$72.5 Million is the total value of Pitti Group Wealth Management, LLC's 60 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $3,765,000 | -8.0% | 23,047 | 0.0% | 5.19% | -7.0% | |
| BP | BP PLCsponsored adr | $725,000 | +0.8% | 25,377 | 0.0% | 1.00% | +1.9% | |
| JKHY | HENRY JACK & ASSOC INC | $328,000 | +1.2% | 1,800 | 0.0% | 0.45% | +2.5% | |
| FNOV | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $302,000 | -3.2% | 9,180 | 0.0% | 0.42% | -2.1% | |
| FOCT | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $299,000 | -2.3% | 9,683 | 0.0% | 0.41% | -1.4% | |
| FMAR | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $294,000 | -2.6% | 10,010 | 0.0% | 0.41% | -1.5% | |
| QDEC | FIRST TR EXCHNG TRADED FD VIft cboe vest 100 | $200,000 | -2.9% | 11,000 | 0.0% | 0.28% | -1.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
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.