Latest Pitti Group Wealth Management, LLC Stock Portfolio

Pitti Group Wealth Management, LLC Performance:

2025 Q3: 3.45%YTD: 7.46%2024: 8.68%

Performance for 2025 Q3 is 3.45%, and YTD is 7.46%, and 2024 is 8.68%.

About Pitti Group Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Pitti Group Wealth Management, LLC reported an equity portfolio of $117.5 Millions as of 30 Sep, 2025.

The top stock holdings of Pitti Group Wealth Management, LLC are BALT, IJR, VB. The fund has invested 18.1% of it's portfolio in INNOVATOR ETFS TRUST and 13.8% of portfolio in ISHARES TR.

The fund managers got completely rid off PFIZER INC (PFE), SPDR DOW JONES INDL AVERAGE (DIA) and SYNOPSYS INC (SNPS) stocks. They significantly reduced their stock positions in FORD MTR CO (F), WALMART INC (WMT) and ALPHABET INC (GOOG). Pitti Group Wealth Management, LLC opened new stock positions in FMC CORP (FMC), ABBVIE INC (ABBV) and MORGAN STANLEY (MS). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (LEGR), FIRST TR EXCHNG TRADED FD VI (BUFD) and ULTRALIFE CORP (ULBI).

Pitti Group Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Pitti Group Wealth Management, LLC made a return of 3.45% in the last quarter. In trailing 12 months, it's portfolio return was 13.4%.

New Buys

Ticker	$ Bought
fmc corp	499,036
abbvie inc	237,381
morgan stanley	217,357
first tr exchng traded fd vi	207,356
vanguard index fds	200,183

New stocks bought by Pitti Group Wealth Management, LLC

Additions

Ticker	% Inc.
first tr exchange-traded fd	21.3
first tr exchng traded fd vi	21.28
ultralife corp	20.03
vanguard bd index fds	19.41
vanguard intl equity index f	18.9
invesco exch traded fd tr ii	18.86
vanguard star fds	18.66
invesco actively managed exc	18.08

Additions to existing portfolio by Pitti Group Wealth Management, LLC

Reductions

Ticker	% Reduced
ford mtr co	-45.63
walmart inc	-34.89
alphabet inc	-31.8
royal caribbean group	-25.79
amazon com inc	-20.55
lowes cos inc	-20.1
nvidia corporation	-18.13
home depot inc	-18.03

Pitti Group Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
pfizer inc	-386,093
first tr exchng traded fd vi	-244,955
first tr exchng traded fd vi	-203,618
spdr dow jones indl average	-354,142
eaton corp plc	-240,963
synopsys inc	-274,284
goldman sachs group inc	-213,538
costco whsl corp new	-218,947

Pitti Group Wealth Management, LLC got rid off the above stocks

Sector Distribution

Pitti Group Wealth Management, LLC has about 68.2% of it's holdings in Others sector.

Sector	%
Others	68.2
Communication Services	8.4
Technology	5.7
Healthcare	5.5
Consumer Cyclical	4.1
Industrials	2.7
Financial Services	2.5
Energy	1.8

Market Cap. Distribution

Pitti Group Wealth Management, LLC has about 31.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.2
MEGA-CAP	23.3
LARGE-CAP	8

Stocks belong to which Index?

About 31.5% of the stocks held by Pitti Group Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68.5
S&P 500	31.5

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
AAPL	apple inc	24.1 %
JNJ	johnson & johnson	21.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.7 M
IJR	ishares tr	0.7 M
JNJ	johnson & johnson	0.7 M
NVDA	nvidia corporation	0.4 M
AAPL	apple inc	0.3 M

Top 5 Losers (%)		%
ULBI	ultralife corp	-20.9 %
JKHY	henry jack & assoc inc	-17.3 %
PAYX	paychex inc	-12.8 %
NFLX	netflix inc	-10.5 %
PYPL	paypal hldgs inc	-9.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-0.3 M
PAYX	paychex inc	-0.1 M
PYPL	paypal hldgs inc	-0.1 M
JKHY	henry jack & assoc inc	-0.1 M
ULBI	ultralife corp	0.0 M

Pitti Group Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Pitti Group Wealth Management, LLC

Pitti Group Wealth Management, LLC has 75 stocks in it's portfolio. About 58.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Pitti Group Wealth Management, LLC last quarter.

Last Reported on: 07 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.33	6,147	1,565,210	reduced	-7.7

AAXJ	ishares tr	1.13	16,028	1,331,170	reduced	-2.9

ABBV	abbvie inc	0.20	1,025	237,381	new

AEMB	american centy etf tr	0.49	5,780	575,333	reduced	-1.95

AFLG	first tr exchng traded fd vi	0.62	13,656	722,266	reduced	-12.89

AFLG	first tr exchng traded fd vi	0.44	10,802	513,203	reduced	-7.19

AFLG	first tr exchng traded fd vi	0.22	5,437	252,222	reduced	-13.96

AFLG	first tr exchng traded fd vi	0.22	6,847	262,685	added	2.5

AFLG	first tr exchng traded fd vi	0.18	6,664	207,356	new

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

AIRR	first tr exchange traded fd	1.36	23,789	1,600,060	reduced	-2.78

AMZN	amazon com inc	1.55	8,312	1,825,180	reduced	-20.55

ANEW	proshares tr	1.31	34,122	1,539,240	added	6.17

ANEW	proshares tr	0.21	5,550	244,478	reduced	-9.39

BA	boeing co	2.11	11,499	2,481,830	reduced	-5.14

BAB	invesco exch traded fd tr ii	0.62	2,962	731,977	added	18.86

BAC	bank america corp	0.94	21,427	1,105,430	reduced	-4.24

BALT	innovator etfs trust	18.10	666,832	21,258,600	added	1.07

BALT	innovator etfs trust	0.49	14,374	572,946	reduced	-12.21