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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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