Pitti Group Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$7.18M |
| 2 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$6.84M |
| 3 |
IBUF
Innovator International Developed 10 Buffer ETF - Quarterly
IBUF
|
+$217K |
| 4 |
Eaton
ETN
|
+$208K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
|
+$195K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
|
+$6.25M |
| 2 |
AbbVie
ABBV
|
+$213K |
| 3 |
NVIDIA
NVDA
|
+$150K |
| 4 |
Eli Lilly
LLY
|
+$83.1K |
| 5 |
Tesla
TSLA
|
+$77.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 9.44% |
| 2 | Technology | 6.83% |
| 3 | Healthcare | 5.15% |
| 4 | Consumer Discretionary | 4.88% |
| 5 | Financials | 2.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Hilton Worldwide
HLT
$72.1B
| $209K | 0.18% |
+784
| New | +$187K |
|
|
77
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$72.6M
| $204K | 0.18% |
+5,696
| New | +$195K |
|
78
Ultralife
ULBI
$86.4M
| $135K | 0.12% |
14,981
-6,139
| -29% | -$36.4K |
|
|
79
AbbVie
ABBV
$443B
| – | – |
-1,018
| Closed | -$213K |
|
Similar funds
Pitti Group Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Pitti Group Wealth Management held 79 positions worth $116M, up 19% from $97.5M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Pitti Group Wealth Management deployed $9.17M of net new capital in Q2 2025, opening 6 new positions and adding to 42 existing holdings. Its largest new stake was Innovator International Developed 10 Buffer ETF - Quarterly: 8,000 shares worth $222K.
By sector, the portfolio is most concentrated in Communication Services at 9.4% of assets, up from 8.9% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was FT Vest US Equity Enhance & Moderate Buffer ETF July, an estimated $6.25M trimmed.
- Pitti Group Wealth Management's largest Q2 2025 buy was Innovator International Developed 10 Buffer ETF - Quarterly: 8,000 shares worth $222K.
- Pitti Group Wealth Management added most to iShares MSCI EAFE ETF in Q2 2025, an estimated $7.18M increase.
- Pitti Group Wealth Management's biggest Q2 2025 reduction was FT Vest US Equity Enhance & Moderate Buffer ETF July, cutting an estimated $6.25M.
- Pitti Group Wealth Management fully exited AbbVie in Q2 2025, selling an estimated $213K.
- Pitti Group Wealth Management's ten largest holdings make up 58% of its $116M portfolio in Q2 2025.
- Pitti Group Wealth Management opened 6 new positions and closed 1 in Q2 2025.
- Pitti Group Wealth Management's portfolio value rose 19% quarter-over-quarter to $116M.
Based on Pitti Group Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.