Pitti-Group-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "GOOGL",
  "LOW",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  "META",
  null,
  "IJH",
  null,
  "ULBI",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "PAYX",
  null,
  null,
  "PYPL",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "VZ",
  "SHW",
  "SHOP",
  "BP",
  "SPLG",
  "SYK",
  "SNPS",
  "RCL",
  "VWO",
  "VIG",
  "F",
  null,
  "AMZN",
  null,
  null,
  "VXUS",
  "BND",
  "WMT",
  "JKHY",
  "DIA",
  null,
  null,
  "BAC",
  "BA",
  null,
  "COST",
  "EFA",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 73
Total Value: 97470983
Accession Number: 0001951757-25-000334
Form Type: 13F-HR
CIK: pitti-group-wealth-management
Manager Name: Pitti-Group-Wealth-Management

Data Enrichment

70% identified

51 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $97.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:6.1K

Value:$1.3M

% of Portfolio:1.4% ($1.3M/$97.5M)

464287200

IVV|464287200

Shares:2.3K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$97.5M)

74347G242

Shares:30.1K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$97.5M)

464288208

Shares:17.0K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$97.5M)

46090A887

Shares:23.1K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$97.5M)

921909768

VXUS|921909768

Shares:17.0K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$97.5M)

464287655

IWM|464287655

Shares:5.2K

Value:$1.0M

% of Portfolio:1.1% ($1.0M/$97.5M)

LOWES COMPANIES INC

LOW|548661107

Shares:4.1K

Value:$960.2K

% of Portfolio:1.0% ($960.2K/$97.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:22.7K

Value:$948.5K

% of Portfolio:1.0% ($948.5K/$97.5M)

BP PLC

BP|055622104

Shares:25.0K

Value:$843.2K

% of Portfolio:0.9% ($843.2K/$97.5M)

Medtronic plc

MDT|G5960L103

Shares:8.9K

Value:$801.7K

% of Portfolio:0.8% ($801.7K/$97.5M)

33740F847

Shares:16.7K

Value:$778.3K

% of Portfolio:0.8% ($778.3K/$97.5M)

921937835

BND|921937835

Shares:10.0K

Value:$731.0K

% of Portfolio:0.7% ($731.0K/$97.5M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:10.1K

Value:$658.1K

% of Portfolio:0.7% ($658.1K/$97.5M)

PAYCHEX INC

PAYX|704326107

Shares:4.1K

Value:$628.3K

% of Portfolio:0.6% ($628.3K/$97.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:4.0K

Value:$613.9K

% of Portfolio:0.6% ($613.9K/$97.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$613.7K

% of Portfolio:0.6% ($613.7K/$97.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.3K

Value:$602.8K

% of Portfolio:0.6% ($602.8K/$97.5M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.5K

Value:$585.3K

% of Portfolio:0.6% ($585.3K/$97.5M)

Alphabet Inc.

