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: 0001803397
Total reported value
$299.8M
$299.8M
110 檔
25.5%
The Q3 2024 SEC filing reveals that Sculati Wealth Management, LLC held a total portfolio value of $299.8M, covering 110 public equity positions.
Sculati Wealth Management, LLC executed strategic sector rebalancing during Q3 2024, establishing 7 new positions while fully exiting 2 holdings and trimming 26 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.21% | -0.72% | -1.00% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 7.81% | +0.01% | +21.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.55% | +0.83% | -1.89% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 4.32% | -0.06% | +2.02% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 3.55% | +0.01% | +34.32% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.12% | -3.61% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.12% | -0.05% | +11.20% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.05% | -0.01% | +43.95% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.78% | +0.20% | -0.91% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | +0.04% | -2.09% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.95% | -0.31% | -1.88% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 1.75% | -0.01% | -6.45% | |
| 13 | TPC | Tutor Perini CORP | Stock-Other | 1.68% | -0.22% | -12.10% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | — | -1.39% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.60% | +0.27% | -0.37% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.29% | -1.02% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.51% | -0.23% | +0.16% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 1.41% | +0.30% | -1.52% | |
| 19 | NOW | Servicenow Inc | Stock-Tech | 1.29% | -0.04% | -0.17% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.28% | -0.18% | -0.27% | |
| 21 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.25% | — | +15.34% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.18% | -0.25% | +2.15% | |
| 23 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.15% | -0.01% | +19.53% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-Other | 1.12% | -0.09% | +0.01% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.12% | -0.13% | +0.11% | |
| 26 | RACE | Ferrari N.V. | Stock-Consumer Disc | 1.11% | +0.01% | +0.03% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.09% | -0.03% | -1.35% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.10% | -2.43% | |
| 29 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.92% | — | -0.96% | |
| 30 | UNM | Unum Group | Stock-Financials | 0.92% | +0.09% | +2.09% | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.91% | +0.05% | -1.16% | |
| 32 | ARCC | Ares Capital CORP | Stock-Financials | 0.91% | -0.35% | -4.75% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.91% | +0.03% | -53.03% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.05% | -0.66% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.02% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.84% | -0.01% | -24.93% | |
| 37 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.83% | — | -0.90% | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.82% | -0.04% | +2.35% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.80% | -0.13% | -1.26% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.02% | +4.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.11% | -0.08% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.05% | -1.81% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.18% | -3.76% | |
| 44 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.68% | +0.12% | -11.89% | |
| 45 | DTE | Dte Energy Company | Stock-Utilities | 0.63% | -0.12% | -7.43% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | — | -51.03% | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.58% | -0.01% | -1.30% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.12% | -2.77% | |
| 49 | RWT | Redwood Trust Inc | Stock-Other | 0.53% | -0.09% | -4.10% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | -0.07% | +21.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +1.3% | +21.15% | Add |
| 2 | XMLV | Invesco S&p Midcap Low Volat | +1% | +43.95% | Add |
| 3 | XSLV | Invesco S&p Smallcap Low Vol | +1% | +34.32% | Add |
| 4 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | NEW | New buy |
| 5 | SCUS | Schwab Ultra-short Inc ETF | +0.5% | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -1.00% | Trim |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.4% | +11.20% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | NEW | New buy |
| 9 | NVDA | Nvidia CORP | +0.2% | +251.75% | Add |
| 10 | PH | Parker Hannifin CORP | +0.2% | NEW | New buy |
| 11 | LOW | Lowe's Cos Inc | +0.2% | +0.16% | Add |
| 12 | XSMO | Invesco S&p Smallcap Momentu | +0.2% | +15.34% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | -1.88% | Trim |
| 14 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +19.53% | Add |
| 15 | LLY | Eli Lilly & Co | +0.2% | +71.81% | Add |
| 16 | DUK | Duke Energy CORP | +0.2% | NEW | New buy |
| 17 | BX | Blackstone Inc | +0.1% | -6.45% | Trim |
| 18 | MDT | Medtronic plc | +0.1% | +21.52% | Add |
| 19 | NKE | Nike Inc -cl B | +0.1% | +19.03% | Add |
| 20 | EG | Everest Group, Ltd. | +0.1% | NEW | New buy |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | New buy |
| 22 | UNM | Unum Group | +0.1% | +2.09% | Add |
| 23 | NOW | Servicenow Inc | +0.1% | -0.17% | Trim |
| 24 | RACE | Ferrari N.V. | +0.1% | +0.03% | Add |
| 25 | OHI | Omega Healthcare Investors | +0.1% | -0.96% | Trim |
| 26 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +29.66% | Add |
| 27 | AAPL | Apple Inc | +0.1% | -1.89% | Trim |
| 28 | META | Meta Platforms Inc-class A | +0.1% | -2.09% | Trim |
| 29 | TPC | Tutor Perini CORP | 0% | -12.10% | Trim |
| 30 | GS | Goldman Sachs Group Inc | 0% | -0.37% | Trim |
| 31 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | EXIT | Sold out |
| 32 | TGNA | Tegna Inc | -0.1% | -42.33% | Trim |
| 33 | SCHH | Schwab US Reit ETF | -0.2% | EXIT | Sold out |
| 34 | LULU | Lululemon Athletica Inc | -0.2% | -1.26% | Trim |
| 35 | SWKS | Skyworks Solutions Inc | -0.2% | -52.48% | Trim |
| 36 | AKAM | Akamai Technologies Inc | -0.2% | -39.34% | Trim |
| 37 | BA | Boeing Co/the | -0.2% | -1.30% | Trim |
| 38 | IHDG | Wisdomtree International Hed | -0.2% | +2.02% | Add |
| 39 | IBB | Ishares Biotechnology ETF | -0.2% | -36.12% | Trim |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -1.35% | Trim |
| 41 | PFE | Pfizer Inc | -0.3% | -42.77% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.3% | -1.02% | Trim |
| 43 | INTC | Intel CORP | -0.3% | -26.79% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.3% | -0.91% | Trim |
| 45 | MRK | Merck & Co. Inc. | -0.5% | -24.93% | Trim |
| 46 | MSFT | Microsoft CORP | -0.5% | -3.61% | Trim |
| 47 | SCHV | Schwab US Large-cap Value | -0.6% | -60.03% | Trim |
| 48 | SCHM | Schwab US Mid Cap ETF | -0.6% | -51.03% | Trim |
| 49 | SCHA | Schwab US Small-cap ETF | -0.6% | -54.76% | Trim |
| 50 | SCHG | Schwab US Large-cap Growth | -1.1% | -53.03% | Trim |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $299.8M across 110 disclosed positions in Q3 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 BRK-B, VV, AAPL) accounted for 25.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
BINC
市值: $1.3M
Top Position Liquidated / Trimmed
SCHH
前期市值: $383.5K
During Q3 2024, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (9.2%)、VV (7.8%)、AAPL (5.5%). The largest single position, BRK-B, represented 9.2% of total portfolio value.
In Q3 2024, Sculati Wealth Management, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 26 holdings, and fully liquidating 2 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.