PG

Pitti Group Wealth Management, LLC

13F
Pitti Group Wealth Management, LLC
Last update 2024-10-29 57 Stocks (0 new)
Value $85.00 Mil Turnover 0 %
Countries:
Top Holdings: BUFR(13.02%)UCON(10.19%)EFA(7.76%)VTI(6.56%)BUFG(5.50%)
Portfolio Report
Summary Stock Picks Current Portfolio
Pitti Group Wealth Management,... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BUFR 		FT Vest Laddered Buffer ETF
414,739
11019.620
0%
13.020
0%
0.220
+5.84%
+14.60%
5651.520
 
UCON 		First Trust TCW Unconstrained Plus Bond ETF
348,616
8624.760
0%
10.190
0%
0.280
-0.96%
-0.28%
3183.664
 
EFA 		iShares MSCI EAFE ETF
87,195
6570.130
0%
7.760
0%
0.010
+0.52%
+3.13%
54180.273
 
VTI 		Vanguard Total Stock Market ETF
23,403
5551.700
0%
6.560
0%
0.000
+12.80%
+24.93%
418831.491
 
BUFG 		FT Vest Buffered Allocation Growth ETF
218,848
4657.090
0%
5.500
0%
2.190
+7.32%
+15.74%
247.532
 
JNJ 		Johnson & Johnson
21,942
3439.250
0%
4.060
0%
0.000
-3.80%
-0.33%
367499.570
Drug Manufacturers
XOM 		Exxon Mobil Corp
33,244
3323.700
0%
3.930
0%
0.000
+1.95%
+23.47%
528949.627
Oil & Gas
SPY 		S&P 500 ETF TRUST ETF
6,164
2930.050
0%
3.460
0%
0.000
+11.93%
+25.58%
617362.995
 
META 		Meta Platforms Inc
6,969
2466.750
0%
2.910
0%
0.000
+13.46%
+65.72%
1476371.384
Interactive Media
BA 		Boeing Co
7,750
2020.120
0%
2.390
0%
0.000
-11.55%
-44.31%
108525.595
Aerospace & Defense

Pitti Group Wealth Management, LLC's Historical Top Holdings Breakdowns

Pitti Group Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FOCT 		FT Vest U.S. Equity Buffer ETF - October2024-09-30Add
+0.25%
●
40.69 ($41.82) 42.29
$42.94
2.68%
Add 75.88%
12,841
5,540
UCON 		First Trust TCW Unconstrained Plus Bond ETF2024-06-30New Buy
+10.19%
●
24.15 ($24.41) 24.62
$24.67
1.07%
New holding
348,616
348,616
BUFQ 		FT Vest Laddered Nasdaq Buffer ETF2024-06-30Sold Out
-4.52%
●
27.3 ($28.67) 29.67
$31.28
9.10%
Sold Out
0
-135,806
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Reduce
-1.87%
●
56.43 ($58.75) 60.79
$65.81
12.02%
Reduce -79.77%
6,909
-27,242
NVDA 		NVIDIA Corp2024-06-30Reduce
-1.80%
●
76.2 ($101.1) 135.58
$148.29
46.68%
Reduce -88.52%
2,193
-16,917
ISPY 		ProShares S&P 500 High Income ETF2024-06-30Sold Out
-0.48%
●
40.4 ($42.23) 43.69
$45.48
7.70%
Sold Out
0
-9,795
SIXJ 		AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF2024-06-30New Buy
+0.34%
●
27.31 ($27.96) 28.4
$30.03
7.39%
New holding
10,821
10,821
HLT 		Hilton Worldwide Holdings Inc2024-06-30Sold Out
-0.24%
●
194.47 ($205.39) 218.2
$250.60
22.01%
Sold Out
0
-975
NFLX 		Netflix Inc2024-06-30Add
+0.17%
●
550.64 ($624.55) 686.12
$819.50
31.21%
Add 12.35%
2,647
291
META 		Meta Platforms Inc2024-06-30Add
+0.14%
●
430.17 ($486.09) 527.34
$584.82
20.31%
Add 5.19%
6,969
344

Pitti Group Wealth Management, LLC Total Holding History ($B)

To

Pitti Group Wealth Management, LLC's Asset Allocation

To

Pitti Group Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Pitti Group Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Pitti Group Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Pitti Group Wealth Management, LLC's Holdings Heat Map

Size field:

Pitti Group Wealth Management, LLC's Holdings Bubble Chart

Pitti Group Wealth Management, LLC News

  • 1

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