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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q3 2024 New
Blackstone Mortgage Trust In
-
$0 0.0% of portfolio
-
Q1 2022 New
Prospect Cap Corp
-
$0 0.0% of portfolio
-
Q1 2021 Added 23.85%

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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