Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $18,427 | ||
BRK.B | 51,666 | -45 | $18,427 |
APPLE INC | 61,453 | -217 | $11,832 |
AAPL | 61,453 | -217 | $11,832 |
WISDOMTREE TR | 238,422 | +1,898 | $10,011 |
IHDG | 238,422 | +1,898 | $10,011 |
VANGUARD INDEX FDS (VV) | 41,000 | +867 | $8,944 |
VV | 41,000 | +867 | $8,944 |
MICROSOFT CORP | 21,704 | +145 | $8,162 |
MSFT | 21,704 | +145 | $8,162 |
SCHWAB STRATEGIC TR | 85,320 | -316 | $7,078 |
SCHG | 85,320 | -316 | $7,078 |
AMAZON COM INC | 37,750 | +210 | $5,736 |
AMZN | 37,750 | +210 | $5,736 |
SCHWAB STRATEGIC TR | 117,622 | +407 | $5,556 |
SCHA | 117,622 | +407 | $5,556 |
SCHWAB STRATEGIC TR | 71,422 | -959 | $5,380 |
SCHM | 71,422 | -959 | $5,380 |
SCHWAB STRATEGIC TR | 172,857 | +5,371 | $4,691 |
FNDE | 172,857 | +5,371 | $4,691 |
SCHWAB STRATEGIC TR | 61,934 | +904 | $4,342 |
SCHV | 61,934 | +904 | $4,342 |
BLACKSTONE INC | 30,532 | +10 | $3,997 |
BX | 30,532 | +10 | $3,997 |
LULULEMON ATHLETICA INC | 7,612 | -294 | $3,892 |
LULU | 7,612 | -294 | $3,892 |
JPMORGAN CHASE & CO | 20,319 | +100 | $3,456 |
JPM | 20,319 | +100 | $3,456 |
ALPHABET INC | 24,269 | -397 | $3,420 |
GOOG | 24,269 | -397 | $3,420 |
MORGAN STANLEY | 36,415 | -35 | $3,396 |
MS | 36,415 | -35 | $3,396 |
GOLDMAN SACHS GROUP INC | 8,189 | +103 | $3,159 |
GS | 8,189 | +103 | $3,159 |
META PLATFORMS INC | 8,884 | -68 | $3,145 |
META | 8,884 | -68 | $3,145 |
LOWES COS INC | 13,886 | +381 | $3,090 |
LOW | 13,886 | +381 | $3,090 |
ORACLE CORP | 28,264 | UNCH | $2,980 |
ORCL | 28,264 | UNCH | $2,980 |
SCHWAB CHARLES CORP | 42,971 | +165 | $2,956 |
SCHW | 42,971 | +165 | $2,956 |
CHEVRON CORP NEW | 19,363 | +85 | $2,888 |
CVX | 19,363 | +85 | $2,888 |
MERCK & CO INC | 25,329 | +759 | $2,761 |
MRK | 25,329 | +759 | $2,761 |
INVESCO EXCH TRADED FD TR II (XSLV) | 62,030 | -972 | $2,739 |
XSLV | 62,030 | -972 | $2,739 |
SALESFORCE INC | 10,149 | -27 | $2,671 |
CRM | 10,149 | -27 | $2,671 |
UNITED PARCEL SERVICE INC | 16,624 | +186 | $2,614 |
UPS | 16,624 | +186 | $2,614 |
JOHNSON & JOHNSON | 16,270 | +189 | $2,550 |
JNJ | 16,270 | +189 | $2,550 |
SERVICENOW INC | 3,608 | +126 | $2,549 |
NOW | 3,608 | +126 | $2,549 |
BOEING CO | 9,597 | +201 | $2,502 |
BA | 9,597 | +201 | $2,502 |
ALPS ETF TR (AMLP) | 58,487 | +45 | $2,487 |
AMLP | 58,487 | +45 | $2,487 |
COSTCO WHSL CORP NEW | 3,618 | +98 | $2,388 |
COST | 3,618 | +98 | $2,388 |
INTEL CORP | 47,409 | +45 | $2,382 |
INTC | 47,409 | +45 | $2,382 |
ARES CAPITAL CORP | 113,179 | +815 | $2,267 |
ARCC | 113,179 | +815 | $2,267 |
ADOBE INC | 3,792 | +32 | $2,262 |
ADBE | 3,792 | +32 | $2,262 |
VISA INC | 8,352 | +257 | $2,174 |
V | 8,352 | +257 | $2,174 |
ISHARES TR (IBB) | 14,853 | -40 | $2,018 |
IBB | 14,853 | -40 | $2,018 |
FERRARI N V | 5,898 | +142 | $1,996 |
RACE | 5,898 | +142 | $1,996 |
SPDR S&P 500 ETF TR (SPY) | 3,948 | +32 | $1,877 |
SPY | 3,948 | +32 | $1,877 |
TUTOR PERINI CORP | 205,901 | +5,948 | $1,874 |
TPC | 205,901 | +5,948 | $1,874 |
REGENERON PHARMACEUTICALS | 2,032 | UNCH | $1,785 |
REGN | 2,032 | UNCH | $1,785 |
INVESCO EXCHANGE TRADED FD T (XSMO) | 30,596 | +1,066 | $1,733 |
XSMO | 30,596 | +1,066 | $1,733 |
SKYWORKS SOLUTIONS INC | 15,098 | -1,154 | $1,697 |
SWKS | 15,098 | -1,154 | $1,697 |
ALPHABET INC | 12,016 | +590 | $1,679 |
GOOGL | 12,016 | +590 | $1,679 |
OMEGA HEALTHCARE INVS INC | 54,728 | -1,935 | $1,678 |
OHI | 54,728 | -1,935 | $1,678 |
DISNEY WALT CO | 18,571 | +169 | $1,677 |
DIS | 18,571 | +169 | $1,677 |
PFIZER INC | 56,316 | -6,045 | $1,621 |
PFE | 56,316 | -6,045 | $1,621 |
AKAMAI TECHNOLOGIES INC | 13,678 | -47 | $1,619 |
AKAM | 13,678 | -47 | $1,619 |
DTE ENERGY CO | 13,666 | UNCH | $1,507 |
DTE | 13,666 | UNCH | $1,507 |
GENERAL DYNAMICS CORP | 5,797 | +627 | $1,505 |
GD | 5,797 | +627 | $1,505 |
GENERAL ELECTRIC CO | 11,092 | -150 | $1,416 |
GE | 11,092 | -150 | $1,416 |
See Full List: All Stocks Held By Sculati Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Sculati Wealth Management LLC
Size ($ in 1000's)
At 12/31/2023: $214,646 At 09/30/2023: $195,693 Sculati Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sculati Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |