The Analysis of Sculati Wealth Management, LLC's Holdings
Currently, Sculati Wealth Management, LLC holds 124 types of securities in its portfolio with a total value $283.6M. In the most recent quarter, they have increased their positions in IWY (+9.8K shares, valued at $2.7M), QUAL (+8.5K shares, valued at $1.7M), FDVV (+29.4K shares, valued at $1.6M); decreased their positions in VV (-13.0K shares, valued at $4.0M), TPC (-32.2K shares, valued at $2.1M), IHDG (-41.5K shares, valued at $1.9M); initiated new positions in EMB (+3.1K shares, valued at $297.2K), GOVT (+12.6K shares, valued at $291.0K), BABA (+1.5K shares, valued at $268.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL49.2K shares-0.24%2025-09-302025-11-14
AAPL APPLE INC54.9K shares-0.81%2025-09-302025-11-14 IWY ISHARES TR51.1K shares23.64%2025-09-302025-11-14 MSFT MICROSOFT CORP18.7K shares-0.49%2025-09-302025-11-14 FDVV FIDELITY COVINGTON TRUST165.4K shares21.58%2025-09-302025-11-14 QUAL ISHARES TR41.5K shares25.77%2025-09-302025-11-14 AMZN AMAZON COM INC36.2K shares-1.27%2025-09-302025-11-14 ORCL ORACLE CORP25.6K shares-0.25%2025-09-302025-11-14 DYNF BLACKROCK ETF TRUST107.7K shares23.78%2025-09-302025-11-14 DFIV DIMENSIONAL ETF TRUST129.4K shares33.05%2025-09-302025-11-14 GS GOLDMAN SACHS GROUP INC7.4K shares-2.50%2025-09-302025-11-14 META META PLATFORMS INC7.9K shares-1.90%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.18.3K shares-1.80%2025-09-302025-11-14 IEFA ISHARES TR65.2K shares37.33%2025-09-302025-11-14 GOOG ALPHABET INC23.2K shares-1.31%2025-09-302025-11-14 MS MORGAN STANLEY31.0K shares-0.62%2025-09-302025-11-14 BX BLACKSTONE INC25.2K shares-3.37%2025-09-302025-11-14 VV VANGUARD INDEX FDS13.9K shares-48.27%2025-09-302025-11-14 DFAE DIMENSIONAL ETF TRUST125.2K shares29.12%2025-09-302025-11-14 VFMV VANGUARD WELLINGTON FD30.0K shares40.30%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP40.3K shares-0.78%2025-09-302025-11-14 IHDG WISDOMTREE TR80.7K shares-33.96%2025-09-302025-11-14 IVV ISHARES TR5.4K shares23.35%2025-09-302025-11-14 LOW LOWES COS INC13.3K shares-1.18%2025-09-302025-11-14 AVUV AMERICAN CENTY ETF TR32.9K shares25.34%2025-09-302025-11-14 NOW SERVICENOW INC3.5K shares-0.91%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW3.3K shares-1.31%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON15.9K shares5.15%2025-09-302025-11-14 CVX CHEVRON CORP NEW18.6K shares-0.37%2025-09-302025-11-14 UNM UNUM GROUP36.2K shares-0.10%2025-09-302025-11-14 GOOGL ALPHABET INC11.5K shares-0.63%2025-09-302025-11-14 V VISA INC8.2K shares-1.19%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR4.0K shares0.00%2025-09-302025-11-14 FNDE SCHWAB STRATEGIC TR72.2K shares-35.98%2025-09-302025-11-14 RACE FERRARI N V5.3K shares-1.62%2025-09-302025-11-14 AMLP ALPS ETF TR54.6K shares-2.39%2025-09-302025-11-14 CRM SALESFORCE INC10.0K shares-0.02%2025-09-302025-11-14 OHI OMEGA HEALTHCARE INVS INC54.8K shares-0.67%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP6.6K shares-0.15%2025-09-302025-11-14 ARCC ARES CAPITAL CORP107.0K shares-0.45%2025-09-302025-11-14 TPC TUTOR PERINI CORP33.2K shares-49.28%2025-09-302025-11-14 NVDA NVIDIA CORPORATION11.6K shares-1.13%2025-09-302025-11-14 DIS DISNEY WALT CO18.3K shares-1.80%2025-09-302025-11-14 BA BOEING CO9.7K shares-0.84%2025-09-302025-11-14 DAL DELTA AIR LINES INC DEL35.1K shares1.73%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC43.2K shares0.42%2025-09-302025-11-14 LLY ELI LILLY & CO2.3K shares10.14%2025-09-302025-11-14 MDT MEDTRONIC PLC18.3K shares1.05%2025-09-302025-11-14 DTE DTE ENERGY CO11.7K shares-0.79%2025-09-302025-11-14 BINC BLACKROCK ETF TRUST II30.3K shares-19.68%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR49.7K shares-0.27%2025-09-302025-11-14 ETN EATON CORP PLC4.1K shares9.40%2025-09-302025-11-14 ADBE ADOBE INC4.3K shares1.04%2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC17.6K shares-0.48%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP1.9K shares10.13%2025-09-302025-11-14 XSLV INVESCO EXCH