Sculati-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  "AKAM",
  "MMM",
  "ADBE",
  "GOOGL",
  null,
  "T",
  "LOW",
  "ARCC",
  null,
  "DUK",
  "PSEC",
  null,
  "GD",
  "HD",
  null,
  "BKNG",
  "META",
  null,
  null,
  null,
  null,
  "MPC",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "BX",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "IRM",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "MRK",
  "VZ",
  "REGN",
  "SPGI",
  "NOW",
  "GLD",
  "SBUX",
  "TFC",
  "UNM",
  "UPS",
  "DTM",
  "VV",
  "SCHW",
  "RWT",
  "OHI",
  "VRTX",
  "SFM",
  "F",
  "WM",
  null,
  "RACE",
  "AMZN",
  null,
  null,
  null,
  "USB",
  "V",
  "WMT",
  "WFC",
  null,
  "DTE",
  "DVY",
  "SCHG",
  null,
  null,
  "SCHA",
  "SO",
  "TPC",
  "TGNA",
  "CRM",
  null,
  "MELI",
  "EG",
  "LULU",
  "BRK-B",
  "BA",
  null,
  "CVX",
  "CHTR",
  "CHDN",
  "KO",
  "CMCSA",
  "COST",
  "DAL",
  "DPZ",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 110
Total Value: 247320704
Accession Number: 0001803397-25-000004
Form Type: 13F-HR
CIK: sculati-wealth-management
Manager Name: Sculati-Wealth-Management

Data Enrichment

79% identified

87 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

110 positions • $247.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:49.0K

Value:$26.1M

% of Portfolio:10.6% ($26.1M/$247.3M)

922908637

VV|922908637

Shares:76.6K

Value:$19.7M

% of Portfolio:8.0% ($19.7M/$247.3M)

Apple Inc.

AAPL|037833100

Shares:55.8K

Value:$12.4M

% of Portfolio:5.0% ($12.4M/$247.3M)

97717X594

Shares:240.1K

Value:$10.4M

% of Portfolio:4.2% ($10.4M/$247.3M)

46138G102

Shares:198.3K

Value:$9.2M

% of Portfolio:3.7% ($9.2M/$247.3M)

46138E198

Shares:142.4K

Value:$8.8M

% of Portfolio:3.6% ($8.8M/$247.3M)

808524730

Shares:251.5K

Value:$7.7M

% of Portfolio:3.1% ($7.7M/$247.3M)

MICROSOFT CORP

MSFT|594918104

Shares:19.1K

Value:$7.2M

% of Portfolio:2.9% ($7.2M/$247.3M)

AMAZON COM INC

AMZN|023135106

Shares:37.0K

Value:$7.0M

% of Portfolio:2.8% ($7.0M/$247.3M)

Meta Platforms, Inc.

META|30303M102

Shares:8.3K

Value:$4.8M

% of Portfolio:1.9% ($4.8M/$247.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.1K

Value:$4.7M

% of Portfolio:1.9% ($4.7M/$247.3M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:7.8K

Value:$4.3M

% of Portfolio:1.7% ($4.3M/$247.3M)

Blackstone Inc.

BX|09260D107

Shares:27.0K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$247.3M)

ORACLE CORP

ORCL|68389X105

Shares:26.7K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$247.3M)

MORGAN STANLEY

MS|617446448

Shares:31.7K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$247.3M)

Alphabet Inc.

GOOG|02079K107

Shares:23.6K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$247.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.5K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$247.3M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:41.1K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$247.3M)

