Pitti Group Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Pitti Group Wealth Management, LLC reported 73 stock positions worth $98.7 million. Its top holding was Innovator US Eq 10 Buffer (ZALT) at 9.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 7.0%) and iShares MSCI Eafe ETF (EFA, 6.9%). Compared with Q3 2024, it opened 18 new positions, sold out of 5, added to 22 and reduced 31. The biggest buy was a new position in Innovator US Eq 10 Buffer (ZALT) and the biggest sale FT Vest Lad Buffervetf-Usd I (BUFR, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- VICTOR, NY
- CIK
- 0001909664
- Portfolio Value
- $98.7M (Q4 2024)
- SEC Filing
- 0001951757-25-000230 ↗ filed Feb 10, 2025
Holdings Value
Holdings 73 stocks · $98.7M
| ZALT Innovator US Eq 10 Buffer | 9.34% | 309,744 | $9.2M | New |
| VTI VG Morningstar TS MKT ETF-US | 6.99% | 23,812 | $6.9M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 6.91% | 90,185 | $6.8M | Add +3.4% |
| XJUL FT Vest US Equity Enhance & | 6.42% | 178,544 | $6.3M | New |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 4.27% | 134,063 | $4.2M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.87% | 6,513 | $3.8M | Add +5.7% |
| META Meta Platforms Inc. Class A | 3.71% | 6,259 | $3.7M | Reduce -10.2% |
| JNJ Johnson & Johnson | 3.13% | 21,356 | $3.1M | Reduce -2.7% |
| IJH iShares Core S&P Midcap ETF | 2.33% | 36,943 | $2.3M | Add +434.7% |
| NFLX Netflix Inc. | 2.30% | 2,551 | $2.3M | Reduce -3.6% |
| NVDA Nvidia Corp. | 2.18% | 16,050 | $2.2M | Add +631.9% |
| AMZN Amazon.com Inc. | 2.17% | 9,751 | $2.1M | Reduce -13.5% |
| GOOGL Alphabet Inc. Class A | 2.08% | 10,852 | $2.1M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 2.06% | 18,872 | $2.0M | Reduce -43.2% |
| VIG Vanguard Dividend Apprec ETF | 1.98% | 9,979 | $2.0M | Reduce -4.8% |
| BA The Boeing Co. | 1.95% | 10,863 | $1.9M | Add +40.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.80% | 58,273 | $1.8M | Reduce -86.0% |
| MSFT Microsoft Corp. | 1.67% | 3,910 | $1.6M | Add +12.5% |
| AAPL Apple Inc. | 1.53% | 6,009 | $1.5M | Reduce -13.3% |
| RDVY First Trust Rising Dividend | 1.48% | 24,761 | $1.5M | Reduce -4.4% |
| IMCB iShares Morningstar Mid-Cap | 1.37% | 17,727 | $1.3M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 1.34% | 2,245 | $1.3M | Reduce -5.4% |
| LLY Eli Lilly & Co. | 1.34% | 1,708 | $1.3M | Add +3.0% |
| BUFG FT Vest Buffered Allocation | 1.31% | 52,844 | $1.3M | Reduce -75.8% |
| ISPY Proshares S&P High Incom ETF | 1.27% | 28,281 | $1.3M | New |
| FMAR FT Vest US Equity Buffer ETF | 1.18% | 26,845 | $1.2M | New |
| IWM iShares Russell 2000 ETF | 1.17% | 5,228 | $1.2M | Reduce -36.2% |
| GSY Invesco Ultra Short Duration | 1.14% | 22,525 | $1.1M | Add +96.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.01% | 22,702 | $998K | Reduce -10.8% |
| LOW Lowe's Cos Inc. | 1.00% | 3,991 | $985K | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 0.97% | 16,195 | $954K | Add +85.3% |
| PYPL PayPal Holdings Inc. | 0.86% | 9,912 | $846K | Reduce -6.4% |
| BND Vanguard Total Bond Market | 0.82% | 11,249 | $809K | Add +214.2% |
| FNOV FT Vest US Equity Buffer ETF | 0.82% | 16,831 | $805K | Reduce -11.3% |
| BP BP PLC-Spons ADR | 0.75% | 25,127 | $743K | No change |
| GOOG Alphabet Inc. Class C | 0.73% | 3,781 | $720K | Reduce -7.8% |
| MDT Medtronic PLC | 0.70% | 8,619 | $688K | Add +0.5% |
| MAR Marriott International Class A | 0.68% | 2,390 | $667K | Reduce -15.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.67% | 1,297 | $663K | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.62% | 3,967 | $609K | Reduce -16.3% |
