Sculati Wealth Management, LLC Portfolio Holdings

Sculati Wealth Management, LLC

  • $236 Million
  • Q4 2024

Sculati Wealth Management, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $236 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $23.2M, Apple Inc. with a value of $15.4M, Vanguard Large Cap ETF with a value of $11.7M, Wisdomtree Tr with a value of $10.6M, and Microsoft Corp with a value of $9.1M.

Examining the 13F form we can see an decrease of $13.3M in the current position value, from $249M to 236M.

Sculati Wealth Management, LLC is based out at Bloomfield Hills, MI

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

Portfolio value $236 Million
ETFs: $57.7 Million
Financial Services: $54.6 Million
Technology: $41.9 Million
Consumer Cyclical: $21.7 Million
Communication Services: $18.9 Million
Industrials: $15.6 Million
Healthcare: $9.65 Million
Consumer Defensive: $5.31 Million
Other: $10.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$614B
$23.2 Million 9.81% of portfolio
51,089
Q3 2024 Added 0.8%
$3.81T
$15.4 Million 6.51% of portfolio
61,328
Q3 2024 Added 0.79%
$0
$11.7 Million 4.96% of portfolio
43,395
Q3 2024 Reduced 29.34%
$0
$10.6 Million 4.49% of portfolio
243,607
Q3 2024 Added 4.92%
$3.05T
$9.1 Million 3.86% of portfolio
21,599
Q3 2024 Added 4.4%
$2.33T
$8.32 Million 3.52% of portfolio
37,930
Q3 2024 Added 0.33%
$0
$5.43 Million 2.3% of portfolio
186,948
Q3 2024 Reduced 14.2%
$114B
$5.26 Million 2.23% of portfolio
30,523
Q3 2024 Reduced 0.17%
$1.62T
$5.18 Million 2.19% of portfolio
8,774
Q3 2024 Added 0.43%
$1.24B
$5.05 Million 2.14% of portfolio
208,712
Q3 2024 Added 18.5%
$464B
$4.89 Million 2.07% of portfolio
29,352
Q3 2024 Added 0.59%
$808B
$4.87 Million 2.06% of portfolio
20,315
Q3 2024 Added 1.45%
$222B
$4.68 Million 1.98% of portfolio
8,168
Q3 2024 Added 0.31%
$1.13T
$4.62 Million 1.96% of portfolio
24,269
Q3 2024 Added 0.91%
$232B
$4.4 Million 1.86% of portfolio
35,013
Q3 2024 Added 1.91%
$198B
$3.83 Million 1.62% of portfolio
3,610
Q3 2024 Reduced 0.11%
$326B
$3.39 Million 1.44% of portfolio
10,154
Q3 2024 Reduced 0.52%
$471B
$3.34 Million 1.42% of portfolio
3,649
Q3 2024 Added 0.3%
$150B
$3.18 Million 1.35% of portfolio
42,988
Q3 2024 Added 0.74%
$0
$3.06 Million 1.3% of portfolio
64,889
Q3 2024 Reduced 52.84%
$0
$3.02 Million 1.28% of portfolio
116,663
Q3 2024 Added 107.91%
$48.3B
$2.88 Million 1.22% of portfolio
7,540
Q3 2024 Added 0.21%
$0
$2.86 Million 1.21% of portfolio
59,447
Q3 2024 Added 0.02%
$303B
$2.83 Million 1.2% of portfolio
19,565
Q3 2024 Reduced 0.38%
$575B
$2.65 Million 1.12% of portfolio
8,375
Q3 2024 Added 0.98%
$15B
$2.6 Million 1.1% of portfolio
35,600
Q3 2024 Reduced 6.09%
$88.2B
$2.56 Million 1.08% of portfolio
6,029
Q3 2024 Added 2.03%
$0
$2.53 Million 1.07% of portfolio
115,744
Q3 2024 Added 1.0%
$217B
$2.51 Million 1.06% of portfolio
25,259
Q3 2024 Added 1.69%
$405B
$2.36 Million 1.0% of portfolio
16,334
Q3 2024 Added 0.46%
$0
$2.35 Million 1.0% of portfolio
84,484
Q3 2024 Added 82.18%
$0
$2.3 Million 0.97% of portfolio
3,922
Q3 2024 Added 0.15%
$1.1T
$2.27 Million 0.96% of portfolio
12,012
Q3 2024 Added 0.33%
$42.5B
$2.25 Million 0.95% of portfolio
37,109
Q3 2024 Reduced 2.05%
$83.4B
$2.12 Million 0.9% of portfolio
16,850
Q3 2024 Reduced 0.92%
$8.36B
$2.13 Million 0.9% of portfolio
56,182
Q3 2024 Reduced 1.71%
$199B
$2.08 Million 0.88% of portfolio
18,715
Q3 2024 Reduced 1.41%
$0
$2 Million 0.85% of portfolio
30,274
Q3 2024 Reduced 26.33%
$0
$1.93 Million 0.82% of portfolio
69,744
Q3 2024 Added 91.13%
$0
$1.74 Million 0.74% of portfolio
14,079
Q3 2024 Reduced 29.6%
$215B
$1.71 Million 0.73% of portfolio
3,854
Q3 2024 Reduced 0.28%
$69B
$1.67 Million 0.71% of portfolio
6,320
Q3 2024 Reduced 1.06%
$0
$1.65 Million 0.7% of portfolio
27,057
Q3 2024 Reduced 68.96%
$111B
$1.64 Million 0.7% of portfolio
9,288
Q3 2024 Reduced 3.84%
$0
$1.63 Million 0.69% of portfolio
62,397
Q3 2024 Added 106.58%
$24.1B
$1.61 Million 0.68% of portfolio
13,319
Q1 2024 Reduced 2.54%
$170B
$1.58 Million 0.67% of portfolio
39,451
Q3 2024 Reduced 4.77%
$0
$1.52 Million 0.65% of portfolio
11,530
Q3 2024 Added 21.04%
$71.2B
$1.46 Million 0.62% of portfolio
2,047
Q3 2024 Added 1.89%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $236 Million
  • Prior Value $249 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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