Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2024) About Pitti Group Wealth Management, LLCInvestment ActivityPitti Group Wealth Management, LLC has $91.92 million in total holdings as of September 30, 2024.Pitti Group Wealth Management, LLC owns shares of 60 different stocks, but just 23 companies or ETFs make up 80% of its holdings.This quarter, Pitti Group Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 0 stocks.Pitti Group Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings FT Vest Laddered Buffer ETF $11,019,615First Trust TCW Unconstrained Plus Bond ETF $8,624,764iShares MSCI EAFE ETF $6,570,129Vanguard Total Stock Market ETF $5,551,697FT Vest Buffered Allocation Growth ETF $4,657,085 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 PortfolioSectorBUFRFT Vest Laddered Buffer ETF$11,019,6150.0%414,73912.0%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$8,624,7640.0%348,6169.4%ETFEFAiShares MSCI EAFE ETF$6,570,1290.0%87,1957.1%FinanceVTIVanguard Total Stock Market ETF$5,551,6970.0%23,4036.0%ETFBUFGFT Vest Buffered Allocation Growth ETF$4,657,0850.0%218,8485.1%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$3,609,3570.0%149,8283.9%ETFJNJJohnson & Johnson$3,439,2490.0%21,9423.7%MedicalXOMExxon Mobil$3,323,7010.0%33,2443.6%Oils/EnergyGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$3,286,8140.0%103,3853.6%ETFSPYSPDR S&P 500 ETF Trust$2,930,0460.0%6,1643.2%FinanceMETAMeta Platforms$2,466,7470.0%6,9692.7%Computer and TechnologyBABoeing$2,020,1150.0%7,7502.2%AerospaceIJHiShares Core S&P Mid-Cap ETF$1,914,7410.0%6,9092.1%ETFVIGVanguard Dividend Appreciation ETF$1,787,1210.0%10,4881.9%ETFAMZNAmazon.com$1,712,2120.0%11,2691.9%Retail/WholesaleIWMiShares Russell 2000 ETF$1,644,7910.0%8,1951.8%FinanceGOOGLAlphabet$1,548,8830.0%11,0881.7%Computer and TechnologyRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,338,5460.0%25,9061.5%ManufacturingAAPLApple$1,333,8310.0%6,9281.5%Computer and TechnologyMSFTMicrosoft$1,306,6110.0%3,4751.4%Computer and TechnologyNFLXNetflix$1,288,7710.0%2,6471.4%Consumer DiscretionaryIMCBiShares Morningstar Mid-Cap ETF$1,221,7850.0%18,2001.3%ETFIVViShares Core S&P 500 ETF$1,133,8940.0%2,3741.2%ETFNVDANVIDIA$1,086,1240.0%2,1931.2%Computer and TechnologyLLYEli Lilly and Company$967,1550.0%1,6591.1%MedicalBPBP$889,4960.0%25,1271.0%Oils/EnergyLOWLowe's Companies$882,4390.0%3,9651.0%Retail/WholesaleBACBank of America$857,4440.0%25,4660.9%FinanceFNOVFT Vest U.S. Equity Buffer ETF - November$806,9540.0%18,9810.9%ETFMDTMedtronic$706,4430.0%8,5750.8%MedicalQCOMQUALCOMM$685,6530.0%4,7410.7%Computer and TechnologyPYPLPayPal$650,0250.0%10,5850.7%Computer and TechnologyMARMarriott International$637,4190.0%2,8270.7%Consumer DiscretionaryDEODiageo$584,6050.0%4,0130.6%Consumer StaplesGOOGAlphabet$578,2360.0%4,1030.6%Computer and TechnologyGSYInvesco Ultra Short Duration ETF$573,3840.0%11,4950.6%ETFQQQInvesco QQQ$536,7840.0%1,3110.6%FinanceVXUSVanguard Total International Stock ETF$506,4990.0%8,7390.6%ETFFOCTFT Vest U.S. Equity Buffer ETF - October$499,3860.0%12,8410.5%ETFJPMJPMorgan Chase & Co.$482,5870.0%2,8370.5%FinancePAYXPaychex$467,8790.0%3,9280.5%Business ServicesRCLRoyal Caribbean Cruises$439,7480.0%3,3960.5%Consumer DiscretionaryHDHome Depot$428,7930.0%1,2370.5%Retail/WholesaleFDECFT Vest U.S. Equity Buffer ETF - December$379,2170.0%9,7260.4%ETFVZVerizon Communications$374,7870.0%9,9410.4%Computer and TechnologySQBlock$366,5620.0%4,7390.4%Business ServicesTSLATesla$357,5630.0%1,4390.4%Auto/Tires/TrucksQQQMInvesco NASDAQ 100 ETF$307,4190.0%1,8240.3%ETFSYKStryker$307,1780.0%1,0260.3%MedicalFFord Motor$302,0800.0%24,7810.3%Auto/Tires/TrucksSHWSherwin-Williams$299,5850.0%9610.3%Basic MaterialsJKHYJack Henry & Associates$294,1380.0%1,8000.3%Computer and TechnologyFJANFT Vest U.S. Equity Buffer ETF - January$290,7990.0%7,3010.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$289,7700.0%7690.3%FinanceSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$287,2270.0%10,8210.3%ETFBNDVanguard Total Bond Market ETF$263,3140.0%3,5800.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$259,0380.0%7,9050.3%ETFMAMastercard$211,9750.0%4970.2%Business ServicesSTZConstellation Brands$209,1960.0%8650.2%Consumer StaplesULBIUltralife$123,5780.0%18,1200.1%Computer and TechnologyShowing 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.
