Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$9.2M |
| 2 |
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
|
+$6.3M |
| 3 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$4.16M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.93M |
| 5 |
NVIDIA
NVDA
|
+$1.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$10.8M |
| 2 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$8.62M |
| 3 |
FT Vest Buffered Allocation Growth ETF
BUFG
|
+$4.06M |
| 4 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
+$3.61M |
| 5 |
FT Vest US Equity Moderate Buffer ETF June
GJUN
|
+$3.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 9.22% |
| 2 | Technology | 7.73% |
| 3 | Consumer Discretionary | 6.1% |
| 4 | Healthcare | 5.88% |
| 5 | Energy | 2.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
FT Vest Growth-100 Buffer ETF June
QJUN
$663M
| – | – |
-149,828
| Closed | -$3.61M |
|
77
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$148M
| – | – |
-10,821
| Closed | -$287K |
|
|
78
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
| – | – |
-348,616
| Closed | -$8.62M |
|
Similar funds
Pitti Group Wealth Management's Q4 2024 Portfolio in Review
As of Q4 2024, Pitti Group Wealth Management held 78 positions worth $98.7M, up 7.3% from $91.9M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Pitti Group Wealth Management's Q4 2024 filing shows 18 new, 22 increased, 31 reduced and 5 closed positions. Its largest new stake was Innovator US Equity 10 Buffer ETF Quarterly: 309,744 shares worth $9.22M. The largest sale was FT Vest Fund of Buffer ETFs, an estimated $10.8M.
By sector, the portfolio is most concentrated in Communication Services at 9.2% of assets, up from 6.8% a quarter earlier, followed by Technology and Consumer Discretionary.
- Pitti Group Wealth Management's largest Q4 2024 buy was Innovator US Equity 10 Buffer ETF Quarterly: 309,744 shares worth $9.22M.
- Pitti Group Wealth Management added most to iShares Core S&P Mid-Cap ETF in Q4 2024, an estimated $1.93M increase.
- Pitti Group Wealth Management's biggest Q4 2024 reduction was FT Vest Fund of Buffer ETFs, cutting an estimated $10.8M.
- Pitti Group Wealth Management fully exited First Trust Smith Unconstrained Bond ETF in Q4 2024, selling an estimated $8.62M.
- Pitti Group Wealth Management's ten largest holdings make up 49% of its $98.7M portfolio in Q4 2024.
- Pitti Group Wealth Management opened 18 new positions and closed 5 in Q4 2024.
- Pitti Group Wealth Management's portfolio value rose 7.3% quarter-over-quarter to $98.7M.
Based on Pitti Group Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.