Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $248 Million
  • Q4 2024

Sculati Wealth Management, LLC has filed its 13F form on February 26, 2025 for Q4 2024 where it was disclosed a total value porftolio of $248 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $22.7M, Vanguard Large Cap ETF with a value of $20.5M, Apple Inc. with a value of $14.7M, Wisdomtree Tr with a value of $10.5M, and Invesco ETF Tr Ii S&P Smallcap with a value of $9M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $236M to 248M.

Sculati Wealth Management, LLC is based out at Bloomfield Hills, MI

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

Portfolio value $248 Million
ETFs: $77.6 Million
Financial Services: $53.8 Million
Technology: $39.4 Million
Consumer Cyclical: $21.1 Million
Communication Services: $17.8 Million
Industrials: $14 Million
Healthcare: $9.35 Million
Consumer Defensive: $4.19 Million
Other: $10.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$683B
$22.7 Million 9.15% of portfolio
50,063
Q3 2024 Added 0.23%
$0
$20.5 Million 8.28% of portfolio
76,147
Q3 2024 Reduced 2.29%
$3.5T
$14.7 Million 5.93% of portfolio
58,707
Q3 2024 Added 1.69%
$0
$10.5 Million 4.24% of portfolio
241,939
Q3 2024 Reduced 2.09%
$0
$9 Million 3.63% of portfolio
190,575
Q3 2024 Reduced 3.02%
$2.82T
$8.22 Million 3.32% of portfolio
19,499
Q3 2024 Added 2.27%
$2.05T
$8.18 Million 3.3% of portfolio
37,273
Q3 2024 Added 0.51%
$0
$8 Million 3.23% of portfolio
131,540
Q3 2024 Reduced 4.62%
$0
$7.22 Million 2.91% of portfolio
248,475
Q3 2024 Reduced 2.5%
$1.36T
$5.04 Million 2.03% of portfolio
8,553
Q4 2024 Reduced 2.52%
$97.9B
$4.87 Million 1.96% of portfolio
28,237
Q3 2024 Added 1.29%
$380B
$4.68 Million 1.89% of portfolio
28,063
Q3 2024 Added 2.03%
$712B
$4.64 Million 1.87% of portfolio
19,375
Q3 2024 Added 1.91%
$191B
$4.59 Million 1.85% of portfolio
8,008
Q3 2024 Added 1.31%
$950B
$4.53 Million 1.83% of portfolio
23,803
Q4 2024 Reduced 1.92%
$202B
$4.12 Million 1.66% of portfolio
32,774
Q3 2024 Added 3.24%
$270B
$3.39 Million 1.37% of portfolio
10,143
Q3 2024 Added 0.74%
$144B
$3.37 Million 1.36% of portfolio
13,663
Q3 2024 Added 2.28%
$411B
$3.3 Million 1.33% of portfolio
3,606
Q3 2024 Added 0.61%
$1.24B
$3.17 Million 1.28% of portfolio
130,869
Q3 2024 Added 18.3%
$0
$3.15 Million 1.27% of portfolio
47,671
Q3 2024 Reduced 0.57%
$145B
$3.1 Million 1.25% of portfolio
41,905
Q3 2024 Added 0.46%
$0
$2.96 Million 1.2% of portfolio
24,002
Q3 2024 Reduced 0.4%
$16.4B
$2.84 Million 1.15% of portfolio
38,901
Q3 2024 Reduced 0.51%
$0
$2.77 Million 1.12% of portfolio
57,605
Q3 2024 Added 3.19%
$41.8B
$2.77 Million 1.12% of portfolio
7,246
Q3 2024 Added 2.53%
$325B
$2.72 Million 1.1% of portfolio
18,759
Q3 2024 Added 6.95%
$561B
$2.59 Million 1.04% of portfolio
8,192
Q3 2024 Added 0.57%
$78B
$2.5 Million 1.01% of portfolio
5,878
Q3 2024 Added 0.56%
$0
$2.44 Million 0.99% of portfolio
111,642
Q3 2024 Reduced 2.23%
$0
$2.3 Million 0.93% of portfolio
3,917
Q3 2024 Reduced 0.03%
$969B
$2.26 Million 0.91% of portfolio
11,962
Q4 2024 Reduced 0.42%
$428B
$2.22 Million 0.89% of portfolio
15,340
Q3 2024 Added 3.42%
$0
$2.19 Million 0.88% of portfolio
78,541
Q3 2024 Reduced 72.27%
$81B
$2.12 Million 0.85% of portfolio
16,786
Q3 2024 Added 0.14%
$8.78B
$2.09 Million 0.84% of portfolio
55,109
Q3 2024 Added 2.73%
$183B
$2.09 Million 0.84% of portfolio
18,801
Q3 2024 Reduced 0.87%
$29.6B
$1.85 Million 0.75% of portfolio
30,599
Q3 2024 Added 9.09%
$74B
$1.73 Million 0.7% of portfolio
6,583
Q3 2024 Added 1.29%
$184B
$1.74 Million 0.7% of portfolio
3,923
Q3 2024 Added 0.84%
$107B
$1.69 Million 0.68% of portfolio
9,541
Q3 2024 Reduced 0.08%
$226B
$1.7 Million 0.68% of portfolio
17,045
Q3 2024 Added 9.4%
$189B
$1.65 Million 0.67% of portfolio
41,238
Q3 2024 Reduced 3.32%
$26.2B
$1.49 Million 0.6% of portfolio
12,329
Q4 2024 Reduced 7.43%
$0
$1.46 Million 0.59% of portfolio
52,512
Q3 2024 Reduced 65.97%
$68.2B
$1.39 Million 0.56% of portfolio
1,953
Q3 2024 Added 1.95%
$0
$1.25 Million 0.5% of portfolio
48,343
Q3 2024 Reduced 47.49%
$98B
$1.23 Million 0.49% of portfolio
14,910
Q3 2024 Added 6.04%
$782B
$1.19 Million 0.48% of portfolio
1,542
Q3 2024 Reduced 9.08%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $248 Million
  • Prior Value $236 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 26, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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