Pitti Group Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Pitti Group Wealth Management, LLC reported 61 stock positions worth $89.5 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 12.9% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 7.6%) and VG Morningstar TS MKT ETF-US (VTI, 6.6%). Compared with Q4 2023, it opened 4 new positions, sold out of 3, added to 19 and reduced 34. The biggest buy was a new position in FT VST Lad NSDQ Buf ETF-Usdi (BUFQ) and the biggest sale an exit from First Trust Smith Unconstrai (UCON).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $89.5M (Q1 2024)
- SEC Filing
- 0001951757-24-000385 ↗ filed Apr 24, 2024
Holdings Value
Holdings 61 stocks · $89.5M
| BUFR FT Vest Lad Buffervetf-Usd I | 12.93% | 414,803 | $11.6M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 7.62% | 86,855 | $6.8M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 6.61% | 23,034 | $5.9M | Reduce -1.6% |
| BUFG FT Vest Buffered Allocation | 5.48% | 219,303 | $4.9M | Add +0.2% |
| XOM Exxon Mobil Corp. | 4.53% | 33,291 | $4.1M | Add +0.1% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.31% | 135,806 | $3.9M | New |
| GJUN FT Vest US Equity Moderate B | 3.88% | 104,035 | $3.5M | Add +0.6% |
| META Meta Platforms Inc. Class A | 3.87% | 6,625 | $3.5M | Reduce -4.9% |
| JNJ Johnson & Johnson | 3.65% | 21,935 | $3.3M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.59% | 6,204 | $3.2M | Add +0.7% |
| AMZN Amazon.com Inc. | 2.33% | 11,014 | $2.1M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 2.24% | 34,151 | $2.0M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 2.06% | 10,368 | $1.8M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 1.96% | 11,012 | $1.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 1.94% | 1,911 | $1.7M | Reduce -12.9% |
| IWM iShares Russell 2000 ETF | 1.82% | 8,056 | $1.6M | Reduce -1.7% |
| MSFT Microsoft Corp. | 1.73% | 3,618 | $1.5M | Add +4.1% |
| NFLX Netflix Inc. | 1.66% | 2,356 | $1.5M | Reduce -11.0% |
| RDVY First Trust Rising Dividend | 1.55% | 25,390 | $1.4M | Reduce -2.0% |
| BA The Boeing Co. | 1.54% | 7,947 | $1.4M | Add +2.5% |
| IMCB iShares Morningstar Mid-Cap | 1.43% | 17,972 | $1.3M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 1.42% | 1,673 | $1.3M | Add +0.8% |
| IVV iShares Core S&P 500 ETF | 1.35% | 2,327 | $1.2M | Reduce -2.0% |
| AAPL Apple Inc. | 1.28% | 6,566 | $1.1M | Reduce -5.2% |
| BP BP PLC-Spons ADR | 1.11% | 25,127 | $996K | No change |
| LOW Lowe's Cos Inc. | 1.05% | 3,977 | $936K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.99% | 24,450 | $889K | Reduce -4.0% |
| FNOV FT Vest US Equity Buffer ETF | 0.93% | 18,681 | $832K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.84% | 4,314 | $756K | Reduce -9.0% |
| MDT Medtronic PLC | 0.80% | 8,715 | $716K | Add +1.6% |
| PYPL PayPal Holdings Inc. | 0.77% | 10,452 | $688K | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.71% | 3,948 | $635K | Reduce -3.8% |
| MAR Marriott International Class A | 0.70% | 2,417 | $625K | Reduce -14.5% |
| GSY Invesco Ultra Short Duration | 0.67% | 11,935 | $596K | Add +3.8% |
| VXUS Vanguard Total Intl Stock | 0.63% | 9,494 | $568K | Add +8.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.63% | 1,263 | $562K | Reduce -3.7% |
| DEO Diageo PLC-Sponsored ADR | 0.63% | 3,977 | $560K | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.61% | 2,777 | $543K | Reduce -2.1% |
| FOCT FT Vest U.S. Equity Buffer E | 0.58% | 12,841 | $520K | No change |
| PAYX Paychex Inc. | 0.55% | 3,934 | $489K | Add +0.1% |
| FDEC FT Vest U.S. Equity Buffer E | 0.48% | 10,526 | $433K | Add +8.2% |
| HD Home Depot Inc. | 0.47% | 1,217 | $423K | Reduce -1.6% |
| RCL Royal Caribbean Cruises Ltd. | 0.47% | 3,155 | $422K | Reduce -7.1% |
| ISPY Proshares S&P High Incom ETF | 0.46% | 9,795 | $413K | New |
| VZ Verizon Communications Inc. | 0.44% | 9,902 | $398K | Reduce -0.4% |
| XYZ Block Inc. | 0.40% | 4,438 | $355K | Reduce -6.3% |
| SYK Stryker Corp. | 0.39% | 1,017 | $352K | Reduce -0.9% |
| QQQM Invesco Nasdaq 100 ETF | 0.37% | 1,824 | $334K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.36% | 24,694 | $322K | Reduce -0.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.34% | 1,800 | $306K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 790 | $304K | Add +2.7% |
| SHW The Sherwin-Williams Co. | 0.32% | 909 | $291K | Reduce -5.4% |
| SDVY First Trust Smid Cap Rising | 0.32% | 8,430 | $283K | Add +6.6% |
| BND Vanguard Total Bond Market | 0.30% | 3,751 | $266K | Add +4.8% |
| TSLA Tesla Inc. | 0.29% | 1,488 | $260K | Add +3.4% |
| FJAN FT Vest U.S. Equity Buffer E | 0.28% | 6,077 | $254K | Reduce -16.8% |
