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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33740F599

Shares:6.2K

Value:$261.6K

% of Portfolio:0.3% ($261.6K/$97.5M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.2K

Value:$242.3K

% of Portfolio:0.2% ($242.3K/$97.5M)

74347G234

Shares:6.1K

Value:$238.0K

% of Portfolio:0.2% ($238.0K/$97.5M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.4K

Value:$231.9K

% of Portfolio:0.2% ($231.9K/$97.5M)

92204A108

Shares:708

Value:$230.5K

% of Portfolio:0.2% ($230.5K/$97.5M)

33740F755

Shares:7.7K

Value:$227.7K

% of Portfolio:0.2% ($227.7K/$97.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:237

Value:$224.3K

% of Portfolio:0.2% ($224.3K/$97.5M)

852234103

Shares:4.1K

Value:$222.6K

% of Portfolio:0.2% ($222.6K/$97.5M)

33740U539

Shares:7.3K

Value:$221.1K

% of Portfolio:0.2% ($221.1K/$97.5M)

SYNOPSYS INC

SNPS|871607107

Shares:500

Value:$214.4K

% of Portfolio:0.2% ($214.4K/$97.5M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0K

Value:$213.3K

% of Portfolio:0.2% ($213.3K/$97.5M)

33740U786

Shares:5.8K

Value:$211.9K

% of Portfolio:0.2% ($211.9K/$97.5M)

ULTRALIFE CORP

ULBI|903899102

Shares:21.1K

Value:$113.6K

% of Portfolio:0.1% ($113.6K/$97.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F599)✕	6.2K	QoQ -76.91% (-20.6K) YoY NEW(+6.2K)	All Managers (Combined)	$261.6K	0.3% ($261.6K/$97.5M)	QoQ -77.48% (-$900.0K) YoY NEW(+$261.6K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.2K	QoQ -55.10% (-1.4K) YoY -62.63% (-2.0K)	All Managers (Combined)	$242.3K	0.2% ($242.3K/$97.5M)	QoQ -59.99% (-$363.4K) YoY -42.57% (-$179.7K)
(cusip74347G234)✕	6.1K	QoQ +10.36% (+575) YoY NEW(+6.1K)	All Managers (Combined)	$238.0K	0.2% ($238.0K/$97.5M)	QoQ +0.43% (+$1.0K) YoY NEW(+$238.0K)
SHOPIFY INC.(SHOPcusip82509L107)	2.4K	QoQ +1.37% (-33) YoY NEW(+2.4K)	All Managers (Combined)	$231.9K	0.2% ($231.9K/$97.5M)	QoQ -9.00% (-$23.0K) YoY NEW(+$231.9K)
(cusip92204A108)✕	708	QoQ -1.25% (-9) YoY NEW(+708)	All Managers (Combined)	$230.5K	0.2% ($230.5K/$97.5M)	QoQ -14.37% (-$38.7K) YoY NEW(+$230.5K)
(cusip33740F755)✕	7.7K	QoQ -86.83% (-50.6K) YoY -98.15% (-407.1K)	All Managers (Combined)	$227.7K	0.2% ($227.7K/$97.5M)	QoQ -87.17% (-$1.5M) YoY -98.03% (-$11.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	237	QoQ NEW(+237) YoY NEW(+237)	All Managers (Combined)	$224.3K	0.2% ($224.3K/$97.5M)	QoQ NEW(+$224.3K) YoY NEW(+$224.3K)
(cusip852234103)✕	4.1K	QoQ -0.79% (-33) YoY -7.66% (-340)	All Managers (Combined)	$222.6K	0.2% ($222.6K/$97.5M)	QoQ -36.58% (-$128.4K) YoY -37.33% (-$132.7K)
(cusip33740U539)✕	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$221.1K	0.2% ($221.1K/$97.5M)	QoQ NEW(+$221.1K) YoY NEW(+$221.1K)
SYNOPSYS INC(SNPScusip871607107)	500	QoQ +11.11% (-50) YoY NEW(+500)	All Managers (Combined)	$214.4K	0.2% ($214.4K/$97.5M)	QoQ -1.82% (-$4.0K) YoY NEW(+$214.4K)
AbbVie Inc.(ABBVcusip00287Y109)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$213.3K	0.2% ($213.3K/$97.5M)	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
(cusip33740U786)✕	5.8K	QoQ +4.21% (+233) YoY NEW(+5.8K)	All Managers (Combined)	$211.9K	0.2% ($211.9K/$97.5M)	QoQ +2.81% (+$5.8K) YoY NEW(+$211.9K)
ULTRALIFE CORP(ULBIcusip903899102)	21.1K	QoQ +23.36% (-4.0K) YoY +10.46% (-2.0K)	All Managers (Combined)	$113.6K	0.1% ($113.6K/$97.5M)	QoQ -10.91% (-$13.9K) YoY -33.22% (-$56.5K)