Portfolio (Quarterly)
Guide ↗
Pitti Group Wealth Management, LLC
· CIK 0001909664| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LOW | LOWES COS INC | Consumer Cyclical | 3,188.0 | $703K | 0.51% | NEW | — | $220.47 | -7.3% |
| 42 | MDT | MEDTRONIC PLC | Healthcare | 8,724.0 | $683K | 0.50% | NEW | — | $78.23 | +20.4% |
| 43 | QCOM | QUALCOMM INC | Technology | 3,488.0 | $644K | 0.47% | NEW | — | $184.77 | -8.7% |
| 44 | XDSQ | INNOVATOR ETFS TRUST | — | 14,367.0 | $617K | 0.45% | NEW | — | $42.96 | +4.2% |
| 45 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 11,130.0 | $582K | 0.42% | NEW | — | $52.29 | +3.0% |
| 46 | VWO | VANGUARD INTL EQUITY INDEX F | — | 9,747.0 | $582K | 0.42% | NEW | — | $59.69 | +2.9% |
| 47 | XJUN | FIRST TR EXCHNG TRADED FD VI | — | 12,025.0 | $534K | 0.39% | NEW | — | $44.43 | +2.1% |
| 48 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 9,718.0 | $529K | 0.39% | NEW | — | $54.47 | +2.7% |
| 49 | TSLA | TESLA INC | Consumer Cyclical | 1,180.0 | $496K | 0.36% | NEW | — | $420.60 | -15.8% |
| 50 | NEE | NEXTERA ENERGY INC | Utilities | 5,478.0 | $481K | 0.35% | NEW | — | $87.77 | -4.9% |
| 51 | PYPL | PAYPAL HLDGS INC | Financial Services | 10,699.0 | $462K | 0.34% | NEW | — | $43.18 | +27.3% |
| 52 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 10,106.0 | $428K | 0.31% | NEW | — | $42.34 | +18.4% |
| 53 | DDTJ | INNOVATOR ETFS TRUST | — | 21,200.0 | $426K | 0.31% | NEW | — | $20.09 | +2.4% |
| 54 | PAYX | PAYCHEX INC | Industrials | 4,257.0 | $419K | 0.30% | NEW | — | $98.33 | +23.8% |
| 55 | HD | HOME DEPOT INC | Consumer Cyclical | 1,080.0 | $381K | 0.28% | NEW | — | $352.70 | -9.0% |
| 56 | GLW | CORNING INC | Technology | 1,335.0 | $341K | 0.25% | NEW | — | $255.48 | -39.6% |
| 57 | VGT | VANGUARD WORLD FD | — | 2,736.0 | $327K | 0.24% | NEW | — | $119.52 | +1.5% |
| 58 | QBUF | INNOVATOR ETFS TRUST | — | 10,584.0 | $326K | 0.24% | NEW | — | $30.77 | -0.0% |
| 59 | UBER | UBER TECHNOLOGIES INC | Technology | 4,201.0 | $303K | 0.22% | NEW | — | $72.16 | +5.0% |
| 60 | — | BLOCK INC | — | 3,987.0 | $303K | 0.22% | NEW | — | $76.00 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
20.5%
Healthcare
20.4%
Technology
17.2%
Financial Services
15.0%
Consumer Cyclical
12.6%
Industrials
6.9%
Energy
5.0%
Utilities
1.2%
Basic Materials
0.6%
Consumer Defensive
0.6%