CHEVRON CORP

CVX|166764100

Shares:19.1K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$247.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:13.5K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$247.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	49.0K	QoQ -2.11% (-1.1K) YoY -4.07% (-2.1K)	All Managers (Combined)	$26.1M	10.6% ($26.1M/$247.3M)	QoQ +15.01% (-$3.4M) YoY +21.48% (-$4.6M)
(VVcusip922908637)	76.6K	QoQ +0.62% (-476) YoY +76.57% (+33.2K)	All Managers (Combined)	$19.7M	8.0% ($19.7M/$247.3M)	QoQ -4.10% (-$842.4K) YoY +89.29% (+$9.3M)
Apple Inc.(AAPLcusip037833100)	55.8K	QoQ -4.98% (-2.9K) YoY -9.04% (-5.5K)	All Managers (Combined)	$12.4M	5.0% ($12.4M/$247.3M)	QoQ -15.71% (-$2.3M) YoY +17.81% (-$1.9M)
(cusip97717X594)✕	240.1K	QoQ -0.75% (-1.8K) YoY -1.43% (-3.5K)	All Managers (Combined)	$10.4M	4.2% ($10.4M/$247.3M)	QoQ -0.91% (-$96.4K) YoY -6.88% (-$770.6K)
(cusip46138G102)✕	198.3K	QoQ +4.05% (+7.7K) YoY +205.60% (+133.4K)	All Managers (Combined)	$9.2M	3.7% ($9.2M/$247.3M)	QoQ +1.73% (+$156.4K) YoY +219.18% (+$6.3M)
(cusip46138E198)✕	142.4K	QoQ +8.22% (+10.8K) YoY +426.14% (+115.3K)	All Managers (Combined)	$8.8M	3.6% ($8.8M/$247.3M)	QoQ +9.82% (+$786.1K) YoY +475.77% (+$7.3M)
(cusip808524730)✕	251.5K	QoQ +1.22% (+3.1K) YoY +34.54% (+64.6K)	All Managers (Combined)	$7.7M	3.1% ($7.7M/$247.3M)	QoQ +7.32% (+$528.8K) YoY +49.27% (+$2.6M)
MICROSOFT CORP(MSFTcusip594918104)	19.1K	QoQ -2.28% (-445) YoY -11.78% (-2.5K)	All Managers (Combined)	$7.2M	2.9% ($7.2M/$247.3M)	QoQ -12.97% (-$1.1M) YoY -21.29% (-$1.9M)
AMAZON COM INC(AMZNcusip023135106)	37.0K	QoQ -0.83% (-310) YoY -2.54% (-967)	All Managers (Combined)	$7.0M	2.8% ($7.0M/$247.3M)	QoQ -13.99% (-$1.1M) YoY +2.78% (-$190.8K)
Meta Platforms, Inc.(METAcusip30303M102)	8.3K	QoQ -3.05% (-261) YoY -5.49% (-482)	All Managers (Combined)	$4.8M	1.9% ($4.8M/$247.3M)	QoQ -4.56% (-$228.7K) YoY +12.17% (-$518.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.1K	QoQ -1.50% (-291) YoY -6.05% (-1.2K)	All Managers (Combined)	$4.7M	1.9% ($4.7M/$247.3M)	QoQ +0.79% (-$36.9K) YoY +15.04% (-$612.2K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	7.8K	QoQ -2.47% (-198) YoY -4.38% (-358)	All Managers (Combined)	$4.3M	1.7% ($4.3M/$247.3M)	QoQ -6.95% (-$319.0K) YoY +25.05% (-$854.8K)
Blackstone Inc.(BXcusip09260D107)	27.0K	QoQ -4.43% (-1.3K) YoY -11.59% (-3.5K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$247.3M)	QoQ -22.52% (-$1.1M) YoY -5.92% (-$237.8K)
ORACLE CORP(ORCLcusip68389X105)	26.7K	QoQ -4.76% (-1.3K) YoY -8.94% (-2.6K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$247.3M)	QoQ -20.09% (-$939.7K) YoY +1.35% (-$49.8K)
MORGAN STANLEY(MScusip617446448)	31.7K	QoQ -3.16% (-1.0K) YoY -9.35% (-3.3K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$247.3M)	QoQ -10.13% (-$417.7K) YoY +12.30% (-$405.8K)
Alphabet Inc.(GOOGcusip02079K107)	23.6K	QoQ -0.98% (-234) YoY -2.88% (-700)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$247.3M)	QoQ -18.77% (-$850.9K) YoY -0.35% (-$13.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.5K	QoQ -3.02% (-109) YoY -4.16% (-152)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$247.3M)	QoQ +0.10% (-$3.3K) YoY +23.71% (-$634.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	41.1K	QoQ -2.01% (-845) YoY -4.48% (-1.9K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$247.3M)	QoQ +3.63% (-$112.8K) YoY +3.35% (-$104.4K)
CHEVRON CORP(CVXcusip166764100)	19.1K	QoQ +1.64% (+308) YoY -2.54% (-498)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$247.3M)	QoQ +17.39% (+$472.7K) YoY +3.35% (-$103.5K)
LOWES COMPANIES INC(LOWcusip548661107)	13.5K	QoQ -1.02% (-140) YoY -3.14% (-439)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$247.3M)	QoQ -6.46% (-$218.1K) YoY -11.31% (-$402.6K)