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CIK: 0001803397
Total reported value
$306.3M
$306.3M
110 檔
25.4%
At the close of Q1 2025, Sculati Wealth Management, LLC disclosed equity holdings valued at approximately $306.3M, spread across 110 reported holdings.
In Q1 2025, Sculati Wealth Management, LLC displayed an active expansion posture, initiating 110 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 10.55% | +0.36% | -2.11% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-Other | 7.96% | +0.02% | +0.63% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.01% | -4.99% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 4.21% | -0.06% | -0.76% | |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | ETF-Other | 3.70% | -0.04% | +4.05% | |
| 6 | XMLV | Invesco S&p Midcap Low Volat | ETF-Other | 3.55% | -0.02% | +8.22% | |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.13% | — | +1.23% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | +0.80% | -2.28% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | +0.09% | -0.83% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | +0.18% | -3.05% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.15% | -1.50% | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.73% | -0.55% | -2.47% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.53% | -0.11% | -4.43% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.51% | +0.07% | -4.76% | |
| 15 | MS | Morgan Stanley | Stock-Financials | 1.50% | -0.30% | -3.17% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.49% | -0.06% | -0.98% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.34% | — | -3.02% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.30% | -0.09% | -2.02% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.29% | +0.14% | +1.64% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.28% | -0.12% | -1.02% | |
| 21 | UNM | Unum Group | Stock-Financials | 1.25% | — | -2.81% | |
| 22 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.23% | -0.02% | +1.62% | |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.22% | -0.05% | +40.34% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-Other | 1.22% | -0.03% | +0.61% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | +0.07% | +3.37% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.16% | +0.22% | +0.95% | |
| 27 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 1.14% | -0.01% | +3.25% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.10% | +0.19% | -0.10% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | +0.04% | +1.07% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 1.00% | -0.11% | -0.18% | |
| 31 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.97% | +0.06% | -4.88% | |
| 32 | TPC | Tutor Perini CORP | Stock-Other | 0.89% | — | -27.11% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | +0.02% | -0.03% | |
| 34 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.87% | -0.12% | +3.10% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | -0.04% | +6.72% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.79% | -0.12% | +5.71% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | +0.05% | +3.15% | |
| 38 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.76% | -0.03% | +277.46% | |
| 39 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.75% | -0.08% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | — | -1.91% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.72% | -0.08% | -1.26% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.69% | -0.09% | +5.41% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | +0.02% | -15.27% | |
| 44 | DTE | Dte Energy Company | Stock-Utilities | 0.67% | -0.20% | -2.80% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.66% | +0.01% | +8.26% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.63% | +0.05% | +17.60% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | -0.01% | +18.74% | |
| 48 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.60% | -0.08% | +10.58% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.58% | +0.01% | +14.91% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.54% | -0.03% | +18.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | IHDG | Wisdomtree International Hed | — | NEW | New buy |
| 5 | XSLV | Invesco S&p Smallcap Low Vol | — | NEW | New buy |
| 6 | XMLV | Invesco S&p Midcap Low Volat | — | NEW | New buy |
| 7 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | — | NEW | New buy |
| 8 | MSFT | Microsoft CORP | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 13 | BX | Blackstone Inc | — | NEW | New buy |
| 14 | ORCL | Oracle CORP | — | NEW | New buy |
| 15 | MS | Morgan Stanley | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 18 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 19 | CVX | Chevron CORP | — | NEW | New buy |
| 20 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 21 | UNM | Unum Group | — | NEW | New buy |
| 22 | XSMO | Invesco S&p Smallcap Momentu | — | NEW | New buy |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 24 | AMLP | Alerian Mlp ETF | — | NEW | New buy |
| 25 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 26 | NOW | Servicenow Inc | — | NEW | New buy |
| 27 | XMMO | Invesco S&p Midcap Momentum | — | NEW | New buy |
| 28 | CRM | Salesforce Inc | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 31 | RACE | Ferrari N.V. | — | NEW | New buy |
| 32 | TPC | Tutor Perini CORP | — | NEW | New buy |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 34 | OHI | Omega Healthcare Investors | — | NEW | New buy |
| 35 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 36 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 37 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 38 | SCHI | Schwab 5-10 Year Corporate B | — | NEW | New buy |
| 39 | LULU | Lululemon Athletica Inc | — | NEW | New buy |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 41 | GD | General Dynamics CORP | — | NEW | New buy |
| 42 | BA | Boeing Co/the | — | NEW | New buy |
| 43 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 44 | DTE | Dte Energy Company | — | NEW | New buy |
| 45 | ADBE | Adobe Inc | — | NEW | New buy |
| 46 | MDT | Medtronic plc | — | NEW | New buy |
| 47 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 48 | DAL | Delta Air Lines Inc | — | NEW | New buy |
| 49 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 50 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Sculati Wealth Management, LLC reported a total U.S. public equity portfolio value of $306.3M across 110 disclosed positions in Q1 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 BRK-B, VV, AAPL) accounted for 25.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $26.1M
During Q1 2025, Sculati Wealth Management, LLC's top holdings by market value included BRK-B (10.6%)、VV (8.0%)、AAPL (5.0%). The largest single position, BRK-B, represented 10.6% of total portfolio value.
In Q1 2025, Sculati Wealth Management, LLC made 110 total portfolio adjustments, initiating 110 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.
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