$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BP | BP PLCsponsored adr | $886,419 | +22.3% | 25,377 | 0.0% | 1.06% | +5.8% | |
| JKHY | HENRY JACK & ASSOC INC | $316,008 | -3.7% | 1,800 | 0.0% | 0.38% | -16.8% | |
| FMAR | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $313,914 | +6.8% | 10,010 | 0.0% | 0.38% | -7.6% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $295,546 | +15.4% | 892 | 0.0% | 0.35% | 0.0% | |
| BIOTE CORP | $91,758 | -12.6% | 24,600 | 0.0% | 0.11% | -24.1% |
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 |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 9.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 7.4% |
| FIRST TR EXCHNG TRADED FD VI | 11 | Q2 2024 | 6.2% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 5.4% |
| JOHNSON & JOHNSON | 11 | Q2 2024 | 5.6% |
| FIDELITY COVINGTON TRUST | 11 | Q2 2024 | 4.5% |
| META PLATFORMS INC | 11 | Q2 2024 | 3.9% |
| META PLATFORMS INC | 11 | Q2 2024 | 2.2% |
| VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 2.2% |
| ALPHABET INC | 11 | Q2 2024 | 2.3% |
View Pitti Group Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-09 |
| 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 |
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.