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| Name: |
Pitti Group Wealth Management LLC |
| City: |
VICTOR |
| State: |
NY |
| Zip: |
14564 |
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data |
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| Holdings
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20 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BUFR |
First Tr Exchng Traded Fd Vi |
1 |
- |
$0.00 |
$11,569,000 |
414,803 |
12.93% |
549,000 |
64 |
0.461 |
N/A |
|
|
BUFG |
Ft Cboe Vest Buffered Alloc... |
4 |
- |
$0.00 |
$4,904,000 |
219,303 |
5.48% |
247,000 |
455 |
0.555 |
N/A |
|
|
XOM |
Exxon Mobil Corp |
5 |
- |
$113.42 |
$4,055,000 |
33,291 |
4.53% |
731,000 |
47 |
0.001 |
Integrated Oil & Gas |
|
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GJUN |
Ft Cboe Vest Us Equity Mode... |
7 |
- |
$0.00 |
$3,468,000 |
104,035 |
3.87% |
181,000 |
650 |
0.952 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
10 |
- |
$529.44 |
$3,214,000 |
6,204 |
3.59% |
284,000 |
40 |
0 |
Closed - End Fund - E... |
|
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IJH |
iShares S&P MidCap 400 Index |
12 |
- |
$59.52 |
$2,008,000 |
34,151 |
2.24% |
93,000 |
27,242 |
0.015 |
Closed - End Fund - E... |
|
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MSFT |
Microsoft Corp |
17 |
- |
$430.16 |
$1,548,000 |
3,618 |
1.73% |
241,000 |
143 |
0 |
Application Software |
|
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BA |
Boeing Co |
20 |
- |
$174.52 |
$1,378,000 |
7,947 |
1.54% |
-642,000 |
197 |
0.001 |
Aerospace/Defense - M... |
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LLY |
Eli Lilly & Co |
22 |
- |
$807.43 |
$1,271,000 |
1,673 |
1.42% |
304,000 |
14 |
0 |
Drug Manufacturers - ... |
|
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LOW |
Lowes Companies Inc |
26 |
- |
$215.21 |
$936,000 |
3,977 |
1.05% |
54,000 |
12 |
0.001 |
Home Improvement Stores |
|
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MDT |
Medtronic Plc |
30 |
- |
$82.29 |
$716,000 |
8,715 |
0.8% |
10,000 |
140 |
0.001 |
Medical Appliances & ... |
|
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GSY |
Invesco Ultra Short Duratio... |
34 |
- |
$49.84 |
$596,000 |
11,935 |
0.67% |
23,000 |
440 |
0.02 |
N/A |
|
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VXUS |
Vanguard Total Internationa... |
35 |
- |
$61.64 |
$568,000 |
9,494 |
0.63% |
62,000 |
755 |
0.002 |
Closed - End Fund - E... |
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PAYX |
Paychex Inc |
40 |
- |
$124.23 |
$489,000 |
3,934 |
0.55% |
21,000 |
6 |
0.001 |
Staffing & Outsourcin... |
|
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FDEC |
Ft Cboe Vest Us Equity Buff... |
41 |
- |
$0.00 |
$433,000 |
10,526 |
0.48% |
54,000 |
800 |
0.117 |
N/A |
|
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DIA |
Diamonds Trust |
51 |
- |
$390.64 |
$304,000 |
790 |
0.34% |
14,000 |
21 |
0.001 |
Closed - End Fund - E... |
|
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SDVY |
First Trust Smid Cap Rising... |
53 |
- |
$0.00 |
$283,000 |
8,430 |
0.32% |
24,000 |
525 |
0.009 |
N/A |
|
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BND |
Vanguard Total Bond Market ETF |
54 |
- |
$71.67 |
$266,000 |
3,751 |
0.3% |
3,000 |
171 |
0 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
55 |
- |
$177.81 |
$260,000 |
1,488 |
0.29% |
-98,000 |
49 |
0 |
Auto Manufacturers |
|
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ULBI |
Ultralife Corp |
60 |
- |
$11.30 |
$170,000 |
19,120 |
0.19% |
46,000 |
1,000 |
0.119 |
Industrial Electrical... |
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