Q2 2025 · 13F-HR
Pitti Group Wealth Management, LLCholdings as filed
Filed 2025-07-15 · accession 0001951757-25-000845
$115.9M
Reported value
78
Positions
2025-06-30
Period end
The Brief · Pitti Group Wealth Management, LLC · Q2 2025
AI · grounded in 13F
Pitti Group Wealth Management, LLC established a new position in ZALT valued at $20.3M. The fund also opened new stakes in EFA for $15.9M and VTI for $7.5M. Additional new positions include BUFQ at $4.7M and META at $4.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45783Y442 | ZALT | INNOVATOR ETFS TRUST | $20.3M | 17.5% | 659,766 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $15.9M | 13.7% | 177,338 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $7.5M | 6.47% | 24,675 | Common | NONE |
| 33740U752 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.7M | 4.02% | 140,450 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $4.6M | 4.00% | 6,287 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $3.3M | 2.87% | 2,480 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.2M | 2.75% | 20,879 | Common | NONE |
| 097023105 | BA | BOEING CO | $2.5M | 2.19% | 12,122 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $2.5M | 2.15% | 40,220 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $2.4M | 2.11% | 33,623 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.3M | 1.99% | 14,601 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.3M | 1.98% | 10,462 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 1.92% | 10,846 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $2.0M | 1.74% | 18,664 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $2.0M | 1.69% | 11,103 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $1.9M | 1.60% | 3,726 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.7M | 1.51% | 2,827 | Common | NONE |
| 33738R506 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.32% | 24,468 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.5M | 1.26% | 2,343 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $1.4M | 1.18% | 6,660 | Common | NONE |
| 74347G242 | ISPY | PROSHARES TR | $1.4M | 1.18% | 32,140 | Common | NONE |
| 464288208 | IMCB | ISHARES TR | $1.3M | 1.13% | 16,507 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $1.3M | 1.09% | 1,616 | Common | NONE |
| 921909768 | VXUS | VANGUARD STAR FDS | $1.2M | 1.04% | 17,429 | Common | NONE |
| 46090A887 | GSY | INVESCO ACTIVELY MANAGED EXC | $1.2M | 1.03% | 23,836 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $1.1M | 0.93% | 4,985 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $1.1M | 0.91% | 22,375 | Common | NONE |
| 548661107 | LOW | LOWES COS INC | $935,913 | 0.81% | 4,218 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $789,999 | 0.68% | 9,063 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $788,389 | 0.68% | 10,707 | Common | NONE |
| 33740F847 | FNOV | FIRST TR EXCHNG TRADED FD VI | $785,524 | 0.68% | 15,676 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $760,517 | 0.66% | 10,233 | Common | NONE |
| 055622104 | BP | BP PLC | $746,724 | 0.64% | 24,949 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $731,705 | 0.63% | 2,524 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $726,941 | 0.63% | 1,318 | Common | NONE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $668,398 | 0.58% | 2,446 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $632,505 | 0.55% | 3,566 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $624,974 | 0.54% | 3,924 | Common | NONE |
| 45783Y103 | XDSQ | INNOVATOR ETFS TRUST | $612,060 | 0.53% | 16,374 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC | $593,155 | 0.51% | 4,078 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $565,940 | 0.49% | 2,492 | Common | NONE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $537,034 | 0.46% | 5,895 | Common | NONE |
| 33741X102 | SDVY | FIRST TR EXCHANGE-TRADED FD | $526,453 | 0.45% | 14,922 | Common | NONE |
| 33740F664 | FOCT | FIRST TR EXCHNG TRADED FD VI | $521,078 | 0.45% | 11,639 | Common | NONE |
| 33740U844 | XJUN | FIRST TR EXCHNG TRADED FD VI | $491,647 | 0.42% | 11,971 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $473,707 | 0.41% | 1,292 | Common | NONE |
| 33740U505 | FDEC | FIRST TR EXCHNG TRADED FD VI | $453,598 | 0.39% | 9,720 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $403,036 | 0.35% | 5,806 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $387,121 | 0.33% | 8,947 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $386,093 | 0.33% | 15,928 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $370,074 | 0.32% | 1,165 | Common | NONE |
| V7780T103 | RCL | ROYAL CARIBBEAN GROUP | $355,635 | 0.31% | 1,136 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $354,142 | 0.31% | 804 | Common | NONE |
| 345370860 | F | FORD MTR CO | $349,480 | 0.30% | 32,210 | Common | NONE |
| 931142103 | WMT | WALMART INC | $341,058 | 0.29% | 3,488 | Common | NONE |
| 863667101 | SYK | STRYKER CORPORATION | $340,654 | 0.29% | 861 | Common | NONE |
| 426281101 | JKHY | HENRY JACK & ASSOC INC | $324,306 | 0.28% | 1,800 | Common | NONE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $301,226 | 0.26% | 6,090 | Common | NONE |
| 852234103 | XYZ | BLOCK INC | $287,276 | 0.25% | 4,229 | Common | NONE |
| 33740F599 | FMAR | FIRST TR EXCHNG TRADED FD VI | $283,344 | 0.24% | 6,319 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $279,147 | 0.24% | 2,420 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $276,859 | 0.24% | 806 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $275,913 | 0.24% | 491 | Common | NONE |
| 871607107 | SNPS | SYNOPSYS INC | $274,284 | 0.24% | 535 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $256,523 | 0.22% | 708 | Common | NONE |
| 33740U539 | FHDG | FIRST TR EXCHNG TRADED FD VI | $254,164 | 0.22% | 7,990 | Common | NONE |
| 74347G234 | IQQQ | PROSHARES TR | $250,512 | 0.22% | 6,125 | Common | NONE |
| 33740F425 | XJUL | FIRST TR EXCHNG TRADED FD VI | $248,229 | 0.21% | 6,680 | Common | NONE |
| 33740F755 | BUFR | FIRST TR EXCHNG TRADED FD VI | $244,955 | 0.21% | 7,703 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $240,963 | 0.21% | 675 | Common | NONE |
| 45783Y178 | IBUF | INNOVATOR ETFS TRUST | $222,000 | 0.19% | 8,000 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $218,947 | 0.19% | 221 | Common | NONE |
| 33740U786 | XDEC | FIRST TR EXCHNG TRADED FD VI | $218,065 | 0.19% | 5,615 | Common | NONE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $213,538 | 0.18% | 302 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $210,260 | 0.18% | 317 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $208,811 | 0.18% | 784 | Common | NONE |
| 33740F367 | XOCT | FIRST TR EXCHNG TRADED FD VI | $203,618 | 0.18% | 5,696 | Common | NONE |
| 903899102 | ULBI | ULTRALIFE CORP | $134,529 | 0.12% | 14,981 | Common | NONE |
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.