Pitti Group Wealth Management, LLC

data from 31/03/2026

Capitalization

$ 123.194 M

1.29%

Performance

$ 27.936 M

29.37%

Average holding period

11 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Pitti Group Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 EFA ISHARES TR 13.84% 17.052 M $ 175562 2021/12/31 191.822 K $ 1.15 %
2026/03/31 ZALT INNOVATOR ETFS TRUST 9.82% 12.092 M $ 372509 2024/12/31 -40.076 K $ -0.34 %
2026/03/31 FHDG FIRST TR EXCHNG TRADED FD VI 9.12% 11.238 M $ 332514 2025/03/31 -42.210 K $ -0.38 %
2026/03/31 VTI VANGUARD INDEX FDS 6.48% 7.984 M $ 24887 2021/12/31 -350.698 K $ -4.31 %
2026/03/31 JNJ JOHNSON & JOHNSON 4.15% 5.107 M $ 20891 2021/12/31 785.078 K $ 18.12 %
2026/03/31 BUFQ FIRST TR EXCHNG TRADED FD VI 3.18% 3.918 M $ 110923 2024/12/31 -70.162 K $ -1.45 %
2026/03/31 META META PLATFORMS INC 2.59% 3.192 M $ 5579 2021/12/31 -487.650 K $ -13.33 %
2026/03/31 IJH ISHARES TR 2.42% 2.981 M $ 44141 2021/12/31 63.732 K $ 2.32 %
2026/03/31 GOOGL ALPHABET INC 2.16% 2.658 M $ 9243 2021/12/31 -231.911 K $ -8.13 %
2026/03/31 SPLG SPDR SERIES TRUST 2.10% 2.590 M $ 33839 2025/03/31 -120.623 K $ -4.59 %
2026/03/31 XOM EXXON MOBIL CORP 2.05% 2.521 M $ 14857 2021/12/31 732.747 K $ 40.98 %
2026/03/31 VIG VANGUARD SPECIALIZED FUNDS 1.96% 2.416 M $ 11232 2021/12/31 -50.716 K $ -2.15 %
2026/03/31 BA BOEING CO 1.87% 2.309 M $ 11603 2021/12/31 -209.192 K $ -8.33 %
2026/03/31 NFLX NETFLIX INC. 1.74% 2.148 M $ 22343 2022/12/31 52.962 K $ 2.55 %
2026/03/31 NVDA NVIDIA CORPORATION 1.67% 2.059 M $ 11805 2021/12/31 -138.714 K $ -6.49 %
2026/03/31 AMZN AMAZON COM INC 1.47% 1.806 M $ 8670 2021/12/31 -188.382 K $ -9.77 %
2026/03/31 SPY STATE STR SPDR S&P 500 ETF T 1.45% 1.789 M $ 2751 2021/12/31 -83.181 K $ -4.63 %
2026/03/31 RDVY FIRST TR EXCHANGE TRADED FD 1.37% 1.692 M $ 24785 2021/12/31 -28.594 K $ -1.71 %
2026/03/31 VXUS VANGUARD STAR FDS 1.37% 1.686 M $ 21863 2021/12/31 33.538 K $ 2.21 %
2026/03/31 GSY INVESCO ACTIVELY MANAGED EXC 1.31% 1.619 M $ 32294 2021/12/31 -3.813 K $ -0.26 %
2026/03/31 AAPL APPLE INC 1.29% 1.586 M $ 6248 2021/12/31 -109.739 K $ -6.65 %
2026/03/31 IVV ISHARES TR 1.26% 1.553 M $ 2377 2021/12/31 -70.757 K $ -4.63 %
2026/03/31 ISPY PROSHARES TR 1.23% 1.520 M $ 35061 2024/12/31 -76.074 K $ -5.00 %
2026/03/31 IMCB ISHARES TR 1.20% 1.475 M $ 17674 2021/12/31 11.386 K $ 0.85 %
2026/03/31 LLY ELI LILLY & CO 1.12% 1.384 M $ 1505 2023/09/30 -232.519 K $ -14.41 %
