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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91.9B
$1.92 Million 2.37% of portfolio
10,863
Q4 2024 Added 40.17%
$151B
$984,000 1.22% of portfolio
3,991
Q4 2024 Added 0.66%
$81.5B
$845,000 1.04% of portfolio
9,912
Q4 2024 Reduced 6.36%
$98.3B
$742,000 0.92% of portfolio
25,127
Q4 2023 Reduced 1.02%
$126B
$688,000 0.85% of portfolio
8,619
Q4 2024 Added 0.51%
$85.3B
$666,000 0.82% of portfolio
2,390
Q4 2024 Reduced 15.46%
$54.6B
$605,000 0.75% of portfolio
2,626
Q4 2024 Reduced 22.67%
$181B
$609,000 0.75% of portfolio
3,967
Q4 2024 Reduced 16.33%
$55.3B
$570,000 0.7% of portfolio
4,067
Q4 2024 Added 3.54%
$193B
$387,000 0.48% of portfolio
9,689
Q4 2024 Reduced 2.53%
$150B
$374,000 0.46% of portfolio
14,126
Q4 2024 New
$31.5B
$351,000 0.43% of portfolio
4,131
Q4 2024 Reduced 12.83%
$143B
$332,000 0.41% of portfolio
924
Q4 2024 Reduced 9.94%
$13.9B
$315,000 0.39% of portfolio
1,800
Q4 2021 New
$39.1B
$308,000 0.38% of portfolio
31,115
Q4 2024 Added 25.56%
$30B
$270,000 0.33% of portfolio
1,225
Q4 2024 Added 41.62%
$119B
$254,000 0.31% of portfolio
2,397
Q4 2024 New
$68.9B
$218,000 0.27% of portfolio
450
Q4 2024 New
$66.8B
$209,000 0.26% of portfolio
846
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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