The Analysis of Sculati Wealth Management, LLC's Holdings
Currently, Sculati Wealth Management, LLC holds 116 types of securities in its portfolio with a total value $283.7M. In the most recent quarter, they have increased their positions in NOW (+14.1K shares, valued at $2.2M), IWY (+4.1K shares, valued at $1.1M), FDVV (+14.2K shares, valued at $803.8K); decreased their positions in VV (-4.3K shares, valued at $1.3M), AAPL (-4.4K shares, valued at $1.2M), IHDG (-14.9K shares, valued at $727.0K); initiated new positions in MTN (+5.0K shares, valued at $657.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWY ISHARES TR55.2K shares8.06%2025-12-312026-02-05
AAPL APPLE INC50.4K shares-8.10%2025-12-312026-02-05 FDVV FIDELITY COVINGTON TRUST179.5K shares8.57%2025-12-312026-02-05 QUAL ISHARES TR44.9K shares8.18%2025-12-312026-02-05 MSFT MICROSOFT CORP18.4K shares-1.35%2025-12-312026-02-05 AMZN AMAZON COM INC35.9K shares-0.84%2025-12-312026-02-05 ALPHABET INC ALPHABET INC23.1K shares-0.46%2025-12-312026-02-05 DFIV DIMENSIONAL ETF TRUST141.2K shares9.17%2025-12-312026-02-05 DYNF BLACKROCK ETF TRUST114.2K shares6.07%2025-12-312026-02-05 IEFA ISHARES TR72.3K shares10.97%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC7.3K shares-1.64%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.18.0K shares-1.50%2025-12-312026-02-05 MS MORGAN STANLEY31.1K shares0.54%2025-12-312026-02-05 META META PLATFORMS INC7.9K shares0.00%2025-12-312026-02-05 ORCL ORACLE CORP25.7K shares0.09%2025-12-312026-02-05 VFMV VANGUARD WELLINGTON FD32.8K shares9.54%2025-12-312026-02-05 DFAE DIMENSIONAL ETF TRUST130.2K shares3.98%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP39.9K shares-0.97%2025-12-312026-02-05 IVV ISHARES TR5.7K shares5.41%2025-12-312026-02-05 ALPHABET INC ALPHABET INC11.5K shares-0.16%2025-12-312026-02-05 AVUV AMERICAN CENTY ETF TR32.7K shares-0.73%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON15.8K shares-0.57%2025-12-312026-02-05 LOW LOWES COS INC13.3K shares-0.16%2025-12-312026-02-05 IHDG WISDOMTREE TR65.8K shares-18.51%2025-12-312026-02-05 VV VANGUARD INDEX FDS9.7K shares-30.70%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW3.3K shares-1.47%2025-12-312026-02-05 V VISA INC8.0K shares-1.88%2025-12-312026-02-05 CVX CHEVRON CORP NEW18.4K shares-1.52%2025-12-312026-02-05 UNM UNUM GROUP36.1K shares-0.31%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR4.0K shares-1.17%2025-12-312026-02-05 NOW SERVICENOW INC17.6K shares401.83%2025-12-312026-02-05 CRM SALESFORCE INC9.8K shares-2.49%2025-12-312026-02-05 ALPS ETF TR ALPS ETF TR54.6K shares-0.01%2025-12-312026-02-05 LLY ELI LILLY & CO2.3K shares-0.89%2025-12-312026-02-05 DAL DELTA AIR LINES INC DEL35.1K shares-0.14%2025-12-312026-02-05 OHI OMEGA HEALTHCARE INVS INC54.4K shares-0.72%2025-12-312026-02-05 NVDA NVIDIA CORPORATION11.5K shares-1.10%2025-12-312026-02-05 ARCC ARES CAPITAL CORP105.5K shares-1.40%2025-12-312026-02-05 IUSB ISHARES TR45.6K shares54.84%2025-12-312026-02-05 FNDE SCHWAB STRATEGIC TR58.8K shares-18.56%2025-12-312026-02-05 BA BOEING CO9.6K shares-0.85%2025-12-312026-02-05 DIS DISNEY WALT CO18.2K shares-0.71%2025-12-312026-02-05 TPC TUTOR PERINI CORP29.7K shares-10.34%2025-12-312026-02-05 RACE FERRARI N V5.1K shares-4.43%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC42.8K shares-0.94%2025-12-312026-02-05 PH PARKER-HANNIFIN CORP1.9K shares-0.21%2025-12-312026-02-05 UPS UNITED PARCEL SERVICE INC16.5K shares-6.62%2025-12-312026-02-05 MEDTRONIC PLC MEDTRONIC PLC17.0K shares-6.98%2025-12-312026-02-05 SCHG