2026/03/31 IWM ISHARES TR 1.05% 1.288 M $ 5192 2022/06/30 9.025 K $ 0.75 %
2026/03/31 MSFT MICROSOFT CORP 1.03% 1.264 M $ 3415 2021/12/31 -378.696 K $ -23.46 %
2026/03/31 BND VANGUARD BD INDEX FDS 0.88% 1.087 M $ 14764 2022/12/31 -5.584 K $ -0.58 %
2026/03/31 INNOVATOR ETFS TRUST 0.88% 1.082 M $ 51029 2025/12/31 -21.336 K $ -2.03 %
2026/03/31 BAC BANK AMERICA CORP 0.84% 1.036 M $ 21241 2021/12/31 -131.750 K $ -11.36 %
2026/03/31 IBUF INNOVATOR ETFS TRUST 0.67% 828.567 K $ 28068 2025/06/30 6.435 K $ 0.99 %
2026/03/31 LOW LOWES COS INC 0.67% 825.704 K $ 3495 2022/06/30 -16.474 K $ -2.02 %
2026/03/31 FNOV FIRST TR EXCHNG TRADED FD VI 0.65% 800.348 K $ 14989 2021/12/31 -19.317 K $ -2.61 %
2026/03/31 MDT MEDTRONIC PLC 0.61% 757.375 K $ 8741 2022/12/31 -81.274 K $ -9.80 %
2026/03/31 SDVY FIRST TR EXCHANGE TRADED FD 0.61% 754.235 K $ 19128 2023/03/31 19.432 K $ 2.90 %
2026/03/31 QQQM INVESCO EXCH TRADED FD TR II 0.61% 746.139 K $ 3140 2022/06/30 -43.895 K $ -6.05 %
2026/03/31 GOOG ALPHABET INC 0.60% 743.003 K $ 2590 2021/12/31 -66.460 K $ -8.59 %
2026/03/31 MAR MARRIOTT INTL INC NEW 0.59% 729.278 K $ 2230 2022/06/30 38.591 K $ 5.43 %
2026/03/31 AVUV AMERICAN CENTY ETF TR 0.56% 694.249 K $ 6284 2024/12/31 49.377 K $ 8.33 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.53% 658.187 K $ 2238 2021/12/31 -61.956 K $ -8.71 %
2026/03/31 QQQ INVESCO QQQ TR 0.52% 643.019 K $ 1114 2021/12/31 -41.399 K $ -6.04 %
2026/03/31 EBUF INNOVATOR ETFS TRUST 0.51% 626.498 K $ 21236 2025/12/31 12.496 K $ 2.75 %
2026/03/31 XDSQ INNOVATOR ETFS TRUST 0.46% 568.821 K $ 14370 2025/03/31 -29.314 K $ -4.90 %
2026/03/31 FOCT FIRST TR EXCHNG TRADED FD VI 0.44% 538.879 K $ 11302 2021/12/31 -14.805 K $ -2.67 %
2026/03/31 XJUN FIRST TR EXCHNG TRADED FD VI 0.42% 516.623 K $ 12025 2024/12/31 120.000 $ 0.02 %
2026/03/31 NEE NEXTERA ENERGY INC 0.41% 509.840 K $ 5489 2025/03/31 67.775 K $ 15.69 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 0.41% 503.012 K $ 10020 2021/12/31 94.643 K $ 23.25 %
2026/03/31 FDEC FIRST TR EXCHNG TRADED FD VI 0.39% 483.179 K $ 9718 2023/03/31 -14.191 K $ -2.85 %
2026/03/31 QCOM QUALCOMM INC 0.39% 481.224 K $ 3737 2021/12/31 -154.496 K $ -24.71 %
2026/03/31 PYPL PAYPAL HLDGS INC 0.38% 465.100 K $ 10283 2021/12/31 -130.500 K $ -22.52 %
2026/03/31 TSLA TESLA INC 0.35% 428.256 K $ 1152 2021/12/31 -89.431 K $ -17.34 %
2026/03/31 VWO VANGUARD INTL EQUITY INDEX F 0.33% 405.380 K $ 7500 2024/12/31 2.043 K $ 0.54 %
