SW
| |
Sculati Wealth Management, LLC13F | |
| Sculati Wealth Management, LLC | |
| Last update 2025-05-12 | 109 Stocks (7 new) |
| Value $247.00 Mil | Turnover 4 % |
Sculati Wealth Management, LLC... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 49,006 | 26,099.6 | -2.11% | 10.560 | -0.19% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
VV | Vanguard Large Cap ETF | 76,623 | 19,694.5 | +0.63% | 7.970 | +0.05% | 0.050 | +17.54% | +7.34% | 40,254.5 | ||
AAPL | Apple Inc | 55,780 | 12,390.6 | -4.99% | 5.010 | -0.29% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 240,108 | 10,420.7 | -0.76% | 4.220 | -0.03% | 0.410 | +14.03% | +6.08% | 2,528.2 | ||
XSLV |
Invesco S&P SmallCap Low Volatility ETF
Invesco S&P SmallCap Low Volatility ETF
| 198,302 | 9,156.7 | +4.05% | 3.710 | +0.14% | 3.110 | +7.95% | -1.31% | 285.1 | ||
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 142,358 | 8,786.4 | +8.22% | 3.560 | +0.27% | 1.070 | +7.32% | +3.57% | 820.9 | ||
FNDE |
Schwab Fundamental Emerging Markets Equity ETF
Schwab Fundamental Emerging Markets Equity ETF
| 251,527 | 7,747.0 | +1.23% | 3.130 | +0.04% | 0.120 | +15.97% | +15.33% | 7,104.1 | ||
MSFT | Microsoft Corp | 19,054 | 7,152.7 | -2.28% | 2.890 | -0.07% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 36,963 | 7,032.6 | -0.83% | 2.850 | -0.03% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 8,292 | 4,779.2 | -3.05% | 1.930 | -0.06% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media |
Sculati Wealth Management, LLC's Historical Top Holdings Breakdowns
Sculati 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2025-03-31 | Add Add | +0.56% | 21.77 ($22.24) 22.56 | $22.51 | 1.21% | Add 277.46% | 83,816 | 61,611 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.35% | 51.89 ($52.37) 52.82 | $52.51 | 0.27% | Add 40.34% | 57,664 | 16,574 | |
TPC | Tutor Perini Corp | 2025-03-31 | Reduce Reduce | -0.34% | 21.51 ($24.67) 29.39 | $48.98 | 98.54% | Reduce -27.11% | 95,394 | -35,475 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.29% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -4.99% | 55,780 | -2,927 | |
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 2025-03-31 | Add Add | +0.27% | 59.15 ($61.41) 62.71 | $62.05 | 1.04% | Add 8.22% | 142,358 | 10,818 | |
SCUS | Schwab Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -0.25% | 25.09 ($25.15) 25.2 | $25.13 | -0.08% | Reduce -37.92% | 41,828 | -25,554 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | New Buy New Buy | +0.23% | 210.19 ($230.05) 243.33 | $248.33 | 7.95% | New holding | 2,649 | 2,649 | |
DPZ | Domino's Pizza Inc | 2025-03-31 | New Buy New Buy | +0.21% | 402.33 ($452.3) 489.71 | $464.48 | 2.69% | New holding | 1,131 | 1,131 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.19% | 442.66 ($486.15) 534.52 | $475.86 | -2.12% | Reduce -2.11% | 49,006 | -1,057 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.15% | 105.87 ($113.99) 121.97 | $117.46 | 3.04% | Add 65.36% | 7,565 | 2,990 |
Sculati Wealth Management, LLC Total Holding History ($B)
Sculati Wealth Management, LLC's Asset Allocation
Sculati Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Sculati Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Sculati Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sculati Wealth Management, LLC's Holdings Heat Map
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Sculati Wealth Management, LLC's Holdings Bubble Chart
Sculati Wealth Management, LLC News
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