Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $236 Million
  • Q4 2024

Sculati Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 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 $23.2M, Apple Inc. with a value of $15.4M, Vanguard Large Cap ETF with a value of $11.7M, Wisdomtree Tr with a value of $10.6M, and Microsoft Corp with a value of $9.1M.

Examining the 13F form we can see an decrease of $13.3M in the current position value, from $249M to 236M.

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 $236 Million
ETFs: $57.7 Million
Financial Services: $54.6 Million
Technology: $41.9 Million
Consumer Cyclical: $21.7 Million
Communication Services: $18.9 Million
Industrials: $15.6 Million
Healthcare: $9.65 Million
Consumer Defensive: $5.31 Million
Other: $10.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21B
$5.05 Million 2.14% of portfolio
208,712
Q3 2024 Added 18.5%
$744M
$1.12 Million 0.47% of portfolio
171,159
Q3 2024 Reduced 4.31%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $236 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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