Pitti Group Wealth Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001909664

Type: FundHoldings: 73Value: $97.5MLatest: 2025Q1

Pitti Group Wealth Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 73 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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45783Y442

Shares:432.0K

Value:$12.9M

% of Portfolio:13.2% ($12.9M/$97.5M)

464287465

EFA|464287465

Shares:93.2K

Value:$7.6M

% of Portfolio:7.8% ($7.6M/$97.5M)

922908769

VTI|922908769

Shares:24.5K

Value:$6.7M

% of Portfolio:6.9% ($6.7M/$97.5M)

33740F425

Shares:181.3K

Value:$6.4M

% of Portfolio:6.6% ($6.4M/$97.5M)

33740U752

Shares:137.8K

Value:$4.1M

% of Portfolio:4.2% ($4.1M/$97.5M)

Meta Platforms, Inc.

META|30303M102

Shares:6.2K

Value:$3.6M

% of Portfolio:3.7% ($3.6M/$97.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:21.3K

Value:$3.5M

% of Portfolio:3.6% ($3.5M/$97.5M)

NETFLIX INC

NFLX|64110L106

Shares:2.5K

Value:$2.4M

% of Portfolio:2.4% ($2.4M/$97.5M)

464287507

IJH|464287507

Shares:38.2K

Value:$2.2M

% of Portfolio:2.3% ($2.2M/$97.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:18.7K

Value:$2.2M

% of Portfolio:2.3% ($2.2M/$97.5M)

78464A854

SPLG|78464A854

Shares:33.1K

Value:$2.2M

% of Portfolio:2.2% ($2.2M/$97.5M)

BOEING CO

BA|097023105

Shares:11.9K

Value:$2.0M

% of Portfolio:2.1% ($2.0M/$97.5M)

921908844

VIG|921908844

Shares:10.3K

Value:$2.0M

% of Portfolio:2.0% ($2.0M/$97.5M)

AMAZON COM INC

AMZN|023135106

Shares:9.9K

Value:$1.9M

% of Portfolio:1.9% ($1.9M/$97.5M)

NVIDIA CORP

NVDA|67066G104

Shares:15.8K

Value:$1.7M

% of Portfolio:1.8% ($1.7M/$97.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.9K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$97.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.9K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$97.5M)

MICROSOFT CORP

MSFT|594918104

Shares:3.9K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$97.5M)

ELI LILLY & Co

LLY|532457108

Shares:1.7K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$97.5M)

