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Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2025)

About Pitti Group Wealth Management, LLC

Investment Activity

  • Pitti Group Wealth Management, LLC has $115.86 million in total holdings as of June 30, 2025.
  • Pitti Group Wealth Management, LLC owns shares of 78 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 14.83% of the portfolio was purchased this quarter.
  • About 6.59% of the portfolio was sold this quarter.
  • This quarter, Pitti Group Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 42 stocks.
  • Pitti Group Wealth Management, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest Holdings

INNOVATOR ETFS TRUST
$20,320,793
Meta Platforms
$4,640,157

Largest New Holdings this Quarter

G29183103 - Eaton
$240,963 Holding
45783Y178 - INNOVATOR ETFS TRUST
$222,000 Holding
38141G104 - The Goldman Sachs Group
$213,538 Holding
92204A702 - Vanguard Information Technology ETF
$210,260 Holding
43300A203 - Hilton Worldwide
$208,811 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF
84,147 shares (about $7.52M)
INNOVATOR ETFS TRUST
227,768 shares (about $7.02M)
Eaton
675 shares (about $240.96K)
INNOVATOR ETFS TRUST
8,000 shares (about $222K)
The Goldman Sachs Group
302 shares (about $213.54K)

Largest Sales this Quarter

FIRST TR EXCHNG TRADED FD VI
174,648 shares (about $6.49M)
NVIDIA
1,191 shares (about $188.16K)
Netflix
67 shares (about $89.72K)
Eli Lilly and Company
107 shares (about $83.42K)
Tesla
258 shares (about $81.96K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPitti Group Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
INNOVATOR ETFS TRUST
$20,320,793$7,015,254 52.7%659,76617.5%U S EQ 10 BUFFER
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$15,852,253$7,521,905 90.3%177,33813.7%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,499,349$41,030 0.6%24,6756.5%ETF
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,662,940$89,275 2.0%140,4504.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,640,157$38,379 0.8%6,2874.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$3,321,042$89,722 -2.6%2,4802.9%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,189,280$59,573 -1.8%20,8792.8%Medical
The Boeing Company stock logo
BA
Boeing
$2,540,027$43,165 1.7%12,1222.2%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,494,445$125,156 5.3%40,2202.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,444,080$41,216 1.7%33,6232.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,306,791$188,164 -7.5%14,6012.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,295,313$125,055 5.8%10,4622.0%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,219,839$121,983 5.8%10,8461.9%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,011,967$216 0.0%18,6641.7%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,956,707$41,062 2.1%11,1031.7%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,853,304$75,107 -3.9%3,7261.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,746,377$21,621 -1.2%2,8271.5%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$1,535,137$46,930 3.2%24,4681.3%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,454,589$39,112 2.8%2,3431.3%ETF
Apple Inc. stock logo
AAPL
Apple
$1,366,486$123,722 10.0%6,6601.2%Computer and Technology
PROSHARES TR
$1,363,693$86,090 6.7%32,1401.2%S&P 500 HIGH INC
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,314,917$35,926 -2.7%16,5071.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,259,842$83,418 -6.2%1,6161.1%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,204,203$27,360 2.3%17,4291.0%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$1,195,118$37,554 3.2%23,8361.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,075,720$56,322 -5.0%4,9850.9%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$1,058,795$16,799 -1.6%22,3750.9%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$935,913$22,410 2.5%4,2180.8%Retail/Wholesale
Medtronic PLC stock logo
MDT
Medtronic
$789,999$12,378 1.6%9,0630.7%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$788,389$55,593 7.6%10,7070.7%ETF
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$785,524$50,110 -6.0%15,6760.7%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$760,517$10,925 1.5%10,2330.7%Business Services
BP p.l.c. stock logo
BP
BP
$746,724$150 0.0%24,9490.6%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$731,705$6,378 0.9%2,5240.6%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$726,941$17,650 2.5%1,3180.6%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$668,398$3,006 -0.4%2,4460.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$632,505$31,572 -4.8%3,5660.5%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$624,974$11,627 -1.8%3,9240.5%Computer and Technology
Innovator U.S. Equity Accelerated ETF - Quarterly stock logo
XDSQ
Innovator U.S. Equity Accelerated ETF - Quarterly
$612,060$18,690 3.1%16,3740.5%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$593,155$873 0.1%4,0780.5%Computer and Technology
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$565,940$7,040 1.3%2,4920.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$537,034$5,193 1.0%5,8950.5%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$526,453$22,156 4.4%14,9220.5%ETF
FT Vest U.S. Equity Buffer ETF - October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF - October
$521,078$5,193 -1.0%11,6390.4%ETF
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$491,6470.0%11,9710.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$473,7070.0%1,2920.4%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$453,598$187 0.0%9,7200.4%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$403,036$7,011 1.8%5,8060.3%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$387,121$32,494 -7.7%8,9470.3%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$386,093$17,986 4.9%15,9280.3%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$370,074$81,956 -18.1%1,1650.3%Auto/Tires/Trucks
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$355,635$13,462 -3.6%1,1360.3%Consumer Discretionary
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$354,142$440 0.1%8040.3%Finance
Ford Motor Company stock logo
F
Ford Motor
$349,480$3,884 1.1%32,2100.3%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$341,058$26,107 8.3%3,4880.3%Retail/Wholesale
Stryker Corporation stock logo
SYK
Stryker
$340,654$10,683 3.2%8610.3%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$324,3060.0%1,8000.3%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$301,226$10,783 3.7%6,0900.3%ETF
BLOCK INC
$287,276$8,899 3.2%4,2290.2%CL A
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$283,344$5,426 2.0%6,3190.2%ETF
Shopify Inc. stock logo
SHOP
Shopify
$279,147$1,154 -0.4%2,4200.2%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$276,859$14,083 5.4%8060.2%Basic Materials
Mastercard Incorporated stock logo
MA
Mastercard
$275,9130.0%4910.2%Business Services
Synopsys, Inc. stock logo
SNPS
Synopsys
$274,284$17,944 7.0%5350.2%Computer and Technology
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$256,5230.0%7080.2%ETF
FIRST TR EXCHNG TRADED FD VI
$254,164$20,518 8.8%7,9900.2%FT VEST US EQUIT
PROSHARES TR
$250,5120.0%6,1250.2%NASDAQ 100 HIGH
FIRST TR EXCHNG TRADED FD VI
$248,229$6,489,925 -96.3%6,6800.2%FT VEST U.S
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$244,955$1,081 0.4%7,7030.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$240,963$240,963 New Holding6750.2%Industrials
INNOVATOR ETFS TRUST
$222,000$222,000 New Holding8,0000.2%INTL DVLPD 10 BU
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$218,947$15,851 -6.8%2210.2%Retail/Wholesale
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$218,065$5,554 -2.5%5,6150.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$213,538$213,538 New Holding3020.2%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$210,260$210,260 New Holding3170.2%ETF
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$208,811$208,811 New Holding7840.2%Consumer Discretionary
FIRST TR EXCHNG TRADED FD VI
$203,618$203,618 New Holding5,6960.2%FT VEST U.S
Ultralife Corporation stock logo
ULBI
Ultralife
$134,529$55,128 -29.1%14,9810.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$0$213,302 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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