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Pitti Group Wealth Management, LLC

Pitti Group Wealth Management, LLC is an institution, managing $117.1M across 74 long positions as of Q3 2025 with 65% ETF concentration, 58% concentrated in top 10 holdings, and 18% allocation to ZALT.

Portfolio Value
$117.1M
Positions
74
Top Holding
ZALT at 18.15%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in Pitti Group Wealth Management, LLC's portfolio (58.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$21.3M
18.15%
+$225.3K
Bought
666.8K shares
ETF
ETF
$16.3M
13.88%
-$295.0K
Sold
174.2K shares
ETF
ETF
$7.9M
6.76%
-$183.8K
Sold
24.1K shares
ETF
ETF
$4.8M
4.09%
-$98.2K
Sold
137.6K shares
Internet Content & Information
Communication Services
$4.0M
3.40%
-$639.7K
Sold
0.00%
5.4K shares
Drug Manufacturers - General
Healthcare
$3.9M
3.30%
-$5.4K
Sold
0.00%
20.9K shares
ETF
ETF
$2.7M
2.31%
+$78.1K
Bought
41.4K shares
8
Netflix logo
Entertainment
Communication Services
$2.6M
2.26%
-$327.3K
Sold
0.00%
2.2K shares
ETF
ETF
$2.6M
2.21%
-$39.4K
Sold
33.1K shares
10
Boeing logo
Aerospace & Defense
Industrials
$2.5M
2.12%
-$134.5K
Sold
0.00%
11.5K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Pitti Group Wealth Management, LLC's latest filing

See all changes
Market Value
$117.1M
Prior: $115.4M
Q/Q Change
+1.52%
+$1.8M
Net Flows % of MV
-4.65%
Turnover Ratio
4.65%
New Purchases
4 stocks
$1.2M
Added To
13 stocks
+$1.4M
Sold Out Of
8 stocks
$2.1M
Reduced Holdings
50 stocks
-$5.8M

Increased Positions

PositionShares Δ
New
New
New
New
+21.3%

Decreased Positions

PositionShares Δ
1
Pfizer logo
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Pitti Group Wealth Management, LLC

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Sector Allocation

ETF: 64.90%ETFCommunication Services: 8.40%Communication ServicesTechnology: 6.00%Healthcare: 5.50%Consumer Cyclical: 4.10%Industrials: 2.70%Financial Services: 2.50%Energy: 1.80%Basic Materials: 0.60%Utilities: 0.40%Consumer Defensive: 0.20%
ETF
64.90%
Communication Services
8.40%
Technology
6.00%
Healthcare
5.50%
Consumer Cyclical
4.10%
Industrials
2.70%
Financial Services
2.50%
Energy
1.80%
Basic Materials
0.60%
Utilities
0.40%
Consumer Defensive
0.20%

Market Cap Distribution

Mega Cap (> $200B): 23.59%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.07%Mid Cap ($2B - $10B): 0.43%Micro Cap ($50M - $300M): 0.10%N/A (ETF or Unknown): 67.81%N/A (ETF or Unknown)
Mega Cap (> $200B)
23.59%
Large Cap ($10B - $200B)
8.07%
Mid Cap ($2B - $10B)
0.43%
Micro Cap ($50M - $300M)
0.10%
N/A (ETF or Unknown)
67.81%

Portfolio Concentration

Top 10 Holdings %
58.47%
Top 20 Holdings %
74.61%
Top 50 Holdings %
94.77%
Top 100 Holdings %
100.0%

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