Pitti Group Wealth Management, LLC Reduced Holdings in Q4 2024

Pitti Group Wealth Management, LLC

  • $81 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-356K
- 85.95%
$29.73 - $30.81 $10.6M - $11M
58.3K $1.78M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-166K
- 75.85%
$23.92 - $24.89 $3.97M - $4.13M
52.8K $1.29M
XOM
Exxon Mobil Corp

Energy
-14.4K
- 43.23%
$105.51 - $125.37 $1.52M - $1.8M
18.9K $2.03M
IWM
Ishares Russell 2000 ETF

ETFs
-2.97K
- 36.21%
$216.13 - $242.4 $641K - $719K
5.23K $1.16M
JNJ
Johnson & Johnson

Healthcare
-586
- 2.67%
$143.34 - $165.86 $84K - $97.2K
21.4K $3.09M
META
Meta Platforms, Inc.

Communication Services
-710
- 10.19%
$554.08 - $632.68 $393K - $449K
6.26K $3.69M
QCOM
Qualcomm Inc

Technology
-774
- 16.33%
$150.4 - $178.04 $116K - $138K
3.97K $609K
SHW
Sherwin Williams CO

Basic Materials
-210
- 21.85%
$338.75 - $399.71 $71.1K - $83.9K
751 $255K
AAPL
Apple Inc.

Technology
-919
- 13.27%
$221.69 - $259.02 $204K - $238K
6.01K $1.5M
VIG
Vanguard Dividend Appreciation

ETFs
-509
- 4.85%
N/A
9.98K $1.82M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.15K
- 4.42%
$58.65 - $64.37 $67.2K - $73.7K
24.8K $1.46M
VZ
Verizon Communications Inc

Communication Services
-252
- 2.53%
$39.6 - $45.21 $9.98K - $11.4K
9.69K $387K
IVV
Ishares Core S&P 500 ETF

ETFs
-129
- 5.43%
$570.51 - $610.59 $73.6K - $78.8K
2.25K $1.32M
ULBI
Ultralife Corp

Industrials
-1K
- 5.52%
$7.18 - $9.61 $7.18K - $9.61K
17.1K $124K
SYK
Stryker Corp

Healthcare
-102
- 9.94%
$345.14 - $392.15 $35.2K - $40K
924 $332K
MAR
Marriott International Inc

Consumer Cyclical
-437
- 15.46%
$246.06 - $292.59 $108K - $128K
2.39K $666K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-473
- 2.6%
$75.22 - $82.17 $35.6K - $38.9K
17.7K $1.35M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-460
- 3.58%
$41.66 - $43.47 $19.2K - $20K
12.4K $527K
BAC
Bank Of America Corp

Financial Services
-2.76K
- 10.85%
$39.22 - $47.77 $108K - $132K
22.7K $997K
FJAN
First Exc Trd Viii Cboe Vest U
-2.65K
- 36.3%
N/A
4.65K $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-770
- 22.67%
$173.13 - $258.09 $133K - $199K
2.63K $605K
JPM
Jpmorgan Chase & CO

Financial Services
-296
- 10.43%
$205.18 - $250.29 $60.7K - $74.1K
2.54K $609K
MA
Mastercard Inc

Financial Services
-6
- 1.21%
$491.3 - $536.15 $2.95K - $3.22K
491 $258K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-673
- 6.36%
$77.25 - $91.3 $52K - $61.4K
9.91K $845K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14
- 1.07%
$481.22 - $538.17 $6.74K - $7.53K
1.3K $663K
SQ
Block, Inc.

Technology
-608
- 12.83%
$65.06 - $98.92 $39.6K - $60.1K
4.13K $351K
GOOG
Alphabet Inc.

Communication Services
-322
- 7.85%
$163.08 - $198.16 $52.5K - $63.8K
3.78K $720K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.52K
- 13.47%
$180.88 - $232.93 $275K - $354K
9.75K $2.14M
GOOGL
Alphabet Inc.

Communication Services
-236
- 2.13%
$161.86 - $196.66 $38.2K - $46.4K
10.9K $2.05M
NFLX
Netflix Inc

Communication Services
-96
- 3.63%
$687.65 - $936.56 $66K - $89.9K
2.55K $2.27M
Activity Summary
Buys All Purchases 40 New Holdings 18 Increased Positions 22 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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