Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $97.4 Million
  • Q3 2024

Pitti Group Wealth Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $97.4 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $12.4M, First Tr ETF Viii Tcw Unconstr with a value of $8.76M, Ishares Tr Msci Eafe ETF with a value of $7.29M, Vanguard Total Stock Market Et with a value of $6.63M, and Ft Exch Trd Fd Viii Cboe Vest with a value of $5.28M.

Examining the 13F form we can see an increase of $3.81M in the current position value, from $93.6M to 97.4M.

Below you can find more details about Pitti Group Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $97.4 Million
ETFs: $57.2 Million
Communication Services: $8.84 Million
Healthcare: $6.17 Million
Consumer Cyclical: $5.61 Million
Technology: $4.82 Million
Energy: $4.68 Million
Financial Services: $2.68 Million
Industrials: $1.87 Million
Other: $1.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.4 Million 12.73% of portfolio
414,739
Q2 2024 Reduced 0.02%
$0
$8.76 Million 9.0% of portfolio
348,616
Q2 2024 New
$0
$7.29 Million 7.49% of portfolio
87,195
Q2 2024 Added 0.39%
$0
$6.63 Million 6.8% of portfolio
23,403
Q2 2024 Added 1.6%
$0
$5.28 Million 5.42% of portfolio
218,848
Q2 2024 Reduced 0.21%
$0
$4.05 Million 4.15% of portfolio
149,828
Q2 2024 New
$1.32T
$3.99 Million 4.1% of portfolio
6,969
Q2 2024 Added 5.19%
$441B
$3.9 Million 4.0% of portfolio
33,244
Q2 2024 Reduced 0.14%
$378B
$3.56 Million 3.65% of portfolio
21,942
Q2 2024 Added 0.03%
$0
$3.54 Million 3.63% of portfolio
6,164
Q2 2024 Reduced 0.64%
$2.29T
$2.1 Million 2.16% of portfolio
11,269
Q2 2024 Added 2.32%
$0
$1.91 Million 1.96% of portfolio
10,488
Q2 2024 Added 1.16%
$405B
$1.88 Million 1.93% of portfolio
2,647
Q2 2024 Added 12.35%
$1.14T
$1.84 Million 1.89% of portfolio
11,088
Q2 2024 Added 0.69%
$0
$1.81 Million 1.86% of portfolio
8,195
Q2 2024 Added 1.73%
$4.09T
$1.61 Million 1.66% of portfolio
6,928
Q2 2024 Added 5.51%
$3.25T
$1.5 Million 1.54% of portfolio
3,475
Q2 2024 Reduced 3.95%
$730B
$1.47 Million 1.51% of portfolio
1,659
Q2 2024 Reduced 0.84%
$0
$1.38 Million 1.42% of portfolio
18,200
Q2 2024 Added 1.27%
$0
$1.37 Million 1.41% of portfolio
2,374
Q2 2024 Added 2.02%
$106B
$1.18 Million 1.21% of portfolio
7,750
Q2 2024 Reduced 2.48%
$154B
$1.07 Million 1.1% of portfolio
3,965
Q2 2024 Reduced 0.3%
$354B
$1.01 Million 1.04% of portfolio
25,466
Q2 2024 Added 4.16%
$0
$895,000 0.92% of portfolio
18,981
Q2 2024 Added 1.61%
$101B
$825,000 0.85% of portfolio
10,585
Q2 2024 Added 1.27%
$172B
$806,000 0.83% of portfolio
4,741
Q2 2024 Added 9.9%
$87.6B
$788,000 0.81% of portfolio
25,127
Q4 2023 Reduced 1.02%
$108B
$772,000 0.79% of portfolio
8,575
Q2 2024 Reduced 1.61%
$92.2B
$702,000 0.72% of portfolio
2,827
Q2 2024 Added 16.96%
$1.17T
$685,000 0.7% of portfolio
4,103
Q2 2024 Added 3.93%
$0
$639,000 0.66% of portfolio
1,311
Q2 2024 Added 3.8%
$60.8B
$602,000 0.62% of portfolio
3,396
Q2 2024 Added 7.64%
$697B
$597,000 0.61% of portfolio
2,837
Q2 2024 Added 2.16%
$0
$576,000 0.59% of portfolio
11,495
Q2 2024 Reduced 3.69%
$71.4B
$563,000 0.58% of portfolio
4,013
Q2 2024 Added 0.91%
$0
$565,000 0.58% of portfolio
8,739
Q2 2024 Reduced 7.95%
$0
$542,000 0.56% of portfolio
12,841
Q4 2023 Reduced 5.8%
$50.3B
$527,000 0.54% of portfolio
3,928
Q2 2024 Reduced 0.15%
$402B
$501,000 0.51% of portfolio
1,237
Q2 2024 Added 1.64%
$168B
$446,000 0.46% of portfolio
9,941
Q2 2024 Added 0.39%
$0
$430,000 0.44% of portfolio
6,909
Q2 2024 Reduced 79.77%
$0
$425,000 0.44% of portfolio
9,726
Q2 2024 Reduced 7.6%
$1.33T
$376,000 0.39% of portfolio
1,439
Q2 2024 Reduced 3.29%
$138B
$370,000 0.38% of portfolio
1,026
Q2 2024 Added 0.88%
$0
$366,000 0.38% of portfolio
1,824
Q4 2023 Reduced 72.78%
$89.5B
$366,000 0.38% of portfolio
961
Q2 2024 Added 5.72%
$47.5B
$318,000 0.33% of portfolio
4,739
Q2 2024 Added 6.78%
$0
$318,000 0.33% of portfolio
10,821
Q2 2024 New
$0
$325,000 0.33% of portfolio
769
Q2 2024 Reduced 2.66%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $97.4 Million
  • Prior Value $93.6 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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