GOOG|02079K107

Shares:3.7K

Value:$585.0K

% of Portfolio:0.6% ($585.0K/$97.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	6.1K	QoQ +0.79% (-48) YoY -7.75% (-509)	All Managers (Combined)	$1.3M	1.4% ($1.3M/$97.5M)	QoQ -10.59% (-$159.4K) YoY +17.06% (-$196.1K)
(IVVcusip464287200)	2.3K	QoQ +1.55% (-35) YoY -2.01% (-47)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$97.5M)	QoQ -3.04% (-$40.2K) YoY +5.74% (-$69.7K)
(cusip74347G242)✕	30.1K	QoQ +6.47% (+1.8K) YoY +207.41% (+20.3K)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$97.5M)	QoQ +1.18% (+$14.8K) YoY +206.75% (+$854.2K)
(cusip464288208)✕	17.0K	QoQ -4.33% (-769) YoY -5.64% (-1.0K)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$97.5M)	QoQ -6.93% (-$93.6K) YoY -1.52% (-$19.5K)
(cusip46090A887)✕	23.1K	QoQ +2.49% (+562) YoY +93.43% (+11.2K)	All Managers (Combined)	$1.2M	1.2% ($1.2M/$97.5M)	QoQ +2.51% (+$28.4K) YoY +94.16% (+$561.2K)
(VXUScusip921909768)	17.0K	QoQ +5.17% (+838) YoY +79.40% (+7.5K)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$97.5M)	QoQ +10.82% (+$103.3K) YoY +86.22% (+$489.7K)
(IWMcusip464287655)	5.2K	QoQ +0.34% (-18) YoY -34.88% (-2.8K)	All Managers (Combined)	$1.0M	1.1% ($1.0M/$97.5M)	QoQ -9.41% (-$108.8K) YoY -35.78% (-$583.2K)
LOWES COMPANIES INC(LOWcusip548661107)	4.1K	QoQ +3.15% (-126) YoY +3.52% (+140)	All Managers (Combined)	$960.2K	1.0% ($960.2K/$97.5M)	QoQ -2.52% (-$24.8K) YoY +2.54% (+$23.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	22.7K	QoQ +0.12% (-28) YoY -7.03% (-1.7K)	All Managers (Combined)	$948.5K	1.0% ($948.5K/$97.5M)	QoQ -4.93% (-$49.2K) YoY +6.72% (-$59.8K)
BP PLC(BPcusip055622104)	25.0K	QoQ -0.68% (-173) YoY -0.68% (-173)	All Managers (Combined)	$843.2K	0.9% ($843.2K/$97.5M)	QoQ +13.52% (-$100.4K) YoY -15.36% (-$153.1K)
Medtronic plc(MDTcusipG5960L103)	8.9K	QoQ +3.50% (+302) YoY +2.36% (+206)	All Managers (Combined)	$801.7K	0.8% ($801.7K/$97.5M)	QoQ +16.44% (+$113.2K) YoY +11.94% (+$85.5K)
(cusip33740F847)✕	16.7K	QoQ -0.92% (-155) YoY -10.73% (-2.0K)	All Managers (Combined)	$778.3K	0.8% ($778.3K/$97.5M)	QoQ -3.30% (-$26.6K) YoY -6.46% (-$53.8K)
(BNDcusip921937835)	10.0K	QoQ -11.52% (-1.3K) YoY +165.31% (+6.2K)	All Managers (Combined)	$731.0K	0.7% ($731.0K/$97.5M)	QoQ -9.63% (-$77.9K) YoY +174.32% (+$464.5K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	10.1K	QoQ +1.75% (-174) YoY -3.50% (-366)	All Managers (Combined)	$658.1K	0.7% ($658.1K/$97.5M)	QoQ -22.20% (-$187.9K) YoY -4.30% (-$29.6K)
PAYCHEX INC(PAYXcusip704326107)	4.1K	QoQ +0.12% (+5) YoY +3.50% (+138)	All Managers (Combined)	$628.3K	0.6% ($628.3K/$97.5M)	QoQ +10.16% (+$58.0K) YoY +28.55% (+$139.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	4.0K	QoQ +0.75% (+30) YoY -7.34% (-317)	All Managers (Combined)	$613.9K	0.6% ($613.9K/$97.5M)	QoQ +0.72% (+$4.4K) YoY -18.74% (-$141.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ -1.53% (-39) YoY -9.90% (-275)	All Managers (Combined)	$613.7K	0.6% ($613.7K/$97.5M)	QoQ +0.76% (-$4.7K) YoY +13.06% (-$70.9K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.3K	QoQ -0.84% (-11) YoY +1.82% (+23)	All Managers (Combined)	$602.8K	0.6% ($602.8K/$97.5M)	QoQ -9.05% (-$60.0K) YoY +7.18% (+$40.4K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.5K	QoQ +2.80% (-67) YoY +1.65% (-40)	All Managers (Combined)	$585.3K	0.6% ($585.3K/$97.5M)	QoQ -12.20% (-$81.4K) YoY -6.32% (-$39.5K)
Alphabet Inc.(GOOGcusip02079K107)	3.7K	QoQ -0.97% (-37) YoY -5.16% (-204)	All Managers (Combined)	$585.0K	0.6% ($585.0K/$97.5M)	QoQ -18.76% (-$135.1K) YoY -7.85% (-$49.8K)