$73.3 Million is the total value of Pitti Group Wealth Management, LLC's 62 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -6,725 | -100.0% | -0.24% | – | |
| HD | Exit | HOME DEPOT INC | $0 | – | -778 | -100.0% | -0.27% | – |
| CCL | Exit | CARNIVAL CORPunit 99/99/9999 | $0 | – | -15,420 | -100.0% | -0.36% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -2,587 | -100.0% | -0.41% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,387 | -100.0% | -0.41% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -952 | -100.0% | -0.75% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -2,044 | -100.0% | -0.89% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -4,651 | -100.0% | -0.93% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -5,943 | -100.0% | -0.95% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 13.7% |
| ISHARES TR | 8 | Q3 2023 | 9.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 7.4% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 5.4% |
| JOHNSON & JOHNSON | 8 | Q3 2023 | 5.6% |
| FIRST TR EXCHNG TRADED FD VI | 8 | Q3 2023 | 6.2% |
| FIDELITY COVINGTON TRUST | 8 | Q3 2023 | 4.5% |
| META PLATFORMS INC | 8 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 8 | Q3 2023 | 2.2% |
| VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 2.2% |
View Pitti Group Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-09 |
View Pitti Group 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.