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

About Sculati Wealth Management, LLC

Investment Activity

Sculati Wealth Management, LLC has $247.32 million in total holdings as of March 31, 2025.
Sculati Wealth Management, LLC owns shares of 110 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 3.83% of the portfolio was purchased this quarter.
About 3.66% of the portfolio was sold this quarter.
This quarter, Sculati Wealth Management, LLC has purchased 107 new stocks and bought additional shares in 33 stocks.
Sculati Wealth Management, LLC sold shares of 51 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $26,099,615
Vanguard Large-Cap ETF: $19,694,538
Apple: $12,390,588
WisdomTree International Hedged Quality Dividend Growth Fund: $10,420,687
Invesco S&P SmallCap Low Volatility ETF: $9,156,677

Largest New Holdings this Quarter

464289438 - iShares Russell Top 200 Growth ETF: $558,780 Holding
25754A201 - DOMINOS PIZZA INC: $519,638 Holding
25434V807 - Dimensional International Value ETF: $356,523 Holding
316092840 - Fidelity High Dividend ETF: $341,050 Holding
025072877 - Avantis U.S. Small Cap Value ETF: $279,031 Holding

Largest Purchases this Quarter

Schwab 5-10 Year Corporate Bond ETF: 61,611 shares (about $1.38M)
iShares Flexible Income Active ETF: 16,574 shares (about $868.15K)
Invesco S&P MidCap Low Volatility ETF: 10,818 shares (about $667.69K)
iShares Russell Top 200 Growth ETF: 2,649 shares (about $558.78K)
DOMINOS PIZZA INC: 1,131 shares (about $519.64K)

