• 13F History

Pitti Group Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$97.5M
Signature - Title
Matthew Pitti - Chief Compliance Officer
Location
Victor, NY
Summary
This page shows a list of all the recent 13F filings made by Pitti Group Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pitti Group Wealth Management, LLC reported 73 stock holdings with total value $97.5M as of Q1 2025. Top holdings included ZALT, EFA, VTI, XJUL, and BUFQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 73 $97.5M +$8.88M -$7.71M +$1.17M ZALT, EFA, VTI, XJUL, BUFQ 13F-HR 4/11/2025, 10:42 AM
Q4 2024 73 $98.7M +$28.9M -$35.7M -$6.74M ZALT, VTI, EFA, XJUL, BUFQ 13F-HR 2/10/2025, 05:21 PM
Q3 2024 60 $82.2M $0 $0 BUFR, UCON, EFA, VTI, BUFG 13F-HR 10/28/2024, 05:41 PM
Q2 2024 60 $77.2M +$13.1M -$4.79M +$8.35M BUFR, UCON, EFA, VTI, BUFG 13F-HR 8/9/2024, 03:57 PM
Q1 2024 61 $89.5M +$6.47M -$13.9M -$7.48M BUFR, EFA, VTI, BUFG, XOM 13F-HR 4/24/2024, 05:24 PM
Q4 2023 60 $91.9M +$9.33M -$12.4M -$3.12M BUFR, UCON, EFA, VTI, BUFG 13F-HR 2/5/2024, 12:44 PM
Q3 2023 68 $87.4M +$5.91M -$5.26M +$649K UCON, EFA, BUFR, VTI, XOM 13F-HR 11/1/2023, 09:04 AM
Q2 2023 62 $89.3M +$4.02M -$4.67M -$648K UCON, EFA, BUFR, VTI, SPY 13F-HR 8/1/2023, 05:08 PM
Q1 2023 69 $89.6M +$1.81M -$1.57M +$244K UCON, EFA, VTI, BUFR, SPY 13F-HR 5/2/2023, 01:19 PM
Q4 2022 67 $83.8M +$10.1M -$1.07M +$9.05M UCON, EFA, VTI, BUFR, JNJ 13F-HR 1/24/2023, 03:19 PM
Q3 2022 60 $72.5M +$7.04M -$1.43M +$5.61M UCON, EFA, VTI, BUFR, JNJ 13F-HR 10/24/2022, 11:05 AM
Q2 2022 61 $73.3M +$5.48M -$1.81M +$3.66M UCON, EFA, VTI, BUFG, JNJ 13F-HR 7/18/2022, 02:08 PM
Q1 2022 63 $85.8M +$9.24M -$2.25M +$6.99M UCON, EFA, VTI, BUFG, SPY 13F-HR 4/28/2022, 09:47 AM
Q4 2021 71 $89.6M UCON, EFA, VTI, SPY, BUFG 13F-HR 2/9/2022, 04:00 PM