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 $300 Millions to $2 Billions

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

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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