Largest Sales this Quarter

Tutor Perini: 35,475 shares (about $822.31K)
Apple: 2,927 shares (about $650.18K)
SCHWAB STRATEGIC TR: 25,554 shares (about $643.71K)
Berkshire Hathaway: 1,057 shares (about $562.94K)
Merck & Co., Inc.: 3,809 shares (about $341.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$26,099,615	$562,937 ▼	-2.1%	49,006	10.6%	Finance
VV Vanguard Large-Cap ETF	$19,694,538	$122,347 ▲	0.6%	76,623	8.0%	ETF
AAPL Apple	$12,390,588	$650,184 ▼	-5.0%	55,780	5.0%	Computer and Technology
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$10,420,687	$79,465 ▼	-0.8%	240,108	4.2%	Finance
XSLV Invesco S&P SmallCap Low Volatility ETF	$9,156,677	$356,797 ▲	4.1%	198,302	3.7%	ETF
XMLV Invesco S&P MidCap Low Volatility ETF	$8,786,367	$667,689 ▲	8.2%	142,358	3.6%	ETF
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF	$7,747,032	$94,002 ▲	1.2%	251,527	3.1%	ETF
MSFT Microsoft	$7,152,681	$167,049 ▼	-2.3%	19,054	2.9%	Computer and Technology
AMZN Amazon.com	$7,032,580	$58,981 ▼	-0.8%	36,963	2.8%	Retail/Wholesale
META Meta Platforms	$4,779,177	$150,430 ▼	-3.1%	8,292	1.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,681,305	$71,382 ▼	-1.5%	19,084	1.9%	Finance
GS The Goldman Sachs Group	$4,266,525	$108,165 ▼	-2.5%	7,810	1.7%	Finance
BX Blackstone	$3,772,055	$175,009 ▼	-4.4%	26,985	1.5%	Finance
ORCL Oracle	$3,736,702	$186,786 ▼	-4.8%	26,727	1.5%	Computer and Technology
MS Morgan Stanley	$3,702,639	$121,103 ▼	-3.2%	31,736	1.5%	Finance
GOOG Alphabet	$3,682,185	$36,558 ▼	-1.0%	23,569	1.5%	Computer and Technology
COST Costco Wholesale	$3,307,393	$103,090 ▼	-3.0%	3,497	1.3%	Retail/Wholesale
SCHW Charles Schwab	$3,214,241	$66,148 ▼	-2.0%	41,060	1.3%	Finance
CVX Chevron	$3,189,803	$51,527 ▲	1.6%	19,067	1.3%	Energy
LOW Lowe's Companies	$3,153,969	$32,652 ▼	-1.0%	13,523	1.3%	Retail/Wholesale
UNM Unum Group	$3,079,758	$89,117 ▼	-2.8%	37,807	1.2%	Finance
XSMO Invesco S&P SmallCap Momentum ETF	$3,039,736	$48,380 ▲	1.6%	48,442	1.2%	ETF
BINC iShares Flexible Income Active ETF	$3,020,440	$868,146 ▲	40.3%	57,664	1.2%	ETF
AMLP Alerian MLP ETF	$3,010,266	$18,231 ▲	0.6%	57,956	1.2%	ETF
V Visa	$2,967,695	$96,727 ▲	3.4%	8,468	1.2%	Business Services
NOW ServiceNow	$2,878,842	$27,069 ▲	0.9%	3,616	1.2%	Computer and Technology
XMMO Invesco S&P MidCap Momentum ETF	$2,819,314	$88,847 ▲	3.3%	24,783	1.1%	ETF
CRM Salesforce	$2,719,292	$2,684 ▼	-0.1%	10,133	1.1%	Computer and Technology
JNJ Johnson & Johnson	$2,571,186	$27,198 ▲	1.1%	15,504	1.0%	Medical
ARCC Ares Capital	$2,469,623	$4,366 ▼	-0.2%	111,445	1.0%	Finance
RACE Ferrari	$2,392,277	$122,802 ▼	-4.9%	5,591	1.0%	Auto/Tires/Trucks
TPC Tutor Perini	$2,211,233	$822,311 ▼	-27.1%	95,394	0.9%	Construction
SPY SPDR S&P 500 ETF Trust	$2,190,571	$559 ▼	0.0%	3,916	0.9%	Finance
OHI Omega Healthcare Investors	$2,163,593	$65,041 ▲	3.1%	56,817	0.9%	Finance
VZ Verizon Communications	$1,996,339	$125,783 ▲	6.7%	44,011	0.8%	Computer and Technology
UPS United Parcel Service	$1,951,843	$105,484 ▲	5.7%	17,745	0.8%	Transportation
DIS Walt Disney	$1,914,089	$58,430 ▲	3.1%	19,393	0.8%	Consumer Discretionary
SCHI Schwab 5-10 Year Corporate Bond ETF	$1,882,507	$1,383,783 ▲	277.5%	83,816	0.8%	ETF
LULU Lululemon Athletica	$1,858,855	$192,198 ▼	-9.4%	6,567	0.8%	Consumer Discretionary
GOOGL Alphabet	$1,814,546	$35,258 ▼	-1.9%	11,734	0.7%	Computer and Technology
GD General Dynamics	$1,771,791	$22,624 ▼	-1.3%	6,500	0.7%	Aerospace
BA Boeing	$1,715,221	$88,004 ▲	5.4%	10,057	0.7%	Aerospace
SCHG Schwab U.S. Large-Cap Growth ETF	$1,666,337	$300,330 ▼	-15.3%	66,547	0.7%	ETF
DTE DTE Energy	$1,657,028	$47,703 ▼	-2.8%	11,984	0.7%	Utilities
ADBE Adobe	$1,628,852	$124,264 ▲	8.3%	4,247	0.7%	Computer and Technology
MDT Medtronic	$1,553,500	$232,468 ▲	17.6%	17,288	0.6%	Medical
LLY Eli Lilly and Company	$1,512,241	$238,688 ▲	18.7%	1,831	0.6%	Medical
DAL Delta Air Lines	$1,475,293	$141,177 ▲	10.6%	33,837	0.6%	Transportation
