Pitti Group Wealth Management, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
590 FISHERS STATION DRIVE VICTOR, NY 14564
As of the latest 13F report, the guru’s equity portfolio contained 67 stocks valued at a total of $84.00Mil. The top holdings were UCON(11.03%), EFA(8.56%), and VTI(6.84%).
According to GuruFocus data, these were Pitti Group Wealth Management, LLC’s top five trades of the quarter.
Netflix Inc
The guru established a new position worth 2,977 shares in NAS:NFLX, giving the stock a 1.05% weight in the equity portfolio. Shares traded for an average price of $280.49 during the quarter.
On 01/25/2023, Netflix Inc traded for a price of $363.83 per share and a market cap of $161.91Bil. The stock has returned -6.04% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Netflix Inc has a price-earnings ratio of 36.57, a price-book ratio of 7.79, a price-earnings-to-growth (PEG) ratio of 1.51, a EV-to-Ebitda ratio of 8.10 and a price-sales ratio of 5.18.
The price-to-GF Value ratio is 0.58, earning the stock a GF Value rank of 8.
Boeing Co
During the quarter, Pitti Group Wealth Management, LLC bought 3,641 shares of NYSE:BA for a total holding of 8,096. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $163.57.
On 01/25/2023, Boeing Co traded for a price of $211.98 per share and a market cap of $126.34Bil. The stock has returned 3.80% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, Boeing Co has a EV-to-Ebitda ratio of -37.36 and a price-sales ratio of 2.04.
The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.
Amazon.com Inc
During the quarter, Pitti Group Wealth Management, LLC bought 7,363 shares of NAS:AMZN for a total holding of 14,111. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.78.
On 01/25/2023, Amazon.com Inc traded for a price of $96.31999999999999 per share and a market cap of $982.62Bil. The stock has returned -33.36% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Amazon.com Inc has a price-earnings ratio of 88.37, a price-book ratio of 7.15, a price-earnings-to-growth (PEG) ratio of 2.11, a EV-to-Ebitda ratio of 21.00 and a price-sales ratio of 1.98.
The price-to-GF Value ratio is 0.50, earning the stock a GF Value rank of 4.
Meta Platforms Inc
During the quarter, Pitti Group Wealth Management, LLC bought 5,190 shares of NAS:META for a total holding of 12,423. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $117.43.
On 01/25/2023, Meta Platforms Inc traded for a price of $143.14 per share and a market cap of $375.34Bil. The stock has returned -53.66% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Meta Platforms Inc has a price-earnings ratio of 13.65, a price-book ratio of 3.07, a price-earnings-to-growth (PEG) ratio of 0.51, a EV-to-Ebitda ratio of 8.28 and a price-sales ratio of 3.32.
The price-to-GF Value ratio is 0.37, earning the stock a GF Value rank of 4.
General Motors Co
The guru established a new position worth 18,284 shares in NYSE:GM, giving the stock a 0.73% weight in the equity portfolio. Shares traded for an average price of $36.96 during the quarter.
On 01/25/2023, General Motors Co traded for a price of $36.2 per share and a market cap of $51.43Bil. The stock has returned -30.91% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.
In terms of valuation, General Motors Co has a price-earnings ratio of 6.15, a price-book ratio of 0.78, a price-earnings-to-growth (PEG) ratio of 2.80, a EV-to-Ebitda ratio of 5.67 and a price-sales ratio of 0.36.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 10.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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