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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
VWO icon
51
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$392K 0.33%
7,241
+1,151
+19% +$59.3K
VZ icon
52
Verizon
VZ
$198B
$370K 0.32%
8,429
-518
-6% -$22.4K
FHDG
53
FT Vest U.S. Equity Quarterly Dynamic Buffer ETF
FHDG
$69.6M
$319K 0.27%
9,690
+1,700
+21% +$55K
SHOP icon
54
Shopify
SHOP
$152B
$314K 0.27%
2,110
-310
-13% -$42K
SYK icon
55
Stryker
SYK
$131B
$312K 0.27%
844
-17
-2% -$6.57K
XYZ
56
Block Inc
XYZ
$48.9B
$290K 0.25%
4,014
-215
-5% -$16.1K
VCR icon
57
Vanguard Consumer Discretionary ETF
VCR
$6.28B
$280K 0.24%
708
– –
MA icon
58
Mastercard
MA
$500B
$279K 0.24%
491
– –
RCL icon
59
Royal Caribbean
RCL
$86.7B
$273K 0.23%
843
-293
-26% -$97.9K
JKHY icon
60
Jack Henry & Associates
JKHY
$11.1B
$268K 0.23%
1,800
– –
XJUL icon
61
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$42.3M
$263K 0.22%
6,847
+167
+3% +$6.3K
IBUF
62
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
$110M
$256K 0.22%
9,000
+1,000
+13% +$28K
FMAR icon
63
FT Vest US Equity Buffer ETF March
FMAR
$1.15B
$252K 0.21%
5,437
-882
-14% -$40.2K
SHW icon
64
Sherwin-Williams
SHW
$86B
$247K 0.21%
714
-92
-11% -$32.4K
IQQQ icon
65
ProShares Nasdaq-100 High Income ETF
IQQQ
$399M
$244K 0.21%
5,550
-575
-9% -$24.2K
ABBV icon
66
AbbVie
ABBV
$433B
$237K 0.2%
+1,025
New +$209K
VGT icon
67
Vanguard Information Technology ETF
VGT
$141B
$237K 0.2%
2,536
– –
WMT icon
68
Walmart Inc
WMT
$881B
$234K 0.2%
2,271
-1,217
-35% -$121K
XDEC icon
69
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$203M
$221K 0.19%
5,511
-104
-2% -$4.11K
MS icon
70
Morgan Stanley
MS
$332B
$217K 0.19%
+1,367
New +$202K
F icon
71
Ford
F
$57.5B
$209K 0.18%
17,514
-14,696
-46% -$169K
QDEC icon
72
FT Vest Growth-100 Buffer ETF December
QDEC
$689M
$207K 0.18%
+6,664
New +$201K
HLT icon
73
Hilton Worldwide
HLT
$70.7B
$201K 0.17%
776
-8
-1% -$2.16K
VB icon
74
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$200K 0.17%
+787
New +$195K
ULBI icon
75
Ultralife
ULBI
$87.4M
$123K 0.1%
17,981
+3,000
+20% +$22.7K
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.