Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2025) About Pitti Group Wealth Management, LLCInvestment ActivityPitti Group Wealth Management, LLC has $97.47 million in total holdings as of March 31, 2025.Pitti Group Wealth Management, LLC owns shares of 73 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.11% of the portfolio was purchased this quarter.About 7.91% of the portfolio was sold this quarter.This quarter, Pitti Group Wealth Management, LLC has purchased 73 new stocks and bought additional shares in 38 stocks.Pitti Group Wealth Management, LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.Largest Holdings INNOVATOR ETFS TRUST $12,860,580iShares MSCI EAFE ETF $7,616,519Vanguard Total Stock Market ETF $6,744,461FIRST TR EXCHNG TRADED FD VI $6,402,692FT Vest Laddered Nasdaq Buffer ETF $4,113,543 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $2,173,787 Holding45783Y103 - Innovator U.S. Equity Accelerated ETF - Quarterly $551,806 Holding65339F101 - NextEra Energy $404,428 Holding22160K105 - Costco Wholesale $224,313 Holding33740U539 - FIRST TR EXCHNG TRADED FD VI $221,097 Holding Largest Purchases this Quarter INNOVATOR ETFS TRUST 122,254 shares (about $3.64M)SPDR Portfolio S&P 500 ETF 33,056 shares (about $2.17M)Innovator U.S. Equity Accelerated ETF - Quarterly 15,874 shares (about $551.81K)NextEra Energy 5,705 shares (about $404.43K)iShares MSCI EAFE ETF 3,006 shares (about $245.68K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,651 shares (about $2.04M)FT Vest Laddered Buffer ETF 50,604 shares (about $1.50M)FT Vest U.S. Equity Buffer ETF - March 20,647 shares (about $871.30K)Royal Caribbean Cruises 1,447 shares (about $297.39K)Vanguard Total Bond Market ETF 1,297 shares (about $95.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPitti Group Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINNOVATOR ETFS TRUST$12,860,580$3,639,501 ▲39.5%431,99813.2%U S EQ 10 BUFFEREFAiShares MSCI EAFE ETF$7,616,519$245,681 ▲3.3%93,1917.8%FinanceVTIVanguard Total Stock Market ETF$6,744,461$200,080 ▲3.1%24,5406.9%ETFFIRST TR EXCHNG TRADED FD VI$6,402,692$98,303 ▲1.6%181,3286.6%FT VEST U.SBUFQFT Vest Laddered Nasdaq Buffer ETF$4,113,543$110,422 ▲2.8%137,7614.2%ETFMETAMeta Platforms$3,593,492$13,832 ▼-0.4%6,2353.7%Computer and TechnologyJNJJohnson & Johnson$3,527,309$14,428 ▼-0.4%21,2693.6%MedicalNFLXNetflix$2,375,154$3,730 ▼-0.2%2,5472.4%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$2,229,109$73,463 ▲3.4%38,2022.3%ETFXOMExxon Mobil$2,219,472$24,975 ▼-1.1%18,6622.3%EnergySPLGSPDR Portfolio S&P 500 ETF$2,173,787$2,173,787 ▲New Holding33,0562.2%ETFBABoeing$2,032,274$179,589 ▲9.7%11,9162.1%AerospaceVIGVanguard Dividend Appreciation ETF$1,988,386$52,571 ▲2.7%10,2502.0%ETFAMZNAmazon.com$1,882,052$26,827 ▲1.4%9,8921.9%Retail/WholesaleNVDANVIDIA$1,711,526$27,962 ▼-1.6%15,7921.8%Computer and TechnologyGOOGLAlphabet$1,680,932$2,784 ▲0.2%10,8701.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,600,788$2,042,095 ▼-56.1%2,8621.6%FinanceMSFTMicrosoft$1,455,260$12,387 ▼-0.8%3,8771.5%Computer and TechnologyLLYEli Lilly and Company$1,423,111$12,389 ▲0.9%1,7231.5%MedicalRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,388,594$60,941 ▼-4.2%23,7201.4%ManufacturingAAPLApple$1,345,385$10,662 ▲0.8%6,0571.