Filling information for Pitti Group Wealth Management, LLC as Treemap, investor disclosed 62 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
316092501 | 316092501 | FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 1333254 | 28325 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 530922 | 1437 | |
301505889 | 301505889 | EXCHANGE TRADED CONCEPTS TR | EMQQ EM INTERN | 788151 | 26844 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 6643788 | 30161 | |
037833100 | 037833100 | APPLE INC | COM | 1542016 | 7950 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 3802926 | 22976 | |
704326107 | 704326107 | PAYCHEX INC | COM | 449211 | 4015 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 1963796 | 7510 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1406607 | 3325 | |
33740F623 | 33740F623 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST BFR | 271524 | 7301 | |
023135106 | 023135106 | AMAZON COM INC | COM | 1789452 | 13727 | |
903899102 | 903899102 | ULTRALIFE CORP | COM | 62049 | 12820 | |
33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 1332541 | 28292 | |
921909768 | 921909768 | VANGUARD STAR FDS | VG TL INTL STK F | 509759 | 9090 | |
097023105 | 097023105 | BOEING CO | COM | 1692236 | 8014 | |
548661107 | 548661107 | LOWES COS INC | COM | 1036358 | 4592 | |
33740F847 | 33740F847 | FIRST TR EXCHNG TRADED FD VI | CBOE EQT BUFER | 762053 | 18926 | |
824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 338058 | 1273 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 272518 | 3749 | |
852234103 | 852234103 | BLOCK INC | CL A | 325660 | 4892 | |
33740F664 | 33740F664 | FIRST TR EXCHNG TRADED FD VI | VEST US EQTY BUF | 750285 | 19881 | |
464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 7673512 | 105842 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 704980 | 8002 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 2404892 | 8380 | |
747525103 | 747525103 | QUALCOMM INC | COM | 642415 | 5397 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 1394915 | 7449 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 396533 | 26208 | |
33740U786 | 33740U786 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 203122 | 6225 | |
464288208 | 464288208 | ISHARES TR | MRGSTR MD CP ETF | 1108850 | 17520 | |
25243Q205 | 25243Q205 | DIAGEO PLC | SPON ADR NEW | 677188 | 3904 | |
V7780T103 | V7780T103 | ROYAL CARIBBEAN GROUP | COM | 457701 | 4412 | |
88160R101 | 88160R101 | TESLA INC | COM | 379828 | 1451 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1537391 | 11583 | |
426281101 | 426281101 | HENRY JACK & ASSOC INC | COM | 301194 | 1800 | |
33741X102 | 33741X102 | FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 218297 | 7711 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 4689985 | 10580 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 477927 | 3286 | |
78467X109 | 78467X109 | SPDR DOW JONES INDL AVERAGE | UT SER 1 | 299951 | 872 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 398600 | 1283 | |
33740U778 | 33740U778 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST BUFERD | 2813253 | 139408 | |
46090A887 | 46090A887 | INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 615891 | 12407 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 821733 | 28642 | |
055622104 | 055622104 | BP PLC | SPONSORED ADR | 895746 | 25382 | |
33740F649 | 33740F649 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST 100 | 201510 | 9000 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 3566366 | 33253 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1560050 | 13033 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 1396353 | 3170 | |
921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1911181 | 11766 | |
931142103 | 931142103 | WALMART INC | COM | 207501 | 1320 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 499001 | 4125 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 349558 | 9399 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1446729 | 3246 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 287502 | 731 | |
33740F888 | 33740F888 | FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 9065254 | 375062 | |
46138G649 | 46138G649 | INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 1382108 | 9094 | |
33740U505 | 33740U505 | FIRST TR EXCHNG TRADED FD VI | FT CBOE EQTY BFR | 402808 | 11178 | |
571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 694117 | 3779 | |
33740F755 | 33740F755 | FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | 6814586 | 272148 | |
33738D101 | 33738D101 | FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 372492 | 13796 | |
863667101 | 863667101 | STRYKER CORPORATION | COM | 337171 | 1105 | |
70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 759788 | 11386 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 1354639 | 3978 |