SCHWAB STRATEGIC TR49.5K shares-0.27%2025-12-312026-02-05 BINC BLACKROCK ETF TRUST II30.1K shares-0.62%2025-12-312026-02-05 VRTX VERTEX PHARMACEUTICALS INC3.4K shares0.96%2025-12-312026-02-05 DTE DTE ENERGY CO11.3K shares-2.67%2025-12-312026-02-05 SCHZ SCHWAB STRATEGIC TR59.1K shares65.39%2025-12-312026-02-05 ADBE ADOBE INC3.7K shares-13.75%2025-12-312026-02-05 SO SOUTHERN CO13.9K shares-0.43%2025-12-312026-02-05 WM WASTE MGMT INC DEL5.4K shares0.94%2025-12-312026-02-05 SCHM SCHWAB STRATEGIC TR37.5K shares-1.23%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE3.5K shares-8.15%2025-12-312026-02-05 SCHI SCHWAB STRATEGIC TR47.1K shares9.36%2025-12-312026-02-05 AMGN AMGEN INC3.3K shares1.17%2025-12-312026-02-05 SCHA SCHWAB STRATEGIC TR36.3K shares-0.22%2025-12-312026-02-05 CMCSA COMCAST CORP NEW34.2K shares-9.42%2025-12-312026-02-05 EG EVEREST GROUP LTD3.0K shares-6.30%2025-12-312026-02-05 MELI MERCADOLIBRE INC450 shares0.00%2025-12-312026-02-05 NKE NIKE INC14.2K shares-15.39%2025-12-312026-02-05 LULU LULULEMON ATHLETICA INC4.3K shares-19.67%2025-12-312026-02-05 DPZ DOMINOS PIZZA INC2.1K shares1.01%2025-12-312026-02-05 XSLV INVESCO EXCH TRADED FD TR II18.5K shares-37.88%2025-12-312026-02-05 SYK STRYKER CORPORATION2.4K shares2.75%2025-12-312026-02-05 MBB ISHARES TR8.3K shares15.78%2025-12-312026-02-05 NOC NORTHROP GRUMMAN CORP1.3K shares0.00%2025-12-312026-02-05 XMLV INVESCO EXCH TRADED FD TR II11.5K shares-39.47%2025-12-312026-02-05 DVY ISHARES TR5.0K shares-28.57%2025-12-312026-02-05 SCHV SCHWAB STRATEGIC TR23.1K shares-0.76%2025-12-312026-02-05 MTN VAIL RESORTS INC5.0K sharesnew addition2025-12-312026-02-05 DTM DT MIDSTREAM INC5.2K shares-1.03%2025-12-312026-02-05 RWT REDWOOD TRUST INC110.4K shares-42.16%2025-12-312026-02-05 TFC TRUIST FINL CORP11.7K shares0.00%2025-12-312026-02-05 XSMO INVESCO EXCHANGE TRADED FD T7.9K shares-23.54%2025-12-312026-02-05 BKNG BOOKING HOLDINGS INC100 shares0.00%2025-12-312026-02-05 IBB ISHARES TR2.7K shares-4.71%2025-12-312026-02-05 XMMO INVESCO EXCHANGE TRADED FD T3.3K shares-29.22%2025-12-312026-02-05 XOM EXXON MOBIL CORP3.6K shares0.00%2025-12-312026-02-05 GDX VANECK ETF TRUST5.0K shares0.00%2025-12-312026-02-05 CHDN CHURCHILL DOWNS INC3.8K shares0.00%2025-12-312026-02-05 TSLA TESLA INC889 shares0.00%2025-12-312026-02-05 WMT WALMART INC3.3K shares0.00%2025-12-312026-02-05 SCUS SCHWAB STRATEGIC TR14.4K shares-8.13%2025-12-312026-02-05 EMB ISHARES TR3.7K shares18.74%2025-12-312026-02-05 SPGI S&P GLOBAL INC658 shares0.00%2025-12-312026-02-05 GOVT ISHARES TR14.6K shares15.76%2025-12-312026-02-05 MMM 3M CO2.0K shares-4.81%2025-12-312026-02-05 INTC INTEL CORP8.6K shares-15.54%2025-12-312026-02-05 IRM IRON MTN INC DEL3.8K shares-0.65%2025-12-312026-02-05 SBUX STARBUCKS CORP3.7K shares0.00%2025-12-312026-02-05 NFLX NETFLIX INC3.3K shares900.00%2025-12-312026-02-05 SOXX ISHARES TR983 shares0.00%2025-12-312026-02-05 KO COCA COLA CO4.1K shares-2.05%2025-12-312026-02-05 AMAT APPLIED MATLS INC1.1K shares0.00%2025-12-312026-02-05 T AT&T INC11.3K shares-4.16%2025-12-312026-02-05 PFE PFIZER INC10.9K shares-20.14%2025-12-312026-02-05 USB US BANCORP DEL5.1K shares-17.23%2025-12-312026-02-05 WFC WELLS FARGO CO NEW2.9K shares-6.47%2025-12-312026-02-05 GEV GE VERNOVA INC361 shares-27.51%2025-12-312026-02-05 MPC MARATHON PETE CORP1.4K shares0.00%2025-12-312026-02-05 F FORD MTR CO17.3K shares-23.95%2025-12-312026-02-05 TGNA TEGNA INC10.3K shares-21.00%2025-12-312026-02-05 PSEC PROSPECT CAP CORP19.3K shares-27.54%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available