2026/03/31 DDTJ INNOVATOR ETFS TRUST 0.32% 393.618 K $ 21200 2026/03/31 0.000 $ 0.00 %
2026/03/31 PAYX PAYCHEX INC 0.32% 391.046 K $ 4245 2021/12/31 -84.934 K $ -17.88 %
2026/03/31 HD HOME DEPOT INC 0.30% 366.075 K $ 1113 2022/12/31 -16.639 K $ -4.42 %
2026/03/31 MA MASTERCARD INCORPORATED 0.24% 292.301 K $ 585 2021/12/31 -35.253 K $ -12.48 %
2026/03/31 SYK STRYKER CORPORATION 0.24% 290.487 K $ 884 2021/12/31 -19.310 K $ -6.51 %
2026/03/31 UBER UBER TECHNOLOGIES INC 0.23% 284.339 K $ 3953 2025/12/31 -34.122 K $ -11.97 %
2026/03/31 WMT WALMART INC 0.23% 282.262 K $ 2271 2024/12/31 29.227 K $ 11.55 %
2026/03/31 QBUF INNOVATOR ETFS TRUST 0.22% 277.028 K $ 9484 2025/12/31 -778.000 $ -0.34 %
2026/03/31 DDTF INNOVATOR ETFS TRUST 0.22% 272.532 K $ 14600 2026/03/31 0.000 $ 0.00 %
2026/03/31 FIRST TR EXCHNG TRADED FD VI 0.22% 265.439 K $ 6825 2024/12/31 -1.365 K $ -0.51 %
2026/03/31 FMAR FIRST TR EXCHNG TRADED FD VI 0.21% 263.398 K $ 5432 2024/12/31 5.540 K $ 2.15 %
2026/03/31 VCR VANGUARD WORLD FD 0.21% 254.552 K $ 709 2024/12/31 -24.737 K $ -8.86 %
2026/03/31 XYZ BLOCK INC 0.20% 244.511 K $ 4063 2022/12/31 -19.826 K $ -7.54 %
2026/03/31 IQQQ PROSHARES TR 0.20% 240.366 K $ 5765 2024/12/31 -15.492 K $ -6.27 %
2026/03/31 SHW SHERWIN WILLIAMS CO 0.19% 239.782 K $ 748 2021/12/31 -2.502 K $ -1.07 %
2026/03/31 INNOVATOR ETFS TRUST 0.19% 239.185 K $ 11150 2025/12/31 -1.895 K $ -0.79 %
2026/03/31 VGT VANGUARD WORLD FD 0.19% 238.620 K $ 342 2025/06/30 -19.172 K $ -7.44 %
2026/03/31 HLT HILTON WORLDWIDE HLDGS INC 0.19% 236.878 K $ 779 2024/12/31 12.874 K $ 5.86 %
2026/03/31 ABBV ABBVIE INC 0.19% 233.998 K $ 1076 2025/03/31 -11.781 K $ -4.81 %
2026/03/31 SHOP SHOPIFY INC 0.19% 231.309 K $ 1950 2024/12/31 -82.582 K $ -26.31 %
2026/03/31 FDX FEDEX CORP 0.18% 227.268 K $ 638 2026/03/31 0.000 $ 0.00 %
2026/03/31 MS MORGAN STANLEY 0.18% 225.541 K $ 1370 2025/09/30 -17.742 K $ -7.30 %
2026/03/31 RCL ROYAL CARIBBEAN GROUP 0.18% 225.248 K $ 819 2022/12/31 -3.059 K $ -1.34 %
2026/03/31 XDEC FIRST TR EXCHNG TRADED FD VI 0.18% 222.157 K $ 5511 2024/12/31 -3.361 K $ -1.49 %
2026/03/31 V VISA INC 0.17% 211.607 K $ 700 2026/03/31 0.000 $ 0.00 %
2026/03/31 VB VANGUARD INDEX FDS 0.17% 206.198 K $ 787 2025/09/30 3.124 K $ 1.54 %
2026/03/31 QDEC FIRST TR EXCHNG TRADED FD VI 0.17% 204.616 K $ 6504 2025/09/30 -6.959 K $ -3.29 %
2026/03/31 F FORD MTR CO 0.13% 164.153 K $ 14225 2022/12/31 -22.439 K $ -12.04 %
2026/03/31 ULBI ULTRALIFE CORP 0.11% 133.288 K $ 20443 2022/12/31 16.354 K $ 13.99 %