Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2024)

About Pitti Group Wealth Management, LLC

Investment Activity

  • Pitti Group Wealth Management, LLC has $89.50 million in total holdings as of March 31, 2024.
  • Pitti Group Wealth Management, LLC owns shares of 61 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 7.23% of the portfolio was purchased this quarter.
  • About 15.59% of the portfolio was sold this quarter.
  • This quarter, Pitti Group Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 20 stocks.
  • Pitti Group Wealth Management, LLC sold shares of 33 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

PROSHARES TR
$413,153 Holding
Hilton Worldwide
$205,516 Holding
SoundHound AI
$53,157 Holding

Largest Purchases this Quarter

FT Vest Fund of Nasdaq-100 Buffer ETFs
135,806 shares (about $3.86M)
iShares Core S&P Mid-Cap ETF
27,242 shares (about $1.60M)
PROSHARES TR
9,795 shares (about $413.15K)
Hilton Worldwide
975 shares (about $205.52K)
Microsoft
143 shares (about $61.20K)

Largest Sales this Quarter

NVIDIA
282 shares (about $255.57K)
Netflix
291 shares (about $182.98K)
Meta Platforms
344 shares (about $179.97K)
Marriott International
410 shares (about $105.98K)
Vanguard Total Stock Market ETF
369 shares (about $94.72K)

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
FT Vest Fund of Buffer ETFs stock logo
BUFR
FT Vest Fund of Buffer ETFs
$11,568,856$1,785 0.0%414,80312.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,818,972$26,693 -0.4%86,8557.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,912,892$94,723 -1.6%23,0346.6%ETF
BUFG
FT Vest Buffered Allocation Growth ETF
$4,903,615$10,174 0.2%219,3035.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,054,550$5,724 0.1%33,2914.5%Oils/Energy
BUFQ
FT Vest Fund of Nasdaq-100 Buffer ETFs
$3,858,248$3,858,248 New Holding135,8064.3%ETF
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$3,468,485$21,671 0.6%104,0353.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,465,961$179,968 -4.9%6,6253.9%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,263,717$1,042 0.0%21,9353.6%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,213,542$20,719 0.6%6,2043.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,082,197$48,208 -2.3%11,0142.3%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,008,436$1,602,115 394.3%34,1512.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,843,972$21,342 -1.1%10,3682.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,755,423$12,115 -0.7%11,0122.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,731,879$255,568 -12.9%1,9111.9%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,629,709$28,119 -1.7%8,0561.8%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$1,548,401$61,200 4.1%3,6181.7%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,481,406$182,975 -11.0%2,3561.7%Consumer Discretionary
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$1,386,550$28,179 -2.0%25,3901.5%Manufacturing
The Boeing Company stock logo
BA
Boeing
$1,377,692$34,152 2.5%7,9471.5%Aerospace
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,275,796$16,185 -1.3%17,9721.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,270,859$10,635 0.8%1,6731.4%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,211,636$24,472 -2.0%2,3271.4%ETF
Apple Inc. stock logo
AAPL
Apple
$1,149,311$63,364 -5.2%6,5661.3%Computer and Technology
BP p.l.c. stock logo
BP
BP
$996,2860.0%25,1271.1%Oils/Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$936,334$2,825 0.3%3,9771.0%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$888,741$36,931 -4.0%24,4501.0%Finance
FNOV
FT Vest U.S. Equity Buffer ETF - November
$832,080$13,362 -1.6%18,6810.9%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$755,530$74,782 -9.0%4,3140.8%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$716,116$11,504 1.6%8,7150.8%Medical
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$687,742$8,751 -1.3%10,4520.8%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$634,799$24,922 -3.8%3,9480.7%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$624,792$105,985 -14.5%2,4170.7%Consumer Discretionary
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$595,931$21,970 3.8%11,9350.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$567,997$45,169 8.6%9,4940.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$562,426$21,375 -3.7%1,2630.6%Finance
Diageo plc stock logo
DEO
Diageo
$560,309$5,072 -0.9%3,9770.6%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$542,761$11,727 -2.1%2,7770.6%Finance
FT Vest U.S. Equity Buffer ETF  October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF October
$520,1250.0%12,8410.6%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$488,719$745 0.2%3,9340.5%Business Services
FDEC
FT Vest U.S. Equity Buffer ETF - December
$432,513$32,872 8.2%10,5260.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$422,912$6,950 -1.6%1,2170.5%Retail/Wholesale
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$421,981$32,234 -7.1%3,1550.5%Consumer Discretionary
PROSHARES TR
$413,153$413,153 New Holding9,7950.5%S&P 500 HIGH INC
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$397,650$1,566 -0.4%9,9020.4%Computer and Technology
Block, Inc. stock logo
SQ
Block
$355,306$24,098 -6.4%4,4380.4%Business Services
Stryker Co. stock logo
SYK
Stryker
$352,233$3,117 -0.9%1,0170.4%Medical
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$334,3240.0%1,8240.4%ETF
Ford Motor stock logo
F
Ford Motor
$322,007$1,134 -0.4%24,6940.4%Auto/Tires/Trucks
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$306,0900.0%1,8000.3%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$303,650$8,072 2.7%7900.3%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$290,705$16,630 -5.4%9090.3%Construction
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$282,725$17,607 6.6%8,4300.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$266,476$12,148 4.8%3,7510.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$259,805$8,555 3.4%1,4880.3%Auto/Tires/Trucks
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$254,414$51,243 -16.8%6,0770.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$230,877$1,873 -0.8%4930.3%Business Services
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$229,522$2,684 -1.2%8550.3%Consumer Staples
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$205,516$205,516 New Holding9750.2%Consumer Discretionary
Ultralife Co. stock logo
ULBI
Ultralife
$170,168$8,900 5.5%19,1200.2%Computer and Technology
SoundHound AI, Inc. stock logo
SOUN
SoundHound AI
$53,157$53,157 New Holding11,1440.1%Computer and Technology
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$0$8,624,764 -100.0%00.0%ETF
QJUN
FT Vest Nasdaq-100 Buffer ETF - June
$0$3,609,357 -100.0%00.0%ETF
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
$0$287,227 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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