Pitti Group Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Victor, NY
Holdings as of
9/30/2025
Date filed
11/7/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$117,465
Net value change ($000)
+1,601 (1.4%)
New positions
5
Sold out positions
8
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ZALT 938 4.6%
JNJ 677 21.2%
FMC 499 NEW
VTI 415 5.5%
EFA 411 2.6%
GOOGL 337 17.2%
VXUS 315 26.2%
ABBV 237 NEW
GSY 219 18.3%
MS 217 NEW
Top Reduces (Value $000, Stocks/ETFs)
NFLX -675 -20.3%
META -662 -14.3%
AMZN -470 -20.5%
PFE -386 -100.0%
DIA -354 -100.0%
SNPS -274 -100.0%
BUFR -245 -100.0%
ETN -241 -100.0%
COST -219 -100.0%
GS -214 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type