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:

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92189F106

GDX|92189F106

Shares:5.0K

Value:$229.8K

% of Portfolio:0.1% ($229.8K/$247.3M)

Tesla, Inc.

TSLA|88160R101

Shares:880

Value:$228.1K

% of Portfolio:0.1% ($228.1K/$247.3M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.1K

Value:$220.7K

% of Portfolio:0.1% ($220.7K/$247.3M)

464287523

Shares:1.1K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$247.3M)

Marathon Petroleum Corp

MPC|56585A102

Shares:1.4K

Value:$211.3K

% of Portfolio:0.1% ($211.3K/$247.3M)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:565

Value:$208.2K

% of Portfolio:0.1% ($208.2K/$247.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:717

Value:$206.6K

% of Portfolio:0.1% ($206.6K/$247.3M)

46428Q109

Shares:6.5K

Value:$201.1K

% of Portfolio:0.1% ($201.1K/$247.3M)

09257WAE0

Shares:—

Value:$194.0K

% of Portfolio:0.1% ($194.0K/$247.3M)

PROSPECT CAPITAL CORP

PSEC|74348T102

Shares:30.5K

Value:$125.1K

% of Portfolio:0.1% ($125.1K/$247.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(GDXcusip92189F106)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$229.8K	0.1% ($229.8K/$247.3M)	QoQ NEW(+$229.8K) YoY NEW(+$229.8K)
Tesla, Inc.(TSLAcusip88160R101)	880	QoQ +8.37% (-68) YoY NEW(+880)	All Managers (Combined)	$228.1K	0.1% ($228.1K/$247.3M)	QoQ -30.45% (-$99.9K) YoY NEW(+$228.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.1K	QoQ 0.00% (+0) YoY NEW(+3.1K)	All Managers (Combined)	$220.7K	0.1% ($220.7K/$247.3M)	QoQ +2.20% (+$4.8K) YoY NEW(+$220.7K)
(cusip464287523)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$247.3M)	QoQ -12.67% (-$30.7K) YoY NEW(+$211.7K)
Marathon Petroleum Corp(MPCcusip56585A102)	1.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$211.3K	0.1% ($211.3K/$247.3M)	QoQ +4.43% (+$9.0K) YoY -27.69% (-$80.9K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	565	QoQ NEW(+565) YoY NEW(+565)	All Managers (Combined)	$208.2K	0.1% ($208.2K/$247.3M)	QoQ NEW(+$208.2K) YoY NEW(+$208.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	717	QoQ -27.64% (-274) YoY -27.64% (-274)	All Managers (Combined)	$206.6K	0.1% ($206.6K/$247.3M)	QoQ -13.90% (-$33.4K) YoY +1.33% (-$2.7K)
(cusip46428Q109)✕	6.5K	QoQ -45.47% (-5.4K) YoY NEW(+6.5K)	All Managers (Combined)	$201.1K	0.1% ($201.1K/$247.3M)	QoQ -35.83% (-$112.3K) YoY NEW(+$201.1K)
(cusip09257WAE0)✕	—	QoQ - YoY -	All Managers (Combined)	$194.0K	0.1% ($194.0K/$247.3M)	QoQ +1.12% (+$2.2K) YoY +6.84% (+$12.4K)
PROSPECT CAPITAL CORP(PSECcusip74348T102)	30.5K	QoQ -7.97% (-2.6K) YoY -19.33% (-7.3K)	All Managers (Combined)	$125.1K	0.1% ($125.1K/$247.3M)	QoQ -12.46% (-$17.8K) YoY -40.08% (-$83.7K)