Asset Manager
← All Institutions
Pitti Group Wealth Management, LLC
Market Value
$137M
+11.4%
Holdings
84
+4
New Purchases
4
Added To
37
Closed
1
Reduced
32
Top 10 Concentration
55.4%
Turnover
6.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VTI | 7.06% | 6.49% | +0.57% | $10M |
| VXUS | 1.73% | 1.37% | +0.36% | $2M |
| QQQM | 0.90% | 0.61% | +0.29% | $1M |
| IJH | 2.71% | 2.42% | +0.28% | $4M |
| GLW | 0.25% | 0.00% | +0.25% | $341K |
| GSY | 1.51% | 1.32% | +0.20% | $2M |
| SPY | 1.65% | 1.46% | +0.20% | $2M |
| GOOGL | 2.35% | 2.16% | +0.19% | $3M |
| LLY | 1.32% | 1.13% | +0.19% | $2M |
| MU | 0.18% | 0.00% | +0.18% | $240K |
| SMH | 0.17% | 0.00% | +0.17% | $230K |
| SDVY | 0.76% | 0.61% | +0.15% | $1M |
| XNOV | 0.15% | 0.00% | +0.15% | $201K |
| ISPY | 1.37% | 1.24% | +0.13% | $2M |
| BND | 1.01% | 0.88% | +0.13% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NFLX | 1.18% | 1.75% | -0.57% | $2M |
| XONA.DE | 1.48% | 2.05% | -0.57% | $2M |
| EFA | 13.40% | 13.87% | -0.47% | $18M |
| ZALT | 9.36% | 9.84% | -0.47% | $13M |
| META | 2.25% | 2.60% | -0.34% | $3M |
| JNJ | 3.87% | 4.15% | -0.28% | $5M |
| BA | 1.64% | 1.88% | -0.23% | $2M |
| FDX | 0.00% | 0.18% | -0.18% | $0 |
| FHDG | 8.98% | 9.14% | -0.16% | $12M |
| LOW | 0.51% | 0.67% | -0.16% | $703K |
| MDT | 0.50% | 0.62% | -0.12% | $683K |
| MSFT | 0.92% | 1.03% | -0.10% | $1M |
| VZ | 0.31% | 0.41% | -0.10% | $428K |
| NEE | 0.35% | 0.41% | -0.06% | $481K |
| MA | 0.19% | 0.24% | -0.05% | $254K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 27 | $48M | 34.9% |
| Large Cap | 32 | $45M | 33.0% |
| Mid Cap | 2 | $2M | 1.7% |
| Small Cap | 10 | $24M | 17.2% |
| Micro Cap | 13 | $18M | 13.3% |
Portfolio Analytics
Avg Market Cap
$543.5B
Median Market Cap
$103.5B
Avg P/E
36.9
Median P/E
21.1
Avg Dividend Yield
0.01%
Avg Beta
0.96
# Stocks
41
# ETFs / Funds
43
Top Holdings (84 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | EFA | 13.40% | 176,688 | $18M | $103.88 | $1M | +1,126 | +0.6% | |
| 2 | ZALT | 9.36% | 378,737 | $13M | $33.87 | $736K | +6,228 | +1.7% | |
| 3 | FHDG | 8.98% | 339,548 | $12M | $36.24 | $1M | +7,034 | +2.1% | |
| 4 | VTI | 7.06% | 26,148 | $10M | $370.04 | $2M | +1,261 | +5.1% | |
| 5 | JNJ | 3.87% | 20,892 | $5M | $253.97 | $199K | +1 | — | |
| 6 | BUFQ | 3.18% | 111,014 | $4M | $39.27 | $442K | +91 | +0.1% | |
| 7 | IJH | 2.71% | 48,078 | $4M | $77.11 | $726K | +3,937 | +8.9% | |
| 8 | GOOGL | 2.35% | 9,028 | $3M | $357.36 | $568K | -215 | -2.3% | |
| 9 | META | 2.25% | 5,483 | $3M | $563.24 | -$104K | -96 | -1.7% | |
| 10 | SPYM | 2.20% | 34,236 | $3M | $87.88 | $419K | +397 | +1.2% | |
