| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ULBI | Exit | ULTRALIFE CORP | $0 | – | -12,820 | -100.0% | -0.14% | – |
| Exit | ROBINHOOD MKTS INC | $0 | – | -13,100 | -100.0% | -0.15% | – | |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -799 | -100.0% | -0.23% | – |
| SDVY | Exit | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $0 | – | -7,802 | -100.0% | -0.25% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -423 | -100.0% | -0.26% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -5,269 | -100.0% | -0.27% | – |
| FJUL | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -6,354 | -100.0% | -0.28% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -3,746 | -100.0% | -0.30% | – |
| FJAN | Exit | FIRST TR EXCHNG TRADED FD VIft cboe vest bfr | $0 | – | -7,301 | -100.0% | -0.30% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -1,800 | -100.0% | -0.31% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -731 | -100.0% | -0.33% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -873 | -100.0% | -0.34% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -9,132 | -100.0% | -0.34% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -1,234 | -100.0% | -0.36% | – |
| Exit | AIM ETF PRODUCTS TRUSTu s lrgcp 6m jan | $0 | – | -12,858 | -100.0% | -0.36% | – | |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -1,208 | -100.0% | -0.38% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -27,765 | -100.0% | -0.39% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,434 | -100.0% | -0.41% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -3,954 | -100.0% | -0.42% | – |
| FDEC | Exit | FIRST TR EXCHNG TRADED FD VIft cboe eqty bfr | $0 | – | -10,728 | -100.0% | -0.43% | – |
| EMLP | Exit | FIRST TR EXCHANGE-TRADED FDno amer energy | $0 | – | -14,335 | -100.0% | -0.43% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,271 | -100.0% | -0.44% | – |
| PAYX | Exit | PAYCHEX INC | $0 | – | -4,022 | -100.0% | -0.53% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -3,309 | -100.0% | -0.55% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -9,010 | -100.0% | -0.55% | – |
| FOCT | Exit | FIRST TR EXCHNG TRADED FD VIvest us eqty buf | $0 | – | -13,631 | -100.0% | -0.57% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,449 | -100.0% | -0.59% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -4,100 | -100.0% | -0.62% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -11,729 | -100.0% | -0.67% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,436 | -100.0% | -0.69% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -4,444 | -100.0% | -0.76% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -9,024 | -100.0% | -0.81% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -3,652 | -100.0% | -0.82% | – |
| FNOV | Exit | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $0 | – | -18,726 | -100.0% | -0.83% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -12,506 | -100.0% | -0.84% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -29,548 | -100.0% | -0.92% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -31,192 | -100.0% | -1.05% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -4,603 | -100.0% | -1.09% | – |
| BP | Exit | BP PLCsponsored adr | $0 | – | -25,385 | -100.0% | -1.12% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -6,702 | -100.0% | -1.13% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -19,018 | -100.0% | -1.30% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -3,020 | -100.0% | -1.30% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,770 | -100.0% | -1.36% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,781 | -100.0% | -1.38% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -27,011 | -100.0% | -1.42% | – |
| FNCL | Exit | FIDELITY COVINGTON TRUSTmsci finls idx | $0 | – | -27,571 | -100.0% | -1.47% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -4,067 | -100.0% | -1.47% | – |
| AAPL | Exit | APPLE INC | $0 | – | -8,168 | -100.0% | -1.60% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -8,047 | -100.0% | -1.63% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -11,805 | -100.0% | -1.74% | – |
| BA | Exit | BOEING CO | $0 | – | -7,947 | -100.0% | -1.74% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -13,017 | -100.0% | -1.89% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -13,104 | -100.0% | -1.96% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -11,060 | -100.0% | -1.97% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -7,020 | -100.0% | -2.00% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -8,097 | -100.0% | -2.78% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $0 | – | -140,571 | -100.0% | -3.16% | – | |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -6,850 | -100.0% | -3.35% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -22,225 | -100.0% | -3.96% | – |
| QJUN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $0 | – | -171,801 | -100.0% | -4.30% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -33,254 | -100.0% | -4.47% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -25,896 | -100.0% | -6.29% | – |
| BUFR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $0 | – | -282,044 | -100.0% | -7.90% | – |
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -102,650 | -100.0% | -8.09% | – |
| UCON | Exit | FIRST TR EXCHNG TRADED FD VItcw unconstrai | $0 | – | -372,443 | -100.0% | -10.18% | – |
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.