Pitti Group Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Pitti Group Wealth Management, LLC reported 60 stock positions worth $91.9 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 12.0% of the portfolio, followed by First Trust Smith Unconstrai (UCON, 9.4%) and iShares MSCI Eafe ETF (EFA, 7.1%). Compared with Q1 2024, it opened 3 new positions, sold out of 4, added to 32 and reduced 21. The biggest buy was a new position in First Trust Smith Unconstrai (UCON) and the biggest sale an exit from FT VST Lad NSDQ Buf ETF-Usdi (BUFQ).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $91.9M (Q2 2024)
- SEC Filing
- 0001951757-24-000721 ↗ filed Aug 9, 2024
Holdings Value
Holdings 60 stocks · $91.9M
| BUFR FT Vest Lad Buffervetf-Usd I | 11.99% | 414,739 | $11.0M | Reduce -0.0% |
| UCON First Trust Smith Unconstrai | 9.38% | 348,616 | $8.6M | New |
| EFA iShares MSCI Eafe ETF | 7.15% | 87,195 | $6.6M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 6.04% | 23,403 | $5.6M | Add +1.6% |
| BUFG FT Vest Buffered Allocation | 5.07% | 218,848 | $4.7M | Reduce -0.2% |
| QJUN FT Vest Nasdaq-100 Buffer Et | 3.93% | 149,828 | $3.6M | New |
| JNJ Johnson & Johnson | 3.74% | 21,942 | $3.4M | Add +0.0% |
| XOM Exxon Mobil Corp. | 3.62% | 33,244 | $3.3M | Reduce -0.1% |
| GJUN FT Vest US Equity Moderate B | 3.58% | 103,385 | $3.3M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.19% | 6,164 | $2.9M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 2.68% | 6,969 | $2.5M | Add +5.2% |
| BA The Boeing Co. | 2.20% | 7,750 | $2.0M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 2.08% | 6,909 | $1.9M | Reduce -79.8% |
| VIG Vanguard Dividend Apprec ETF | 1.94% | 10,488 | $1.8M | Add +1.2% |
| AMZN Amazon.com Inc. | 1.86% | 11,269 | $1.7M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 1.79% | 8,195 | $1.6M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 1.69% | 11,088 | $1.5M | Add +0.7% |
| RDVY First Trust Rising Dividend | 1.46% | 25,906 | $1.3M | Add +2.0% |
| AAPL Apple Inc. | 1.45% | 6,928 | $1.3M | Add +5.5% |
| MSFT Microsoft Corp. | 1.42% | 3,475 | $1.3M | Reduce -4.0% |
| NFLX Netflix Inc. | 1.40% | 2,647 | $1.3M | Add +12.3% |
| IMCB iShares Morningstar Mid-Cap | 1.33% | 18,200 | $1.2M | Add +1.3% |
| IVV iShares Core S&P 500 ETF | 1.23% | 2,374 | $1.1M | Add +2.0% |
| NVDA Nvidia Corp. | 1.18% | 2,193 | $1.1M | Reduce -88.5% |
| LLY Eli Lilly & Co. | 1.05% | 1,659 | $967K | Reduce -0.8% |
| BP BP PLC-Spons ADR | 0.97% | 25,127 | $889K | No change |
| LOW Lowe's Cos Inc. | 0.96% | 3,965 | $882K | Reduce -0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 25,466 | $857K | Add +4.2% |
| FNOV FT Vest US Equity Buffer ETF | 0.88% | 18,981 | $807K | Add +1.6% |
| MDT Medtronic PLC | 0.77% | 8,575 | $706K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.75% | 4,741 | $686K | Add +9.9% |
| PYPL PayPal Holdings Inc. | 0.71% | 10,585 | $650K | Add +1.3% |
| MAR Marriott International Class A | 0.69% | 2,827 | $637K | Add +17.0% |
| DEO Diageo PLC-Sponsored ADR | 0.64% | 4,013 | $585K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.63% | 4,103 | $578K | Add +3.9% |
| GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED | 0.62% | 11,495 | $573K | Reduce -3.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 1,311 | $537K | Add +3.8% |
| VXUS Vanguard Total Intl Stock | 0.55% | 8,739 | $506K | Reduce -8.0% |
| FOCT FT Vest U.S. Equity Buffer E | 0.54% | 12,841 | $499K | No change |
| JPM JPMorgan Chase & Co. | 0.53% | 2,837 | $483K | Add +2.2% |
| PAYX Paychex Inc. | 0.51% | 3,928 | $468K | Reduce -0.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.48% | 3,396 | $440K | Add +7.6% |
| HD Home Depot Inc. | 0.47% | 1,237 | $429K | Add +1.6% |
| FDEC FT Vest U.S. Equity Buffer E | 0.41% | 9,726 | $379K | Reduce -7.6% |
| VZ Verizon Communications Inc. | 0.41% | 9,941 | $375K | Add +0.4% |
| XYZ Block Inc. | 0.40% | 4,739 | $367K | Add +6.8% |
| TSLA Tesla Inc. | 0.39% | 1,439 | $358K | Reduce -3.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.33% | 1,824 | $307K | No change |
| SYK Stryker Corp. | 0.33% | 1,026 | $307K | Add +0.9% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.33% | 24,781 | $302K | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.33% | 961 | $300K | Add +5.7% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.32% | 1,800 | $294K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.32% | 7,301 | $291K | Add +20.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.32% | 769 | $290K | Reduce -2.7% |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.31% | 10,821 | $287K | New |