| MA Mastercard Inc. Class A | 0.26% | 493 | $231K | Reduce -0.8% |
| STZ Constellation Brands Inc. Class A | 0.26% | 855 | $230K | Reduce -1.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.23% | 975 | $206K | New |
| ULBI Ultralife Corp. | 0.19% | 19,120 | $170K | Add +5.5% |
| SOUN Soundhound AI Inc. Class A | 0.06% | 11,144 | $53K | New |
Portfolio Sells Q4 2023 → Q1 2024
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −9.38 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −3.93 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.31 |
| AAPL Apple Inc. | Reduce -5.2% | 1.28% | −0.17 |
| JNJ Johnson & Johnson | Reduce -0.0% | 3.65% | −0.09 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -16.8% | 0.28% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.9% | 0.63% | −0.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -7.1% | 0.47% | −0.01 |
| XYZ Block Inc. | Reduce -6.3% | 0.40% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -5.4% | 0.32% | −0.00 |
| MAR Marriott International Class A | Reduce -14.5% | 0.70% | +0.00 |
| HD Home Depot Inc. | Reduce -1.6% | 0.47% | +0.01 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.26% | +0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -1.2% | 0.26% | +0.03 |
| F Ford Motor Co. | Reduce -0.3% | 0.36% | +0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.7% | 1.82% | +0.03 |
| VZ Verizon Communications Inc. | Reduce -0.4% | 0.44% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.7% | 0.63% | +0.04 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -1.6% | 0.93% | +0.05 |
| SYK Stryker Corp. | Reduce -0.9% | 0.39% | +0.06 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.99% | +0.06 |
| PYPL PayPal Holdings Inc. | Reduce -1.3% | 0.77% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -3.8% | 0.71% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.1% | 0.61% | +0.08 |
| RDVY First Trust Rising Dividend | Reduce -2.0% | 1.55% | +0.09 |
| IMCB iShares Morningstar Mid-Cap | Reduce -1.3% | 1.43% | +0.10 |
| QCOM Qualcomm Inc. | Reduce -9.0% | 0.84% | +0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 2.06% | +0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -2.0% | 1.35% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 2.24% | +0.16 |
| NFLX Netflix Inc. | Reduce -11.0% | 1.66% | +0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 1.96% | +0.28 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 2.33% | +0.46 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 7.62% | +0.47 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 6.61% | +0.57 |
| NVDA Nvidia Corp. | Reduce -12.9% | 1.94% | +0.75 |
| META Meta Platforms Inc. Class A | Reduce -4.9% | 3.87% | +1.19 |
Portfolio Buys Q4 2023 → Q1 2024
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | New | 4.31% | +4.31 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +0.0% | 12.93% | +0.94 |
| XOM Exxon Mobil Corp. | Add +0.1% | 4.53% | +0.91 |
| ISPY Proshares S&P High Incom ETF | New | 0.46% | +0.46 |
| BUFG FT Vest Buffered Allocation | Add +0.2% | 5.48% | +0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 3.59% | +0.40 |
| LLY Eli Lilly & Co. | Add +0.8% | 1.42% | +0.37 |
| MSFT Microsoft Corp. | Add +4.1% | 1.73% | +0.31 |
| GJUN FT Vest US Equity Moderate B | Add +0.6% | 3.88% | +0.30 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.23% | +0.23 |
| LOW Lowe's Cos Inc. | Add +0.3% | 1.05% | +0.09 |
| VXUS Vanguard Total Intl Stock | Add +8.6% | 0.63% | +0.08 |
| FDEC FT Vest U.S. Equity Buffer E | Add +8.2% | 0.48% | +0.07 |
| SOUN Soundhound AI Inc. Class A | New | 0.06% | +0.06 |
| ULBI Ultralife Corp. | Add +5.5% | 0.19% | +0.06 |
| GSY Invesco Ultra Short Duration | Add +3.8% | 0.67% | +0.04 |
| PAYX Paychex Inc. | Add +0.1% | 0.55% | +0.04 |
| SDVY First Trust Smid Cap Rising | Add +6.6% | 0.32% | +0.03 |
| MDT Medtronic PLC | Add +1.6% | 0.80% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +2.7% | 0.34% | +0.02 |
| BND Vanguard Total Bond Market | Add +4.8% | 0.30% | +0.01 |
| TSLA Tesla Inc. | Add +3.4% | 0.29% | −0.10 |
| BA The Boeing Co. | Add +2.5% | 1.54% | −0.66 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $137.3M | EFA, ZALT, FHDG, VTI, JNJ |
| Q1 2026 | 81 | $123.2M | EFA, ZALT, FHDG, VTI, JNJ |
| Q4 2025 | 77 | $121.6M | EFA, ZALT, FHDG, VTI, BUFQ |
| Q3 2025 | 75 | $117.5M | ZALT, EFA, VTI, BUFQ, META |
| Q2 2025 | 78 | $115.9M | ZALT, EFA, VTI, BUFQ, META |
| Q1 2025 | 73 | $97.5M | ZALT, EFA, VTI, XJUL, BUFQ |
| Q4 2024 | 73 | $98.7M | ZALT, VTI, EFA, XJUL, BUFQ |
| Q3 2024 | 60 | $91.9M | BUFR, UCON, EFA, VTI, BUFG |
| Q2 2024 | 60 | $91.9M | BUFR, UCON, EFA, VTI, BUFG |
| Q1 2024 | 61 | $89.5M | BUFR, EFA, VTI, BUFG, XOM |