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Size ($ in 1000's)
At 12/31/2023: $91,922
At 09/30/2023: $87,419
Pitti Group Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pitti Group Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Pitti Group Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Pitti Group Wealth Management LLC.
In the Pitti Group Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pitti Group Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Pitti Group Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
414,739 |
+132,695 |
$11,020 | | BUFR | 414,739 | +132,695 | $11,020 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
348,616 |
-23,827 |
$8,625 | | UCON | 348,616 | -23,827 | $8,625 | | ISHARES TR (EFA) |
87,195 |
-15,455 |
$6,570 | | EFA | 87,195 | -15,455 | $6,570 | | VANGUARD INDEX FDS (VTI) |
23,403 |
-2,493 |
$5,552 | | VTI | 23,403 | -2,493 | $5,552 | | FIRST TR EXCHNG TRADED FD VI (BUFG) |
218,848 |
+78,277 |
$4,657 | | BUFG | 218,848 | +78,277 | $4,657 | | FIRST TR EXCHNG TRADED FD VI (QJUN) |
149,828 |
-21,973 |
$3,609 | | QJUN | 149,828 | -21,973 | $3,609 | | JOHNSON & JOHNSON |
21,942 |
-283 |
$3,439 | | JNJ | 21,942 | -283 | $3,439 | | EXXON MOBIL CORP |
33,244 |
-10 |
$3,324 | | XOM | 33,244 | -10 | $3,324 | | FIRST TR EXCHNG TRADED FD VI (GJUN) |
103,385 |
+103,385 |
$3,287 | | GJUN | 103,385 | +103,385 | $3,287 | | SPDR S&P 500 ETF TR (SPY) |
6,164 |
-686 |
$2,930 | | SPY | 6,164 | -686 | $2,930 | | META PLATFORMS INC |
6,969 |
-1,128 |
$2,467 | | META | 6,969 | -1,128 | $2,467 | | BOEING CO |
7,750 |
-197 |
$2,020 | | BA | 7,750 | -197 | $2,020 | | ISHARES TR (IJH) |
6,909 |
-111 |
$1,915 | | IJH | 6,909 | -111 | $1,915 | | VANGUARD SPECIALIZED FUNDS (VIG) |
10,488 |
-572 |
$1,787 | | VIG | 10,488 | -572 | $1,787 | | AMAZON COM INC |
11,269 |
-1,748 |
$1,712 | | AMZN | 11,269 | -1,748 | $1,712 | | ISHARES TR (IWM) |
8,195 |
+148 |
$1,645 | | IWM | 8,195 | +148 | $1,645 | | ALPHABET INC |
11,088 |
-2,016 |
$1,549 | | GOOGL | 11,088 | -2,016 | $1,549 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
25,906 |
-1,105 |
$1,339 | | RDVY | 25,906 | -1,105 | $1,339 | | APPLE INC |
6,928 |
-1,240 |
$1,334 | | AAPL | 6,928 | -1,240 | $1,334 | | MICROSOFT CORP |
3,475 |
-592 |
$1,307 | | MSFT | 3,475 | -592 | $1,307 | | NETFLIX INC |
2,647 |
-373 |
$1,289 | | NFLX | 2,647 | -373 | $1,289 | | ISHARES TR (IMCB) |
18,200 |
-818 |
$1,222 | | IMCB | 18,200 | -818 | $1,222 | | ISHARES TR (IVV) |
2,374 |
-396 |
$1,134 | | IVV | 2,374 | -396 | $1,134 | | NVIDIA CORPORATION |
2,193 |
-588 |
$1,086 | | NVDA | 2,193 | -588 | $1,086 | | ELI LILLY & CO |
1,659 |
+1,236 |
$967 | | LLY | 1,659 | +1,236 | $967 | | BP PLC |
25,127 |
-258 |
$889 | | BP | 25,127 | -258 | $889 | | LOWES COS INC |
3,965 |
-638 |
$882 | | LOW | 3,965 | -638 | $882 | | BANK AMERICA CORP |
25,466 |
-4,082 |
$857 | | BAC | 25,466 | -4,082 | $857 | | FIRST TR EXCHNG TRADED FD VI (FNOV) |
18,981 |
+255 |
$807 | | FNOV | 18,981 | +255 | $807 | | MEDTRONIC PLC |
8,575 |
-449 |
$706 | | MDT | 8,575 | -449 | $706 | | QUALCOMM INC |
4,741 |
-695 |
$686 | | QCOM | 4,741 | -695 | $686 | | PAYPAL HLDGS INC |
10,585 |
-1,921 |
$650 | | PYPL | 10,585 | -1,921 | $650 | | MARRIOTT INTL INC NEW |
2,827 |
-825 |
$637 | | MAR | 2,827 | -825 | $637 | | DIAGEO PLC |
4,013 |
-431 |
$585 | | DEO | 4,013 | -431 | $585 | | ALPHABET INC |
4,103 |
+3 |
$578 | | GOOG | 4,103 | +3 | $578 | | INVESCO ACTIVELY MANAGED ETF (GSY) |
11,495 |
-234 |
$573 | | GSY | 11,495 | -234 | $573 | | INVESCO QQQ TR |
1,311 |
-138 |
$537 | | QQQ | 1,311 | -138 | $537 | | VANGUARD STAR FDS (VXUS) |
8,739 |
-271 |
$506 | | VXUS | 8,739 | -271 | $506 | | FIRST TR EXCHNG TRADED FD VI (FOCT) |
12,841 |
-790 |
$499 | | FOCT | 12,841 | -790 | $499 | | JPMORGAN CHASE & CO |
2,837 |
-472 |
$483 | | JPM | 2,837 | -472 | $483 | | PAYCHEX INC |
3,928 |
-94 |
$468 | | PAYX | 3,928 | -94 | $468 | | ROYAL CARIBBEAN GROUP |
3,396 |
-558 |
$440 | | RCL | 3,396 | -558 | $440 | | HOME DEPOT INC |
1,237 |
-34 |
$429 | | HD | 1,237 | -34 | $429 | | FIRST TR EXCHNG TRADED FD VI (FDEC) |
9,726 |
-1,002 |
$379 | | FDEC | 9,726 | -1,002 | $379 | | VERIZON COMMUNICATIONS INC |
9,941 |
+809 |
$375 | | VZ | 9,941 | +809 | $375 | | BLOCK INC |
4,739 |
-530 |
$367 | | SQ | 4,739 | -530 | $367 | | TESLA INC |
1,439 |
+5 |
$358 | | TSLA | 1,439 | +5 | $358 | | INVESCO EXCH TRADED FD TR II (QQQM) |
1,824 |
-4,878 |
$307 | | QQQM | 1,824 | -4,878 | $307 | | STRYKER CORPORATION |
1,026 |
-182 |
$307 | | SYK | 1,026 | -182 | $307 | | FORD MTR CO DEL |
24,781 |
-2,984 |
$302 | | F | 24,781 | -2,984 | $302 |
See Full List: All Stocks Held By Pitti Group Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Pitti Group Wealth Management LLC
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