Pitti Group Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PG Pitti Group Wealth Management, LLC | Institutional Filer | ▲ 1.29% | $123.2M | 81 |
Current Portfolio Holdings
Showing all 81 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | — | 176K | $17.1M | 13.84% |
| 2 | ZALT | INNOVATOR ETFS TRUST | — | 373K | $12.1M | 9.82% |
| 3 | FHDG | FIRST TR EXCHNG TRADED FD VI | — | 333K | $11.2M | 9.12% |
| 4 | VTI | VANGUARD INDEX FDS | — | 25K | $8.0M | 6.48% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 21K | $5.1M | 4.15% |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 111K | $3.9M | 3.18% |
| 7 | META | Meta Platforms, Inc. | Technology | 6K | $3.2M | 2.59% |
| 8 | IJH | ISHARES TR | — | 44K | $3.0M | 2.42% |
| 9 | GOOGL | Alphabet Inc. | Technology | 9K | $2.7M | 2.16% |
| 10 | SPYM | SPDR SERIES TRUST | — | 34K | $2.6M | 2.10% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 15K | $2.5M | 2.05% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 11K | $2.4M | 1.96% |
| 13 | BA | The Boeing Company | Industrials | 12K | $2.3M | 1.87% |
| 14 | NFLX | Netflix, Inc. | Communication Services | 22K | $2.1M | 1.74% |
| 15 | NVDA | NVIDIA Corporation | Technology | 12K | $2.1M | 1.67% |
Showing 1 to 15 of 81 holdings