MondegarAI
Pitti Group Wealth Management, LLC

Q4 2024 · 13F-HR

Pitti Group Wealth Management, LLCholdings as filed

Filed 2025-02-10 · accession 0001951757-25-000230

$98.7M
Reported value
73
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
45783Y442ZALTINNOVATOR ETFS TRUST$9.2M9.34%309,744CommonNONE
922908769VTIVANGUARD INDEX FDS$6.9M6.99%23,812CommonNONE
464287465EFAISHARES TR$6.8M6.91%90,185CommonNONE
33740F425XJULFIRST TR EXCHNG TRADED FD VI$6.3M6.42%178,544CommonNONE
33740U752BUFQFIRST TR EXCHNG TRADED FD VI$4.2M4.27%134,063CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$3.8M3.87%6,513CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M3.71%6,259CommonNONE
478160104JNJJOHNSON & JOHNSON$3.1M3.13%21,356CommonNONE
464287507IJHISHARES TR$2.3M2.33%36,943CommonNONE
64110L106NFLXNETFLIX INC$2.3M2.30%2,551CommonNONE
67066G104NVDANVIDIA CORPORATION$2.2M2.18%16,050CommonNONE
023135106AMZNAMAZON COM INC$2.1M2.17%9,751CommonNONE
02079K305GOOGLALPHABET INC$2.1M2.08%10,852CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M2.06%18,872CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M1.98%9,979CommonNONE
097023105BABOEING CO$1.9M1.95%10,863CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.8M1.80%58,273CommonNONE
594918104MSFTMICROSOFT CORP$1.6M1.67%3,910CommonNONE
037833100AAPLAPPLE INC$1.5M1.53%6,009CommonNONE
33738R506RDVYFIRST TR EXCHANGE-TRADED FD$1.5M1.48%24,761CommonNONE
464288208IMCBISHARES TR$1.3M1.37%17,727CommonNONE
464287200IVVISHARES TR$1.3M1.34%2,245CommonNONE
532457108LLYELI LILLY & CO$1.3M1.34%1,708CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$1.3M1.31%52,844CommonNONE
74347G242ISPYPROSHARES TR$1.3M1.27%28,281CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$1.2M1.18%26,845CommonNONE
464287655IWMISHARES TR$1.2M1.17%5,228CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$1.1M1.14%22,525CommonNONE
060505104BACBANK AMERICA CORP$997,7381.01%22,702CommonNONE
548661107LOWLOWES COS INC$985,0291.00%3,991CommonNONE
921909768VXUSVANGUARD STAR FDS$954,3840.97%16,195CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$845,9890.86%9,912CommonNONE
921937835BNDVANGUARD BD INDEX FDS$808,9470.82%11,249CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$804,8580.82%16,831CommonNONE
055622104BPBP PLC$742,7540.75%25,127CommonNONE
02079K107GOOGALPHABET INC$720,1070.73%3,781CommonNONE
G5960L103MDTMEDTRONIC PLC$688,4580.70%8,619CommonNONE
571903202MARMARRIOTT INTL INC NEW$666,6270.68%2,390CommonNONE
46090E103QQQINVESCO QQQ TR$662,8590.67%1,297CommonNONE
747525103QCOMQUALCOMM INC$609,4860.62%3,967CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$608,9940.62%2,541CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$605,7380.61%2,626CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$594,4320.60%6,158CommonNONE
88160R101TSLATESLA INC$593,6450.60%1,470CommonNONE
704326107PAYXPAYCHEX INC$570,2940.58%4,067CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$527,8020.53%12,381CommonNONE
437076102HDHOME DEPOT INC$507,0430.51%1,303CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$490,5640.50%2,331CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$484,3340.49%13,510CommonNONE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$474,0290.48%12,271CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$469,1070.48%10,524CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$387,4590.39%9,689CommonNONE
717081103PFEPFIZER INC$374,7570.38%14,126CommonNONE
852234103XYZBLOCK INC$351,0940.36%4,131CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$341,2510.35%802CommonNONE
863667101SYKSTRYKER CORPORATION$332,7780.34%924CommonNONE
426281101JKHYHENRY JACK & ASSOC INC$315,5400.32%1,800CommonNONE
345370860FFORD MTR CO$308,0360.31%31,115CommonNONE
45783Y335AAPRINNOVATOR ETFS TRUST$303,5620.31%11,516CommonNONE
931142103WMTWALMART INC$289,8220.29%3,208CommonNONE
21036P108STZCONSTELLATION BRANDS INC$270,7510.27%1,225CommonNONE
92204A108VCRVANGUARD WORLD FD$269,1470.27%717CommonNONE
57636Q104MAMASTERCARD INCORPORATED$258,5460.26%491CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$258,2630.26%5,864CommonNONE
824348106SHWSHERWIN WILLIAMS CO$255,2940.26%751CommonNONE
82509L107SHOPSHOPIFY INC$254,8730.26%2,397CommonNONE
74347G234IQQQPROSHARES TR$236,9300.24%5,550CommonNONE
871607107SNPSSYNOPSYS INC$218,4120.22%450CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$213,4820.22%4,651CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$209,0970.21%846CommonNONE
33740U786XDECFIRST TR EXCHNG TRADED FD VI$206,0820.21%5,525CommonNONE
33737J117FEPFIRST TR EXCH TRD ALPHDX FD$203,6660.21%5,687CommonNONE
903899102ULBIULTRALIFE CORP$127,5440.13%17,120CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.