Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $243 Million
  • Q1 2025

Sculati Wealth Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $243 Million distributed in 110 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 $26.1M, Vanguard Large Cap ETF with a value of $19.7M, Apple Inc. with a value of $12.4M, Wisdomtree Tr with a value of $10.4M, and Invesco ETF Tr Ii S&P Smallcap with a value of $9.16M.

Examining the 13F form we can see an decrease of $4.83M in the current position value, from $248M to 243M.

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 $243 Million
ETFs: $79.6 Million
Financial Services: $56.4 Million
Technology: $32.5 Million
Consumer Cyclical: $18.9 Million
Communication Services: $16.7 Million
Industrials: $12.9 Million
Healthcare: $9.71 Million
Energy: $4.33 Million
Other: $11.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.8B
$652,000 0.27% of portfolio
1,275
Q3 2022 Added 52.88%
$128B
$534,000 0.22% of portfolio
21,079
Q1 2025 Reduced 14.58%
$17.5B
$519,000 0.21% of portfolio
1,131
Q1 2025 New
$10B
$506,000 0.21% of portfolio
5,254
Q2 2023 Reduced 0.72%
$54.9B
$479,000 0.2% of portfolio
11,659
Q4 2019 New
$211B
$460,000 0.19% of portfolio
100
Q4 2022 New
$88.9B
$472,000 0.19% of portfolio
20,803
Q1 2025 Reduced 30.38%
$98.2B
$441,000 0.18% of portfolio
4,502
Q1 2025 Reduced 8.16%
$451B
$426,000 0.18% of portfolio
3,584
Q4 2024 Added 5.79%
$3.68B
$449,000 0.18% of portfolio
4,049
Q4 2024 Reduced 13.83%
$94.4B
$414,000 0.17% of portfolio
1,791
Q2 2021 New
$14.4B
$424,000 0.17% of portfolio
4,677
Q1 2025 Reduced 27.12%
$311B
$384,000 0.16% of portfolio
5,368
Q3 2024 Added 13.69%
$198B
$365,000 0.15% of portfolio
12,910
Q1 2025 Reduced 21.2%
$170B
$360,000 0.15% of portfolio
709
Q4 2023 Added 7.75%
$29.2B
$371,000 0.15% of portfolio
4,320
Q4 2024 Reduced 11.29%
$84.6B
$308,000 0.13% of portfolio
2,101
Q4 2023 New
$530B
$315,000 0.13% of portfolio
338
Q1 2025 Added 2.42%
$3.88B
$289,000 0.12% of portfolio
15,869
Q1 2025 Reduced 27.62%
$66.7B
$258,000 0.11% of portfolio
6,113
Q1 2024 Reduced 7.49%
$390B
$245,000 0.1% of portfolio
670
Q1 2025 Reduced 16.04%
$17.3B
$244,000 0.1% of portfolio
1,600
Q4 2024 New
$42.7B
$251,000 0.1% of portfolio
25,091
Q1 2025 Reduced 16.48%
$68.6B
$208,000 0.09% of portfolio
565
Q1 2025 New
$289B
$220,000 0.09% of portfolio
3,074
Q4 2024 New
$81.8B
$211,000 0.09% of portfolio
1,450
Q3 2023 New
$1.11T
$228,000 0.09% of portfolio
880
Q1 2025 Added 8.37%
$0
$125,000 0.05% of portfolio
30,510
Q1 2025 Reduced 7.98%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $243 Million
  • Prior Value $248 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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