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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$60.8B
$602,000 0.62% of portfolio
3,396
Q2 2024 Added 7.64%
$71.4B
$563,000 0.58% of portfolio
4,013
Q2 2024 Added 0.91%
$50.3B
$527,000 0.54% of portfolio
3,928
Q2 2024 Reduced 0.15%
$168B
$446,000 0.46% of portfolio
9,941
Q2 2024 Added 0.39%
$138B
$370,000 0.38% of portfolio
1,026
Q2 2024 Added 0.88%
$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%
$12.9B
$317,000 0.33% of portfolio
1,800
Q4 2021 New
$39B
$261,000 0.27% of portfolio
24,781
Q2 2024 Added 0.35%

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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