| 11 | VIG | 1.93% | 11,189 | $3M | $236.61 | $232K | -43 | -0.4% | |
| 12 | VXUS | 1.73% | 27,693 | $2M | $85.49 | $682K | +5,830 | +26.7% | |
| 13 | NVDA | 1.67% | 11,453 | $2M | $200.09 | $233K | -352 | -3.0% | |
| 14 | SPY | 1.65% | 3,029 | $2M | $746.67 | $473K | +278 | +10.1% | |
| 15 | BA | 1.64% | 10,402 | $2M | $216.47 | -$58K | -1,201 | -10.3% | |
| 16 | GSY | 1.51% | 41,356 | $2M | $50.15 | $455K | +9,062 | +28.1% | |
| 17 | XONA.DE | 1.48% | 14,854 | $2M | $136.72 | -$490K | -3 | -0.0% | |
| 18 | AMZN | 1.47% | 8,436 | $2M | $238.33 | $205K | -234 | -2.7% | |
| 19 | RDVY | 1.47% | 24,800 | $2M | $81.06 | $318K | +15 | +0.1% | |
| 20 | ISPY | 1.37% | 38,921 | $2M | $48.19 | $356K | +3,860 | +11.0% | |
| 21 | LLY | 1.32% | 1,506 | $2M | $1,199.51 | $422K | +1 | +0.1% | |
| 22 | IVV | 1.28% | 2,348 | $2M | $748.74 | $205K | -29 | -1.2% | |
| 23 | IMCB | 1.26% | 17,876 | $2M | $96.56 | $252K | +202 | +1.1% | |
| 24 | AAPL | 1.26% | 5,946 | $2M | $289.36 | $135K | -302 | -4.8% | |
| 25 | NFLX | 1.18% | 22,567 | $2M | $71.40 | -$537K | +224 | +1.0% | |
| 26 | IWM | 1.14% | 5,219 | $2M | $300.44 | $280K | +27 | +0.5% | |
| 27 | BND | 1.01% | 18,932 | $1M | $73.41 | $303K | +4,168 | +28.2% | |
| 28 | MSFT | 0.92% | 3,396 | $1M | $373.04 | $3K | -19 | -0.6% | |
| 29 | QQQM | 0.90% | 4,056 | $1M | $303.00 | $483K | +916 | +29.2% | |
| 30 | DDTO | 0.89% | 53,033 | $1M | $22.94 | $134K | +2,004 | +3.9% | |
| 31 | BAC | 0.79% | 19,007 | $1M | $56.98 | $48K | -2,234 | -10.5% | |
| 32 | SDVY | 0.76% | 24,220 | $1M | $43.14 | $291K | +5,092 | +26.6% | |
| 33 | IBUF | 0.67% | 29,168 | $918K | $31.48 | $90K | +1,100 | +3.9% | |
| 34 | GOOG | 0.66% | 2,566 | $907K | $353.37 | $164K | -24 | -0.9% | |
| 35 | AVUV | 0.65% | 7,112 | $887K | $124.76 | $193K | +828 | +13.2% | |
| 36 | FNOV | 0.64% | 14,989 | $877K | $58.49 | $76K | — | — | |
| 37 | MAR | 0.60% | 2,227 | $825K | $370.55 | $96K | -3 | -0.1% | |
| 38 | QQQ | 0.60% | 1,114 | $820K | $736.45 | $177K | — | — | |
| 39 | JPM | 0.54% | 2,240 | $733K | $327.34 | $75K | +2 | +0.1% | |
| 40 | EBUF | 0.52% | 22,336 | $711K | $31.85 | $85K | +1,100 | +5.2% | |
| 41 | LOW | 0.51% | 3,188 | $703K | $220.47 | -$123K | -307 | -8.8% | |
| 42 | MDT | 0.50% | 8,724 | $683K | $78.23 | -$75K | -17 | -0.2% | |
| 43 | QCOM | 0.47% | 3,488 | $644K | $184.77 | $163K | -249 | -6.7% | |
| 44 | XDSQ | 0.45% | 14,367 | $617K | $42.96 | $48K | -3 | -0.0% | |
| 45 | FOCT | 0.42% | 11,130 | $582K | $52.29 | $43K | -172 | -1.5% | |
| 46 | VWO | 0.42% | 9,747 | $582K | $59.69 | $176K | +2,247 | +30.0% | |
