Pacitti Group Inc.
RIA/Wealth
Pacitti Group Inc. is a RIA/Wealth based in Tulsa, OK led by Elissa Ann Lovell, reporting $338.2M in AUM as of Q3 2025 with 34% ETF concentration.
CCOElissa Ann Lovell
- Portfolio Value
- $258.3M
- Positions
- 151
- Top Holding
- BIL at 5.96%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Pacitti Group Inc.'s portfolio (33.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.4M | 5.96% | +$1.0M Bought | — 167.9K shares | |
Consumer Electronics Technology | $10.7M | 4.14% | +$827.3K Bought | 0.00% 42.0K shares | |
Semiconductors Technology | $9.8M | 3.81% | -$58.2K Sold | 0.00% 52.7K shares | |
Software - Infrastructure Technology | $9.1M | 3.51% | -$4.1K Sold | 0.00% 17.5K shares | |
Unknown Unknown | $8.2M | 3.19% | +$1.3M Bought | — 38.1K shares | |
Semiconductors Technology | $8.0M | 3.09% | +$335.5K Bought | 0.00% 24.2K shares | |
ETF ETF | $7.8M | 3.01% | +$348.6K Bought | — 55.2K shares | |
ETF ETF | $6.3M | 2.43% | +$262.5K Bought | — 104.7K shares | |
Banks - Diversified Financial Services | $5.1M | 1.99% | +$193.7K Bought | 0.00% 16.3K shares | |
ETF ETF | $5.0M | 1.94% | +$86.5K Bought | — 48.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Pacitti Group Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Pacitti Group Inc.
GthenA