Latest Pitti Group Wealth Management, LLC Stock Portfolio
$89.50Million
Equity Portfolio Value
Last Reported on: 24 Apr, 2024
About Pitti Group Wealth Management, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Pitti Group Wealth Management, LLC reported an equity portfolio of $91.9 Millions as of 31 Dec, 2023.
The top stock holdings of Pitti Group Wealth Management, LLC are AFLG, AFLG, AGG. The fund has invested 12% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 9.4% of portfolio in FIRST TR EXCHNG TRADED FD VI.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), FIDELITY COVINGTON TRUST (FBCG) and EXCHANGE TRADED CONCEPTS TR (BITQ) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (BAB), MASTERCARD INCORPORATED (MA) and MARRIOTT INTL INC NEW (MAR). Pitti Group Wealth Management, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), FIRST TR EXCHNG TRADED FD VI (BUFD) and FIRST TR EXCHNG TRADED FD VI (AFLG).
The top stock holdings of Pitti Group Wealth Management, LLC are AFLG, AFLG, AGG. The fund has invested 12% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 9.4% of portfolio in FIRST TR EXCHNG TRADED FD VI.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), FIDELITY COVINGTON TRUST (FBCG) and EXCHANGE TRADED CONCEPTS TR (BITQ) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (BAB), MASTERCARD INCORPORATED (MA) and MARRIOTT INTL INC NEW (MAR). Pitti Group Wealth Management, LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), FIRST TR EXCHNG TRADED FD VI (BUFD) and FIRST TR EXCHNG TRADED FD VI (AFLG).
New Buys
| Ticker | $ Bought |
|---|---|
| FIRST TR EXCHNG TRADED FD VI | 3,858,250 |
| PROSHARES TR | 413,153 |
| HILTON WORLDWIDE HLDGS INC | 205,516 |
| SOUNDHOUND AI INC | 53,157 |
New stocks bought by Pitti Group Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 394 |
| VANGUARD STAR FDS | 8.64 |
| FIRST TR EXCHNG TRADED FD VI | 8.23 |
| FIRST TR EXCHANGE-TRADED FD | 6.64 |
| ULTRALIFE CORP | 5.52 |
| VANGUARD BD INDEX FDS | 4.78 |
| MICROSOFT CORP | 4.12 |
| INVESCO ACTIVELY MANAGED ETF | 3.83 |
Additions to existing portfolio by Pitti Group Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| FIRST TR EXCHNG TRADED FD VI | -16.76 |
| MARRIOTT INTL INC NEW | -14.5 |
| NVIDIA CORPORATION | -12.86 |
| NETFLIX INC | -10.99 |
| QUALCOMM INC | -9.01 |
| ROYAL CARIBBEAN GROUP | -7.1 |
| BLOCK INC | -6.35 |
| SHERWIN WILLIAMS CO | -5.41 |
Pitti Group Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST TR EXCHNG TRADED FD VI | -8,624,760 |
| FIRST TR EXCHNG TRADED FD VI | -3,609,360 |
| AIM ETF PRODUCTS TRUST | -287,227 |
Pitti Group Wealth Management, LLC got rid off the above stocks
Current Stock Holdings of Pitti Group Wealth Management, LLC
Last Reported on: 24 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 1.28 | 6,566 | 1,149,310 | REDUCED | -5.23 | |
| AAXJ | ISHARES TR | 1.43 | 17,972 | 1,275,800 | REDUCED | -1.25 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 12.93 | 414,803 | 11,568,900 | ADDED | 0.02 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 3.88 | 104,035 | 3,468,480 | ADDED | 0.63 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.93 | 18,681 | 832,080 | REDUCED | -1.58 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.58 | 12,841 | 520,125 | UNCHANGED | 0.00 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.28 | 6,077 | 254,414 | REDUCED | -16.76 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 7.62 | 86,855 | 6,818,970 | REDUCED | -0.39 | |
| AGG | ISHARES TR | 2.24 | 34,151 | 2,008,440 | ADDED | 394 | |
| AGG | ISHARES TR | 1.82 | 8,056 | 1,629,710 | REDUCED | -1.7 | |
| AGG | ISHARES TR | 1.35 | 2,327 | 1,211,640 | REDUCED | -1.98 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 1.55 | 25,390 | 1,386,550 | REDUCED | -1.99 | |
