Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $81 Million
  • Q4 2024

Pitti Group Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $81 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $6.9M, Ishares Tr Msci Eafe ETF with a value of $6.82M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.21M, Spdr S&P 500 ETF Trust with a value of $3.82M, and Meta Platforms, Inc. with a value of $3.69M.

Examining the 13F form we can see an decrease of $16.4M in the current position value, from $97.4M to 81M.

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

Portfolio value $81 Million
ETFs: $42.9 Million
Communication Services: $9.13 Million
Technology: $7.05 Million
Consumer Cyclical: $6.01 Million
Healthcare: $5.8 Million
Energy: $2.77 Million
Financial Services: $2.71 Million
Industrials: $2.62 Million
Other: $814,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.9 Million 8.52% of portfolio
23,812
Q4 2024 Added 1.75%
$0
$6.82 Million 8.42% of portfolio
90,185
Q4 2024 Added 3.43%
$0
$4.21 Million 5.2% of portfolio
134,063
Q4 2024 New
$0
$3.82 Million 4.71% of portfolio
6,513
Q4 2024 Added 5.66%
$1.44T
$3.69 Million 4.56% of portfolio
6,259
Q4 2024 Reduced 10.19%
$432B
$3.09 Million 3.81% of portfolio
21,356
Q4 2024 Reduced 2.67%
$0
$2.3 Million 2.84% of portfolio
36,943
Q4 2024 Added 434.71%
$441B
$2.27 Million 2.81% of portfolio
2,551
Q4 2024 Reduced 3.63%
$292B
$2.16 Million 2.66% of portfolio
16,050
Q4 2024 Added 631.87%
$2.12T
$2.14 Million 2.64% of portfolio
9,751
Q4 2024 Reduced 13.47%
$1.02T
$2.05 Million 2.54% of portfolio
10,852
Q4 2024 Reduced 2.13%
$439B
$2.03 Million 2.51% of portfolio
18,872
Q4 2024 Reduced 43.23%
$97.2B
$1.92 Million 2.37% of portfolio
10,863
Q4 2024 Added 40.17%
$0
$1.82 Million 2.24% of portfolio
9,979
Q4 2024 Reduced 4.85%
$0
$1.78 Million 2.19% of portfolio
58,273
Q4 2024 Reduced 85.95%
$2.99T
$1.65 Million 2.04% of portfolio
3,910
Q4 2024 Added 12.52%
$0
$1.46 Million 1.81% of portfolio
24,761
Q4 2024 Reduced 4.42%
$0
$1.35 Million 1.67% of portfolio
17,727
Q4 2024 Reduced 2.6%
$0
$1.32 Million 1.63% of portfolio
2,245
Q4 2024 Reduced 5.43%
$883B
$1.32 Million 1.63% of portfolio
1,708
Q4 2024 Added 2.95%
$0
$1.29 Million 1.6% of portfolio
52,844
Q4 2024 Reduced 75.85%
$0
$1.16 Million 1.43% of portfolio
5,228
Q4 2024 Reduced 36.21%
$0
$1.16 Million 1.43% of portfolio
26,845
Q4 2024 New
$0
$1.13 Million 1.39% of portfolio
22,525
Q4 2024 Added 95.95%
$339B
$997,000 1.23% of portfolio
22,702
Q4 2024 Reduced 10.85%
$151B
$984,000 1.22% of portfolio
3,991
Q4 2024 Added 0.66%
$0
$954,000 1.18% of portfolio
16,195
Q4 2024 Added 85.32%
$80.4B
$845,000 1.04% of portfolio
9,912
Q4 2024 Reduced 6.36%
$0
$808,000 1.0% of portfolio
11,249
Q4 2024 Added 214.22%
$0
$804,000 0.99% of portfolio
16,831
Q4 2024 Reduced 11.33%
$97.7B
$742,000 0.92% of portfolio
25,127
Q4 2023 Reduced 1.02%
$1.06T
$720,000 0.89% of portfolio
3,781
Q4 2024 Reduced 7.85%
$125B
$688,000 0.85% of portfolio
8,619
Q4 2024 Added 0.51%
$0
$663,000 0.82% of portfolio
1,297
Q4 2024 Reduced 1.07%
$88B
$666,000 0.82% of portfolio
2,390
Q4 2024 Reduced 15.46%
$59B
$605,000 0.75% of portfolio
2,626
Q4 2024 Reduced 22.67%
$178B
$609,000 0.75% of portfolio
3,967
Q4 2024 Reduced 16.33%
$738B
$609,000 0.75% of portfolio
2,541
Q4 2024 Reduced 10.43%
$881B
$593,000 0.73% of portfolio
1,470
Q4 2024 Added 2.15%
$0
$594,000 0.73% of portfolio
6,158
Q4 2024 New
$54.8B
$570,000 0.7% of portfolio
4,067
Q4 2024 Added 3.54%
$0
$527,000 0.65% of portfolio
12,381
Q4 2024 Reduced 3.58%
$396B
$506,000 0.63% of portfolio
1,303
Q4 2024 Added 5.34%
$0
$490,000 0.61% of portfolio
2,331
Q4 2024 Added 27.8%
$0
$484,000 0.6% of portfolio
13,510
Q4 2024 Added 70.9%
$0
$469,000 0.58% of portfolio
10,524
Q4 2024 Added 8.2%
$0
$473,000 0.58% of portfolio
12,271
Q4 2024 New
$180B
$387,000 0.48% of portfolio
9,689
Q4 2024 Reduced 2.53%
$146B
$374,000 0.46% of portfolio
14,126
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $81 Million
  • Prior Value $97.4 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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