$175 Million is the total value of Sculati Wealth Management, LLC's 119 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | New | SALESFORCE INC | $590,000 | – | 3,575 | +100.0% | 0.34% | – |
| NOW | New | SERVICENOW INC | $485,000 | – | 1,019 | +100.0% | 0.28% | – |
| New | WARNER BROS DISCOVERY INC | $450,000 | – | 33,528 | +100.0% | 0.26% | – | |
| TPC | New | TUTOR PERINI CORP | $317,000 | – | 36,155 | +100.0% | 0.18% | – |
| New | RIVIAN AUTOMOTIVE INC | $232,000 | – | 8,996 | +100.0% | 0.13% | – | |
| BFA | New | BROWN FORMAN CORPcl a | $208,000 | – | 3,080 | +100.0% | 0.12% | – |
| XOM | New | EXXON MOBIL CORP | $207,000 | – | 2,411 | +100.0% | 0.12% | – |
| BFB | New | BROWN FORMAN CORPcl b | $207,000 | – | 2,947 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 10.3% |
| APPLE INC | 16 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.3% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.8% |
| AMAZON COM INC | 16 | Q3 2023 | 3.8% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 4.0% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 2.2% |
| LULULEMON ATHLETICA INC | 16 | Q3 2023 | 2.6% |
View Sculati Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-07 |
| 13F-HR | 2021-11-02 |
View Sculati Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.