Pitti Group Wealth Management, LLC
82 holdingsFiling period: 2026-03-31Current AUM: $136.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | 175.6K | $17.1M | $18.5M | 13.54% | +1.2K | 2026-03-31 |
| 2 | ZALT | INNOVATOR ETFS TRUST | 372.5K | $12.1M | $12.7M | 9.27% | +8.2K | 2026-03-31 |
| 3 | FHDG | FIRST TR EXCHNG TRADED FD VI | 332.5K | $11.2M | $12.1M | 8.84% | +7.8K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 24.9K | $8.0M | $9.2M | 6.69% | +634 | 2026-03-31 |
| 5 | JNJ | JOHNSON & JOHNSON | 20.9K | $5.1M | $5.4M | 3.91% | -50 | 2026-03-31 |
| 6 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 110.9K | $3.9M | $4.3M | 3.12% | -24,005 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 5.6K | $3.2M | $3.1M | 2.27% | +35 | 2026-03-31 |
| 8 | IJH | ISHARES TR | 44.1K | $3.0M | $3.3M | 2.43% | +2.5K | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 9.2K | $2.7M | $3.3M | 2.40% | +127 | 2026-03-31 |
| 10 | SPYM | SPDR SERIES TRUST | 33.8K | $2.6M | $3.0M | 2.17% | +1.1K | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 14.9K | $2.5M | $2.3M | 1.69% | -- | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 14.9K | $2.5M | $2.3M | 1.69% | -- | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 11.2K | $2.4M | $2.7M | 1.96% | +487 | 2026-03-31 |
| 14 | BA | BOEING CO | 11.6K | $2.3M | $2.5M | 1.83% | +39 | 2026-03-31 |
| 15 | NFLX | NETFLIX INC. | 22.3K | $2.1M | $1.6M | 1.17% | +183 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 11.8K | $2.1M | $2.4M | 1.73% | +341 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 8.7K | $1.8M | $2.4M | 1.72% | +316 | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 2.8K | $1.8M | $2.1M | 1.50% | +117 | 2026-03-31 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | 24.8K | $1.7M | $2.0M | 1.47% | +756 | 2026-03-31 |
| 20 | VXUS | VANGUARD STAR FDS | 21.9K | $1.7M | $1.8M | 1.35% | +1.8K | 2026-03-31 |
| 21 | GSY | INVESCO ACTIVELY MANAGED EXC | 32.3K | $1.6M | $1.6M | 1.18% | +3.0K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 6.2K | $1.6M | $1.9M | 1.41% | +175 | 2026-03-31 |
| 23 | IVV | ISHARES TR | 2.4K | $1.6M | $1.8M | 1.30% | +147 | 2026-03-31 |
| 24 | ISPY | PROSHARES TR | 35.1K | $1.5M | $1.7M | 1.23% | +1.7K | 2026-03-31 |
| 25 | IMCB | ISHARES TR | 17.7K | $1.5M | $1.7M | 1.25% | +1.4K | 2026-03-31 |
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