Sculati Wealth Management, LLC holdings history

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169 is the total number of securities Sculati Wealth Management, LLC has owned. The longest Sculati Wealth Management, LLC has owned a single stock is 16 quarters.

Sculati Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...16167.27%8.40%10.29%Q4 2019Q3 202316
AAPL APPLE INC16164.32%5.09%6.00%Q4 2019Q3 202316
MSFT MICROSOFT CORP16162.68%3.27%3.89%Q4 2019Q3 202316
SCHG SCHWAB STRATEGIC TR16162.72%3.25%3.82%Q4 2019Q3 202316
SCHM SCHWAB STRATEGIC TR16162.50%3.06%4.34%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16162.48%2.85%3.77%Q4 2019Q3 202316
AMZN AMAZON COM INC16161.69%2.81%3.80%Q4 2019Q3 202316
VV VANGUARD INDEX FDS16160.59%2.78%4.01%Q4 2019Q3 202316
SCHV SCHWAB STRATEGIC TR16161.72%1.90%2.19%Q4 2019Q3 202316
LULU LULULEMON ATHLETICA INC16161.30%1.71%2.57%Q4 2019Q3 202316
GOOG ALPHABET INC16161.27%1.61%1.87%Q4 2019Q3 202316
MS MORGAN STANLEY16161.28%1.60%1.85%Q4 2019Q3 202316
UPS UNITED PARCEL SERVICE INC16161.31%1.57%1.92%Q4 2019Q3 202316
FB META PLATFORMS INC16160.61%1.42%1.89%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16161.21%1.41%1.80%Q4 2019Q3 202316
BX BLACKSTONE INC16161.16%1.39%1.67%Q4 2019Q3 202316
ORCL ORACLE CORP16161.14%1.39%1.76%Q4 2019Q3 202316
SBUX STARBUCKS CORP16160.69%1.38%1.84%Q4 2019Q3 202316
INTC INTEL CORP16160.78%1.38%2.54%Q4 2019Q3 202316
GS GOLDMAN SACHS GROUP INC16161.09%1.32%1.48%Q4 2019Q3 202316
LOW LOWES COS INC16161.10%1.29%1.56%Q4 2019Q3 202316
PFE PFIZER INC16161.02%1.28%1.66%Q4 2019Q3 202316
DIS DISNEY WALT CO16160.76%1.26%1.92%Q4 2019Q3 202316
JPM JPMORGAN CHASE & CO16160.88%1.16%1.58%Q4 2019Q3 202316
VZ VERIZON COMMUNICATIONS...16160.59%1.12%1.87%Q4 2019Q3 202316
IBB ISHARES TR16160.88%1.10%1.44%Q4 2019Q3 202316
SWKS SKYWORKS SOLUTIONS INC16160.73%1.09%1.45%Q4 2019Q3 202316
WMT WALMART INC16160.28%1.06%1.73%Q4 2019Q3 202316
CVX CHEVRON CORP NEW16160.49%1.05%1.83%Q4 2019Q3 202316
ARCC ARES CAPITAL CORP16160.91%1.05%1.29%Q4 2019Q3 202316
AKAM AKAMAI TECHNOLOGIES INC16160.64%1.03%1.54%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.62%0.98%1.45%Q4 2019Q3 202316
T AT&T INC16160.64%0.91%1.48%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.82%0.89%1.14%Q4 2019Q3 202316
SCHH SCHWAB STRATEGIC TR16160.38%0.84%1.58%Q4 2019Q3 202316
ATVI ACTIVISION BLIZZARD INC16160.56%0.83%1.10%Q4 2019Q3 202316
BA BOEING CO16160.44%0.80%1.58%Q4 2019Q3 202316
IRM IRON MTN INC NEW16160.19%0.67%1.06%Q4 2019Q3 202316