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,281,304$19,669 ▲1.6%2,2801.3%ETFPROSHARES TR$1,267,388$77,026 ▲6.5%30,1111.3%S&P 500 HIGH INCIMCBiShares Morningstar Mid-Cap ETF$1,256,312$56,970 ▼-4.3%16,9581.3%ETFGSYInvesco Ultra Short Duration ETF$1,157,098$28,167 ▲2.5%23,0871.2%ETFVXUSVanguard Total International Stock ETF$1,057,727$52,039 ▲5.2%17,0331.1%ETFIWMiShares Russell 2000 ETF$1,046,463$3,591 ▲0.3%5,2461.1%FinanceLOWLowe's Companies$960,189$29,386 ▲3.2%4,1171.0%Retail/WholesaleBACBank of America$948,543$1,168 ▲0.1%22,7301.0%FinanceBPBP$843,196$5,846 ▼-0.7%24,9540.9%EnergyMDTMedtronic$801,660$27,138 ▲3.5%8,9210.8%MedicalFNOVFT Vest U.S. Equity Buffer ETF - November$778,279$7,234 ▼-0.9%16,6760.8%ETFBNDVanguard Total Bond Market ETF$731,002$95,268 ▼-11.5%9,9520.7%ETFPYPLPayPal$658,111$11,353 ▲1.8%10,0860.7%Computer and TechnologyPAYXPaychex$628,278$771 ▲0.1%4,0720.6%Business ServicesQCOMQUALCOMM$613,914$4,608 ▲0.8%3,9970.6%Computer and TechnologyJPMJPMorgan Chase & Co.$613,671$9,566 ▼-1.5%2,5020.6%FinanceQQQInvesco QQQ$602,842$5,157 ▼-0.8%1,2860.6%FinanceMARMarriott International$585,275$15,960 ▲2.8%2,4570.6%Consumer DiscretionaryGOOGAlphabet$584,965$5,781 ▼-1.0%3,7440.6%Computer and TechnologyXDSQInnovator U.S. Equity Accelerated ETF - Quarterly$551,806$551,806 ▲New Holding15,8740.6%ETFAVUVAvantis U.S. Small Cap Value ETF$508,898$27,894 ▼-5.2%5,8380.5%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$487,832$25,979 ▼-5.1%11,7550.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$478,852$26,264 ▲5.8%14,2940.5%ETFQQQMInvesco NASDAQ 100 ETF$475,027$25,093 ▲5.6%2,4610.5%ETFHDHome Depot$473,385$4,030 ▼-0.8%1,2920.5%Retail/WholesaleXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$460,730$11,546 ▼-2.4%11,9710.5%ETFVZVerizon Communications$439,920$408 ▲0.1%9,6980.5%Computer and TechnologyFDECFT Vest U.S. Equity Buffer ETF - December$422,062$34,723 ▼-7.6%9,7240.4%ETFNEENextEra Energy$404,428$404,428 ▲New Holding5,7050.4%UtilitiesPFEPfizer$384,820$26,861 ▲7.5%15,1860.4%MedicalTSLATesla$368,785$12,181 ▼-3.2%1,4230.4%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$337,169$420 ▲0.1%8030.3%FinanceJKHYJack Henry & Associates$328,6800.0%1,8000.3%Computer and TechnologyFFord Motor$319,475$7,392 ▲2.4%31,8520.3%Auto/Tires/TrucksSYKStryker$310,469$33,504 ▼-9.7%8340.3%MedicalWMTWalmart$282,729$1,141 ▲0.4%3,2210.3%Retail/WholesaleMAMastercard$269,1270.0%4910.3%Business ServicesSHWSherwin-Williams$267,192$4,890 ▲1.9%7650.3%Basic MaterialsVWOVanguard FTSE Emerging Markets ETF$265,779$362 ▲0.1%5,8720.3%ETFFMARFT Vest U.S. Equity Buffer ETF - March$261,556$871,305 ▼-76.9%6,1980.3%ETFRCLRoyal Caribbean Cruises$242,309$297,389 ▼-55.1%1,1790.2%Consumer DiscretionaryPROSHARES TR$237,956$22,339 ▲10.4%6,1250.2%NASDAQ 100 HIGHSHOPShopify$231,919$3,150 ▲1.4%2,4300.2%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$230,461$2,930 ▼-1.3%7080.2%ETFBUFRFT Vest Laddered Buffer ETF$227,693$1,502,435 ▼-86.8%7,6690.2%ETFCOSTCostco Wholesale$224,313$224,313 ▲New Holding2370.2%Retail/WholesaleBLOCK INC$222,644$1,793 ▼-0.8%4,0980.2%CL AFIRST TR EXCHNG TRADED FD VI$221,097$221,097 ▲New Holding7,3450.2%FT VEST US EQUITSNPSSynopsys$214,425$21,443 ▲11.1%5000.2%Computer and TechnologyABBVAbbVie$213,302$213,302 ▲New Holding1,0180.2%MedicalXDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December$211,874$8,574 ▲4.2%5,7580.2%ETFULBIUltralife$113,626$21,520 ▲23.4%21,1200.1%Computer and TechnologyBUFGFT Vest Buffered Allocation Growth ETF$0$1,294,678 ▼-100.0%00.0%ETFINNOVATOR ETFS TRUST$0$303,562 ▼-100.0%00.0%EQUITY DEFINEDSTZConstellation Brands$0$270,751 ▼-100.0%00.0%Consumer StaplesFJANFT Vest U.S. Equity Buffer ETF - January$0$213,482 ▼-100.0%00.0%ETFHLTHilton Worldwide$0$209,097 ▼-100.0%00.0%Consumer DiscretionaryFEPFirst Trust Europe AlphaDEX Fund$0$203,666 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