33738R506

Shares:23.7K

Value:$1.4M

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

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45783Y442)✕	432.0K	QoQ +39.46% (+122.3K) YoY NEW(+432.0K)	All Managers (Combined)	$12.9M	13.2% ($12.9M/$97.5M)	QoQ +39.51% (+$3.6M) YoY NEW(+$12.9M)
(EFAcusip464287465)	93.2K	QoQ +3.33% (+3.0K) YoY +7.29% (+6.3K)	All Managers (Combined)	$7.6M	7.8% ($7.6M/$97.5M)	QoQ +11.69% (+$797.6K) YoY +11.69% (+$797.5K)
(VTIcusip922908769)	24.5K	QoQ +3.05% (-728) YoY +6.53% (+1.5K)	All Managers (Combined)	$6.7M	6.9% ($6.7M/$97.5M)	QoQ -2.26% (-$156.4K) YoY +14.06% (+$831.6K)
(cusip33740F425)✕	181.3K	QoQ +1.55% (+2.8K) YoY NEW(+181.3K)	All Managers (Combined)	$6.4M	6.6% ($6.4M/$97.5M)	QoQ +1.09% (+$69.6K) YoY NEW(+$6.4M)
(cusip33740U752)✕	137.8K	QoQ +2.75% (-3.7K) YoY +1.43% (+2.0K)	All Managers (Combined)	$4.1M	4.2% ($4.1M/$97.5M)	QoQ -2.37% (-$100.1K) YoY +6.61% (+$255.3K)
Meta Platforms, Inc.(METAcusip30303M102)	6.2K	QoQ -0.38% (-24) YoY -5.88% (-390)	All Managers (Combined)	$3.6M	3.7% ($3.6M/$97.5M)	QoQ -1.94% (-$71.2K) YoY +3.67% (-$127.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	21.3K	QoQ -0.40% (-87) YoY -3.03% (-666)	All Managers (Combined)	$3.5M	3.6% ($3.5M/$97.5M)	QoQ +14.20% (-$438.8K) YoY +8.07% (-$263.6K)
NETFLIX INC(NFLXcusip64110L106)	2.5K	QoQ -0.15% (-4) YoY +8.10% (+191)	All Managers (Combined)	$2.4M	2.4% ($2.4M/$97.5M)	QoQ +4.45% (-$101.4K) YoY +60.33% (+$893.7K)
(IJHcusip464287507)	38.2K	QoQ +3.40% (-1.3K) YoY +11.86% (+4.1K)	All Managers (Combined)	$2.2M	2.3% ($2.2M/$97.5M)	QoQ -3.16% (-$72.8K) YoY +10.98% (+$220.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	18.7K	QoQ -1.11% (-210) YoY -43.94% (-14.6K)	All Managers (Combined)	$2.2M	2.3% ($2.2M/$97.5M)	QoQ +9.32% (-$189.4K) YoY -45.25% (-$1.8M)
(SPLGcusip78464A854)	33.1K	QoQ NEW(+33.1K) YoY NEW(+33.1K)	All Managers (Combined)	$2.2M	2.2% ($2.2M/$97.5M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
BOEING CO(BAcusip097023105)	11.9K	QoQ +9.69% (+1.1K) YoY +49.94% (+4.0K)	All Managers (Combined)	$2.0M	2.1% ($2.0M/$97.5M)	QoQ +5.69% (+$109.5K) YoY +47.51% (+$654.6K)
(VIGcusip921908844)	10.3K	QoQ +2.71% (+271) YoY -1.13% (-118)	All Managers (Combined)	$2.0M	2.0% ($2.0M/$97.5M)	QoQ +1.75% (+$34.2K) YoY +7.83% (-$144.4K)
AMAZON COM INC(AMZNcusip023135106)	9.9K	QoQ +1.44% (-141) YoY -10.18% (-1.1K)	All Managers (Combined)	$1.9M	1.9% ($1.9M/$97.5M)	QoQ -12.02% (-$257.2K) YoY -9.61% (-$200.1K)
NVIDIA CORP(NVDAcusip67066G104)	15.8K	QoQ -1.60% (-258) YoY +726.37% (-13.9K)	All Managers (Combined)	$1.7M	1.8% ($1.7M/$97.5M)	QoQ -20.59% (-$443.8K) YoY -1.17% (-$20.4K)
Alphabet Inc.(GOOGLcusip02079K305)	10.9K	QoQ +0.16% (-18) YoY -1.28% (-142)	All Managers (Combined)	$1.7M	1.7% ($1.7M/$97.5M)	QoQ -18.17% (-$373.3K) YoY -4.24% (-$74.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.9K	QoQ -56.05% (-3.7K) YoY -53.86% (-3.3K)	All Managers (Combined)	$1.6M	1.6% ($1.6M/$97.5M)	QoQ -58.06% (-$2.2M) YoY -50.18% (-$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	3.9K	QoQ -0.84% (-33) YoY +7.15% (-259)	All Managers (Combined)	$1.5M	1.5% ($1.5M/$97.5M)	QoQ -11.69% (-$192.7K) YoY -6.01% (-$93.1K)
ELI LILLY & Co(LLYcusip532457108)	1.7K	QoQ +0.87% (+15) YoY +2.98% (+50)	All Managers (Combined)	$1.4M	1.5% ($1.4M/$97.5M)	QoQ +7.91% (+$104.4K) YoY +11.98% (+$152.3K)
(cusip33738R506)✕	23.7K	QoQ -4.20% (-1.0K) YoY -6.57% (-1.7K)	All Managers (Combined)	$1.4M	1.4% ($1.4M/$97.5M)	QoQ -5.17% (-$75.8K) YoY +0.14% (-$2.0K)