| BND Vanguard Total Bond Market | 0.29% | 3,580 | $263K | Reduce -4.6% |
| SDVY First Trust Smid Cap Rising | 0.28% | 7,905 | $259K | Reduce -6.2% |
| MA Mastercard Inc. Class A | 0.23% | 497 | $212K | Add +0.8% |
| STZ Constellation Brands Inc. Class A | 0.23% | 865 | $209K | Add +1.2% |
| ULBI Ultralife Corp. | 0.13% | 18,120 | $124K | Reduce -5.2% |
Portfolio Sells Q1 2024 → Q2 2024
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Sold out | 0.00% | −4.31 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.0% | 11.99% | −0.94 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 3.62% | −0.91 |
| NVDA Nvidia Corp. | Reduce -88.5% | 1.18% | −0.75 |
| ISPY Proshares S&P High Incom ETF | Sold out | 0.00% | −0.46 |
| BUFG FT Vest Buffered Allocation | Reduce -0.2% | 5.07% | −0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 3.19% | −0.40 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 1.05% | −0.37 |
| MSFT Microsoft Corp. | Reduce -4.0% | 1.42% | −0.31 |
| GJUN FT Vest US Equity Moderate B | Reduce -0.6% | 3.58% | −0.30 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.23 |
| IJH iShares Core S&P Midcap ETF | Reduce -79.8% | 2.08% | −0.16 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.96% | −0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -8.0% | 0.55% | −0.08 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -7.6% | 0.41% | −0.07 |
| SOUN Soundhound AI Inc. Class A | Sold out | 0.00% | −0.06 |
| ULBI Ultralife Corp. | Reduce -5.2% | 0.13% | −0.06 |
| GSY Invesco Ultra Short Duration | Reduce -3.7% | 0.62% | −0.04 |
| PAYX Paychex Inc. | Reduce -0.1% | 0.51% | −0.04 |
| SDVY First Trust Smid Cap Rising | Reduce -6.2% | 0.28% | −0.03 |
| MDT Medtronic PLC | Reduce -1.6% | 0.77% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.7% | 0.32% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -4.6% | 0.29% | −0.01 |
| TSLA Tesla Inc. | Reduce -3.3% | 0.39% | +0.10 |
| BA The Boeing Co. | Reduce -2.5% | 2.20% | +0.66 |
Portfolio Buys Q1 2024 → Q2 2024
| UCON First Trust Smith Unconstrai | New | 9.38% | +9.38 |
| QJUN FT Vest Nasdaq-100 Buffer Et | New | 3.93% | +3.93 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | New | 0.31% | +0.31 |
| AAPL Apple Inc. | Add +5.5% | 1.45% | +0.17 |
| JNJ Johnson & Johnson | Add +0.0% | 3.74% | +0.09 |
| FJAN FT Vest U.S. Equity Buffer E | Add +20.1% | 0.32% | +0.03 |
| DEO Diageo PLC-Sponsored ADR | Add +0.9% | 0.64% | +0.01 |
| RCL Royal Caribbean Cruises Ltd. | Add +7.6% | 0.48% | +0.01 |
| XYZ Block Inc. | Add +6.8% | 0.40% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +5.7% | 0.33% | +0.00 |
| MAR Marriott International Class A | Add +17.0% | 0.69% | −0.00 |
| HD Home Depot Inc. | Add +1.6% | 0.47% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.23% | −0.03 |
| STZ Constellation Brands Inc. Class A | Add +1.2% | 0.23% | −0.03 |
| F Ford Motor Co. | Add +0.3% | 0.33% | −0.03 |
| IWM iShares Russell 2000 ETF | Add +1.7% | 1.79% | −0.03 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.41% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.8% | 0.58% | −0.04 |
| FNOV FT Vest US Equity Buffer ETF | Add +1.6% | 0.88% | −0.05 |
| SYK Stryker Corp. | Add +0.9% | 0.33% | −0.06 |
| BAC Bank of America Corp. | Add +4.2% | 0.93% | −0.06 |
| PYPL PayPal Holdings Inc. | Add +1.3% | 0.71% | −0.06 |
| GOOG Alphabet Inc. Class C | Add +3.9% | 0.63% | −0.08 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 0.53% | −0.08 |
| RDVY First Trust Rising Dividend | Add +2.0% | 1.46% | −0.09 |
| IMCB iShares Morningstar Mid-Cap | Add +1.3% | 1.33% | −0.10 |
| QCOM Qualcomm Inc. | Add +9.9% | 0.75% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Add +1.2% | 1.94% | −0.12 |
| IVV iShares Core S&P 500 ETF | Add +2.0% | 1.23% | −0.12 |
| NFLX Netflix Inc. | Add +12.3% | 1.40% | −0.25 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 1.69% | −0.28 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.86% | −0.46 |
| EFA iShares MSCI Eafe ETF | Add +0.4% | 7.15% | −0.47 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.6% | 6.04% | −0.57 |
| META Meta Platforms Inc. Class A | Add +5.2% | 2.68% | −1.19 |
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 |