Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $231 Million
  • Q1 2024

Sculati Wealth Management, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $231 Million distributed in 103 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 $21.5M, Wisdomtree Tr with a value of $11.2M, Apple Inc. with a value of $10.5M, Vanguard Large Cap ETF with a value of $10.4M, and Microsoft Corp with a value of $9.09M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $213M to 231M.

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 $231 Million
ETFs: $70.8 Million
Financial Services: $47.3 Million
Technology: $36.1 Million
Consumer Cyclical: $20.5 Million
Communication Services: $16.5 Million
Industrials: $13.8 Million
Healthcare: $11.4 Million
Consumer Defensive: $4.26 Million
Other: $10 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$529B
$21.5 Million 9.32% of portfolio
51,089
Q1 2024 Reduced 1.12%
$0
$11.2 Million 4.85% of portfolio
243,607
Q1 2024 Added 2.17%
$3.38T
$10.5 Million 4.56% of portfolio
61,328
Q1 2024 Reduced 0.2%
$0
$10.4 Million 4.51% of portfolio
43,395
Q1 2024 Added 5.84%
$3.33T
$9.09 Million 3.94% of portfolio
21,599
Q1 2024 Reduced 0.48%
$0
$7.83 Million 3.4% of portfolio
84,484
Q1 2024 Reduced 0.98%
$1.97T
$6.84 Million 2.97% of portfolio
37,930
Q1 2024 Added 0.48%
$0
$5.74 Million 2.49% of portfolio
116,663
Q1 2024 Reduced 0.82%
$0
$5.68 Million 2.46% of portfolio
69,744
Q1 2024 Reduced 2.35%
$0
$5.19 Million 2.25% of portfolio
186,948
Q1 2024 Added 8.15%
$0
$4.74 Million 2.06% of portfolio
62,397
Q1 2024 Added 0.75%
$1.13T
$4.26 Million 1.85% of portfolio
8,774
Q1 2024 Reduced 1.24%
$593B
$4.07 Million 1.76% of portfolio
20,315
Q1 2024 Reduced 0.02%
$87.8B
$4.01 Million 1.74% of portfolio
30,523
Q1 2024 Reduced 0.03%
$1.12T
$3.7 Million 1.6% of portfolio
24,269
Q4 2023 Reduced 1.61%
$381B
$3.69 Million 1.6% of portfolio
29,352
Q1 2024 Added 3.85%
$154B
$3.41 Million 1.48% of portfolio
8,168
Q1 2024 Reduced 0.26%
$314B
$3.33 Million 1.44% of portfolio
25,259
Q1 2024 Reduced 0.28%
$165B
$3.3 Million 1.43% of portfolio
35,013
Q1 2024 Reduced 3.85%
$134B
$3.11 Million 1.35% of portfolio
42,988
Q1 2024 Added 0.04%
$306B
$3.09 Million 1.34% of portfolio
19,565
Q1 2024 Added 1.04%
$257B
$3.06 Million 1.33% of portfolio
10,154
Q1 2024 Added 0.05%
$1.12B
$3.02 Million 1.31% of portfolio
208,712
Q1 2024 Added 1.37%
$36.5B
$2.95 Million 1.28% of portfolio
7,540
Q1 2024 Reduced 0.95%
$0
$2.87 Million 1.24% of portfolio
64,889
Q1 2024 Added 4.61%
$0
$2.82 Million 1.22% of portfolio
59,447
Q1 2024 Added 1.64%
$159B
$2.75 Million 1.19% of portfolio
3,610
Q1 2024 Added 0.06%
$376B
$2.67 Million 1.16% of portfolio
3,649
Q1 2024 Added 0.86%
$74.6B
$2.63 Million 1.14% of portfolio
6,029
Q1 2024 Added 2.22%
$382B
$2.58 Million 1.12% of portfolio
16,334
Q1 2024 Added 0.39%
$99.8B
$2.5 Million 1.09% of portfolio
16,850
Q1 2024 Added 1.36%
$0
$2.41 Million 1.04% of portfolio
115,744
Q1 2024 Added 2.27%
$429B
$2.34 Million 1.01% of portfolio
8,375
Q1 2024 Added 0.28%
$181B
$2.29 Million 0.99% of portfolio
18,715
Q1 2024 Added 0.78%
$127B
$2.04 Million 0.89% of portfolio
46,298
Q1 2024 Reduced 2.34%
$0
$2.05 Million 0.89% of portfolio
3,922
Q1 2024 Reduced 0.66%
$113B
$1.97 Million 0.85% of portfolio
2,047
Q1 2024 Added 0.74%
$258B
$1.94 Million 0.84% of portfolio
3,854
Q1 2024 Added 1.64%
$10.2B
$1.91 Million 0.83% of portfolio
35,600
Q1 2024 Added 39.1%
$1.09T
$1.81 Million 0.79% of portfolio
12,012
Q1 2024 Reduced 0.03%
$0
$1.83 Million 0.79% of portfolio
30,274
Q1 2024 Reduced 1.05%
$108B
$1.79 Million 0.78% of portfolio
9,288
Q1 2024 Reduced 3.22%
$79.7B
$1.79 Million 0.77% of portfolio
6,320
Q1 2024 Added 9.02%
$30.4B
$1.78 Million 0.77% of portfolio
37,109
Q1 2024 Added 5.58%
$8.02B
$1.78 Million 0.77% of portfolio
56,182
Q1 2024 Added 2.66%
$173B
$1.66 Million 0.72% of portfolio
39,451
Q1 2024 Added 17.06%
$0
$1.62 Million 0.7% of portfolio
14,079
Q1 2024 Reduced 1.5%
$0
$1.58 Million 0.69% of portfolio
11,530
Q1 2024 Reduced 22.37%
$0
$1.53 Million 0.66% of portfolio
27,057
Q1 2024 Added 17.26%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $231 Million
  • Prior Value $213 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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