Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $92.7 Million
  • Q2 2025

Pitti Group Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $92.7 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $15.9M, Vanguard Total Stock Market Et with a value of $7.5M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.66M, Meta Platforms, Inc. with a value of $4.64M, and Netflix Inc with a value of $3.32M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $76.3M to 92.7M.

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

Portfolio value $92.7 Million
ETFs: $51.4 Million
Communication Services: $10.9 Million
Technology: $7.27 Million
Healthcare: $5.96 Million
Consumer Cyclical: $5.65 Million
Industrials: $3.51 Million
Financial Services: $3.04 Million
Energy: $2.76 Million
Other: $1.24 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.58T
$4.64 Million 5.01% of portfolio
6,287
Q2 2025 Added 0.83%
$530B
$3.32 Million 3.58% of portfolio
2,480
Q2 2025 Reduced 2.63%
$439B
$3.19 Million 3.44% of portfolio
20,879
Q2 2025 Reduced 1.83%
$416B
$2.31 Million 2.49% of portfolio
14,601
Q2 2025 Reduced 7.54%
$2.32T
$2.3 Million 2.48% of portfolio
10,462
Q2 2025 Added 5.76%
$452B
$2.01 Million 2.17% of portfolio
18,664
Q2 2025 Added 0.01%
$1.14T
$1.96 Million 2.11% of portfolio
11,103
Q2 2025 Added 2.14%
$3.77T
$1.85 Million 2.0% of portfolio
3,726
Q2 2025 Reduced 3.89%
$3.45T
$1.37 Million 1.47% of portfolio
6,660
Q2 2025 Added 9.96%
$738B
$1.26 Million 1.36% of portfolio
1,616
Q2 2025 Reduced 6.21%
$383B
$1.06 Million 1.14% of portfolio
22,375
Q2 2025 Reduced 1.56%
$855B
$731,000 0.79% of portfolio
2,524
Q2 2025 Added 0.88%
$1.17T
$632,000 0.68% of portfolio
3,566
Q2 2025 Reduced 4.75%
$380B
$473,000 0.51% of portfolio
1,292
Q1 2025 Reduced 0.84%
$1.05T
$370,000 0.4% of portfolio
1,165
Q2 2025 Reduced 18.13%
$260B
$341,000 0.37% of portfolio
3,488
Q2 2025 Added 8.29%
$417B
$218,000 0.24% of portfolio
221
Q2 2025 Reduced 6.75%
$239B
$213,000 0.23% of portfolio
302
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $92.7 Million
  • Prior Value $76.3 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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