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Pitti Group Wealth Management, LLC13F | |
| Pitti Group Wealth Management, LLC | |
| Last update 2025-07-16 | 77 Stocks (6 new) |
| Value $116.00 Mil | Turnover 15 % |
Pitti Group Wealth Management,... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ZALT |
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly
| 659,766 | 20,320.8 | +52.72% | 17.580 | +6.07% | 3.770 | +7.10% | +4.47% | 543.3 | ||
EFA | iShares MSCI EAFE ETF | 177,338 | 15,852.3 | +90.30% | 13.710 | +6.51% | 0.020 | +10.84% | +18.89% | 63,725.9 | ||
VTI | Vanguard Total Stock Market ETF | 24,675 | 7,499.4 | +0.55% | 6.490 | +0.04% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 140,450 | 4,662.9 | +1.95% | 4.030 | +0.08% | 0.460 | +16.89% | +6.78% | 1,016.9 | ||
META | Meta Platforms Inc | 6,287 | 4,640.2 | +0.83% | 4.010 | +0.03% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
NFLX | Netflix Inc | 2,480 | 3,321.0 | -2.63% | 2.870 | -0.06% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
JNJ | Johnson & Johnson | 20,879 | 3,189.3 | -1.83% | 2.760 | -0.07% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
BA | Boeing Co | 12,122 | 2,540.0 | +1.73% | 2.200 | +0.04% | 0.000 | +41.66% | +29.57% | 172,923.6 | Aerospace & Defense | |
IJH | iShares Core S&P Mid-Cap ETF | 40,220 | 2,494.4 | +5.28% | 2.160 | +0.11% | 0.000 | +16.06% | +2.45% | 97,230.9 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 33,623 | 2,444.1 | +1.72% | 2.110 | +0.04% | 0.000 | +19.60% | +7.78% | 76,985.6 |
Pitti Group Wealth Management, LLC's Historical Top Holdings Breakdowns
Pitti Group Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Add Add | +6.51% | 72.96 ($85.32) 90.39 | $88.36 | 3.56% | Add 90.3% | 177,338 | 84,147 | |
XJUL |
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July
| 2025-06-30 | Reduce Reduce | -6.34% | 32.87 ($35.78) 37.19 | $37.34 | 4.36% | Reduce -96.32% | 6,680 | -174,648 | |
ZALT |
Innovator U.S. Equity 10 Buffer ETF - Quarterly
Innovator U.S. Equity 10 Buffer ETF - Quarterly
| 2025-06-30 | Add Add | +6.07% | 27.92 ($30.02) 30.84 | $31.09 | 3.56% | Add 52.72% | 659,766 | 227,768 | |
ABBV | AbbVie Inc | 2025-06-30 | Sold Out Sold Out | -0.22% | 170.16 ($186.22) 209.52 | $189.26 | 1.63% | Sold Out | 0 | -1,018 | |
ETN | Eaton Corp PLC | 2025-06-30 | New Buy New Buy | +0.21% | 246.52 ($307.39) 356.99 | $378.62 | 23.17% | New holding | 675 | 675 | |
IBUF |
Innovator International Developed 10 Buffer ETF - Quarterly
Innovator International Developed 10 Buffer ETF - Quarterly
| 2025-06-30 | New Buy New Buy | +0.19% | 25.01 ($27.06) 27.75 | $27.68 | 2.29% | New holding | 8,000 | 8,000 | |
GS | The Goldman Sachs Group Inc | 2025-06-30 | New Buy New Buy | +0.18% | 462.22 ($578.93) 707.75 | $708.26 | 22.34% | New holding | 302 | 302 | |
VGT | Vanguard Information Technology ETF | 2025-06-30 | New Buy New Buy | +0.18% | 470.37 ($581.07) 663.28 | $685.53 | 17.98% | New holding | 317 | 317 | |
XOCT |
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October
| 2025-06-30 | New Buy New Buy | +0.18% | 31.46 ($34.23) 35.75 | $35.98 | 5.12% | New holding | 5,696 | 5,696 | |
HLT | Hilton Worldwide Holdings Inc | 2025-06-30 | New Buy New Buy | +0.18% | 201.28 ($237.88) 266.34 | $272.68 | 14.63% | New holding | 784 | 784 |
Pitti Group Wealth Management, LLC Total Holding History ($B)
Pitti Group Wealth Management, LLC's Asset Allocation
Pitti Group Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Pitti Group Wealth Management, LLC's Hypothetical Growth since 2025-06-30
Pitti Group Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pitti Group Wealth Management, LLC's Holdings Heat Map
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Pitti Group Wealth Management, LLC's Holdings Bubble Chart
Pitti Group Wealth Management, LLC News
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