Sculati Wealth Management, LLC Reduced Holdings in Q2 2024

Sculati Wealth Management, LLC

  • $233 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-38.1K
- 45.11%
$87.04 - $101.61 $3.32M - $3.87M
46.4K $4.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-60.6K
- 51.9%
$45.24 - $49.04 $2.74M - $2.97M
56.1K $2.66M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-33.3K
- 47.68%
$75.69 - $81.19 $2.52M - $2.7M
36.5K $2.84M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-32.2K
- 51.59%
$71.74 - $75.86 $2.31M - $2.44M
30.2K $2.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-404
- 0.79%
$396.73 - $420.24 $160K - $170K
50.7K $20.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-16
- 0.21%
$295.25 - $385.2 $4.72K - $6.16K
7.52K $2.25M
IHDG
Wisdomtree Tr

ETFs
-11.4K
- 4.69%
$43.96 - $46.57 $502K - $532K
232K $10.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.07%
$214.27 - $249.28 $2.14K - $2.49K
14K $3.08M
GE
General Electric CO

Industrials
-1.91K
- 22.23%
$136.47 - $175.36 $260K - $334K
6.67K $1.06M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18.6K
- 49.21%
$18.53 - $20.2 $345K - $376K
19.2K $383K
AKAM
Akamai Technologies Inc

Technology
-633
- 4.82%
$90.84 - $109.33 $57.5K - $69.2K
12.5K $1.14M
IBB
Ishares Biotechnology ETF

ETFs
-2K
- 17.38%
$124.64 - $139.96 $250K - $280K
9.53K $1.31M
MRK
Merck & Co., Inc.

Healthcare
-419
- 1.66%
$123.8 - $132.96 $51.9K - $55.7K
24.8K $3.08M
SBUX
Starbucks Corp

Consumer Cyclical
-1.35K
- 13.12%
$72.5 - $91.53 $97.9K - $124K
8.94K $696K
RACE
Ferrari N.V.

Consumer Cyclical
-120
- 1.99%
$401.0 - $431.75 $48.1K - $51.8K
5.91K $2.41M
JNJ
Johnson & Johnson

Healthcare
-74
- 0.45%
$144.38 - $157.78 $10.7K - $11.7K
16.3K $2.38M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-6.68K
- 34.27%
$28.38 - $32.36 $190K - $216K
12.8K $396K
T
At&T Inc.

Communication Services
-12.8K
- 28.02%
$16.09 - $19.11 $206K - $244K
32.8K $626K
V
Visa Inc.

Financial Services
-81
- 0.97%
$262.47 - $281.5 $21.3K - $22.8K
8.29K $2.18M
TGNA
Tegna Inc

Communication Services
-5.33K
- 10.36%
$12.72 - $15.72 $67.8K - $83.8K
46.1K $642K
WMT
Walmart Inc.

Consumer Defensive
-1.74K
- 20.58%
$58.85 - $68.9 $102K - $120K
6.71K $454K
FILL
Ishares Inc Msci Global Energy

ETFs
-1.64K
- 8.52%
$25.1 - $27.85 $41.3K - $45.8K
17.6K $458K
F
Ford Motor CO

Consumer Cyclical
-1.71K
- 4.52%
$11.56 - $13.65 $19.8K - $23.3K
36.1K $452K
PFE
Pfizer Inc

Healthcare
-1.6K
- 2.96%
$25.26 - $29.6 $40.3K - $47.2K
52.4K $1.47M
PSEC
Prospect Capital Corp

Financial Services
-4.13K
- 10.92%
$5.21 - $5.69 $21.5K - $23.5K
33.7K $186K
ARCC
Ares Capital Corp

Financial Services
-1.15K
- 0.99%
$20.24 - $21.58 $23.3K - $24.8K
115K $2.39M
JPM
Jpmorgan Chase & CO

Financial Services
-291
- 1.43%
$180.08 - $204.79 $52.4K - $59.6K
20K $4.05M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-144
- 11.34%
$173.58 - $198.8 $25K - $28.6K
1.13K $219K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-807
- 1.46%
$20.97 - $21.11 $16.9K - $17K
54.5K $1.15M
KO
Coca Cola CO

Consumer Defensive
-97
- 1.22%
$58.06 - $64.15 $5.63K - $6.22K
7.87K $501K
NFLX
Netflix Inc

Communication Services
-6
- 1.79%
$550.64 - $686.12 $3.3K - $4.12K
330 $222K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-12
- 0.02%
$45.03 - $48.19 $540 - $578
59.4K $2.85M
SCHW
Schwab Charles Corp

Financial Services
-315
- 0.73%
$70.03 - $78.9 $22.1K - $24.9K
42.7K $3.14M
MS
Morgan Stanley

Financial Services
-655
- 1.87%
$86.19 - $101.53 $56.5K - $66.5K
34.4K $3.34M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.22%
$1356.43 - $1787.73 $1.36K - $1.79K
450 $739K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.15%
$495.16 - $548.49 $2.97K - $3.29K
3.92K $2.13M
SO
Southern CO

Utilities
-150
- 0.91%
$67.77 - $80.71 $10.2K - $12.1K
16.3K $1.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-38
- 1.86%
$883.2 - $1071.19 $33.6K - $40.7K
2.01K $2.11M
META
Meta Platforms, Inc.

Communication Services
-38
- 0.43%
$430.17 - $527.34 $16.3K - $20K
8.74K $4.4M
MSFT
Microsoft Corp

Technology
-910
- 4.21%
$389.33 - $452.85 $354K - $412K
20.7K $9.25M
GS
Goldman Sachs Group Inc

Financial Services
-25
- 0.31%
$389.49 - $470.41 $9.74K - $11.8K
8.14K $3.68M
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.33%
$150.53 - $185.41 $6.02K - $7.42K
12K $2.18M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 0.3%
$704.88 - $870.75 $7.75K - $9.58K
3.64K $3.09M
ORCL
Oracle Corp

Technology
-171
- 0.58%
$113.75 - $144.64 $19.5K - $24.7K
29.2K $4.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-124
- 0.33%
$173.67 - $197.85 $21.5K - $24.5K
37.8K $7.31M
GOOG
Alphabet Inc.

Communication Services
-220
- 0.91%
$151.94 - $186.86 $33.4K - $41.1K
24K $4.41M
TPC
Tutor Perini Corp

Industrials
-32.6K
- 15.61%
$13.28 - $22.59 $433K - $736K
176K $3.84M
AAPL
Apple Inc.

Technology
-480
- 0.78%
$165.0 - $216.67 $79.2K - $104K
60.8K $12.8M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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