Sculati Wealth Management, LLC [Rocket]

Holdings

Sculati Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
BERKSHIRE HATHAWAY INC	BRK/B	Common	51,927	-665	17,707,107,000	17,693,064,000	8.91		Hist	06/30/2023
Apple Inc.	AAPL	Common	61,450	-1,356	11,919,580,000	11,910,900,000	6.00		Hist	06/30/2023
WisdomTree Trust	IHDG	Common	232,604	37,865	9,343,703,000	9,336,714,000	4.70		Hist	06/30/2023
Navvis & Company, LLC	VV	ETF	38,147	3,471	7,733,160,000	7,727,488,000	3.89		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	21,292	-838	7,251,084,000	7,245,930,000	3.65	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHG	Common	85,666	-614	6,420,667,000	6,415,852,000	3.23		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHM	Common	73,217	-843	5,200,604,000	5,196,121,000	2.62		Hist	06/30/2023
SMART CHOICE AUTOMOTIVE GROUP INC	SCHA	CMN	115,358	1,488	5,052,680,000	5,048,376,000	2.54		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	36,740	414	4,789,426,000	4,785,321,000	2.41		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	FNDE	Common	150,265	68,065	4,022,594,000	4,020,667,000	2.02		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHV	Common	59,261	4,213	3,975,820,000	3,972,599,000	2.00		Hist	06/30/2023
ORACLE CORP	ORCL	Common	29,380	-2,331	3,498,864,000	3,496,927,000	1.76	0.00	Hist	06/30/2023
MORGAN STANLEY	MS	Common	36,562	-2,405	3,122,395,000	3,119,316,000	1.57		Hist	06/30/2023
lululemon athletica inc.	LULU	Common	7,941	-418	3,005,669,000	3,003,332,000	1.51	0.01	Hist	06/30/2023
Alphabet Inc.	GOOG	COM	24,813	-707	3,001,629,000	2,999,175,000	1.51		Hist	06/30/2023
CHEVRON CORP	CVX	Common	18,930	972	2,978,715,000	2,976,135,000	1.50	0.00	Hist	06/30/2023
UNITED PARCEL SERVICE INC	UPS	Common	16,541	391	2,965,090,000	2,962,481,000	1.49		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	19,587	4,239	2,848,733,000	2,847,129,000	1.43		Hist	06/30/2023
LOWES COMPANIES INC	LOW	Common	12,477	1,325	2,816,059,000	2,813,965,000	1.42	0.00	Hist	06/30/2023
Blackstone Inc.	BX	Stock	30,269	4,480	2,814,137,000	2,811,978,000	1.42		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	24,163	510	2,788,169,000	2,786,132,000	1.40		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	15,800	-17	2,615,236,000	2,612,652,000	1.32		Hist	06/30/2023
GOLDMAN SACHS GROUP INC	GS	Common	8,008	188	2,582,900,000	2,580,608,000	1.30		Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	8,952	-1,650	2,569,045,000	2,567,607,000	1.29		Hist	06/30/2023
Invesco Exchange-Traded Fund Trust II	XSLV	Exchange Traded Fund	60,651	3,700	2,415,729,000	2,413,418,000	1.22		Hist	06/30/2023
SCHWAB CHARLES CORP	SCHW	Common	42,186	1,266	2,391,149,000	2,388,208,000	1.20	0.00	Hist	06/30/2023
PFIZER INC	PFE	Common	60,036	2,625	2,202,136,000	2,199,624,000	1.11	0.00	Hist	06/30/2023
ALPS ETF Trust	AMLP	Common	55,989	5,881	2,195,353,000	2,193,521,000	1.10		Hist	06/30/2023
ARES CAPITAL CORP	ARCC	Common	109,827	2,092	2,063,651,000	2,061,832,000	1.04	0.02	Hist	06/30/2023
Salesforce, Inc.	CRM	Common	9,694	4,729	2,047,954,000	2,047,240,000	1.03		Hist	06/30/2023
BOEING CO	BA	Common	9,098	2,797	1,921,135,000	1,920,372,000	0.97	0.00	Hist	06/30/2023
VISA INC.	V	CL A	7,974	1,543	1,893,666,000	1,892,524,000	0.95		Hist	06/30/2023
ServiceNow, Inc.	NOW	COM	3,276	1,738	1,841,014,000	1,840,433,000	0.93		Hist	06/30/2023
iSHARES TRUST	IBB	CALL	13,816	-328	1,754,079,000	1,752,425,000	0.88		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	3,926	58	1,740,317,000	1,738,935,000	0.88		Hist	06/30/2023
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