Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$3.35M |
| 2 |
FT Vest US Equity Moderate Buffer ETF June
GJUN
|
+$3.15M |
| 3 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$1.59M |
| 4 |
Eli Lilly
LLY
|
+$721K |
| 5 |
Ultralife
ULBI
|
+$43.5K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.52M |
| 2 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$1.28M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.09M |
| 4 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$916K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
+$762K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 6.81% |
| 2 | Technology | 6.03% |
| 3 | Healthcare | 5.9% |
| 4 | Consumer Discretionary | 5.18% |
| 5 | Energy | 4.58% |
Similar funds
Pitti Group Wealth Management's Q4 2023 Portfolio in Review
As of Q4 2023, Pitti Group Wealth Management held 66 positions worth $91.9M, up 5.1% from $87.4M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Pitti Group Wealth Management withdrew a net $2.96M in Q4 2023, closing 6 positions and reducing 46 holdings. Its most notable exit was State Street Health Care Select Sector SPDR ETF, an estimated $1.52M position sold in full.
By sector, the portfolio is most concentrated in Communication Services at 6.8% of assets, down from 7% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Pitti Group Wealth Management opened a new position in FT Vest US Equity Moderate Buffer ETF June worth $3.29M.
- Pitti Group Wealth Management's largest Q4 2023 buy was FT Vest US Equity Moderate Buffer ETF June: 103,385 shares worth $3.29M.
- Pitti Group Wealth Management added most to FT Vest Fund of Buffer ETFs in Q4 2023, an estimated $3.35M increase.
- Pitti Group Wealth Management's biggest Q4 2023 reduction was iShares MSCI EAFE ETF, cutting an estimated $1.09M.
- Pitti Group Wealth Management fully exited State Street Health Care Select Sector SPDR ETF in Q4 2023, selling an estimated $1.52M.
- Pitti Group Wealth Management's ten largest holdings make up 58% of its $91.9M portfolio in Q4 2023.
- Pitti Group Wealth Management opened 1 new position and closed 6 in Q4 2023.
- Pitti Group Wealth Management's portfolio value rose 5.1% quarter-over-quarter to $91.9M.
Based on Pitti Group Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.