$83.8 Million is the total value of Pitti Group Wealth Management, LLC's 67 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | New | NETFLIX INC | $877,858 | – | 2,977 | +100.0% | 1.05% | – |
| GM | New | GENERAL MTRS CO | $615,074 | – | 18,284 | +100.0% | 0.73% | – |
| MDT | New | MEDTRONIC PLC | $518,967 | – | 6,677 | +100.0% | 0.62% | – |
| HD | New | HOME DEPOT INC | $339,550 | – | 1,075 | +100.0% | 0.40% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $285,458 | – | 5,775 | +100.0% | 0.34% | – |
| SQ | New | BLOCK INCcl a | $282,591 | – | 4,497 | +100.0% | 0.34% | – |
| F | New | FORD MTR CO DEL | $245,337 | – | 21,095 | +100.0% | 0.29% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $244,043 | – | 3,397 | +100.0% | 0.29% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $212,139 | – | 8,872 | +100.0% | 0.25% | – |
| FEP | New | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $207,650 | – | 6,453 | +100.0% | 0.25% | – |
| WMT | New | WALMART INC | $206,578 | – | 1,457 | +100.0% | 0.25% | – |
| ULBI | New | ULTRALIFE CORP | $56,723 | – | 14,695 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-24
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.