OHI OMEGA HEALTHCARE INVS INC16160.21%0.66%0.96%Q4 2019Q3 202316
TGNA TEGNA INC16160.43%0.65%0.97%Q4 2019Q3 202316
DVY ISHARES TR16160.49%0.58%0.85%Q4 2019Q3 202316
RWT REDWOOD TRUST INC16160.42%0.54%1.10%Q4 2019Q3 202316
F FORD MTR CO DEL16160.20%0.39%1.79%Q4 2019Q3 202316
PROSPECT CAPITAL CORPO...16160.12%0.36%0.49%Q4 2019Q3 202316
TFC TRUIST FINL CORP16160.17%0.33%0.59%Q4 2019Q3 202316
MELI MERCADOLIBRE INC16160.16%0.31%0.50%Q4 2019Q3 202316
NOC NORTHROP GRUMMAN CORP16160.15%0.23%0.39%Q4 2019Q3 202316
USB US BANCORP DEL16160.11%0.19%0.37%Q4 2019Q3 202316
APOLLO COML REAL EST F...16160.13%0.16%0.25%Q4 2019Q3 202316
SCHW SCHWAB CHARLES CORP15150.88%1.40%1.92%Q1 2020Q3 202315
LMT LOCKHEED MARTIN CORP15150.17%0.61%1.01%Q1 2020Q3 202315
BSCN INVESCO EXCH TRD SLF I...15150.19%0.51%0.85%Q1 2020Q3 202315
GOOGL ALPHABET INC15150.30%0.50%0.76%Q1 2020Q3 202315
DAL DELTA AIR LINES INC DEL15150.17%0.36%0.69%Q1 2020Q3 202315
GIM TEMPLETON GLOBAL INCOM...15150.06%0.11%0.24%Q1 2020Q3 202315
IHDG WISDOMTREE TR14143.25%4.08%4.72%Q2 2020Q3 202314
XSLV INVESCO EXCH TRADED FD...14140.66%1.20%1.44%Q2 2020Q3 202314
FNDE SCHWAB STRATEGIC TR14140.24%1.09%2.24%Q2 2020Q3 202314
AMLP ALPS ETF TR14140.29%0.82%1.26%Q2 2020Q3 202314
REGN REGENERON PHARMACEUTICALS14140.40%0.70%0.95%Q2 2020Q3 202314
XSMO INVESCO EXCHANGE TRADE...14140.31%0.55%0.73%Q2 2020Q3 202314
XMMO INVESCO EXCHANGE TRADE...14140.27%0.45%0.58%Q2 2020Q3 202314
XMLV INVESCO EXCH TRADED FD...14140.24%0.45%0.60%Q2 2020Q3 202314
L LOEWS CORP14140.33%0.38%0.48%Q4 2019Q1 202314
QQQ INVESCO QQQ TR860.11%0.29%0.48%Q1 2020Q3 202314
CHDN CHURCHILL DOWNS INC14140.21%0.26%0.35%Q2 2020Q3 202314
HD HOME DEPOT INC14140.15%0.26%0.34%Q2 2020Q3 202314
CHTR CHARTER COMMUNICATIONS...1130.10%0.19%0.27%Q4 2019Q3 202314
MTUM ISHARES TR14140.14%0.19%0.23%Q4 2019Q1 202314
KKR REAL ESTATE FIN TR...14140.08%0.11%0.16%Q4 2019Q1 202314
SHOP SHOPIFY INC1030.12%0.33%0.56%Q4 2019Q3 202313
VEECO INSTRS INC DEL13130.02%0.03%0.04%Q4 2019Q4 202213
DTE DTE ENERGY CO1110.22%0.80%1.03%Q4 2019Q3 202312
DWM WISDOMTREE TR12120.40%0.52%0.70%Q4 2019Q3 202212
BSCO INVESCO EXCH TRD SLF I...840.12%0.28%0.49%Q1 2020Q3 202312
PXH INVESCO EXCH TRADED FD...12120.22%0.26%0.34%Q4 2019Q3 202212
PSR INVESCO ACTIVELY MANAG...12120.15%0.21%0.27%Q2 2020Q1 202312
LCI LANNET INC12120.00%0.04%0.09%Q4 2019Q3 202212
UNM UNUM GROUP11110.56%0.77%1.12%Q1 2021Q3 202311
V VISA INC11110.47%0.72%0.95%Q1 2021Q3 202311
KO COCA COLA CO11110.38%0.70%1.00%Q1 2021Q3 202311
SO SOUTHERN CO11110.39%0.67%1.24%Q1 2021Q3 202311