| JPM JPMorgan Chase & Co. | 0.62% | 2,541 | $609K | Reduce -10.4% |
| RCL Royal Caribbean Cruises Ltd. | 0.61% | 2,626 | $606K | Reduce -22.7% |
| AVUV Avantis US Small Cap Value | 0.60% | 6,158 | $594K | New |
| TSLA Tesla Inc. | 0.60% | 1,470 | $594K | Add +2.1% |
| PAYX Paychex Inc. | 0.58% | 4,067 | $570K | Add +3.5% |
| FOCT FT Vest U.S. Equity Buffer E | 0.54% | 12,381 | $528K | Reduce -3.6% |
| HD Home Depot Inc. | 0.51% | 1,303 | $507K | Add +5.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.50% | 2,331 | $491K | Add +27.8% |
| SDVY First Trust Smid Cap Rising | 0.49% | 13,510 | $484K | Add +70.9% |
| XJUN FT Vest U.S. Equity Enhance | 0.48% | 12,271 | $474K | New |
| FDEC FT Vest U.S. Equity Buffer E | 0.48% | 10,524 | $469K | Add +8.2% |
| VZ Verizon Communications Inc. | 0.39% | 9,689 | $387K | Reduce -2.5% |
| PFE Pfizer Inc. | 0.38% | 14,126 | $375K | New |
| XYZ Block Inc. | 0.36% | 4,131 | $351K | Reduce -12.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 802 | $341K | Add +4.3% |
| SYK Stryker Corp. | 0.34% | 924 | $333K | Reduce -9.9% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.32% | 1,800 | $316K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.31% | 31,115 | $308K | Add +25.6% |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | 0.31% | 11,516 | $304K | New |
| WMT Walmart Inc. | 0.29% | 3,208 | $290K | New |
| STZ Constellation Brands Inc. Class A | 0.27% | 1,225 | $271K | Add +41.6% |
| VCR Vanguard Consumer Discre ETF | 0.27% | 717 | $269K | New |
| MA Mastercard Inc. Class A | 0.26% | 491 | $259K | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 5,864 | $258K | New |
| SHW The Sherwin-Williams Co. | 0.26% | 751 | $255K | Reduce -21.9% |
| SHOP Shopify Inc. Class A | 0.26% | 2,397 | $255K | New |
| IQQQ Proshares NDX High Incom ETF | 0.24% | 5,550 | $237K | New |
| SNPS Synopsys Inc. | 0.22% | 450 | $218K | New |
| FJAN FT Vest U.S. Equity Buffer E | 0.22% | 4,651 | $213K | Reduce -36.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 846 | $209K | New |
| XDEC FT Vest US Equity Enhance & | 0.21% | 5,525 | $206K | New |
| FEP First Trust Europe | 0.21% | 5,687 | $204K | New |
| ULBI Ultralife Corp. | 0.13% | 17,120 | $128K | Reduce -5.5% |
Portfolio Sells Q3 2024 → Q4 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -86.0% | 1.80% | −10.19 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −9.38 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −3.93 |
| BUFG FT Vest Buffered Allocation | Reduce -75.8% | 1.31% | −3.75 |
| GJUN FT Vest US Equity Moderate B | Sold out | 0.00% | −3.58 |
| XOM Exxon Mobil Corp. | Reduce -43.2% | 2.06% | −1.56 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.64 |
| IWM iShares Russell 2000 ETF | Reduce -36.2% | 1.17% | −0.62 |
| JNJ Johnson & Johnson | Reduce -2.7% | 3.13% | −0.61 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.31 |
| QCOM Qualcomm Inc. | Reduce -16.3% | 0.62% | −0.13 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -36.3% | 0.22% | −0.10 |
| SHW The Sherwin-Williams Co. | Reduce -21.9% | 0.26% | −0.07 |
| FNOV FT Vest US Equity Buffer ETF | Reduce -11.3% | 0.82% | −0.06 |
| XYZ Block Inc. | Reduce -12.8% | 0.36% | −0.04 |
| MAR Marriott International Class A | Reduce -15.5% | 0.68% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.5% | 0.39% | −0.01 |
| FOCT FT Vest U.S. Equity Buffer E | Reduce -3.6% | 0.54% | −0.01 |
| ULBI Ultralife Corp. | Reduce -5.5% | 0.13% | −0.01 |
