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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$648B
$26.1 Million 10.74% of portfolio
49,006
Q1 2025 Reduced 2.11%
$0
$19.7 Million 8.1% of portfolio
76,623
Q1 2025 Added 0.63%
$3.16T
$12.4 Million 5.1% of portfolio
55,780
Q1 2025 Reduced 4.99%
$0
$10.4 Million 4.29% of portfolio
240,108
Q1 2025 Reduced 0.76%
$0
$9.16 Million 3.77% of portfolio
198,302
Q1 2025 Added 4.05%
$0
$8.79 Million 3.61% of portfolio
142,358
Q1 2025 Added 8.22%
$0
$7.75 Million 3.19% of portfolio
251,527
Q1 2025 Added 1.23%
$3.58T
$7.15 Million 2.94% of portfolio
19,054
Q1 2025 Reduced 2.28%
$2.17T
$7.03 Million 2.89% of portfolio
36,963
Q1 2025 Reduced 0.83%
$1.57T
$4.78 Million 1.97% of portfolio
8,292
Q1 2025 Reduced 3.05%
$804B
$4.68 Million 1.93% of portfolio
19,084
Q1 2025 Reduced 1.5%
$217B
$4.27 Million 1.76% of portfolio
7,810
Q1 2025 Reduced 2.47%
$97.5B
$3.77 Million 1.55% of portfolio
26,985
Q1 2025 Reduced 4.43%
$569B
$3.74 Million 1.54% of portfolio
26,727
Q1 2025 Reduced 4.76%
$224B
$3.7 Million 1.52% of portfolio
31,736
Q1 2025 Reduced 3.17%
$1.06T
$3.68 Million 1.51% of portfolio
23,569
Q1 2025 Reduced 0.98%
$163B
$3.21 Million 1.32% of portfolio
41,060
Q1 2025 Reduced 2.02%
$290B
$3.19 Million 1.31% of portfolio
19,067
Q1 2025 Added 1.64%
$131B
$3.15 Million 1.3% of portfolio
13,523
Q1 2025 Reduced 1.02%
$15.7B
$3.08 Million 1.27% of portfolio
37,807
Q1 2025 Reduced 2.81%
$0
$3.04 Million 1.25% of portfolio
48,442
Q1 2025 Added 1.62%
$0
$3.01 Million 1.24% of portfolio
57,956
Q1 2025 Added 0.61%
$557B
$2.97 Million 1.22% of portfolio
8,468
Q1 2025 Added 3.37%
$198B
$2.88 Million 1.18% of portfolio
3,616
Q1 2025 Added 0.95%
$0
$2.82 Million 1.16% of portfolio
24,783
Q1 2025 Added 3.25%
$260B
$2.72 Million 1.12% of portfolio
10,133
Q1 2025 Reduced 0.1%
$394B
$2.57 Million 1.06% of portfolio
15,504
Q1 2025 Added 1.07%
$0
$2.47 Million 1.02% of portfolio
111,445
Q1 2025 Reduced 0.18%
$84.1B
$2.39 Million 0.98% of portfolio
5,591
Q1 2025 Reduced 4.88%
$2.18B
$2.21 Million 0.91% of portfolio
95,394
Q1 2025 Reduced 27.11%
$0
$2.19 Million 0.9% of portfolio
3,916
Q1 2025 Reduced 0.03%
$8.66B
$2.16 Million 0.89% of portfolio
56,817
Q1 2025 Added 3.1%
$175B
$2 Million 0.82% of portfolio
44,011
Q1 2025 Added 6.72%
$72.4B
$1.95 Million 0.8% of portfolio
17,745
Q1 2025 Added 5.71%
$215B
$1.91 Million 0.79% of portfolio
19,393
Q1 2025 Added 3.15%
$0
$1.88 Million 0.77% of portfolio
83,816
Q1 2025 Added 277.46%
$28B
$1.86 Million 0.76% of portfolio
6,567
Q1 2025 Reduced 9.37%
$993B
$1.81 Million 0.75% of portfolio
11,734
Q1 2025 Reduced 1.91%
$76.5B
$1.77 Million 0.73% of portfolio
6,500
Q1 2025 Reduced 1.26%
$118B
$1.72 Million 0.71% of portfolio
10,057
Q1 2025 Added 5.41%
$0
$1.67 Million 0.69% of portfolio
66,547
Q1 2025 Reduced 15.27%
$25.5B
$1.66 Million 0.68% of portfolio
11,984
Q1 2025 Reduced 2.8%
$176B
$1.63 Million 0.67% of portfolio
4,247
Q1 2025 Added 8.26%
$114B
$1.55 Million 0.64% of portfolio
17,288
Q1 2025 Added 17.6%
$746B
$1.51 Million 0.62% of portfolio
1,831
Q1 2025 Added 18.74%
$30.5B
$1.48 Million 0.61% of portfolio
33,837
Q1 2025 Added 10.58%
$115B
$1.42 Million 0.59% of portfolio
2,937
Q1 2025 Added 14.91%
$96.5B
$1.34 Million 0.55% of portfolio
14,530
Q1 2025 Reduced 2.55%
$151B
$1.34 Million 0.55% of portfolio
36,367
Q1 2025 Added 18.11%

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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