13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001909664
Total reported value
$137.3M
$137.3M
60 檔
26.5%
According to the latest 13F quarterly dataset, Pitti Group Wealth Management, LLC managed an equity portfolio of $137.3M at the end of Q2 2024, spanning 60 distinct U.S. exchange-listed positions.
During Q2 2024, Pitti Group Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 11.99% | — | -0.02% | |
| 2 | UCON | First Trust Smith Unconstrai | ETF-Other | 9.38% | — | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.15% | -0.47% | +0.39% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.04% | +0.57% | +1.60% | |
| 5 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 5.07% | — | -0.21% | |
| 6 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 3.93% | — | — | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.74% | -0.28% | +0.03% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.62% | -0.57% | -0.14% | |
| 9 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 3.58% | — | -0.62% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.19% | +0.20% | -0.64% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.68% | -0.34% | +5.19% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 2.20% | -0.23% | -2.48% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.08% | +0.28% | -79.77% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.94% | -0.03% | +1.16% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.01% | +2.32% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | +0.09% | +1.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.19% | +0.69% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.46% | +0.09% | +2.03% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.04% | +5.51% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.11% | -3.95% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.57% | +12.35% | |
| 22 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.33% | +0.06% | +1.27% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.02% | +2.02% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | — | +14.76% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.20% | -0.84% | |
| 26 | BP | Bp Plc-spons Adr | Stock-Energy | 0.97% | — | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.96% | -0.16% | -0.30% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | -0.05% | +4.16% | |
| 29 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.88% | -0.01% | +1.61% | |
| 30 | MDT | Medtronic plc | Stock-Healthcare | 0.77% | -0.11% | -1.61% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.75% | +0.08% | +9.90% | |
| 32 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.71% | -0.04% | +1.27% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.69% | +0.01% | +16.96% | |
| 34 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.64% | — | +0.91% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.06% | +3.93% | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.62% | +0.20% | -3.69% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.08% | +3.80% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | +0.35% | -7.95% | |
| 39 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.54% | -0.02% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | +2.16% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.51% | -0.02% | -0.15% | |
| 42 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.48% | +0.02% | +7.64% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.02% | +1.64% | |
| 44 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.41% | — | -7.60% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | -0.10% | +0.39% | |
| 46 | XYZ | Block Inc | Stock-Financials | 0.40% | +0.02% | +6.78% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | +0.01% | -3.29% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | +0.29% | — | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | -0.04% | +0.89% | |
| 50 | F | Ford Motor Co | Stock-Consumer Disc | 0.33% | +0.01% | +0.35% |
According to official SEC Form 13F filings, Pitti Group Wealth Management, LLC reported a total U.S. public equity portfolio value of $137.3M across 60 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BUFR, UCON, EFA) accounted for 26.5% of total reported equity market value during Q2 2024.
During Q2 2024, Pitti Group Wealth Management, LLC's top holdings by market value included BUFR (12.0%)、UCON (9.4%)、EFA (7.2%). The largest single position, BUFR, represented 12.0% of total portfolio value.
In Q2 2024, Pitti Group Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.