| SYK Stryker Corp. | Reduce -9.9% | 0.34% | +0.00 |
| RDVY First Trust Rising Dividend | Reduce -4.4% | 1.48% | +0.03 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.26% | +0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.8% | 1.98% | +0.04 |
| IMCB iShares Morningstar Mid-Cap | Reduce -2.6% | 1.37% | +0.04 |
| AAPL Apple Inc. | Reduce -13.3% | 1.53% | +0.07 |
| BAC Bank of America Corp. | Reduce -10.8% | 1.01% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.67% | +0.09 |
| JPM JPMorgan Chase & Co. | Reduce -10.4% | 0.62% | +0.09 |
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 0.73% | +0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -5.4% | 1.34% | +0.11 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -22.7% | 0.61% | +0.14 |
| PYPL PayPal Holdings Inc. | Reduce -6.4% | 0.86% | +0.15 |
| AMZN Amazon.com Inc. | Reduce -13.5% | 2.17% | +0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 2.08% | +0.40 |
| NFLX Netflix Inc. | Reduce -3.6% | 2.30% | +0.90 |
| META Meta Platforms Inc. Class A | Reduce -10.2% | 3.71% | +1.03 |
Portfolio Buys Q3 2024 → Q4 2024
| ZALT Innovator US Eq 10 Buffer | New | 9.34% | +9.34 |
| XJUL FT Vest US Equity Enhance & | New | 6.42% | +6.42 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | New | 4.27% | +4.27 |
| ISPY Proshares S&P High Incom ETF | New | 1.27% | +1.27 |
| FMAR FT Vest US Equity Buffer ETF | New | 1.18% | +1.18 |
| NVDA Nvidia Corp. | Add +631.9% | 2.18% | +1.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 6.99% | +0.95 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.7% | 3.87% | +0.68 |
| AVUV Avantis US Small Cap Value | New | 0.60% | +0.60 |
| BND Vanguard Total Bond Market | Add +214.2% | 0.82% | +0.53 |
| GSY Invesco Ultra Short Duration | Add +96.0% | 1.14% | +0.52 |
| XJUN FT Vest U.S. Equity Enhance | New | 0.48% | +0.48 |
| VXUS Vanguard Total Intl Stock | Add +85.3% | 0.97% | +0.42 |
| PFE Pfizer Inc. | New | 0.38% | +0.38 |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | New | 0.31% | +0.31 |
| WMT Walmart Inc. | New | 0.29% | +0.29 |
| LLY Eli Lilly & Co. | Add +3.0% | 1.34% | +0.28 |
| VCR Vanguard Consumer Discre ETF | New | 0.27% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | New | 0.26% | +0.26 |
| SHOP Shopify Inc. Class A | New | 0.26% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +434.7% | 2.33% | +0.25 |
| MSFT Microsoft Corp. | Add +12.5% | 1.67% | +0.25 |
| IQQQ Proshares NDX High Incom ETF | New | 0.24% | +0.24 |
| SNPS Synopsys Inc. | New | 0.22% | +0.22 |
| TSLA Tesla Inc. | Add +2.1% | 0.60% | +0.21 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.21% | +0.21 |
| SDVY First Trust Smid Cap Rising | Add +70.9% | 0.49% | +0.21 |
| XDEC FT Vest US Equity Enhance & | New | 0.21% | +0.21 |
| FEP First Trust Europe | New | 0.21% | +0.21 |
| QQQM Invesco Nasdaq 100 ETF | Add +27.8% | 0.50% | +0.16 |
| PAYX Paychex Inc. | Add +3.5% | 0.58% | +0.07 |
| FDEC FT Vest U.S. Equity Buffer E | Add +8.2% | 0.48% | +0.06 |
| HD Home Depot Inc. | Add +5.3% | 0.51% | +0.05 |
| STZ Constellation Brands Inc. Class A | Add +41.6% | 0.27% | +0.05 |
| LOW Lowe's Cos Inc. | Add +0.7% | 1.00% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +4.3% | 0.35% | +0.03 |
| F Ford Motor Co. | Add +25.6% | 0.31% | −0.02 |
| MDT Medtronic PLC | Add +0.5% | 0.70% | −0.07 |
| EFA iShares MSCI Eafe ETF | Add +3.4% | 6.91% | −0.24 |
| BA The Boeing Co. | Add +40.2% | 1.95% | −0.25 |
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 |