| 47 | XJUN | 0.39% | 12,025 | $534K | $44.43 | $18K | — | — | |
| 48 | FDEC | 0.39% | 9,718 | $529K | $54.47 | $46K | — | — | |
| 49 | TSLA | 0.36% | 1,180 | $496K | $420.60 | $68K | +28 | +2.4% | |
| 50 | NEE | 0.35% | 5,478 | $481K | $87.77 | -$29K | -11 | -0.2% | |
| 51 | PYPL | 0.34% | 10,699 | $462K | $43.18 | -$3K | +416 | +4.0% | |
| 52 | VZ | 0.31% | 10,106 | $428K | $42.34 | -$75K | +86 | +0.9% | |
| 53 | DDTJ | 0.31% | 21,200 | $426K | $20.09 | $32K | — | — | |
| 54 | PAYX | 0.31% | 4,257 | $419K | $98.33 | $28K | +12 | +0.3% | |
| 55 | HD | 0.28% | 1,080 | $381K | $352.70 | $15K | -33 | -3.0% | |
| 56 | GLW | 0.25% | 1,335 | $341K | $255.48 | — | +1,335 | — | NEW |
| 57 | VGT | 0.24% | 2,736 | $327K | $119.52 | $88K | +2,394 | +700.0% | |
| 58 | QBUF | 0.24% | 10,584 | $326K | $30.77 | $49K | +1,100 | +11.6% | |
| 59 | UBER | 0.22% | 4,201 | $303K | $72.16 | $19K | +248 | +6.3% | |
| 60 | SQ | 0.22% | 3,987 | $303K | $76.00 | $59K | -76 | -1.9% | |
| 61 | DDTF | 0.22% | 14,600 | $296K | $20.24 | $23K | — | — | |
| 62 | MS | 0.21% | 1,372 | $287K | $209.01 | $61K | +2 | +0.1% | |
| 63 | IQQQ | 0.21% | 5,588 | $284K | $50.80 | $44K | -177 | -3.1% | |
| 64 | VCR | 0.21% | 709 | $281K | $396.61 | $27K | — | — | |
| 65 | FMAR | 0.20% | 5,374 | $281K | $52.26 | $17K | -58 | -1.1% | |
| 66 | SYK | 0.20% | 881 | $277K | $314.85 | -$13K | -3 | -0.3% | |
| 67 | RCL | 0.20% | 869 | $276K | $317.48 | $51K | +50 | +6.1% | |
| 68 | ABBV | 0.20% | 1,081 | $272K | $251.60 | $38K | +5 | +0.5% | |
| 69 | HLT | 0.19% | 784 | $259K | $330.46 | $22K | +5 | +0.6% | |
| 70 | MA | 0.19% | 495 | $254K | $513.60 | -$38K | -90 | -15.4% | |
| 71 | WMT | 0.18% | 2,227 | $252K | $113.27 | -$30K | -44 | -1.9% | |
| 72 | SHW | 0.18% | 730 | $251K | $344.34 | $12K | -18 | -2.4% | |
| 73 | DDFO | 0.18% | 11,150 | $251K | $22.51 | $12K | — | — | |
| 74 | V | 0.18% | 700 | $240K | $343.17 | $29K | — | — | |
| 75 | MU | 0.18% | 208 | $240K | $1,154.29 | — | +208 | — | NEW |
| 76 | VB | 0.17% | 786 | $238K | $303.22 | $32K | -1 | -0.1% | |
| 77 | XDEC | 0.17% | 5,369 | $230K | $42.83 | $8K | -142 | -2.6% | |
| 78 | SMH | 0.17% | 350 | $230K | $656.09 | — | +350 | — | NEW |
| 79 | QDEC | 0.16% | 6,219 | $221K | $35.61 | $17K | -285 | -4.4% | |
| 80 | SHOP | 0.16% | 1,880 | $215K | $114.18 | -$17K | -70 | -3.6% | |
| 81 | XNOV | 0.15% | 5,076 | $201K | $39.63 | — | +5,076 | — | NEW |
| 82 | F | 0.14% | 13,361 | $186K | $13.90 | $22K | -864 | -6.1% | |
| 83 | ULBI | 0.09% | 20,443 | $129K | $6.32 | -$4K | — | — | |
| 84 | FDX | —% | — | — | — | -$227K | -638 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| FDX | — | —% |