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Pitti Group Wealth Management, LLC Top Holdings and 13F Report (2025)

About Pitti Group Wealth Management, LLC

Investment Activity

  • Pitti Group Wealth Management, LLC has $98.66 million in total holdings as of December 31, 2024.
  • Pitti Group Wealth Management, LLC owns shares of 73 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 33.69% of the portfolio was purchased this quarter.
  • About 36.65% of the portfolio was sold this quarter.
  • This quarter, Pitti Group Wealth Management, LLC has purchased 60 new stocks and bought additional shares in 22 stocks.
  • Pitti Group Wealth Management, LLC sold shares of 31 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

INNOVATOR ETFS TRUST
$9,217,981
FIRST TR EXCHNG TRADED FD VI
$6,333,078

Largest New Holdings this Quarter

INNOVATOR ETFS TRUST
$9,217,981 Holding
FIRST TR EXCHNG TRADED FD VI
$6,333,078 Holding
PROSHARES TR
$1,252,553 Holding

Largest Purchases this Quarter

INNOVATOR ETFS TRUST
309,744 shares (about $9.22M)
FIRST TR EXCHNG TRADED FD VI
178,544 shares (about $6.33M)
FT Vest Laddered Nasdaq Buffer ETF
134,063 shares (about $4.21M)
iShares Core S&P Mid-Cap ETF
30,034 shares (about $1.87M)
NVIDIA
13,857 shares (about $1.86M)

