Portfolio (Quarterly)
Guide ↗
Pitti Group Wealth Management, LLC
· CIK 0001909664| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | SHOP | SHOPIFY INC | Technology | 1,880.0 | $215K | 0.16% | NEW | — | $114.18 | +33.9% |
| 82 | XNOV | FIRST TR EXCHNG TRADED FD VI | — | 5,076.0 | $201K | 0.15% | NEW | — | $39.63 | +1.7% |
| 83 | F | FORD MTR CO | Consumer Cyclical | 13,361.0 | $186K | 0.14% | NEW | — | $13.90 | -0.1% |
| 84 | ULBI | ULTRALIFE CORP | Industrials | 20,443.0 | $129K | 0.09% | NEW | — | $6.32 | +2.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Communication Services
20.5%
Healthcare
20.4%
Technology
17.2%
Financial Services
15.0%
Consumer Cyclical
12.6%
Industrials
6.9%
Energy
5.0%
Utilities
1.2%
Basic Materials
0.6%
Consumer Defensive
0.6%