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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.91B
$2.09 Million 0.84% of portfolio
55,109
Q3 2024 Added 2.73%
$4.16B
$540,000 0.22% of portfolio
4,049
Q4 2024 Reduced 13.83%
$9.36B
$522,000 0.21% of portfolio
5,254
Q2 2023 Reduced 0.72%
$4.04B
$400,000 0.16% of portfolio
21,924
Q3 2024 Added 21.28%

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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