ADBE ADOBE SYSTEMS INCORPOR...11110.35%0.59%0.98%Q1 2021Q3 202311
BSCM INVESCO EXCH TRD SLF I...11110.19%0.51%0.88%Q1 2020Q3 202211
RACE FERRARI N V11110.38%0.50%0.87%Q1 2021Q3 202311
CRM SALESFORCE INC620.11%0.48%1.05%Q3 2020Q3 202311
FILL ISHARES INC11110.31%0.46%0.64%Q1 2021Q3 202311
WESTERN ASSET MTG CAP ...11110.32%0.38%0.57%Q4 2019Q2 202211
SEDG SOLAREDGE TECHNOLOGIES...530.10%0.14%0.27%Q2 2020Q2 202311
BKNG BOOKING HOLDINGS INC610.11%0.14%0.18%Q4 2019Q3 202311
GHC GRAHAM HLDGS CO10100.29%0.48%0.61%Q1 2021Q2 202310
SE SEA LTD10100.11%0.32%0.70%Q1 2021Q2 202310
BLACKROCK CAPITAL INVE...10100.15%0.21%0.29%Q4 2019Q1 202210
PG PROCTER & GAMBLE CO10100.11%0.16%0.23%Q1 2020Q2 202210
ES EVERSOURCE ENERGY10100.11%0.15%0.30%Q1 2021Q2 202310
LLY LILLY ELI & CO10100.11%0.15%0.22%Q2 2021Q3 202310
WM WASTE MGMT INC DEL10100.13%0.15%0.17%Q2 2021Q3 202310
DTN WISDOMTREE TR710.12%0.14%0.19%Q4 2019Q1 202310
BLACKSTONE MTG TR INC10100.12%0.14%0.17%Q3 2020Q4 202210
MO ALTRIA GROUP INC910.11%0.13%0.18%Q4 2019Q1 202310
NEW YORK MTG TRUST990.50%0.71%0.93%Q4 2019Q4 20219
GENERAL ELECTRIC CO990.44%0.56%0.69%Q3 2021Q3 20239
INGR INGREDION INC990.11%0.45%0.62%Q1 2021Q1 20239
PSEC PROSPECT CAPITAL CORPO...720.26%0.43%0.72%Q4 2019Q3 20239
GOLDMAN SACHS BDC INC990.25%0.36%0.51%Q4 2019Q4 20219
DTM DT MIDSTREAM INC990.13%0.15%0.17%Q3 2021Q3 20239
BLACKROCK TCP CAPITAL ...990.02%0.02%0.03%Q4 2019Q4 20219
SJI SOUTH JERSEY INDS INC880.45%0.73%0.99%Q1 2021Q4 20228
GREENLIGHT CAP RE LTD880.13%0.30%0.44%Q2 2021Q1 20238
ARKK ARK ETF TR880.15%0.19%0.23%Q4 2021Q3 20238
INFO IHS MARKIT LTD530.14%0.17%0.23%Q4 2019Q4 20218
BFA BROWN FORMAN CORP310.10%0.12%0.15%Q4 2020Q3 20238
PARATEK PHARMACEUTICAL...880.08%0.09%0.10%Q3 2021Q2 20238
SYBT STOCK YDS BANCORP INC770.87%1.00%1.09%Q4 2019Q2 20217
JEF JEFFERIES FINL GROUP INC770.17%0.64%0.83%Q3 2021Q1 20237
NEM NEWMONT CORP770.21%0.44%0.66%Q1 2021Q3 20227
BSCL INVESCO EXCH TRD SLF I...770.19%0.35%0.47%Q1 2020Q3 20217
BABA ALIBABA GROUP HLDG LTD770.13%0.19%0.25%Q4 2019Q2 20217
XOM EXXON MOBIL CORP610.12%0.17%0.25%Q4 2019Q3 20237
SPGI S&P GLOBAL INC770.12%0.13%0.13%Q1 2022Q3 20237
BLACKSTONE MTG TR INC770.10%0.11%0.14%Q3 2020Q1 20227
BLACKSTONE MORTGAGE TR...770.08%0.09%0.11%Q1 2022Q3 20237
GE GENERAL ELECTRIC CO660.47%0.72%0.94%Q4 2019Q1 20216
NOW SERVICENOW INC660.28%0.67%1.00%Q2 2022Q3 20236
TPC TUTOR PERINI CORP660.18%0.52%0.80%Q2 2022Q3 20236
TUTOR PERINI CORP660.29%0.39%0.51%Q4 2019Q1 20216
BK BANK NEW YORK MELLON CORP660.12%0.35%0.51%Q3 2021Q4 20226
