Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.75M |
| 2 |
Bank of America
BAC
|
+$288K |
| 3 |
PayPal
PYPL
|
+$251K |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$208K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
|
+$198K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$2.31M |
| 2 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$1.51M |
| 3 |
Meta Platforms (Facebook)
META
|
+$959K |
| 4 |
Visa
V
|
+$852K |
| 5 |
General Motors
GM
|
+$665K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 6.95% |
| 2 | Technology | 6.74% |
| 3 | Consumer Discretionary | 5.77% |
| 4 | Healthcare | 5.42% |
| 5 | Energy | 5% |
Similar funds
Pitti Group Wealth Management's Q2 2023 Portfolio in Review
As of Q2 2023, Pitti Group Wealth Management held 71 positions worth $89.3M, down 0.29% from $89.6M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Pitti Group Wealth Management withdrew a net $6.15M in Q2 2023, closing 9 positions and reducing 29 holdings. Its most notable exit was First Trust NASDAQ Cybersecurity ETF, an estimated $2.31M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 7% of assets, up from 6.5% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Pitti Group Wealth Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF December worth $203K.
- Pitti Group Wealth Management's largest Q2 2023 buy was FT Vest US Equity Enhance & Moderate Buffer ETF December: 6,225 shares worth $203K.
- Pitti Group Wealth Management added most to FT Vest Fund of Buffer ETFs in Q2 2023, an estimated $1.75M increase.
- Pitti Group Wealth Management's biggest Q2 2023 reduction was FT Vest Buffered Allocation Growth ETF, cutting an estimated $1.51M.
- Pitti Group Wealth Management fully exited First Trust NASDAQ Cybersecurity ETF in Q2 2023, selling an estimated $2.31M.
- Pitti Group Wealth Management's ten largest holdings make up 55% of its $89.3M portfolio in Q2 2023.
- Pitti Group Wealth Management opened 2 new positions and closed 9 in Q2 2023.
- Pitti Group Wealth Management's portfolio value fell 0.29% quarter-over-quarter to $89.3M.
Based on Pitti Group Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.