VRTX Vertex Pharmaceuticals	$1,423,916	$184,716 ▲	14.9%	2,937	0.6%	Medical
CMCSA Comcast	$1,341,954	$205,719 ▲	18.1%	36,367	0.5%	Consumer Discretionary
SO Southern	$1,336,034	$34,941 ▼	-2.5%	14,530	0.5%	Utilities
SCHM Schwab U.S. Mid-Cap ETF	$1,247,618	$128,197 ▼	-9.3%	47,619	0.5%	ETF
MRK Merck & Co., Inc.	$1,188,106	$341,908 ▼	-22.3%	13,236	0.5%	Medical
DVY iShares Select Dividend ETF	$1,170,740	$23,501 ▼	-2.0%	8,718	0.5%	ETF
NVDA NVIDIA	$1,143,084	$290,458 ▲	34.1%	10,547	0.5%	Computer and Technology
RWT Redwood Trust	$1,138,401	$114,098 ▲	11.1%	187,545	0.5%	Finance
SCHWAB STRATEGIC TR	$1,053,647	$643,705 ▼	-37.9%	41,828	0.4%	ULTRA SHORT INCM
NKE NIKE	$1,044,690	$131,404 ▲	14.4%	16,457	0.4%	Consumer Discretionary
SCHA Schwab US Small-Cap ETF	$984,833	$147,843 ▼	-13.1%	42,033	0.4%	ETF
REGN Regeneron Pharmaceuticals	$931,050	$307,602 ▼	-24.8%	1,468	0.4%	Medical
DUK Duke Energy	$922,703	$364,690 ▲	65.4%	7,565	0.4%	Utilities
MELI MercadoLibre	$877,892		0.0%	450	0.4%	Retail/Wholesale
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$851,023	$22,851 ▼	-2.6%	41,152	0.3%	ETF
PH Parker-Hannifin	$840,049	$175,061 ▲	26.3%	1,382	0.3%	Industrials
ETN Eaton	$811,684	$193,271 ▲	31.3%	2,986	0.3%	Industrials
GE GE Aerospace	$799,634	$174,138 ▼	-17.9%	3,995	0.3%	Industrials
SCHV Schwab U.S. Large-Cap Value ETF	$764,972	$138,960 ▼	-15.4%	28,780	0.3%	ETF
IBB iShares Biotechnology ETF	$684,137	$71,880 ▼	-9.5%	5,349	0.3%	Finance
EG Everest Group	$681,244	$265,958 ▲	64.0%	1,875	0.3%	Finance
NOC Northrop Grumman	$652,813		0.0%	1,275	0.3%	Aerospace
IWY iShares Russell Top 200 Growth ETF	$558,780	$558,780 ▲	New Holding	2,649	0.2%	ETF
PFE Pfizer	$534,142	$91,173 ▼	-14.6%	21,079	0.2%	Medical
DOMINOS PIZZA INC	$519,638	$519,638 ▲	New Holding	1,131	0.2%	COM
DTM DT Midstream	$506,906		0.0%	5,254	0.2%	Energy
TFC Truist Financial	$479,768		0.0%	11,659	0.2%	Finance
INTC Intel	$472,436	$206,161 ▼	-30.4%	20,803	0.2%	Computer and Technology
BKNG Booking	$460,691		0.0%	100	0.2%	Retail/Wholesale
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$460,546	$16,168 ▼	-3.4%	23,642	0.2%	ETF
CHDN Churchill Downs	$449,722		0.0%	4,049	0.2%	Consumer Discretionary
SBUX Starbucks	$441,601	$39,236 ▼	-8.2%	4,502	0.2%	Retail/Wholesale
XOM Exxon Mobil	$426,245		0.0%	3,584	0.2%	Energy
WM Waste Management	$414,634		0.0%	1,791	0.2%	Business Services
KO Coca-Cola	$384,456		0.0%	5,368	0.2%	Consumer Staples
AKAM Akamai Technologies	$376,499	$140,070 ▼	-27.1%	4,677	0.2%	Computer and Technology
IRM Iron Mountain	$371,693		0.0%	4,320	0.2%	Business Services
T AT&T	$365,103	$98,219 ▼	-21.2%	12,910	0.1%	Computer and Technology
SPGI S&P Global	$360,243		0.0%	709	0.1%	Business Services
DFIV Dimensional International Value ETF	$356,523	$356,523 ▲	New Holding	9,058	0.1%	ETF
FILL iShares MSCI Global Energy Producers ETF	$346,738	$57,798 ▼	-14.3%	13,942	0.1%	ETF
FDVV Fidelity High Dividend ETF	$341,050	$341,050 ▲	New Holding	6,876	0.1%	ETF
WMT Walmart	$338,430		0.0%	3,855	0.1%	Retail/Wholesale
QQQ Invesco QQQ	$337,622	$16,881 ▼	-4.8%	720	0.1%	Finance
NFLX Netflix	$315,195	$7,460 ▲	2.4%	338	0.1%	Consumer Discretionary
MMM 3M	$308,553		0.0%	2,101	0.1%	Multi-Sector Conglomerates
TGNA TEGNA	$289,133	$110,322 ▼	-27.6%	15,869	0.1%	Consumer Discretionary
AVUV Avantis U.S. Small Cap Value ETF	$279,031	$279,031 ▲	New Holding	3,201	0.1%	ETF
USB U.S. Bancorp	$258,091		0.0%	6,113	0.1%	Finance
F Ford Motor	$251,664	$49,649 ▼	-16.5%	25,091	0.1%	Auto/Tires/Trucks
HD Home Depot	$245,548	$46,911 ▼	-16.0%	670	0.1%	Retail/Wholesale
SFM Sprouts Farmers Market	$244,224		0.0%	1,600	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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

About Sculati Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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

About Sculati Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSculati Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools