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:

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45783Y103

Shares:15.9K

Value:$551.8K

% of Portfolio:0.6% ($551.8K/$97.5M)

025072877

Shares:5.8K

Value:$508.9K

% of Portfolio:0.5% ($508.9K/$97.5M)

33740F664

Shares:11.8K

Value:$487.8K

% of Portfolio:0.5% ($487.8K/$97.5M)

33741X102

Shares:14.3K

Value:$478.9K

% of Portfolio:0.5% ($478.9K/$97.5M)

46138G649

Shares:2.5K

Value:$475.0K

% of Portfolio:0.5% ($475.0K/$97.5M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$473.4K

% of Portfolio:0.5% ($473.4K/$97.5M)

33740U844

Shares:12.0K

Value:$460.7K

% of Portfolio:0.5% ($460.7K/$97.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.7K

Value:$439.9K

% of Portfolio:0.5% ($439.9K/$97.5M)

33740U505

Shares:9.7K

Value:$422.1K

% of Portfolio:0.4% ($422.1K/$97.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.7K

Value:$404.4K

% of Portfolio:0.4% ($404.4K/$97.5M)

PFIZER INC

PFE|717081103

Shares:15.2K

Value:$384.8K

% of Portfolio:0.4% ($384.8K/$97.5M)

Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$368.8K

% of Portfolio:0.4% ($368.8K/$97.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:803

Value:$337.2K

% of Portfolio:0.3% ($337.2K/$97.5M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:1.8K

Value:$328.7K

% of Portfolio:0.3% ($328.7K/$97.5M)

FORD MOTOR CO

F|345370860

Shares:31.9K

Value:$319.5K

% of Portfolio:0.3% ($319.5K/$97.5M)

STRYKER CORP

SYK|863667101

Shares:834

Value:$310.5K

% of Portfolio:0.3% ($310.5K/$97.5M)

Walmart Inc.

WMT|931142103

Shares:3.2K

Value:$282.7K

% of Portfolio:0.3% ($282.7K/$97.5M)

Mastercard Inc

MA|57636Q104

Shares:491

Value:$269.1K

% of Portfolio:0.3% ($269.1K/$97.5M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:765

Value:$267.2K

% of Portfolio:0.3% ($267.2K/$97.5M)

922042858

VWO|922042858

Shares:5.9K

Value:$265.8K

% of Portfolio:0.3% ($265.8K/$97.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45783Y103)✕	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$551.8K	0.6% ($551.8K/$97.5M)	QoQ NEW(+$551.8K) YoY NEW(+$551.8K)
(cusip025072877)✕	5.8K	QoQ -5.19% (-320) YoY NEW(+5.8K)	All Managers (Combined)	$508.9K	0.5% ($508.9K/$97.5M)	QoQ -14.38% (-$85.5K) YoY NEW(+$508.9K)
(cusip33740F664)✕	11.8K	QoQ -5.05% (-626) YoY -8.45% (-1.1K)	All Managers (Combined)	$487.8K	0.5% ($487.8K/$97.5M)	QoQ -7.57% (-$40.0K) YoY -6.20% (-$32.3K)
(cusip33741X102)✕	14.3K	QoQ +5.80% (-784) YoY +69.56% (+5.9K)	All Managers (Combined)	$478.9K	0.5% ($478.9K/$97.5M)	QoQ -1.13% (-$5.5K) YoY +69.37% (+$196.1K)
(cusip46138G649)✕	2.5K	QoQ +5.57% (-130) YoY +34.92% (+637)	All Managers (Combined)	$475.0K	0.5% ($475.0K/$97.5M)	QoQ -3.16% (-$15.5K) YoY +42.08% (+$140.7K)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ -0.84% (-11) YoY +6.16% (+75)	All Managers (Combined)	$473.4K	0.5% ($473.4K/$97.5M)	QoQ -6.63% (-$33.7K) YoY +11.93% (+$50.5K)
(cusip33740U844)✕	12.0K	QoQ -2.44% (-300) YoY NEW(+12.0K)	All Managers (Combined)	$460.7K	0.5% ($460.7K/$97.5M)	QoQ -2.80% (-$13.3K) YoY NEW(+$460.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.7K	QoQ +0.09% (+9) YoY -2.06% (-204)	All Managers (Combined)	$439.9K	0.5% ($439.9K/$97.5M)	QoQ +13.53% (+$52.5K) YoY +10.62% (-$42.3K)
(cusip33740U505)✕	9.7K	QoQ -7.60% (-800) YoY -7.61% (-802)	All Managers (Combined)	$422.1K	0.4% ($422.1K/$97.5M)	QoQ -10.02% (-$47.0K) YoY -2.41% (-$10.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$404.4K	0.4% ($404.4K/$97.5M)	QoQ NEW(+$404.4K) YoY NEW(+$404.4K)
PFIZER INC(PFEcusip717081103)	15.2K	QoQ +7.50% (+1.1K) YoY NEW(+15.2K)	All Managers (Combined)	$384.8K	0.4% ($384.8K/$97.5M)	QoQ +2.68% (+$10.1K) YoY NEW(+$384.8K)
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -3.19% (-47) YoY -4.36% (-65)	All Managers (Combined)	$368.8K	0.4% ($368.8K/$97.5M)	QoQ -37.87% (-$224.9K) YoY +41.94% (-$109.0K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	803	QoQ +0.12% (-1) YoY +1.64% (+13)	All Managers (Combined)	$337.2K	0.3% ($337.2K/$97.5M)	QoQ -1.19% (-$4.1K) YoY +11.03% (+$33.5K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$328.7K	0.3% ($328.7K/$97.5M)	QoQ +4.16% (+$13.1K) YoY +7.38% (+$22.6K)
FORD MOTOR CO(Fcusip345370860)	31.9K	QoQ +2.36% (+737) YoY +28.98% (-7.2K)	All Managers (Combined)	$319.5K	0.3% ($319.5K/$97.5M)	QoQ +3.71% (+$11.4K) YoY -0.78% (-$2.5K)
STRYKER CORP(SYKcusip863667101)	834	QoQ -9.74% (-90) YoY -17.99% (-183)	All Managers (Combined)	$310.5K	0.3% ($310.5K/$97.5M)	QoQ -6.70% (-$22.3K) YoY -11.85% (-$41.8K)
Walmart Inc.(WMTcusip931142103)	3.2K	QoQ +0.40% (-13) YoY NEW(+3.2K)	All Managers (Combined)	$282.7K	0.3% ($282.7K/$97.5M)	QoQ -2.44% (-$7.1K) YoY NEW(+$282.7K)
Mastercard Inc(MAcusip57636Q104)	491	QoQ 0.00% (+0) YoY -0.40% (-2)	All Managers (Combined)	$269.1K	0.3% ($269.1K/$97.5M)	QoQ +4.09% (+$10.6K) YoY +16.56% (-$38.3K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	765	QoQ +1.86% (+14) YoY -15.84% (-144)	All Managers (Combined)	$267.2K	0.3% ($267.2K/$97.5M)	QoQ +4.66% (+$11.9K) YoY -8.08% (-$23.5K)
(VWOcusip922042858)	5.9K	QoQ +0.13% (+8) YoY NEW(+5.9K)	All Managers (Combined)	$265.8K	0.3% ($265.8K/$97.5M)	QoQ +2.91% (+$7.5K) YoY NEW(+$265.8K)