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
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
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
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
GOLDMAN SACHS GROUP INC	GS	Common	8,008	188	2,582,900,000	2,580,608,000	1.30		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
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
ADOBE INC.	ADBE	Common	3,521	956	1,721,734,000	1,721,028,000	0.87	0.00	Hist	06/30/2023
OMEGA HEALTHCARE INVESTORS INC	OHI	Common	55,201	7,356	1,694,120,000	1,692,709,000	0.85	0.02	Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	3,125	2,634	1,682,438,000	1,682,206,000	0.85		Hist	06/30/2023
SOUTHERN CO	SO	Common	23,325	1,377	1,638,581,000	1,637,089,000	0.82		Hist	06/30/2023
Ferrari N.V.	RACE	COM	5,010	1,408	1,629,302,000	1,628,636,000	0.82	0.00	Hist	06/30/2023
Walt Disney Co	DIS	Common	17,193	598	1,535,005,000	1,533,440,000	0.77	0.00	Hist	06/30/2023
DTE ENERGY CO	DTE	Common	13,236	156	1,456,225,000	1,454,720,000	0.73	0.01	Hist	06/30/2023
DELTA AIR LINES, INC.	DAL	Common	28,785	15,921	1,368,439,000	1,368,078,000	0.69	0.00	Hist	06/30/2023
INVESCO EXCHANGE TRADED FD T	XSMO	Common	27,675	5,579	1,341,803,000	1,340,845,000	0.68		Hist	06/30/2023
AT&T CORP	T	Common	82,732	7,256	1,319,578,000	1,318,420,000	0.66		Hist	06/30/2023
TUTOR PERINI CORP	TPC	Common Stock	182,213	106,953	1,302,823,000	1,302,408,000	0.66	0.35	Hist	06/30/2023
INVESCO EXCH TRADED FD TR II	XMLV	Common	20,863	2,309	1,079,660,000	1,078,769,000	0.54		Hist	06/30/2023
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