Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $249 Million
  • Q3 2024

Sculati Wealth Management, LLC has filed its 13F form on November 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $249 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 $23.5M, Apple Inc. with a value of $14.3M, Vanguard Large Cap ETF with a value of $11.4M, Wisdomtree Tr with a value of $11.1M, and Microsoft Corp with a value of $9.29M.

Examining the 13F form we can see an increase of $16.6M in the current position value, from $233M to 249M.

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 $249 Million
ETFs: $75.4 Million
Financial Services: $51.1 Million
Technology: $40.3 Million
Consumer Cyclical: $20.6 Million
Communication Services: $17.7 Million
Industrials: $16.4 Million
Healthcare: $11.4 Million
Consumer Defensive: $5.2 Million
Other: $11.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$23.5 Million 9.43% of portfolio
51,089
Q3 2024 Added 0.8%
$4.07T
$14.3 Million 5.73% of portfolio
61,328
Q3 2024 Added 0.79%
$3.39T
$9.29 Million 3.73% of portfolio
21,599
Q3 2024 Added 4.4%
$2.35T
$7.07 Million 2.83% of portfolio
37,930
Q3 2024 Added 0.33%
$1.36B
$5.67 Million 2.27% of portfolio
208,712
Q3 2024 Added 18.5%
$1.39T
$5.02 Million 2.01% of portfolio
8,774
Q3 2024 Added 0.43%
$458B
$5 Million 2.01% of portfolio
29,352
Q3 2024 Added 0.59%
$130B
$4.67 Million 1.87% of portfolio
30,523
Q3 2024 Reduced 0.17%
$699B
$4.28 Million 1.72% of portfolio
20,315
Q3 2024 Added 1.45%
$1.2T
$4.06 Million 1.63% of portfolio
24,269
Q3 2024 Added 0.91%
$196B
$4.04 Million 1.62% of portfolio
8,168
Q3 2024 Added 0.31%
$160B
$3.78 Million 1.52% of portfolio
13,962
Q3 2024 Added 0.07%
$216B
$3.65 Million 1.46% of portfolio
35,013
Q3 2024 Added 1.91%
$435B
$3.23 Million 1.3% of portfolio
3,649
Q3 2024 Added 0.3%
$225B
$3.23 Million 1.29% of portfolio
3,610
Q3 2024 Reduced 0.11%
$253B
$2.87 Million 1.15% of portfolio
25,259
Q3 2024 Added 1.69%
$79B
$2.83 Million 1.14% of portfolio
6,029
Q3 2024 Added 2.03%
$140B
$2.79 Million 1.12% of portfolio
42,988
Q3 2024 Added 0.74%
$351B
$2.78 Million 1.11% of portfolio
10,154
Q3 2024 Reduced 0.52%
$383B
$2.65 Million 1.06% of portfolio
16,334
Q3 2024 Added 0.46%
$0
$2.42 Million 0.97% of portfolio
115,744
Q3 2024 Added 1.0%
$520B
$2.3 Million 0.92% of portfolio
8,375
Q3 2024 Added 0.98%
$92.9B
$2.3 Million 0.92% of portfolio
16,850
Q3 2024 Reduced 0.92%
$9.21B
$2.28 Million 0.92% of portfolio
56,182
Q3 2024 Reduced 1.71%
$79.3B
$2.15 Million 0.86% of portfolio
2,047
Q3 2024 Added 1.89%
$14.6B
$2.12 Million 0.85% of portfolio
35,600
Q3 2024 Reduced 6.09%
$47.8B
$2.05 Million 0.82% of portfolio
7,540
Q3 2024 Added 0.21%
$1.17T
$1.99 Million 0.8% of portfolio
12,012
Q3 2024 Added 0.33%
$212B
$2 Million 0.8% of portfolio
3,854
Q3 2024 Reduced 0.28%
$72.8B
$1.91 Million 0.77% of portfolio
6,320
Q3 2024 Reduced 1.06%
$39B
$1.88 Million 0.76% of portfolio
37,109
Q3 2024 Reduced 2.05%
$206B
$1.8 Million 0.72% of portfolio
18,715
Q3 2024 Reduced 1.41%
$171B
$1.77 Million 0.71% of portfolio
39,451
Q3 2024 Reduced 4.77%
$23.4B
$1.71 Million 0.69% of portfolio
13,319
Q1 2024 Reduced 2.54%
$181B
$1.62 Million 0.65% of portfolio
8,580
Q3 2024 Added 28.58%
$148B
$1.56 Million 0.63% of portfolio
53,987
Q3 2024 Added 3.05%
$90.7B
$1.48 Million 0.59% of portfolio
16,410
Q3 2024 Added 0.92%
$103B
$1.41 Million 0.57% of portfolio
9,288
Q3 2024 Reduced 3.84%
$790M
$1.32 Million 0.53% of portfolio
171,159
Q3 2024 Reduced 4.31%
$14.4B
$1.19 Million 0.48% of portfolio
13,128
Q3 2024 Added 5.07%
$83.9B
$1.09 Million 0.44% of portfolio
46,298
Q3 2024 Reduced 5.48%
$106B
$1 Million 0.4% of portfolio
10,291
Q3 2024 Added 15.1%
$163B
$1 Million 0.4% of portfolio
45,581
Q3 2024 Added 38.93%
$171B
$969,000 0.39% of portfolio
23,202
Q3 2024 Reduced 16.91%
$98.3B
$951,000 0.38% of portfolio
10,767
Q3 2024 Reduced 9.7%
$91.1B
$924,000 0.37% of portfolio
451
Q3 2024 Added 0.22%
$14.6B
$894,000 0.36% of portfolio
9,057
Q3 2024 Added 49.28%
$4.04B
$811,000 0.33% of portfolio
51,435
Q3 2024 Added 11.56%
$108B
$758,000 0.3% of portfolio
8,427
Q3 2024 Reduced 29.5%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $249 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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