Pitti Group Wealth Management, LLC Portfolio Holdings

Pitti Group Wealth Management, LLC

  • $76.3 Million
  • Q1 2025

Pitti Group Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $76.3 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $7.68M, Vanguard Total Stock Market Et with a value of $6.71M, First Tr Ex Tr Fd Viii Ft Cboe with a value of $4.11M, Meta Platforms, Inc. with a value of $3.6M, and Johnson & Johnson with a value of $3.53M.

Examining the 13F form we can see an decrease of $4.63M in the current position value, from $81M to 76.3M.

Below you can find more details about Pitti Group Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $76.3 Million
ETFs: $39.7 Million
Communication Services: $8.67 Million
Healthcare: $6.66 Million
Technology: $6.13 Million
Consumer Cyclical: $4.83 Million
Energy: $3.06 Million
Industrials: $2.78 Million
Financial Services: $2.49 Million
Other: $1.18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.68 Million 10.07% of portfolio
93,191
Q1 2025 Added 3.33%
$0
$6.71 Million 8.79% of portfolio
24,540
Q1 2025 Added 3.06%
$0
$4.11 Million 5.39% of portfolio
137,761
Q1 2025 Added 2.76%
$1.13T
$3.6 Million 4.71% of portfolio
6,235
Q1 2025 Reduced 0.38%
$412B
$3.53 Million 4.62% of portfolio
21,269
Q1 2025 Reduced 0.41%
$433B
$2.38 Million 3.11% of portfolio
2,547
Q1 2025 Reduced 0.16%
$0
$2.22 Million 2.91% of portfolio
38,202
Q1 2025 Added 3.41%
$446B
$2.22 Million 2.91% of portfolio
18,662
Q1 2025 Reduced 1.11%
$0
$2.16 Million 2.83% of portfolio
33,056
Q1 2025 New
$96.5B
$2.03 Million 2.66% of portfolio
11,916
Q1 2025 Added 9.69%
$1.76T
$1.88 Million 2.47% of portfolio
9,892
Q1 2025 Added 1.45%
$0
$1.87 Million 2.45% of portfolio
10,250
Q1 2025 Added 2.72%
$253B
$1.71 Million 2.24% of portfolio
15,792
Q1 2025 Reduced 1.61%
$903B
$1.68 Million 2.2% of portfolio
10,870
Q1 2025 Added 0.17%
$0
$1.6 Million 2.1% of portfolio
2,862
Q1 2025 Reduced 56.06%
$2.74T
$1.46 Million 1.91% of portfolio
3,877
Q1 2025 Reduced 0.84%
$0
$1.38 Million 1.8% of portfolio
23,720
Q1 2025 Reduced 4.2%
$3.17T
$1.35 Million 1.76% of portfolio
6,057
Q1 2025 Added 0.8%
$0
$1.27 Million 1.67% of portfolio
2,280
Q1 2025 Added 1.56%
$0
$1.25 Million 1.64% of portfolio
16,958
Q1 2025 Reduced 4.34%
$0
$1.16 Million 1.51% of portfolio
23,087
Q1 2025 Added 2.5%
$0
$1.06 Million 1.39% of portfolio
17,033
Q1 2025 Added 5.17%
$0
$1.05 Million 1.38% of portfolio
5,246
Q1 2025 Added 0.34%
$136B
$960,000 1.26% of portfolio
4,117
Q1 2025 Added 3.16%
$300B
$948,000 1.24% of portfolio
22,730
Q1 2025 Added 0.12%
$86.8B
$843,000 1.1% of portfolio
24,954
Q1 2025 Reduced 0.69%
$110B
$801,000 1.05% of portfolio
8,921
Q1 2025 Added 3.5%
$0
$774,000 1.01% of portfolio
16,676
Q1 2025 Reduced 0.92%
$0
$729,000 0.96% of portfolio
9,952
Q1 2025 Reduced 11.53%
$70.5B
$658,000 0.86% of portfolio
10,086
Q1 2025 Added 1.76%
$52.2B
$628,000 0.82% of portfolio
4,072
Q1 2025 Added 0.12%
$680B
$613,000 0.8% of portfolio
2,502
Q1 2025 Reduced 1.53%
$153B
$613,000 0.8% of portfolio
3,997
Q1 2025 Added 0.76%
$0
$603,000 0.79% of portfolio
1,286
Q1 2025 Reduced 0.85%
$71.5B
$585,000 0.77% of portfolio
2,457
Q1 2025 Added 2.8%
$933B
$584,000 0.77% of portfolio
3,744
Q1 2025 Reduced 0.98%
$0
$548,000 0.72% of portfolio
15,874
Q1 2025 New
$0
$507,000 0.66% of portfolio
5,838
Q1 2025 Reduced 5.2%
$0
$486,000 0.64% of portfolio
11,755
Q1 2025 Reduced 5.06%
$0
$475,000 0.62% of portfolio
2,461
Q1 2025 Added 5.58%
$0
$477,000 0.62% of portfolio
14,294
Q1 2025 Added 5.8%
$363B
$473,000 0.62% of portfolio
1,292
Q1 2025 Reduced 0.84%
$0
$458,000 0.6% of portfolio
11,971
Q1 2025 Reduced 2.44%
$185B
$439,000 0.58% of portfolio
9,698
Q1 2025 Added 0.09%
$0
$420,000 0.55% of portfolio
9,724
Q1 2025 Reduced 7.6%
$130B
$404,000 0.53% of portfolio
5,705
Q1 2025 New
$124B
$384,000 0.5% of portfolio
15,186
Q1 2025 Added 7.5%
$762B
$368,000 0.48% of portfolio
1,423
Q1 2025 Reduced 3.2%
$0
$337,000 0.44% of portfolio
803
Q1 2025 Added 0.12%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $76.3 Million
  • Prior Value $81 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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