Largest Sales this Quarter

FT Vest Laddered Buffer ETF
356,466 shares (about $10.86M)
FT Vest Buffered Allocation Growth ETF
166,004 shares (about $4.07M)
Exxon Mobil
14,372 shares (about $1.55M)
iShares Russell 2000 ETF
2,967 shares (about $655.61K)
Meta Platforms
710 shares (about $415.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPitti Group Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
INNOVATOR ETFS TRUST
$9,217,981$9,217,981 New Holding309,7449.3%U S EQ 10 BUFFER
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,900,888$118,531 1.7%23,8127.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,818,917$226,075 3.4%90,1856.9%Finance
FIRST TR EXCHNG TRADED FD VI
$6,333,078$6,333,078 New Holding178,5446.4%FT VEST U.S
FT Vest Laddered Nasdaq Buffer ETF stock logo
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
$4,213,600$4,213,600 New Holding134,0634.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,817,144$204,542 5.7%6,5133.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,664,663$415,707 -10.2%6,2593.7%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,088,555$84,749 -2.7%21,3563.1%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$2,301,923$1,871,422 434.7%36,9432.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$2,273,757$85,567 -3.6%2,5512.3%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,155,341$1,860,845 631.9%16,0502.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,139,272$333,034 -13.5%9,7512.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,054,225$44,674 -2.1%10,8522.1%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,030,082$1,546,012 -43.2%18,8722.1%Oils/Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,954,174$99,677 -4.9%9,9792.0%ETF
The Boeing Company stock logo
BA
Boeing
$1,922,751$551,001 40.2%10,8631.9%Aerospace
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,775,578$10,861,517 -85.9%58,2731.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,647,926$183,337 12.5%3,9101.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,504,825$230,144 -13.3%6,0091.5%Computer and Technology
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$1,464,352$67,715 -4.4%24,7611.5%Manufacturing
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$1,349,883$36,018 -2.6%17,7271.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,321,529$75,936 -5.4%2,2451.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,318,693$37,831 3.0%1,7081.3%Medical
BUFG
FT Vest Buffered Allocation Growth ETF
$1,294,678$4,067,098 -75.9%52,8441.3%ETF
PROSHARES TR
$1,252,553$1,252,553 New Holding28,2811.3%S&P 500 HIGH INC
FT Vest U.S. Equity Buffer ETF - March stock logo
FMAR
FT Vest U.S. Equity Buffer ETF - March
$1,161,583$1,161,583 New Holding26,8451.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,155,221$655,612 -36.2%5,2281.2%Finance
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$1,128,703$552,701 96.0%22,5251.1%ETF
Bank of America Co. stock logo
BAC
Bank of America
$997,738$121,476 -10.9%22,7021.0%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$985,029$6,417 0.7%3,9911.0%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$954,384$439,388 85.3%16,1951.0%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$845,989$57,441 -6.4%9,9120.9%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$808,947$551,499 214.2%11,2490.8%ETF
FT Vest U.S. Equity Buffer ETF - November stock logo
FNOV
FT Vest U.S. Equity Buffer ETF - November
$804,858$102,813 -11.3%16,8310.8%ETF
BP p.l.c. stock logo
BP
BP
$742,7540.0%25,1270.8%Oils/Energy
Alphabet Inc. stock logo
GOOG
Alphabet
$720,107$61,326 -7.8%3,7810.7%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$688,458$3,515 0.5%8,6190.7%Medical
Marriott International, Inc. stock logo
MAR
Marriott International
$666,627$121,890 -15.5%2,3900.7%Consumer Discretionary
Invesco QQQ stock logo
QQQ
Invesco QQQ
$662,859$7,155 -1.1%1,2970.7%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$609,486$118,917 -16.3%3,9670.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$608,994$70,941 -10.4%2,5410.6%Finance
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$605,738$177,615 -22.7%2,6260.6%Consumer Discretionary
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$594,432$594,432 New Holding6,1580.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$593,645$12,519 2.2%1,4700.6%Auto/Tires/Trucks
Paychex, Inc. stock logo
PAYX
Paychex
$570,294$19,491 3.5%4,0670.6%Business Services
FT Vest U.S. Equity Buffer ETF - October stock logo
FOCT
FT Vest U.S. Equity Buffer ETF - October
$527,802$19,610 -3.6%12,3810.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$507,043$25,683 5.3%1,3030.5%Retail/Wholesale
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$490,564$106,699 27.8%2,3310.5%ETF
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$484,334$200,939 70.9%13,5100.5%ETF
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$474,029$474,029 New Holding12,2710.5%ETF
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$469,107$35,571 8.2%10,5240.5%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$387,459$10,077 -2.5%9,6890.4%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$374,757$374,757 New Holding14,1260.4%Medical
BLOCK INC
$351,094$51,674 -12.8%4,1310.4%CL A
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$341,251$14,042 4.3%8020.3%Finance
Stryker Co. stock logo
SYK
Stryker
$332,778$36,735 -9.9%9240.3%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$315,5400.0%1,8000.3%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$308,036$62,706 25.6%31,1150.3%Auto/Tires/Trucks
INNOVATOR ETFS TRUST
$303,562$303,562 New Holding11,5160.3%EQUITY DEFINED
Walmart Inc. stock logo
WMT
Walmart
$289,822$289,822 New Holding3,2080.3%Retail/Wholesale
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$270,751$79,568 41.6%1,2250.3%Consumer Staples
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$269,147$269,147 New Holding7170.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$258,546$3,159 -1.2%4910.3%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$258,263$258,263 New Holding5,8640.3%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$255,294$71,387 -21.9%7510.3%Basic Materials
Shopify Inc. stock logo
SHOP
Shopify
$254,873$254,873 New Holding2,3970.3%Computer and Technology
PROSHARES TR
$236,930$236,930 New Holding5,5500.2%NASDAQ 100 HIGH
Synopsys, Inc. stock logo
SNPS
Synopsys
$218,412$218,412 New Holding4500.2%Computer and Technology
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$213,482$121,636 -36.3%4,6510.2%ETF
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$209,097$209,097 New Holding8460.2%Consumer Discretionary
XDEC
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December
$206,082$206,082 New Holding5,5250.2%ETF
First Trust Europe AlphaDEX Fund stock logo
FEP
First Trust Europe AlphaDEX Fund
$203,666$203,666 New Holding5,6870.2%ETF
Ultralife Co. stock logo
ULBI
Ultralife
$127,544$7,450 -5.5%17,1200.1%Computer and Technology
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$0$8,624,764 -100.0%00.0%ETF
QJUN
FT Vest Nasdaq-100 Buffer ETF - June
$0$3,609,357 -100.0%00.0%ETF
GJUN
FT Cboe Vest U.S. Equity Moderate Buffer ETF - June
$0$3,286,814 -100.0%00.0%ETF
Diageo plc stock logo
DEO
Diageo
$0$584,605 -100.0%00.0%Consumer Staples
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
$0$287,227 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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