Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $76.3 Million
  • Q1 2025

Pitti Group Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $76.3 Million distributed in 73 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 $7.68M, Vanguard Total Stock Market Et with a value of $6.71M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.11M, Meta Platforms, Inc. with a value of $3.6M, and Johnson & Johnson with a value of $3.53M.

Examining the 13F form we can see an decrease of $4.63M in the current position value, from $81M to 76.3M.

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

Portfolio value $76.3 Million
ETFs: $39.7 Million
Communication Services: $8.67 Million
Healthcare: $6.66 Million
Technology: $6.13 Million
Consumer Cyclical: $4.83 Million
Energy: $3.06 Million
Industrials: $2.78 Million
Financial Services: $2.49 Million
Other: $1.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.1B
$328,000 0.43% of portfolio
1,800
Q4 2021 New
$41.9B
$319,000 0.42% of portfolio
31,852
Q1 2025 Added 2.37%
$146B
$310,000 0.41% of portfolio
834
Q1 2025 Reduced 9.74%
$264B
$282,000 0.37% of portfolio
3,221
Q1 2025 Added 0.41%
$0
$266,000 0.35% of portfolio
5,872
Q1 2025 Added 0.14%
$562B
$269,000 0.35% of portfolio
491
Q4 2024 Reduced 1.21%
$93.5B
$267,000 0.35% of portfolio
765
Q1 2025 Added 1.86%
$0
$260,000 0.34% of portfolio
6,198
Q1 2025 Reduced 76.91%
$68.8B
$242,000 0.32% of portfolio
1,179
Q1 2025 Reduced 55.1%
$128B
$234,000 0.31% of portfolio
2,430
Q1 2025 Added 1.38%
$30.3B
$234,000 0.31% of portfolio
4,098
Q1 2025 Reduced 0.8%
$0
$230,000 0.3% of portfolio
708
Q1 2025 Reduced 1.26%
$0
$226,000 0.3% of portfolio
7,669
Q1 2025 Reduced 86.84%
$446B
$224,000 0.29% of portfolio
237
Q1 2025 New
$77.1B
$214,000 0.28% of portfolio
500
Q1 2025 Added 11.11%
$0
$211,000 0.28% of portfolio
5,758
Q1 2025 Added 4.22%
$116M
$115,000 0.15% of portfolio
21,120
Q1 2025 Added 23.36%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 39.47%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.56%
Proshares Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 6.47%
Proshares Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 10.36%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $76.3 Million
  • Prior Value $81 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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