Pitti Group Wealth Management, LLC
Top Portfolio Positions
40 positions ·
$39,139,161 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
20,891 | $5,106,596 | 13.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,579 | $3,191,913 | 8.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,243 | $2,657,917 | 6.79% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,857 | $2,520,638 | 6.44% | |
| BA |
Boeing Co
Industrials
|
11,603 | $2,309,345 | 5.90% | |
| NFLX |
Netflix Inc
Communication Services
|
22,343 | $2,148,279 | 5.49% | |
| NVDA |
Nvidia Corp
Technology
|
11,805 | $2,058,792 | 5.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,670 | $1,805,700 | 4.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,751 | $1,789,085 | 4.57% | |
| AAPL |
Apple Inc.
Technology
|
6,248 | $1,585,679 | 4.05% |
Portfolio Trend
Holdings in ULBI
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,288 | 20,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $116,933 | 20,443 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,630 | 17,981 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $134,529 | 14,981 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $113,625 | 21,120 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $127,544 | 17,120 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $163,804 | 18,120 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $192,434 | 18,120 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $168,447 | 19,120 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $123,578 | 18,120 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $125,123 | 12,820 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $62,048 | 12,820 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $51,536 | 12,820 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $56,722 | 14,695 | Shares | Sole | 2023-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||