0001951757-23-000473.txt : 20230801 0001951757-23-000473.hdr.sgml : 20230801 20230801170801 ACCESSION NUMBER: 0001951757-23-000473 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pitti Group Wealth Management, LLC CENTRAL INDEX KEY: 0001909664 IRS NUMBER: 812543575 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21703 FILM NUMBER: 231132705 BUSINESS ADDRESS: STREET 1: 590 FISHERS STATION DRIVE STREET 2: SUITE 110 CITY: VICTOR STATE: NY ZIP: 14564 BUSINESS PHONE: (585) 337-4000 MAIL ADDRESS: STREET 1: 590 FISHERS STATION DRIVE STREET 2: SUITE 110 CITY: VICTOR STATE: NY ZIP: 14564 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001909664 XXXXXXXX 06-30-2023 06-30-2023 Pitti Group Wealth Management, LLC
590 FISHERS STATION DRIVE SUITE 110 VICTOR NY 14564
13F HOLDINGS REPORT 028-21703 N
Salvatore Pitti Chief Compliance Officer (585) 337-4000 Salvatore Pitti Victor NY 08-01-2023 0 62 89325782 false
INFORMATION TABLE 2 F_13F_PittiGroup_Q22023.xml ALPHABET INC CAP STK CL C 02079K107 499001 4125 SH SOLE 0 0 4125 ALPHABET INC CAP STK CL A 02079K305 1560050 13033 SH SOLE 0 0 13033 AMAZON COM INC COM 023135106 1789452 13727 SH SOLE 0 0 13727 APPLE INC COM 037833100 1542016 7950 SH SOLE 0 0 7950 BP PLC SPONSORED ADR 055622104 895746 25382 SH SOLE 0 0 25382 BANK AMERICA CORP COM 060505104 821733 28642 SH SOLE 0 0 28642 BOEING CO COM 097023105 1692236 8014 SH SOLE 0 0 8014 DIAGEO PLC SPON ADR NEW 25243Q205 677188 3904 SH SOLE 0 0 3904 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 788151 26844 SH SOLE 0 0 26844 EXXON MOBIL CORP COM 30231G102 3566366 33253 SH SOLE 0 0 33253 META PLATFORMS INC CL A 30303M102 2404892 8380 SH SOLE 0 0 8380 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 1333254 28325 SH SOLE 0 0 28325 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 372492 13796 SH SOLE 0 0 13796 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1332541 28292 SH SOLE 0 0 28292 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST BFR 33740F623 271524 7301 SH SOLE 0 0 7301 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST 100 33740F649 201510 9000 SH SOLE 0 0 9000 FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 33740F664 750285 19881 SH SOLE 0 0 19881 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 6814586 272148 SH SOLE 0 0 272148 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 762053 18926 SH SOLE 0 0 18926 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 9065254 375062 SH SOLE 0 0 375062 FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR 33740U505 402808 11178 SH SOLE 0 0 11178 FIRST TR EXCHNG TRADED FD VI CBOE VEST BUFERD 33740U778 2813253 139408 SH SOLE 0 0 139408 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U786 203122 6225 SH SOLE 0 0 6225 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 218297 7711 SH SOLE 0 0 7711 FORD MTR CO DEL COM 345370860 396533 26208 SH SOLE 0 0 26208 HENRY JACK & ASSOC INC COM 426281101 301194 1800 SH SOLE 0 0 1800 HOME DEPOT INC COM 437076102 398600 1283 SH SOLE 0 0 1283 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 615891 12407 SH SOLE 0 0 12407 INVESCO QQQ TR UNIT SER 1 46090E103 530922 1437 SH SOLE 0 0 1437 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 1382108 9094 SH SOLE 0 0 9094 ISHARES TR CORE S&P500 ETF 464287200 1446729 3246 SH SOLE 0 0 3246 ISHARES TR MSCI EAFE ETF 464287465 7673512 105842 SH SOLE 0 0 105842 ISHARES TR CORE S&P MCP ETF 464287507 1963796 7510 SH SOLE 0 0 7510 ISHARES TR RUSSELL 2000 ETF 464287655 1394915 7449 SH SOLE 0 0 7449 ISHARES TR MRGSTR MD CP ETF 464288208 1108850 17520 SH SOLE 0 0 17520 JPMORGAN CHASE & CO COM 46625H100 477927 3286 SH SOLE 0 0 3286 JOHNSON & JOHNSON COM 478160104 3802926 22976 SH SOLE 0 0 22976 LOWES COS INC COM 548661107 1036358 4592 SH SOLE 0 0 4592 MARRIOTT INTL INC NEW CL A 571903202 694117 3779 SH SOLE 0 0 3779 MASTERCARD INCORPORATED CL A 57636Q104 287502 731 SH SOLE 0 0 731 MICROSOFT CORP COM 594918104 1354639 3978 SH SOLE 0 0 3978 NETFLIX INC COM 64110L106 1396353 3170 SH SOLE 0 0 3170 NVIDIA CORPORATION COM 67066G104 1406607 3325 SH SOLE 0 0 3325 PAYCHEX INC COM 704326107 449211 4015 SH SOLE 0 0 4015 PAYPAL HLDGS INC COM 70450Y103 759788 11386 SH SOLE 0 0 11386 QUALCOMM INC COM 747525103 642415 5397 SH SOLE 0 0 5397 SPDR S&P 500 ETF TR TR UNIT 78462F103 4689985 10580 SH SOLE 0 0 10580 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 299951 872 SH SOLE 0 0 872 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1537391 11583 SH SOLE 0 0 11583 SHERWIN WILLIAMS CO COM 824348106 338058 1273 SH SOLE 0 0 1273 BLOCK INC CL A 852234103 325660 4892 SH SOLE 0 0 4892 STRYKER CORPORATION COM 863667101 337171 1105 SH SOLE 0 0 1105 TESLA INC COM 88160R101 379828 1451 SH SOLE 0 0 1451 ULTRALIFE CORP COM 903899102 62049 12820 SH SOLE 0 0 12820 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1911181 11766 SH SOLE 0 0 11766 VANGUARD STAR FDS VG TL INTL STK F 921909768 509759 9090 SH SOLE 0 0 9090 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 272518 3749 SH SOLE 0 0 3749 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6643788 30161 SH SOLE 0 0 30161 VERIZON COMMUNICATIONS INC COM 92343V104 349558 9399 SH SOLE 0 0 9399 WALMART INC COM 931142103 207501 1320 SH SOLE 0 0 1320 MEDTRONIC PLC SHS G5960L103 704980 8002 SH SOLE 0 0 8002 ROYAL CARIBBEAN GROUP COM V7780T103 457701 4412 SH SOLE 0 0 4412