Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TESLA INC COM | 5 | Q4 2022 | 11.0% |
TRUESHARES LOW VOLATILITY EQUITY INCOME ETF | 5 | Q4 2022 | 7.5% |
SPDR S&P 500 ETF TRUST | 5 | Q4 2022 | 4.3% |
THE TRADE DESK INC COM CL A | 5 | Q4 2022 | 4.0% |
MODERNA INC COM | 5 | Q4 2022 | 3.2% |
APPLE INC COM | 5 | Q4 2022 | 2.8% |
ASML HOLDING N V N Y REGISTRY SHS | 5 | Q4 2022 | 2.9% |
ILLUMINA INC COM | 5 | Q4 2022 | 3.2% |
ISHARES RUSSELL 2000 ETF | 5 | Q4 2022 | 2.4% |
ISHARES S&P MIDCAP FUND | 5 | Q4 2022 | 2.3% |
View TITLEIST CAPITAL, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
X-17A-5 | 2024-03-01 |
13F-HR | 2023-01-12 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-17 |
X-17A-5 | 2021-02-26 |
X-17A-5 | 2020-02-26 |
X-17A-5 | 2019-02-25 |
X-17A-5 | 2018-03-01 |
View TITLEIST CAPITAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.