Sculati Wealth Management, LLC Reduced Holdings in Q2 2025

Sculati Wealth Management, LLC

  • $263 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
-49.7K
- 64.85%
$228.25 - $285.3 $11.3M - $14.2M
26.9K $7.68M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-134K
- 67.44%
$41.42 - $46.68 $5.54M - $6.24M
64.6K $2.94M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-96.3K
- 67.64%
$55.57 - $62.73 $5.35M - $6.04M
46.1K $2.84M
IHDG
Wisdomtree Tr

ETFs
-118K
- 49.09%
$38.54 - $46.0 $4.54M - $5.42M
122K $5.51M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-139K
- 55.19%
$26.66 - $33.09 $3.7M - $4.59M
113K $3.72M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-28.8K
- 59.46%
$55.15 - $68.11 $1.59M - $1.96M
19.6K $1.34M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-14.2K
- 57.37%
$101.93 - $128.63 $1.45M - $1.83M
10.6K $1.36M
AAPL
Apple Inc.

Technology
-467
- 0.84%
$172.42 - $223.89 $80.5K - $105K
55.3K $11.3M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-33.6K
- 40.04%
$21.85 - $22.76 $733K - $764K
50.3K $1.14M
MRK
Merck & Co., Inc.

Healthcare
-5.27K
- 39.8%
$73.47 - $87.12 $387K - $459K
7.97K $630K
CVX
Chevron Corp

Energy
-354
- 1.86%
$133.73 - $168.51 $47.3K - $59.7K
18.7K $2.68M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-564
- 8.59%
$225.56 - $335.19 $127K - $189K
6K $1.43M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-17.6K
- 42.7%
$20.66 - $20.74 $363K - $364K
23.6K $487K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.01K
- 3.47%
$45.07 - $52.57 $90.6K - $106K
55.9K $2.73M
JNJ
Johnson & Johnson

Healthcare
-372
- 2.4%
$146.36 - $159.82 $54.4K - $59.5K
15.1K $2.31M
DVY
Ishares Tr

ETFs
-1.72K
- 19.73%
$118.37 - $134.86 $204K - $232K
7K $929K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-11.9K
- 50.3%
$19.44 - $19.56 $231K - $233K
11.7K $229K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-16.7K
- 25.16%
$22.27 - $29.21 $373K - $489K
49.8K $1.45M
IBB
Ishares Biotechnology ETF

ETFs
-1.48K
- 27.58%
$112.02 - $129.0 $165K - $190K
3.87K $490K
INTC
Intel Corp

Technology
-8.34K
- 40.09%
$18.13 - $22.69 $151K - $189K
12.5K $279K
PFE
Pfizer Inc

Healthcare
-5.99K
- 28.41%
$21.59 - $24.84 $129K - $149K
15.1K $365K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-9.14K
- 19.19%
$22.92 - $28.05 $209K - $256K
38.5K $1.08M
UPS
United Parcel Service Inc

Industrials
-41
- 0.23%
$91.92 - $110.2 $3.77K - $4.52K
17.7K $1.79M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.12%
$210.83 - $235.28 $3.37K - $3.76K
13.5K $3M
UNM
Unum Group

Financial Services
-1.57K
- 4.15%
$70.48 - $82.91 $111K - $130K
36.2K $2.93M
OHI
Omega Healthcare Investors Inc

Real Estate
-1.69K
- 2.98%
$35.55 - $39.05 $60.2K - $66.1K
55.1K $2.02M
VZ
Verizon Communications Inc

Communication Services
-993
- 2.26%
$41.67 - $45.62 $41.4K - $45.3K
43K $1.86M
ARCC
Ares Capital Corp

Financial Services
-3.99K
- 3.58%
$18.91 - $22.43 $75.4K - $89.5K
107K $2.36M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.12K
- 17.8%
$23.55 - $27.67 $121K - $142K
23.7K $654K
DTE
Dte Energy CO

Utilities
-235
- 1.96%
$127.39 - $139.49 $29.9K - $32.8K
11.7K $1.56M
SBUX
Starbucks Corp

Consumer Cyclical
-782
- 17.37%
$79.69 - $99.41 $62.3K - $77.7K
3.72K $340K
KO
Coca Cola CO

Consumer Defensive
-1.12K
- 20.88%
$68.37 - $73.9 $76.6K - $82.8K
4.25K $300K
TGNA
Tegna Inc

Communication Services
-2.45K
- 15.44%
$15.42 - $18.98 $37.8K - $46.5K
13.4K $224K
CHDN
Churchill Downs Inc

Consumer Cyclical
-146
- 3.61%
$87.99 - $111.79 $12.8K - $16.3K
3.9K $394K
SO
Southern CO

Utilities
-565
- 3.89%
$84.91 - $92.56 $48K - $52.3K
14K $1.28M
RWT
Redwood Trust Inc

Real Estate
-3.16K
- 1.68%
$4.95 - $6.22 $15.6K - $19.6K
184K $1.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.58K
- 10.89%
$20.42 - $25.3 $93.4K - $116K
37.5K $947K
HD
Home Depot, Inc.

Consumer Cyclical
-95
- 14.18%
$335.24 - $380.78 $31.8K - $36.2K
575 $210K
PSEC
Prospect Capital Corp

Financial Services
-1.29K
- 4.23%
$3.14 - $4.06 $4.05K - $5.24K
29.2K $92K
T
At&T Inc.

Communication Services
-1.12K
- 8.68%
$26.33 - $28.94 $29.5K - $32.4K
11.8K $341K
V
Visa Inc.

Financial Services
-174
- 2.05%
$308.27 - $373.31 $53.6K - $65K
8.29K $2.94M
WMT
Walmart Inc.

Consumer Defensive
-525
- 13.62%
$81.79 - $99.98 $42.9K - $52.5K
3.33K $325K
SOXX
Ishares Semiconductor ETF

ETFs
-262
- 23.29%
$154.86 - $239.07 $40.6K - $62.6K
863 $205K
F
Ford Motor CO

Consumer Cyclical
-2.19K
- 8.72%
$8.69 - $10.85 $19K - $23.7K
22.9K $248K
Schwab Strategic Tr
-13.4K
- 32.01%
N/A
28.4K $0
Blackrock ETF Trust Ii
-19.9K
- 34.6%
N/A
37.7K $0
ADBE
Adobe Inc.

Technology
-16
- 0.38%
$340.0 - $420.68 $5.44K - $6.73K
4.23K $1.64M
CRM
Salesforce, Inc.

Technology
-110
- 1.09%
$236.26 - $291.15 $26K - $32K
10K $2.73M
COST
Costco Wholesale Corp

Consumer Defensive
-126
- 3.6%
$908.13 - $1056.85 $114K - $133K
3.37K $3.34M
Activity Summary
Buys All Purchases 39 New Holdings 16 Increased Positions 23 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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