Pitti Group Wealth Management, LLC Portfolio Holdings by Sector
Pitti Group Wealth Management, LLC
- $93.6 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BUFR UCON EFA BUFG SPY VIG IWM RDVY 21 stocks |
$48,474
54.28% of portfolio
|
  9  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$6,284
7.04% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6,260
7.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM BP 2 stocks |
$4,734
5.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ LLY 2 stocks |
$4,709
5.27% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,177
2.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT SQ 2 stocks |
$1,858
2.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,786
2.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$1,585
1.77% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,459
1.63% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$1,410
1.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$1,299
1.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM NVDA 2 stocks |
$1,214
1.36% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT SYK 2 stocks |
$1,023
1.15% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL MA 2 stocks |
$833
0.93% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$727
0.81% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$683
0.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F TSLA 2 stocks |
$594
0.67% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$541
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$465
0.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ 1 stocks |
$409
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
JKHY 1 stocks |
$298
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$286
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ULBI 1 stocks |
$192
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|