SPLG SPDR SER TR660.24%0.32%0.40%Q1 2020Q2 20216
WARNER BROS DISCOVERY INC660.07%0.17%0.30%Q2 2022Q3 20236
MMM 3M CO660.11%0.14%0.16%Q1 2022Q2 20236
TSLA TESLA INC210.11%0.13%0.17%Q3 2020Q3 20236
NVS NOVARTIS AG550.97%1.12%1.32%Q4 2019Q4 20205
COST COSTCO WHSL CORP NEW550.14%0.70%1.02%Q3 2022Q3 20235
BP BP PLC550.34%0.60%0.97%Q4 2019Q4 20205
ALL ALLSTATE CORP550.24%0.41%0.57%Q4 2019Q4 20205
GM GENERAL MTRS CO210.10%0.31%0.79%Q4 2019Q4 20215
AXP AMERICAN EXPRESS CO550.18%0.26%0.36%Q4 2019Q4 20205
PHG KONINKLIJKE PHILIPS N V550.22%0.25%0.33%Q4 2019Q4 20205
GSV CAP CORP550.05%0.06%0.06%Q4 2019Q4 20205
FORUM ENERGY TECHNOLOG...550.00%0.01%0.01%Q4 2021Q4 20225
PROSPECT CAPITAL CORPO...440.46%0.52%0.59%Q4 2019Q3 20204
REM ISHARES TR440.26%0.45%0.59%Q3 2020Q2 20214
EOS EATON VANCE ENH EQTY I...440.22%0.29%0.33%Q1 2020Q4 20204
RDSB ROYAL DUTCH SHELL PLC310.16%0.28%0.46%Q4 2019Q4 20204
RIVIAN AUTOMOTIVE INC220.08%0.14%0.22%Q2 2022Q3 20234
BFB BROWN FORMAN CORP210.10%0.11%0.12%Q1 2021Q2 20224
RMED RA MED SYS INC440.01%0.04%0.06%Q4 2019Q3 20204
GD GENERAL DYNAMICS CORP330.24%0.40%0.58%Q1 2023Q3 20233
BTI BRITISH AMERN TOB PLC330.21%0.31%0.42%Q1 2023Q3 20233
GLD SPDR GOLD TR330.13%0.14%0.14%Q1 2023Q3 20233
BSCP INVESCO EXCH TRD SLF I...330.12%0.13%0.15%Q1 2023Q3 20233
RUMBLE INC330.03%0.05%0.06%Q1 2023Q3 20233
WHR WHIRLPOOL CORP220.40%0.75%1.10%Q4 2019Q1 20202
VOD VODAFONE GROUP PLC NEW220.33%0.54%0.75%Q4 2019Q1 20202
PROSPECT CAPITAL CORPO...220.47%0.51%0.56%Q4 2019Q1 20202
GAIN CAP HLDGS INC220.40%0.46%0.52%Q1 2020Q2 20202
AMLP ALPS ETF TR220.26%0.35%0.44%Q4 2019Q1 20202
IBM INTERNATIONAL BUSINESS...220.23%0.33%0.42%Q4 2019Q1 20202
MPC MARATHON PETE CORP110.11%0.27%0.42%Q4 2019Q3 20232
PENNYMAC CORP220.18%0.20%0.21%Q4 2019Q1 20202
NFLX NETFLIX INC220.10%0.11%0.11%Q3 2021Q4 20212
CSX CSX CORP110.73%0.73%0.73%Q4 2019Q4 20191
NSC NORFOLK SOUTHERN CORP110.56%0.56%0.56%Q4 2019Q4 20191
AYR AIRCASTLE LTD110.37%0.37%0.37%Q4 2019Q4 20191
TTE TOTAL S A110.19%0.19%0.19%Q4 2019Q4 20191
MUB ISHARES TR110.18%0.18%0.18%Q4 2019Q4 20191
ERX DIREXION SHS ETF TR110.17%0.17%0.17%Q4 2019Q4 20191
PTON PELOTON INTERACTIVE INC110.16%0.16%0.16%Q3 2021Q3 20211
GE HEALTHCARE TECHNOLO...110.12%0.12%0.12%Q1 2023Q1 20231
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The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Sculati Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Sculati Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Sculati Wealth Management, LLC owns currently or has owned in the past.