Filer Name: SCULATI WEALTH MANAGEMENT, LLC
CIK: 1803397
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 103
Portfolio Value: $0.23B

Sculati Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BRK/B US BERKSHIRE HATHAWAY INC-CL B 51,089 $21M 9.27% - -
IHDG US WISDOMTREE INTERNATIONAL HED 243,607 $11M 4.83% - -
AAPL US APPLE INC 61,328 $11M 4.54% - -
VV US VANGUARD LARGE-CAP ETF 43,395 $10M 4.49% - -
MSFT US MICROSOFT CORP 21,599 $9M 3.92% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 84,484 $8M 3.38% - -
AMZN US AMAZON.COM INC 37,930 $7M 2.95% - -
SCHA US SCHWAB US SMALL-CAP ETF 116,663 $6M 2.48% - -
SCHM US SCHWAB US MID CAP ETF 69,744 $6M 2.45% - -
FNDE US SCHWAB FNDMNTL EM MRK EQ ETF 186,948 $5M 2.24% - -
SCHV US SCHWAB US LARGE-CAP VALUE 62,397 $5M 2.04% - -
META US META PLATFORMS INC-CLASS A 8,774 $4M 1.84% - -
JPM US JPMORGAN CHASE & CO 20,315 $4M 1.76% - -
BX US BLACKSTONE INC 30,523 $4M 1.73% - -
GOOG US ALPHABET INC-CL C 24,269 $4M 1.59% - -
ORCL US ORACLE CORP 29,352 $4M 1.59% - -
LOW US LOWE'S COS INC 13,962 $4M 1.53% - -
GS US GOLDMAN SACHS GROUP INC 8,168 $3M 1.47% - -
MRK US MERCK & CO. INC. 25,259 $3M 1.44% - -
MS US MORGAN STANLEY 35,013 $3M 1.42% - -
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