| AMZN | AMAZON COM INC | 2.33 | 11,014 | 2,082,200 | REDUCED | -2.26 | |
| ANEW | PROSHARES TR | 0.46 | 9,795 | 413,153 | NEW | ||
| AZAA | AIM ETF PRODUCTS TRUST | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BA | BOEING CO | 1.54 | 7,947 | 1,377,690 | ADDED | 2.54 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.37 | 1,824 | 334,324 | UNCHANGED | 0.00 | |
| BAC | BANK AMERICA CORP | 0.99 | 24,450 | 888,741 | REDUCED | -3.99 | |
| BIV | VANGUARD BD INDEX FDS | 0.30 | 3,751 | 266,476 | ADDED | 4.78 | |
| BP | BP PLC | 1.11 | 25,127 | 996,286 | UNCHANGED | 0.00 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 5.48 | 219,303 | 4,903,620 | ADDED | 0.21 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 4.31 | 135,806 | 3,858,250 | NEW | ||
| BUFD | FIRST TR EXCHNG TRADED FD VI | 0.48 | 10,526 | 432,513 | ADDED | 8.23 | |
| DEO | DIAGEO PLC | 0.63 | 3,977 | 560,309 | REDUCED | -0.9 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 0.34 | 790 | 303,650 | ADDED | 2.73 | |
| F | FORD MTR CO DEL | 0.36 | 24,694 | 322,007 | REDUCED | -0.35 | |
| GOOG | ALPHABET INC | 1.96 | 11,012 | 1,755,420 | REDUCED | -0.69 | |
| GOOG | ALPHABET INC | 0.71 | 3,948 | 634,799 | REDUCED | -3.78 | |
| GSY | INVESCO ACTIVELY MANAGED ETF | 0.67 | 11,935 | 595,931 | ADDED | 3.83 | |
| HD | HOME DEPOT INC | 0.47 | 1,217 | 422,912 | REDUCED | -1.62 | |
| HLT | HILTON WORLDWIDE HLDGS INC | 0.23 | 975 | 205,516 | NEW | ||
| JKHY | HENRY JACK & ASSOC INC | 0.34 | 1,800 | 306,090 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 3.65 | 21,935 | 3,263,720 | REDUCED | -0.03 | |
| JPM | JPMORGAN CHASE & CO | 0.61 | 2,777 | 542,761 | REDUCED | -2.11 | |
| LEGR | FIRST TR EXCHANGE-TRADED FD | 0.32 | 8,430 | 282,725 | ADDED | 6.64 | |
| LLY | ELI LILLY & CO | 1.42 | 1,673 | 1,270,860 | ADDED | 0.84 | |
| LOW | LOWES COS INC | 1.05 | 3,977 | 936,334 | ADDED | 0.3 | |
| MA | MASTERCARD INCORPORATED | 0.26 | 493 | 230,877 | REDUCED | -0.8 | |
| MAR | MARRIOTT INTL INC NEW | 0.70 | 2,417 | 624,792 | REDUCED | -14.5 | |
| MDT | MEDTRONIC PLC | 0.80 | 8,715 | 716,116 | ADDED | 1.63 | |
| META | META PLATFORMS INC | 3.87 | 6,625 | 3,465,960 | REDUCED | -4.94 | |
| MSFT | MICROSOFT CORP | 1.73 | 3,618 | 1,548,400 | ADDED | 4.12 | |
| NFLX | NETFLIX INC | 1.66 | 2,356 | 1,481,410 | REDUCED | -10.99 | |
| NVDA | NVIDIA CORPORATION | 1.94 | 1,911 | 1,731,880 | REDUCED | -12.86 | |
| PAYX | PAYCHEX INC | 0.55 | 3,934 | 488,719 | ADDED | 0.15 | |
| PYPL | PAYPAL HLDGS INC | 0.77 | 10,452 | 687,742 | REDUCED | -1.26 | |
| QCOM | QUALCOMM INC | 0.84 | 4,314 | 755,530 | REDUCED | -9.01 | |
| QQQ | INVESCO QQQ TR | 0.63 | 1,263 | 562,426 | REDUCED | -3.66 | |
| RCL | ROYAL CARIBBEAN GROUP | 0.47 | 3,155 | 421,981 | REDUCED | -7.1 | |
| SHW | SHERWIN WILLIAMS CO | 0.32 | 909 | 290,705 | REDUCED | -5.41 | |
| SOUN | SOUNDHOUND AI INC | 0.06 | 11,144 | 53,157 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 3.59 | 6,204 | 3,213,540 | ADDED | 0.65 | |
| SQ | BLOCK INC | 0.40 | 4,438 | 355,306 | REDUCED | -6.35 | |
| STZ | CONSTELLATION BRANDS INC | 0.26 | 855 | 229,522 | REDUCED | -1.16 | |
| SYK | STRYKER CORPORATION | 0.39 | 1,017 | 352,233 | REDUCED | -0.88 | |
| TSLA | TESLA INC | 0.29 | 1,488 | 259,805 | ADDED | 3.41 | |
| ULBI | ULTRALIFE CORP | 0.19 | 19,120 | 170,168 | ADDED | 5.52 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.06 | 10,368 | 1,843,970 | REDUCED | -1.14 | |
| VOO | VANGUARD INDEX FDS | 6.61 | 23,034 | 5,912,890 | REDUCED | -1.58 | |
| VXUS | VANGUARD STAR FDS | 0.64 | 9,494 | 567,997 | ADDED | 8.64 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.44 | 9,902 | 397,650 | REDUCED | -0.39 | |
| XOM | EXXON MOBIL CORP | 4.53 | 33,291 | 4,054,550 | ADDED | 0.14 |