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CIK: 0001909664
Total reported value
$137.3M
$137.3M
78 檔
38.6%
In Q2 2025, Pitti Group Wealth Management, LLC's U.S. equity holdings reached a combined market value of $137.3M, distributed across 78 disclosed stock positions.
In Q2 2025, Pitti Group Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 42 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 17.54% | -0.48% | +52.72% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.68% | -0.47% | +90.30% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.47% | +0.57% | +0.55% | |
| 4 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 4.02% | — | +1.95% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.00% | -0.34% | +0.83% | |
| 6 | NFLX | Netflix Inc | Stock-Comm Services | 2.87% | -0.57% | -2.63% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.75% | -0.28% | -1.83% | |
| 8 | BA | Boeing Co/the | Stock-Industrials | 2.19% | -0.23% | +1.73% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.28% | +5.28% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.09% | +1.72% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | — | -7.54% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | -0.01% | +5.76% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.92% | -0.03% | +5.81% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.74% | -0.57% | +0.01% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | +0.19% | +2.14% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.11% | -3.89% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | +0.20% | -1.22% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-Other | 1.32% | +0.09% | +3.15% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.02% | +2.76% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.04% | +9.96% | |
| 21 | ISPY | Proshares S&p High Incom ETF | ETF-Other | 1.18% | +0.14% | +6.74% | |
| 22 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 1.13% | +0.06% | -2.66% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.09% | +0.20% | -6.21% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.04% | +0.35% | +2.32% | |
| 25 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.03% | +0.20% | +3.24% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.93% | +0.09% | -4.98% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | -0.05% | -1.56% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | -0.16% | +2.45% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.68% | -0.11% | +1.59% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.68% | +0.13% | +7.59% | |
| 31 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.68% | -0.01% | -6.00% | |
| 32 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.66% | -0.04% | +1.46% | |
| 33 | BP | Bp Plc-spons Adr | Stock-Energy | 0.64% | — | -0.02% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +0.88% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.08% | +2.49% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.58% | +0.01% | -0.45% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.06% | -4.75% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.08% | -1.83% | |
| 39 | XDSQ | Innovator US Eqy Accl-quart | ETF-Other | 0.53% | -0.01% | +3.15% | |
| 40 | PAYX | Paychex Inc | Stock-Tech | 0.51% | -0.02% | +0.15% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.49% | +0.29% | +1.26% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | +0.09% | +0.98% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.45% | +0.15% | +4.39% | |
| 44 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.45% | -0.02% | -0.99% | |
| 45 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.42% | -0.03% | — | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.02% | — | |
| 47 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.39% | — | -0.04% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.35% | -0.06% | +1.77% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.10% | -7.74% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | — | +4.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +5.9% | +90.30% | Add |
| 2 | ZALT | Innovator US Eq 10 Buffer | +4.4% | +52.72% | Add |
| 3 | NFLX | Netflix Inc | +0.4% | -2.63% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +0.83% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | -7.54% | Trim |
| 6 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 7 | IBUF | Innv Id 10 Buffer ETF Qurtly | +0.2% | NEW | New buy |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 10 | HLT | Hilton Worldwide Holdings In | +0.2% | NEW | New buy |
| 11 | XOCT | Ft Vest US Equity Enhance & | +0.2% | NEW | New buy |
| 12 | BA | Boeing Co/the | +0.1% | +1.73% | Add |
| 13 | MSFT | Microsoft CORP | +0.1% | -3.89% | Trim |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -3.65% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +5.76% | Add |
| 16 | XYZ | Block Inc | 0% | +3.20% | Add |
| 17 | SNPS | Synopsys Inc | 0% | +7.00% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.49% | Add |
| 19 | JPM | Jpmorgan Chase & Co | — | +0.88% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | — | +1.26% | Add |
| 21 | WMT | Walmart Inc | — | +8.29% | Add |
| 22 | SHOP | Shopify Inc - Class A | — | -0.41% | Trim |
| 23 | ULBI | Ultralife CORP | — | -29.07% | Trim |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.71% | Add |
| 25 | FHDG | Ftequity Qrtrly Dyn Buff ETF | 0% | +8.78% | Add |
| 26 | PYPL | Paypal Holdings Inc | 0% | +1.46% | Add |
| 27 | MAR | Marriott International -cl A | 0% | -0.45% | Trim |
| 28 | VCR | Vanguard Consumer Discre ETF | 0% | — | Unchanged |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +0.44% | Add |
| 30 | IQQQ | Proshares Ndx High Incom ETF | 0% | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +2.14% | Add |
| 32 | SYK | Stryker CORP | 0% | +3.24% | Add |
| 33 | F | Ford Motor Co | 0% | +1.12% | Add |
| 34 | FMAR | Ft Vest US Equity Buffer ETF | 0% | +1.95% | Add |
| 35 | SHW | Sherwin-williams Co/the | 0% | +5.36% | Add |
| 36 | XDEC | Ft Vest US Equity Enhance & | 0% | -2.48% | Trim |
| 37 | XDSQ | Innovator US Eqy Accl-quart | 0% | +3.15% | Add |
| 38 | SDVY | First Trust Smid Cap Rising | 0% | +4.39% | Add |
| 39 | FDEC | Ft Vest U.s. Equity Buffer E | 0% | -0.04% | Trim |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +0.12% | Add |
| 41 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 42 | COST | Costco Wholesale CORP | 0% | -6.75% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.76% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | -0.1% | +2.32% | Add |
| 45 | GOOG | Alphabet Inc-cl C | -0.1% | -4.75% | Trim |
| 46 | FOCT | Ft Vest U.s. Equity Buffer E | -0.1% | -0.99% | Trim |
| 47 | XJUN | Ft Vest U.s. Equity Enhance | -0.1% | — | Unchanged |
| 48 | BAC | Bank Of America CORP | -0.1% | -1.56% | Trim |
| 49 | AVUV | Avantis US Small Cap Value | -0.1% | +0.98% | Add |
| 50 | JKHY | Jack Henry & Associates Inc | -0.1% | — | Unchanged |
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 78 disclosed positions in Q2 2025.
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 ZALT, EFA, VTI) accounted for 38.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ETN
市值: $241.0K
Top Position Liquidated / Trimmed
ABBV
前期市值: $213.3K
During Q2 2025, Pitti Group Wealth Management, LLC's top holdings by market value included ZALT (17.5%)、EFA (13.7%)、VTI (6.5%). The largest single position, ZALT, represented 17.5% of total portfolio value.
In Q2 2025, Pitti Group Wealth Management, LLC made 73 total portfolio adjustments, initiating 6 new buys, adding to 42 positions, trimming 24 holdings, and fully liquidating 1 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.
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