TRADED FD TR II29.9K shares-53.76%2025-09-302025-11-14 IUSB ISHARES TR29.5K shares119.60%2025-09-302025-11-14 SO SOUTHERN CO14.0K shares0.00%2025-09-302025-11-14 VRTX VERTEX PHARMACEUTICALS INC3.3K shares4.69%2025-09-302025-11-14 XMLV INVESCO EXCH TRADED FD TR II19.0K shares-58.79%2025-09-302025-11-14 CMCSA COMCAST CORP NEW37.7K shares0.27%2025-09-302025-11-14 WM WASTE MGMT INC DEL5.3K shares19.07%2025-09-302025-11-14 NKE NIKE INC16.8K shares-1.10%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW9.4K shares8.13%2025-09-302025-11-14 GE GE AEROSPACE3.8K shares0.00%2025-09-302025-11-14 SCHM SCHWAB STRATEGIC TR38.0K shares-1.36%2025-09-302025-11-14 EG EVEREST GROUP LTD3.2K shares17.50%2025-09-302025-11-14 RWT REDWOOD TRUST INC190.9K shares3.53%2025-09-302025-11-14 MELI MERCADOLIBRE INC450 shares0.00%2025-09-302025-11-14 SCHA SCHWAB STRATEGIC TR36.3K shares-2.99%2025-09-302025-11-14 DVY ISHARES TR7.0K shares0.00%2025-09-302025-11-14 SCHI SCHWAB STRATEGIC TR43.0K shares-14.38%2025-09-302025-11-14 LULU LULULEMON ATHLETICA INC5.3K shares-11.34%2025-09-302025-11-14 AMGN AMGEN INC3.2K shares33.82%2025-09-302025-11-14 DPZ DOMINOS PIZZA INC2.1K shares15.24%2025-09-302025-11-14 SYK STRYKER CORPORATION2.3K shares27.45%2025-09-302025-11-14 SCHZ SCHWAB STRATEGIC TR35.8K shares92.20%2025-09-302025-11-14 NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2025-09-302025-11-14 XSMO INVESCO EXCHANGE TRADED FD T10.3K shares-47.30%2025-09-302025-11-14 MBB ISHARES TR7.2K shares61.24%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR23.3K shares-1.67%2025-09-302025-11-14 XMMO INVESCO EXCHANGE TRADED FD T4.7K shares-55.94%2025-09-302025-11-14 DTM DT MIDSTREAM INC5.2K shares-0.38%2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC100 shares0.00%2025-09-302025-11-14 TFC TRUIST FINL CORP11.7K shares0.00%2025-09-302025-11-14 QQQ INVESCO QQQ TR848 shares0.00%2025-09-302025-11-14 MRK MERCK & CO INC6.0K shares-24.39%2025-09-302025-11-14 IBB ISHARES TR2.9K shares-26.05%2025-09-302025-11-14 XOM EXXON MOBIL CORP3.6K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC332 shares-1.78%2025-09-302025-11-14 SCUS SCHWAB STRATEGIC TR15.7K shares-44.88%2025-09-302025-11-14 TSLA TESLA INC889 shares0.00%2025-09-302025-11-14 IRM IRON MTN INC DEL3.8K shares-11.57%2025-09-302025-11-14 GDX VANECK ETF TRUST5.0K shares0.00%2025-09-302025-11-14 CHDN CHURCHILL DOWNS INC3.8K shares-3.84%2025-09-302025-11-14 PFE PFIZER INC13.6K shares-9.65%2025-09-302025-11-14 SLV ISHARES SILVER TR8.2K shares25.64%2025-09-302025-11-14 WMT WALMART INC3.3K shares0.00%2025-09-302025-11-14 INTC INTEL CORP10.2K shares-18.06%2025-09-302025-11-14 T AT&T INC11.8K shares0.00%2025-09-302025-11-14 MMM 3M CO2.1K shares0.00%2025-09-302025-11-14 SPGI S&P GLOBAL INC658 shares-7.19%2025-09-302025-11-14 SBUX STARBUCKS CORP3.7K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC498 shares-5.68%2025-09-302025-11-14 EMB ISHARES TR3.1K sharesnew addition2025-09-302025-11-14 USB US BANCORP DEL6.1K shares0.00%2025-09-302025-11-14 GOVT ISHARES TR12.6K sharesnew addition2025-09-302025-11-14 MPC MARATHON PETE CORP1.4K shares0.00%2025-09-302025-11-14 KO COCA COLA CO4.1K shares-2.43%2025-09-302025-11-14 SHOP SHOPIFY INC1.8K shares0.00%2025-09-302025-11-14 F FORD MTR CO22.8K shares-0.63%2025-09-302025-11-14 BABA ALIBABA GROUP HLDG LTD1.5K sharesnew addition2025-09-302025-11-14 SOXX ISHARES TR983 shares13.90%2025-09-302025-11-14 TGNA TEGNA INC13.0K shares-2.98%2025-09-302025-11-14 WFC WELLS FARGO CO NEW3.1K shares0.00%2025-09-302025-11-14 GLD SPDR GOLD TR717 shares-14.64%2025-09-302025-11-14 BSCP INVESCO EXCH TRD SLF IDX FD12.1K shares-48.87%2025-09-302025-11-14 HD HOME DEPOT INC575 shares0.00%2025-09-302025-11-14 AMAT APPLIED MATLS INC1.1K shares0.00%2025-09-302025-11-14 MO ALTRIA GROUP INC3.2K sharesnew addition2025-09-302025-11-14 UYG PROSHARES TR2.1K shares0.00%2025-09-302025-11-14 POWR ISHARES INC8.2K sharesnew addition2025-09-302025-11-14 PSEC PROSPECT CAP CORP26.6K shares-8.84%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available