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Size ($ in 1000's)
At 12/31/2023: $214,646
At 09/30/2023: $195,693
Sculati Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sculati Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sculati Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Sculati Wealth Management LLC.
In the Sculati Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sculati Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Sculati Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
|
|
$18,427 | | BRK.B | 51,666 | -45 | $18,427 | | APPLE INC |
61,453 |
-217 |
$11,832 | | AAPL | 61,453 | -217 | $11,832 | | WISDOMTREE TR |
238,422 |
+1,898 |
$10,011 | | IHDG | 238,422 | +1,898 | $10,011 | | VANGUARD INDEX FDS (VV) |
41,000 |
+867 |
$8,944 | | VV | 41,000 | +867 | $8,944 | | MICROSOFT CORP |
21,704 |
+145 |
$8,162 | | MSFT | 21,704 | +145 | $8,162 | | SCHWAB STRATEGIC TR |
85,320 |
-316 |
$7,078 | | SCHG | 85,320 | -316 | $7,078 | | AMAZON COM INC |
37,750 |
+210 |
$5,736 | | AMZN | 37,750 | +210 | $5,736 | | SCHWAB STRATEGIC TR |
117,622 |
+407 |
$5,556 | | SCHA | 117,622 | +407 | $5,556 | | SCHWAB STRATEGIC TR |
71,422 |
-959 |
$5,380 | | SCHM | 71,422 | -959 | $5,380 | | SCHWAB STRATEGIC TR |
172,857 |
+5,371 |
$4,691 | | FNDE | 172,857 | +5,371 | $4,691 | | SCHWAB STRATEGIC TR |
61,934 |
+904 |
$4,342 | | SCHV | 61,934 | +904 | $4,342 | | BLACKSTONE INC |
30,532 |
+10 |
$3,997 | | BX | 30,532 | +10 | $3,997 | | LULULEMON ATHLETICA INC |
7,612 |
-294 |
$3,892 | | LULU | 7,612 | -294 | $3,892 | | JPMORGAN CHASE & CO |
20,319 |
+100 |
$3,456 | | JPM | 20,319 | +100 | $3,456 | | ALPHABET INC |
24,269 |
-397 |
$3,420 | | GOOG | 24,269 | -397 | $3,420 | | MORGAN STANLEY |
36,415 |
-35 |
$3,396 | | MS | 36,415 | -35 | $3,396 | | GOLDMAN SACHS GROUP INC |
8,189 |
+103 |
$3,159 | | GS | 8,189 | +103 | $3,159 | | META PLATFORMS INC |
8,884 |
-68 |
$3,145 | | META | 8,884 | -68 | $3,145 | | LOWES COS INC |
13,886 |
+381 |
$3,090 | | LOW | 13,886 | +381 | $3,090 | | ORACLE CORP |
28,264 |
UNCH |
$2,980 | | ORCL | 28,264 | UNCH | $2,980 | | SCHWAB CHARLES CORP |
42,971 |
+165 |
$2,956 | | SCHW | 42,971 | +165 | $2,956 | | CHEVRON CORP NEW |
19,363 |
+85 |
$2,888 | | CVX | 19,363 | +85 | $2,888 | | MERCK & CO INC |
25,329 |
+759 |
$2,761 | | MRK | 25,329 | +759 | $2,761 | | INVESCO EXCH TRADED FD TR II (XSLV) |
62,030 |
-972 |
$2,739 | | XSLV | 62,030 | -972 | $2,739 | | SALESFORCE INC |
10,149 |
-27 |
$2,671 | | CRM | 10,149 | -27 | $2,671 | | UNITED PARCEL SERVICE INC |
16,624 |
+186 |
$2,614 | | UPS | 16,624 | +186 | $2,614 | | JOHNSON & JOHNSON |
16,270 |
+189 |
$2,550 | | JNJ | 16,270 | +189 | $2,550 | | SERVICENOW INC |
3,608 |
+126 |
$2,549 | | NOW | 3,608 | +126 | $2,549 | | BOEING CO |
9,597 |
+201 |
$2,502 | | BA | 9,597 | +201 | $2,502 | | ALPS ETF TR (AMLP) |
58,487 |
+45 |
$2,487 | | AMLP | 58,487 | +45 | $2,487 | | COSTCO WHSL CORP NEW |
3,618 |
+98 |
$2,388 | | COST | 3,618 | +98 | $2,388 | | INTEL CORP |
47,409 |
+45 |
$2,382 | | INTC | 47,409 | +45 | $2,382 | | ARES CAPITAL CORP |
113,179 |
+815 |
$2,267 | | ARCC | 113,179 | +815 | $2,267 | | ADOBE INC |
3,792 |
+32 |
$2,262 | | ADBE | 3,792 | +32 | $2,262 | | VISA INC |
8,352 |
+257 |
$2,174 | | V | 8,352 | +257 | $2,174 | | ISHARES TR (IBB) |
14,853 |
-40 |
$2,018 | | IBB | 14,853 | -40 | $2,018 | | FERRARI N V |
5,898 |
+142 |
$1,996 | | RACE | 5,898 | +142 | $1,996 | | SPDR S&P 500 ETF TR (SPY) |
3,948 |
+32 |
$1,877 | | SPY | 3,948 | +32 | $1,877 | | TUTOR PERINI CORP |
205,901 |
+5,948 |
$1,874 | | TPC | 205,901 | +5,948 | $1,874 | | REGENERON PHARMACEUTICALS |
2,032 |
UNCH |
$1,785 | | REGN | 2,032 | UNCH | $1,785 | | INVESCO EXCHANGE TRADED FD T (XSMO) |
30,596 |
+1,066 |
$1,733 | | XSMO | 30,596 | +1,066 | $1,733 | | SKYWORKS SOLUTIONS INC |
15,098 |
-1,154 |
$1,697 | | SWKS | 15,098 | -1,154 | $1,697 | | ALPHABET INC |
12,016 |
+590 |
$1,679 | | GOOGL | 12,016 | +590 | $1,679 | | OMEGA HEALTHCARE INVS INC |
54,728 |
-1,935 |
$1,678 | | OHI | 54,728 | -1,935 | $1,678 | | DISNEY WALT CO |
18,571 |
+169 |
$1,677 | | DIS | 18,571 | +169 | $1,677 | | PFIZER INC |
56,316 |
-6,045 |
$1,621 | | PFE | 56,316 | -6,045 | $1,621 | | AKAMAI TECHNOLOGIES INC |
13,678 |
-47 |
$1,619 | | AKAM | 13,678 | -47 | $1,619 | | DTE ENERGY CO |
13,666 |
UNCH |
$1,507 | | DTE | 13,666 | UNCH | $1,507 | | GENERAL DYNAMICS CORP |
5,797 |
+627 |
$1,505 | | GD | 5,797 | +627 | $1,505 | | GENERAL ELECTRIC CO |
11,092 |
-150 |
$1,416 | | GE | 11,092 | -150 | $1,416 |
See Full List: All Stocks Held By Sculati Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sculati Wealth Management LLC
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