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PGWM

Pitti Group Wealth Management Portfolio holdings

AUM $123M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
+6.32%
1 Year Est. Return
+19.43%
3 Year Est. Return
+61.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$117M
AUM Growth
+$1.6M
Cap. Flow
-$4.98M
Cap. Flow %
-4.24%
Top 10 Hldgs %
58.31%
Holding
83
New
5
Increased
14
Reduced
50
Closed
8

Top Buys

Rank Stock Value
1
FMC icon
FMC
FMC
+$579K
2
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$231K
3
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$222K
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$216K
5
ABBV icon
AbbVie
ABBV
+$209K

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$648K
2
AMZN icon
Amazon
AMZN
+$487K
3
NVDA icon
NVIDIA
NVDA
+$461K
4
PFE icon
Pfizer
PFE
+$386K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$354K

Sector Composition

Rank Sector Weight
1 Communication Services 8.41%
2 Technology 6.38%
3 Healthcare 5.48%
4 Consumer Discretionary 4.14%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
26
iShares Russell 2000 ETF
IWM
$79.8B
$1.18M 1%
4,877
-108
-2% -$24.8K
BAC icon
27
Bank of America
BAC
$435B
$1.11M 0.94%
21,427
-948
-4% -$46.2K
BND icon
28
Vanguard Total Bond Market
BND
$157B
$951K 0.81%
12,785
+2,078
+19% +$153K
BP icon
29
BP
BP
$116B
$860K 0.73%
24,945
-4
-0% -$134
LOW icon
30
Lowe's Companies
LOW
$117B
$847K 0.72%
3,370
-848
-20% -$208K
MDT icon
31
Medtronic
MDT
$109B
$835K 0.71%
8,771
-292
-3% -$26.8K
QQQM icon
32
Invesco NASDAQ 100 ETF
QQQM
$96.7B
$732K 0.62%
2,962
+470
+19% +$111K
FNOV icon
33
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$722K 0.61%
13,656
-2,020
-13% -$104K
JPM icon
34
JPMorgan Chase
JPM
$935B
$695K 0.59%
2,202
-322
-13% -$95.8K
SDVY icon
35
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$688K 0.59%
18,101
+3,179
+21% +$118K
QQQ icon
36
Invesco QQQ Trust
QQQ
$453B
$669K 0.57%
1,115
-203
-15% -$116K
PYPL icon
37
PayPal
PYPL
$48.9B
$657K 0.56%
9,790
-443
-4% -$31.2K
QCOM icon
38
Qualcomm
QCOM
$155B
$612K 0.52%
3,679
-245
-6% -$38.9K
MAR icon
39
Marriott International
MAR
$98.3B
$604K 0.51%
2,320
-126
-5% -$33.8K
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.36T
$592K 0.5%
2,432
-1,134
-32% -$238K
AVUV icon
41
Avantis US Small Cap Value ETF
AVUV
$30.3B
$575K 0.49%
5,780
-115
-2% -$11.1K
XDSQ icon
42
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$70.4M
$573K 0.49%
14,374
-2,000
-12% -$77.5K
PAYX icon
43
Paychex
PAYX
$41.6B
$518K 0.44%
4,084
+6
+0.1% +$832
FOCT icon
44
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$513K 0.44%
10,802
-837
-7% -$38.5K
XJUN icon
45
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$137M
$505K 0.43%
11,971
– –
FMC icon
46
FMC
FMC
$1.34B
$499K 0.42%
+14,839
New +$579K
FDEC icon
47
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$479K 0.41%
9,720
– –
TSLA icon
48
Tesla
TSLA
$1.23T
$471K 0.4%
1,060
-105
-9% -$36.4K
HD icon
49
Home Depot
HD
$331B
$429K 0.37%
1,059
-233
-18% -$91.6K
NEE icon
50
NextEra Energy
NEE
$181B
$411K 0.35%
5,445
-361
-6% -$26.4K
1
2
3 4

Similar funds

DI
DRH Investments Thousand Oaks, California $123M AUM 31.65% 1-Year Est. Return
CPC
Cadia Private Client Parsippany, New Jersey $123M AUM
BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
GCM
Gumshoe Capital Management New York $123M AUM
SPA
Sound Portfolio Advisors Mystic, Connecticut $123M AUM
KFG
Kropog Financial Group Mandeville, Louisiana $123M AUM 17.52% 1-Year Est. Return
CCM
Cannon Capital Management Salt Lake City, Utah $123M AUM
FC
Farley Capital New York $123M AUM 23.66% 1-Year Est. Return

Pitti Group Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Pitti Group Wealth Management held 83 positions worth $117M, up 1.4% from $116M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Pitti Group Wealth Management withdrew a net $4.98M in Q3 2025, closing 8 positions and reducing 50 holdings. Its most notable exit was Pfizer, an estimated $386K position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 8.4% of assets, down from 9.4% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Pitti Group Wealth Management opened a new position in FMC worth $499K.

  • Pitti Group Wealth Management's largest Q3 2025 buy was FMC: 14,839 shares worth $499K.
  • Pitti Group Wealth Management added most to Vanguard Total International Stock ETF in Q3 2025, an estimated $231K increase.
  • Pitti Group Wealth Management's biggest Q3 2025 reduction was Meta Platforms (Facebook), cutting an estimated $648K.
  • Pitti Group Wealth Management fully exited Pfizer in Q3 2025, selling an estimated $386K.
  • Pitti Group Wealth Management's ten largest holdings make up 58% of its $117M portfolio in Q3 2025.
  • Pitti Group Wealth Management opened 5 new positions and closed 8 in Q3 2025.
  • Pitti Group Wealth Management's portfolio value rose 1.4% quarter-over-quarter to $117M.

Based on Pitti Group Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.