Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$8.51M |
| 2 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
+$3.87M |
| 3 |
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
|
+$303K |
| 4 |
Netflix
NFLX
|
+$182K |
| 5 |
Meta Platforms (Facebook)
META
|
+$167K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$3.86M |
| 2 |
NVIDIA
NVDA
|
+$1.71M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.6M |
| 4 |
ProShares S&P 500 High Income ETF
ISPY
|
+$413K |
| 5 |
Hilton Worldwide
HLT
|
+$206K |
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% |
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Pitti Group Wealth Management's Q2 2024 Portfolio in Review
As of Q2 2024, Pitti Group Wealth Management held 64 positions worth $91.9M, up 2.7% from $89.5M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Pitti Group Wealth Management deployed $5.66M of net new capital in Q2 2024, opening 3 new positions and adding to 32 existing holdings. Its largest new stake was First Trust Smith Unconstrained Bond ETF: 348,616 shares worth $8.62M.
By sector, the portfolio is most concentrated in Communication Services at 6.8% of assets, down from 8.6% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was NVIDIA, an estimated $1.71M trimmed.
- Pitti Group Wealth Management's largest Q2 2024 buy was First Trust Smith Unconstrained Bond ETF: 348,616 shares worth $8.62M.
- Pitti Group Wealth Management added most to Netflix in Q2 2024, an estimated $182K increase.
- Pitti Group Wealth Management's biggest Q2 2024 reduction was NVIDIA, cutting an estimated $1.71M.
- Pitti Group Wealth Management fully exited FT Vest Fund of Nasdaq-100 Buffer ETFs in Q2 2024, selling an estimated $3.86M.
- Pitti Group Wealth Management's ten largest holdings make up 58% of its $91.9M portfolio in Q2 2024.
- Pitti Group Wealth Management opened 3 new positions and closed 4 in Q2 2024.
- Pitti Group Wealth Management's portfolio value rose 2.7% quarter-over-quarter to $91.9M.
Based on Pitti Group Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.