8k 115.35
Home Depot (HD) 0.1 $211k 575.00 366.64
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $206k 863.00 238.70
Applied Materials (AMAT) 0.1 $201k 1.1k 183.07
Proshares Tr Ultra Fncls New (UYG) 0.1 $201k 2.1k 95.55
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal) 0.1 $194k 200k 0.97
Prospect Capital Corporation (PSEC) 0.0 $93k 29k 3.18